Riverhead Capital Management’s White Mountains Insurance WTM Stock Holding History

Riverhead Capital Management’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
2019 Q3	$216K	Sell	200 -940	-82%	-$1M	0.01%	1103
2019 Q2	$1.17M	Buy	1,140 +90	+9%	+$86.6K	0.04%	451
2019 Q1	$972K	Sell	1,050 -40	-4%	-$36.2K	0.04%	479
2018 Q4	$935K	Buy	1,090 +370	+51%	+$330K	0.04%	465
2018 Q3	$674K	Buy	720 +370	+106%	+$343K	0.02%	626
2018 Q2	$317K	Buy	350 +50	+17%	+$44K	0.01%	879
2018 Q1	$247K	Buy	+300	New	+$248K	0.01%	966
2017 Q3	–	Sell	-550	Closed	-$478K	–	1549
2017 Q2	$478K	Sell	550 -171	-24%	-$148K	0.02%	596
2017 Q1	$634K	Buy	+721	New	+$646K	0.03%	465

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Riverhead Capital Management's WTM Position: Q3 2019 in Review

Riverhead Capital Management reduced its White Mountains Insurance (WTM) stake by 82% in Q3 2019, selling an estimated $1M and leaving 200 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1103.

Riverhead Capital Management first reported a position in WTM in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2019. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

Riverhead Capital Management held 200 shares of White Mountains Insurance worth $216K as of Q3 2019.
Riverhead Capital Management sold 940 White Mountains Insurance shares in Q3 2019, an estimated $1M.
White Mountains Insurance made up 0.01% of Riverhead Capital Management's portfolio in Q3 2019, its #1103 holding.
Riverhead Capital Management first reported a position in White Mountains Insurance in Q1 2017 and has held it in 9 quarters since.
Riverhead Capital Management's White Mountains Insurance position peaked at $1.17M in Q2 2019.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.