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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
+9.3%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$502M
AUM Growth
+$308M
Cap. Flow
+$286M
Cap. Flow %
56.84%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$286M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 33.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$334M 66.45%
872,946
+742,946
+571% +$286M
MAX icon
2
MediaAlpha
MAX
$758M
$169M 33.55%
16,939,998
– –

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White Mountains Insurance Group's Q4 2022 Portfolio in Review

As of Q4 2022, White Mountains Insurance Group held 2 positions worth $502M, up 158% from $195M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Insurance Group deployed $286M of net new capital in Q4 2022, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Communication Services at 34% of assets, down from 76% a quarter earlier.

  • White Mountains Insurance Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2022, an estimated $286M increase.
  • White Mountains Insurance Group's ten largest holdings make up 100% of its $502M portfolio in Q4 2022.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q4 2022.
  • White Mountains Insurance Group's portfolio value rose 158% quarter-over-quarter to $502M.

Based on White Mountains Insurance Group's 13F filing for Q4 2022, filed 13 Feb 2023.