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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
-9.32%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$600M
AUM Growth
-$202M
Cap. Flow
-$178M
Cap. Flow %
-29.68%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
MAX icon
MediaAlpha
MAX
+$178M

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
$600M 100%
16,939,998
-3,592,204
-17% -$178M

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White Mountains Insurance Group's Q1 2021 Portfolio in Review

As of Q1 2021, White Mountains Insurance Group held 1 position worth $600M, down 25% from $802M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Insurance Group withdrew a net $178M in Q1 2021, reducing 1 holding. Its largest reduction was MediaAlpha, cutting an estimated $178M.

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

  • White Mountains Insurance Group's biggest Q1 2021 reduction was MediaAlpha, cutting an estimated $178M.
  • White Mountains Insurance Group's ten largest holdings make up 100% of its $600M portfolio in Q1 2021.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q1 2021.
  • White Mountains Insurance Group's portfolio value fell 25% quarter-over-quarter to $600M.

Based on White Mountains Insurance Group's 13F filing for Q1 2021, filed 14 May 2021.