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RK Asset Management’s White Mountains Insurance WTM Stock Holding History

RK Asset 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
2014
Q1 		– Sell
-11,062
Closed -$6.67M – 17
2013
Q4 		$6.67M Buy
+11,062
New +$6.52M 5.74% 12

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LCOV
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Vanguard Group
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RK Asset Management's WTM Position: Q1 2014 in Review

RK Asset Management sold out of White Mountains Insurance (WTM) in Q1 2014, closing a stake of 11,062 shares — an estimated $6.67M sold.

RK Asset Management first reported a position in WTM in Q4 2013 and held it in 1 quarter. The position peaked at $6.67M in Q4 2013. 186 funds tracked by Wall St. Rank hold WTM as of Q1 2014.

  • RK Asset Management reported no remaining White Mountains Insurance position as of Q1 2014 after selling out during the quarter.
  • RK Asset Management sold 11,062 White Mountains Insurance shares in Q1 2014, an estimated $6.67M.
  • RK Asset Management first reported a position in White Mountains Insurance in Q4 2013 and held it in 1 quarter.
  • RK Asset Management's White Mountains Insurance position peaked at $6.67M in Q4 2013.
  • 186 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2014.

Based on RK Asset Management's 13F filing for Q1 2014, filed 18 Apr 2014.