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Verus Capital Partners’s White Mountains Insurance WTM Stock Holding History

Verus Capital Partners’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
2020
Q1 		$177K Buy
195
+115
+144% +$119K 0.06% 209
2019
Q4 		$89K Buy
+80
New +$87.3K 0.03% 412

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BlackRock
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ACM
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Verus Capital Partners's WTM Position: Q1 2020 in Review

Verus Capital Partners increased its White Mountains Insurance (WTM) stake by 144% in Q1 2020, buying an estimated $119K and bringing the position to 195 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #209.

Verus Capital Partners first reported a position in WTM in Q4 2019 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

  • Verus Capital Partners held 195 shares of White Mountains Insurance worth $177K as of Q1 2020.
  • Verus Capital Partners bought 115 White Mountains Insurance shares in Q1 2020, an estimated $119K.
  • White Mountains Insurance made up 0.06% of Verus Capital Partners's portfolio in Q1 2020, its #209 holding.
  • Verus Capital Partners first reported a position in White Mountains Insurance in Q4 2019 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.