Royal London Asset Management’s White Mountains Insurance WTM Stock Holding History

Royal London 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	-1,520	Closed	-$898K	–	584
2013 Q4	$898K	Buy	+1,520	New	+$896K	0.02%	535
2013 Q3	–	Sell	-1,540	Closed	-$890K	–	572
2013 Q2	$890K	Buy	+1,540	New	+$899K	0.03%	535

Other funds holding WTM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal London Asset Management's WTM Position: Q1 2014 in Review

Royal London Asset Management sold out of White Mountains Insurance (WTM) in Q1 2014, closing a stake of 1,520 shares — an estimated $898K sold.

Royal London Asset Management first reported a position in WTM in Q2 2013 and held it in 2 quarters. The position peaked at $898K in Q4 2013. 186 funds tracked by Wall St. Rank hold WTM as of Q1 2014.

Royal London Asset Management reported no remaining White Mountains Insurance position as of Q1 2014 after selling out during the quarter.
Royal London Asset Management sold 1,520 White Mountains Insurance shares in Q1 2014, an estimated $898K.
Royal London Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 2 quarters.
Royal London Asset Management's White Mountains Insurance position peaked at $898K in Q4 2013.
186 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2014.

Based on Royal London Asset Management's 13F filing for Q1 2014, filed 21 May 2014.