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

Troy 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
2021 Q1	–	Sell	-665	Closed	-$665K	–	45
2020 Q4	$665K	Hold	665	–	–	0.01%	39
2020 Q3	$518K	Buy	+665	New	+$575K	0.01%	39
2020 Q2	–	Sell	-665	Closed	-$605K	–	47
2020 Q1	$605K	Hold	665	–	–	0.02%	39
2019 Q4	$742K	Hold	665	–	–	0.03%	41
2019 Q3	$718K	Hold	665	–	–	0.03%	39
2019 Q2	$679K	Hold	665	–	–	0.03%	38
2019 Q1	$615K	Hold	665	–	–	0.03%	40
2018 Q4	$570K	Hold	665	–	–	0.03%	38
2018 Q3	$622K	Hold	665	–	–	0.03%	40
2018 Q2	$603K	Hold	665	–	–	0.03%	40
2018 Q1	$547K	Hold	665	–	–	0.03%	41
2017 Q4	$566K	Buy	+665	New	+$581K	0.02%	40
2017 Q2	–	Sell	-665	Closed	-$581K	–	45
2017 Q1	$581K	Buy	+665	New	+$596K	0.03%	39

Other funds holding WTM

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RRAM

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

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

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

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

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

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

Troy Asset Management's WTM Position: Q1 2021 in Review

Troy Asset Management sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 665 shares — an estimated $665K sold.

Troy Asset Management first reported a position in WTM in Q1 2017 and held it in 13 quarters. The position peaked at $742K in Q4 2019. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

Troy Asset Management reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
Troy Asset Management sold 665 White Mountains Insurance shares in Q1 2021, an estimated $665K.
Troy Asset Management first reported a position in White Mountains Insurance in Q1 2017 and held it in 13 quarters.
Troy Asset Management's White Mountains Insurance position peaked at $742K in Q4 2019.
245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Troy Asset Management's 13F filing for Q1 2021, filed 13 May 2021.