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WMIG

White Mountains Insurance Group Portfolio holdings

AUM $313M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
+19.21%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$321M
AUM Growth
–
Cap. Flow
+$281M
Cap. Flow %
87.44%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SYA
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
+$280M
2
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$409K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 99.88%
2 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYA
1
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$321M 99.88%
+20,048,879
New +$280M
SI
2
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$394K 0.12%
+3,900
New +$409K

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MIM
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PAM
Pegasus Asset Management Montebello, New York $313M AUM 24.74% 1-Year Est. Return
SL
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TF
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EWA
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WIC
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White Mountains Insurance Group's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for White Mountains Insurance Group, which disclosed 2 positions worth $321M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is SYMETRA FINANCIAL CORPORATION COMMON STOCK: 20,048,879 shares worth $321M.

By sector, the portfolio is most concentrated in Financials at 100% of assets, followed by Industrials.

  • White Mountains Insurance Group's largest Q2 2013 buy was SYMETRA FINANCIAL CORPORATION COMMON STOCK: 20,048,879 shares worth $321M.
  • White Mountains Insurance Group's ten largest holdings make up 100% of its $321M portfolio in Q2 2013.
  • White Mountains Insurance Group disclosed 2 positions in Q2 2013, its first 13F filing on record.

Based on White Mountains Insurance Group's 13F filing for Q2 2013, filed 9 Aug 2013.