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Stifel Nicolaus & Co’s White Mountains Insurance WTM Stock Holding History

Stifel Nicolaus & Co’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 		$631K Sell
1,111
-119
-10% -$69.1K 0.01% 821
2013
Q2 		$707K Buy
+1,230
New +$718K 0.01% 736

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 $167B AUM 44.17% 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

Stifel Nicolaus & Co's WTM Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its White Mountains Insurance (WTM) stake by 9.7% in Q3 2013, selling an estimated $69.1K and leaving 1,111 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #821.

Stifel Nicolaus & Co first reported a position in WTM in Q2 2013 and has held it in 2 quarters since. The position peaked at $707K in Q2 2013. 180 funds tracked by Wall St. Rank hold WTM as of Q3 2013.

  • Stifel Nicolaus & Co held 1,111 shares of White Mountains Insurance worth $631K as of Q3 2013.
  • Stifel Nicolaus & Co sold 119 White Mountains Insurance shares in Q3 2013, an estimated $69.1K.
  • White Mountains Insurance made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #821 holding.
  • Stifel Nicolaus & Co first reported a position in White Mountains Insurance in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's White Mountains Insurance position peaked at $707K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.