United Services Automobile Association’s White Mountains Insurance WTM Stock Holding History

United Services Automobile Association’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
2019 Q3	–	Sell	-6,046	Closed	-$6.18M	–	1756
2019 Q2	$6.18M	Buy	6,046 +1,053	+21%	+$1.01M	0.02%	717
2019 Q1	$4.62M	Buy	4,993 +4,480	+873%	+$4.06M	0.01%	804
2018 Q4	$440K	Buy	513 +47	+10%	+$41.9K	﹤0.01%	1619
2018 Q3	$436K	Hold	466	–	–	﹤0.01%	1745
2018 Q2	$422K	Sell	466 -87	-16%	-$76.6K	﹤0.01%	1766
2018 Q1	$455K	Buy	+553	New	+$456K	﹤0.01%	1731

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

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

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

ACM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

United Services Automobile Association's WTM Position: Q3 2019 in Review

United Services Automobile Association sold out of White Mountains Insurance (WTM) in Q3 2019, closing a stake of 6,046 shares — an estimated $6.18M sold.

United Services Automobile Association first reported a position in WTM in Q1 2018 and held it in 6 quarters. The position peaked at $6.18M in Q2 2019. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

United Services Automobile Association reported no remaining White Mountains Insurance position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 6,046 White Mountains Insurance shares in Q3 2019, an estimated $6.18M.
United Services Automobile Association first reported a position in White Mountains Insurance in Q1 2018 and held it in 6 quarters.
United Services Automobile Association's White Mountains Insurance position peaked at $6.18M in Q2 2019.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.