Van Den Berg Management I’s White Mountains Insurance WTM Stock Holding History

Van Den Berg Management I’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
2016 Q3	–	Sell	-500	Closed	-$421K	–	83
2016 Q2	$421K	Sell	500 -1,004	-67%	-$819K	0.05%	71
2016 Q1	$1.21M	Hold	1,504	–	–	0.16%	48
2015 Q4	$1.09M	Sell	1,504 -1,375	-48%	-$1.05M	0.15%	49
2015 Q3	$2.15M	Sell	2,879 -10,431	-78%	-$7.51M	0.28%	44
2015 Q2	$8.72M	Buy	13,310 +437	+3%	+$290K	0.99%	37
2015 Q1	$8.81M	Buy	12,873 +773	+6%	+$510K	0.92%	43
2014 Q4	$7.62M	Buy	12,100 +476	+4%	+$303K	0.69%	52
2014 Q3	$7.32M	Buy	11,624 +336	+3%	+$210K	0.57%	55
2014 Q2	$6.87M	Buy	+11,288	New	+$6.72M	0.49%	53

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Van Den Berg Management I's WTM Position: Q3 2016 in Review

Van Den Berg Management I sold out of White Mountains Insurance (WTM) in Q3 2016, closing a stake of 500 shares — an estimated $421K sold.

Van Den Berg Management I first reported a position in WTM in Q2 2014 and held it in 9 quarters. The position peaked at $8.81M in Q1 2015. 191 funds tracked by Wall St. Rank hold WTM as of Q3 2016.

Van Den Berg Management I reported no remaining White Mountains Insurance position as of Q3 2016 after selling out during the quarter.
Van Den Berg Management I sold 500 White Mountains Insurance shares in Q3 2016, an estimated $421K.
Van Den Berg Management I first reported a position in White Mountains Insurance in Q2 2014 and held it in 9 quarters.
Van Den Berg Management I's White Mountains Insurance position peaked at $8.81M in Q1 2015.
191 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2016.

Based on Van Den Berg Management I's 13F filing for Q3 2016, filed 10 Nov 2016.