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UBS’s White Mountains Insurance WTM Stock Holding History

UBS’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
2014
Q3 		$544K Sell
863
-647
-43% -$404K ﹤0.01% 4180
2014
Q2 		$918K Buy
1,510
+982
+186% +$585K ﹤0.01% 3624
2014
Q1 		$317K Buy
528
+34
+7% +$19.8K ﹤0.01% 4711
2013
Q4 		$298K Sell
494
-29
-6% -$17.1K ﹤0.01% 4860
2013
Q3 		$297K Buy
523
+310
+146% +$180K ﹤0.01% 4712
2013
Q2 		$122K Buy
+213
New +$124K ﹤0.01% 5669

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's WTM Position: Q3 2014 in Review

UBS reduced its White Mountains Insurance (WTM) stake by 43% in Q3 2014, selling an estimated $404K and leaving 863 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

UBS first reported a position in WTM in Q2 2013 and has held it in 6 quarters since. The position peaked at $918K in Q2 2014. 169 funds tracked by Wall St. Rank hold WTM as of Q3 2014.

  • UBS held 863 shares of White Mountains Insurance worth $544K as of Q3 2014.
  • UBS sold 647 White Mountains Insurance shares in Q3 2014, an estimated $404K.
  • White Mountains Insurance made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4180 holding.
  • UBS first reported a position in White Mountains Insurance in Q2 2013 and has held it in 6 quarters since.
  • UBS's White Mountains Insurance position peaked at $918K in Q2 2014.
  • 169 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.