TLP Group’s White Mountains Insurance WTM Stock Holding History

TLP 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
2018 Q1	–	Sell	-11	Closed	-$9K	–	648
2017 Q4	$9K	Sell	11 -312	-97%	-$273K	0.01%	389
2017 Q3	$277K	Buy	323 +123	+62%	+$106K	0.17%	134
2017 Q2	$174K	Buy	+200	New	+$174K	0.16%	187
2016 Q3	–	Sell	-464	Closed	-$391K	–	405
2016 Q2	$391K	Buy	+464	New	+$379K	0.27%	175

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

FMI

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

LCOV

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

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

RRAM

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

TLP Group's WTM Position: Q1 2018 in Review

TLP Group sold out of White Mountains Insurance (WTM) in Q1 2018, closing a stake of 11 shares — an estimated $9K sold.

TLP Group first reported a position in WTM in Q2 2016 and held it in 4 quarters. The position peaked at $391K in Q2 2016. 232 funds tracked by Wall St. Rank hold WTM as of Q1 2018.

TLP Group reported no remaining White Mountains Insurance position as of Q1 2018 after selling out during the quarter.
TLP Group sold 11 White Mountains Insurance shares in Q1 2018, an estimated $9K.
TLP Group first reported a position in White Mountains Insurance in Q2 2016 and held it in 4 quarters.
TLP Group's White Mountains Insurance position peaked at $391K in Q2 2016.
232 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2018.

Based on TLP Group's 13F filing for Q1 2018, filed 16 May 2018.