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
+22.63%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$802M
AUM Growth
–
Cap. Flow
+$796M
Cap. Flow %
99.23%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MAX icon
MediaAlpha
MAX
+$796M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAX icon
1
MediaAlpha
MAX
$758M
$802M 100%
+20,532,202
New +$796M

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 Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for White Mountains Insurance Group, which disclosed 1 position worth $802M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is MediaAlpha: 20,532,202 shares worth $802M.

By sector, the portfolio is most concentrated in Communication Services at 100% of assets.

  • White Mountains Insurance Group's largest Q4 2020 buy was MediaAlpha: 20,532,202 shares worth $802M.
  • White Mountains Insurance Group's ten largest holdings make up 100% of its $802M portfolio in Q4 2020.
  • White Mountains Insurance Group disclosed 1 position in Q4 2020, its first 13F filing on record.

Based on White Mountains Insurance Group's 13F filing for Q4 2020, filed 12 Feb 2021.