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StoneX Group’s White Mountains Insurance WTM Stock Holding History

StoneX 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
2017
Q3 		– Sell
-254
Closed -$221K – 363
2017
Q2 		$221K Buy
+254
New +$220K 0.07% 345

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

StoneX Group's WTM Position: Q3 2017 in Review

StoneX Group sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 254 shares — an estimated $221K sold.

StoneX Group first reported a position in WTM in Q2 2017 and held it in 1 quarter. The position peaked at $221K in Q2 2017. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

  • StoneX Group reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
  • StoneX Group sold 254 White Mountains Insurance shares in Q3 2017, an estimated $221K.
  • StoneX Group first reported a position in White Mountains Insurance in Q2 2017 and held it in 1 quarter.
  • StoneX Group's White Mountains Insurance position peaked at $221K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on StoneX Group's 13F filing for Q3 2017, filed 13 Nov 2017.