We are live on ! Find out more
WMIG

White Mountains Insurance Group Portfolio holdings

AUM $313M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
+2.59%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$468M
AUM Growth
+$11.8M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYA
1
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$468M 100%
20,048,879
– –

Similar funds

JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
PAM
Pegasus Asset Management Montebello, New York $313M AUM 24.74% 1-Year Est. Return
SL
Sentry LLC Memphis, Tennessee $314M AUM 30.11% 1-Year Est. Return
TF
Tandem Financial Greenwood Village, Colorado $314M AUM 25.09% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

White Mountains Insurance Group's Q3 2014 Portfolio in Review

As of Q3 2014, White Mountains Insurance Group held 1 position worth $468M, up 2.6% from $456M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2014: portfolio turnover was 0%. White Mountains Insurance Group opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

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

  • White Mountains Insurance Group's ten largest holdings make up 100% of its $468M portfolio in Q3 2014.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q3 2014.
  • White Mountains Insurance Group's portfolio value rose 2.6% quarter-over-quarter to $468M.

Based on White Mountains Insurance Group's 13F filing for Q3 2014, filed 13 Nov 2014.