RR
WTM icon

Robotti Robert’s White Mountains Insurance WTM Stock Holding History

Robotti Robert’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
2018
Q2 		– Sell
-500
Closed -$411K – 66
2018
Q1 		$411K Buy
500
+175
+54% +$144K 0.11% 50
2017
Q4 		$277K Hold
325
– – 0.07% 52
2017
Q3 		$279K Hold
325
– – 0.08% 46
2017
Q2 		$282K Buy
+325
New +$282K 0.08% 45

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robotti Robert's WTM Position: Q2 2018 in Review

Robotti Robert sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 500 shares — an estimated $411K sold.

Robotti Robert first reported a position in WTM in Q2 2017 and held it in 4 quarters. The position peaked at $411K in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • Robotti Robert reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • Robotti Robert sold 500 White Mountains Insurance shares in Q2 2018, an estimated $411K.
  • Robotti Robert first reported a position in White Mountains Insurance in Q2 2017 and held it in 4 quarters.
  • Robotti Robert's White Mountains Insurance position peaked at $411K in Q1 2018.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Robotti Robert's 13F filing for Q2 2018, filed 7 Aug 2018.