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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
+4.53%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$398M
AUM Growth
+$17.2M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 99.87%
2 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYA
1
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$397M 99.87%
20,048,879
– –
SI
2
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$525K 0.13%
3,900
– –

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White Mountains Insurance Group's Q1 2014 Portfolio in Review

As of Q1 2014, White Mountains Insurance Group held 2 positions worth $398M, up 4.5% from $381M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2014: portfolio turnover was 0%. White Mountains Insurance Group opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 100% of assets, up from 100% a quarter earlier, followed by Industrials.

  • White Mountains Insurance Group's ten largest holdings make up 100% of its $398M portfolio in Q1 2014.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q1 2014.
  • White Mountains Insurance Group's portfolio value rose 4.5% quarter-over-quarter to $398M.

Based on White Mountains Insurance Group's 13F filing for Q1 2014, filed 12 May 2014.