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Third Avenue Management’s White Mountains Insurance WTM Stock Holding History

Third Avenue 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
2018
Q4 		– Sell
-28,649
Closed -$26.8M – 71
2018
Q3 		$26.8M Sell
28,649
-96
-0.3% -$89K 1.51% 22
2018
Q2 		$26.1M Sell
28,745
-5,450
-16% -$4.8M 1.29% 23
2018
Q1 		$28.1M Buy
34,195
+347
+1% +$286K 1.43% 23
2017
Q4 		$28.8M Buy
33,848
+1,247
+4% +$1.09M 1.38% 23
2017
Q3 		$27.9M Sell
32,601
-434
-1% -$373K 1.26% 24
2017
Q2 		$28.7M Sell
33,035
-31,351
-49% -$27.2M 1.28% 25
2017
Q1 		$56.7M Buy
64,386
+295
+0.5% +$264K 2.59% 11
2016
Q4 		$53.6M Sell
64,091
-2,010
-3% -$1.68M 2.43% 12
2016
Q3 		$54.9M Sell
66,101
-2,289
-3% -$1.89M 2.51% 13
2016
Q2 		$57.6M Sell
68,390
-3,969
-5% -$3.24M 2.56% 10
2016
Q1 		$58.1M Sell
72,359
-16,928
-19% -$12.7M 2.23% 13
2015
Q4 		$64.9M Sell
89,287
-20,619
-19% -$15.8M 2.1% 19
2015
Q3 		$82.1M Sell
109,906
-20,961
-16% -$15.1M 2.24% 15
2015
Q2 		$85.7M Sell
130,867
-19,103
-13% -$12.7M 2.16% 19
2015
Q1 		$103M Sell
149,970
-4,488
-3% -$2.96M 2.57% 11
2014
Q4 		$97.3M Sell
154,458
-27,556
-15% -$17.5M 2.45% 12
2014
Q3 		$115M Sell
182,014
-9,633
-5% -$6.01M 2.41% 11
2014
Q2 		$117M Buy
191,647
+73
+0% +$43.5K 2.25% 11
2014
Q1 		$115M Sell
191,574
-83,244
-30% -$48.6M 2.23% 12
2013
Q4 		$166M Buy
274,818
+3,994
+1% +$2.35M 3.04% 7
2013
Q3 		$154M Buy
270,824
+3,551
+1% +$2.06M 2.97% 6
2013
Q2 		$154M Buy
+267,273
New +$156M 3.02% 9

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Third Avenue Management's WTM Position: Q4 2018 in Review

Third Avenue Management sold out of White Mountains Insurance (WTM) in Q4 2018, closing a stake of 28,649 shares — an estimated $26.8M sold.

Third Avenue Management first reported a position in WTM in Q2 2013 and held it in 22 quarters. The position peaked at $166M in Q4 2013. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

  • Third Avenue Management reported no remaining White Mountains Insurance position as of Q4 2018 after selling out during the quarter.
  • Third Avenue Management sold 28,649 White Mountains Insurance shares in Q4 2018, an estimated $26.8M.
  • Third Avenue Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 22 quarters.
  • Third Avenue Management's White Mountains Insurance position peaked at $166M in Q4 2013.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on Third Avenue Management's 13F filing for Q4 2018, filed 13 Feb 2019.