SAM
WTM icon

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

Shell 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
2013
Q3 		– Sell
-2,401
Closed -$1.38M – 843
2013
Q2 		$1.38M Buy
+2,401
New +$1.4M 0.03% 594

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Shell Asset Management's WTM Position: Q3 2013 in Review

Shell Asset Management sold out of White Mountains Insurance (WTM) in Q3 2013, closing a stake of 2,401 shares — an estimated $1.38M sold.

Shell Asset Management first reported a position in WTM in Q2 2013 and held it in 1 quarter. The position peaked at $1.38M in Q2 2013. 180 funds tracked by Wall St. Rank hold WTM as of Q3 2013.

  • Shell Asset Management reported no remaining White Mountains Insurance position as of Q3 2013 after selling out during the quarter.
  • Shell Asset Management sold 2,401 White Mountains Insurance shares in Q3 2013, an estimated $1.38M.
  • Shell Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 1 quarter.
  • Shell Asset Management's White Mountains Insurance position peaked at $1.38M in Q2 2013.
  • 180 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2013.

Based on Shell Asset Management's 13F filing for Q3 2013, filed 28 Oct 2013.