Schaller Investment Group’s White Mountains Insurance WTM Stock Holding History

Schaller Investment Group’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 Q4	$1.56M	Hold	1,400	–	–	1.63%	13
2019 Q3	$1.51M	Hold	1,400	–	–	1.25%	13
2019 Q2	$1.43M	Hold	1,400	–	–	1.11%	14
2019 Q1	$1.3M	Hold	1,400	–	–	0.96%	15
2018 Q4	$1.2M	Hold	1,400	–	–	0.89%	15
2018 Q3	$1.31M	Hold	1,400	–	–	0.74%	14
2018 Q2	$1.27M	Hold	1,400	–	–	0.71%	14
2018 Q1	$1.15M	Hold	1,400	–	–	0.66%	15
2017 Q4	$1.19M	Hold	1,400	–	–	0.59%	20
2017 Q3	$1.2M	Hold	1,400	–	–	0.63%	21
2017 Q2	$1.22M	Hold	1,400	–	–	0.63%	21
2017 Q1	$1.23M	Hold	1,400	–	–	0.66%	21
2016 Q4	$1.17M	Hold	1,400	–	–	0.6%	21
2016 Q3	$1.16M	Hold	1,400	–	–	0.88%	17
2016 Q2	$1.18M	Hold	1,400	–	–	0.87%	16
2016 Q1	$1.12M	Hold	1,400	–	–	0.7%	22
2015 Q4	$1.02M	Hold	1,400	–	–	0.57%	20
2015 Q3	$1.05M	Hold	1,400	–	–	0.72%	20
2015 Q2	$917K	Hold	1,400	–	–	0.56%	20
2015 Q1	$958K	Hold	1,400	–	–	0.58%	21
2014 Q4	$882K	Hold	1,400	–	–	0.53%	21
2014 Q3	$882K	Hold	1,400	–	–	0.51%	23
2014 Q2	$852K	Hold	1,400	–	–	0.51%	23
2014 Q1	$840K	Hold	1,400	–	–	0.51%	24
2013 Q4	$844K	Hold	1,400	–	–	0.54%	27
2013 Q3	$795K	Hold	1,400	–	–	0.56%	24
2013 Q2	$805K	Buy	+1,400	New	+$817K	0.55%	28

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

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

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

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

ACM

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

FMI

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LCOV

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

Schaller Investment Group's WTM Position: Q4 2019 in Review

Schaller Investment Group held its White Mountains Insurance (WTM) position steady in Q4 2019 at 1,400 shares worth $1.56M. The position accounts for 1.63% of the portfolio, ranked #13.

Schaller Investment Group first reported a position in WTM in Q2 2013 and has held it in 27 quarters since. 253 funds tracked by Wall St. Rank hold WTM as of Q4 2019.

Schaller Investment Group held 1,400 shares of White Mountains Insurance worth $1.56M as of Q4 2019.
Schaller Investment Group left its White Mountains Insurance share count unchanged in Q4 2019.
White Mountains Insurance made up 1.63% of Schaller Investment Group's portfolio in Q4 2019, its #13 holding.
Schaller Investment Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 27 quarters since.
253 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2019.

Based on Schaller Investment Group's 13F filing for Q4 2019, filed 12 Feb 2020.