RFCA
WTM icon

R&F Capital Advisors’s White Mountains Insurance WTM Stock Holding History

R&F Capital Advisors’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$549K Sell
624
-6
-1% -$5.37K 0.14% 221
2016
Q4 		$527K Buy
+630
New +$528K 0.19% 169

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

R&F Capital Advisors's WTM Position: Q1 2017 in Review

R&F Capital Advisors reduced its White Mountains Insurance (WTM) stake by 0.95% in Q1 2017, selling an estimated $5.37K and leaving 624 shares worth $549K. The position accounts for 0.14% of the portfolio, ranked #221.

R&F Capital Advisors first reported a position in WTM in Q4 2016 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

  • R&F Capital Advisors held 624 shares of White Mountains Insurance worth $549K as of Q1 2017.
  • R&F Capital Advisors sold 6 White Mountains Insurance shares in Q1 2017, an estimated $5.37K.
  • White Mountains Insurance made up 0.14% of R&F Capital Advisors's portfolio in Q1 2017, its #221 holding.
  • R&F Capital Advisors first reported a position in White Mountains Insurance in Q4 2016 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.