Rowland Carmichael Advisors’s White Mountains Insurance WTM Stock Holding History

Rowland Carmichael 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
2020 Q4	$574K	Sell	574 -47	-8%	-$44.2K	0.18%	128
2020 Q3	$484K	Buy	621 +9	+1%	+$7.78K	0.19%	131
2020 Q2	$543K	Buy	612 +38	+7%	+$34.2K	0.23%	115
2020 Q1	$522K	Buy	574 +125	+28%	+$129K	0.27%	109
2019 Q4	$501K	Hold	449	–	–	0.17%	143
2019 Q3	$485K	Hold	449	–	–	0.17%	145
2019 Q2	$459K	Hold	449	–	–	0.16%	152
2019 Q1	$416K	Hold	449	–	–	0.15%	157
2018 Q4	$385K	Buy	449 +58	+15%	+$51.7K	0.17%	143
2018 Q3	$366K	Sell	391 -39	-9%	-$36.1K	0.14%	171
2018 Q2	$390K	Buy	430 +39	+10%	+$34.4K	0.17%	166
2018 Q1	$322K	Hold	391	–	–	0.18%	167
2017 Q4	$333K	Sell	391 -40	-9%	-$35K	0.17%	166
2017 Q3	$369K	Hold	431	–	–	0.2%	153
2017 Q2	$374K	Hold	431	–	–	0.22%	144
2017 Q1	$379K	Hold	431	–	–	0.23%	130
2016 Q4	$360K	Hold	431	–	–	0.21%	146
2016 Q3	$358K	Hold	431	–	–	0.23%	135
2016 Q2	$363K	Buy	+431	New	+$352K	0.23%	137

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

ACM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

LCOV

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

Rowland Carmichael Advisors's WTM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its White Mountains Insurance (WTM) stake by 7.6% in Q4 2020, selling an estimated $44.2K and leaving 574 shares worth $574K. The position accounts for 0.18% of the portfolio, ranked #128.

Rowland Carmichael Advisors first reported a position in WTM in Q2 2016 and has held it in 19 quarters since. 234 funds tracked by Wall St. Rank hold WTM as of Q4 2020.

Rowland Carmichael Advisors held 574 shares of White Mountains Insurance worth $574K as of Q4 2020.
Rowland Carmichael Advisors sold 47 White Mountains Insurance shares in Q4 2020, an estimated $44.2K.
White Mountains Insurance made up 0.18% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #128 holding.
Rowland Carmichael Advisors first reported a position in White Mountains Insurance in Q2 2016 and has held it in 19 quarters since.
234 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.