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WMIG

White Mountains Insurance Group Portfolio holdings

AUM $394M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
+25.11%
1 Year Est. Return
+22.47%
3 Year Est. Return
+104.83%
5 Year Est. Return
-46.79%
10 Year Est. Return
–
AUM
$611M
AUM Growth
+$109M
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 Miscellaneous 58.48%
2 Communication Services 41.52%
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
$795B
$357M 58.48%
872,946
– –
MAX icon
2
MediaAlpha
MAX
$585M
$254M 41.52%
16,939,998
– –

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White Mountains Insurance Group's Q1 2023 Portfolio in Review

As of Q1 2023, White Mountains Insurance Group held 2 positions worth $611M, up 22% from $502M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2023: 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 Miscellaneous at 58% of assets, down from 66% a quarter earlier, followed by Communication Services.

  • White Mountains Insurance Group's ten largest holdings make up 100% of its $611M portfolio in Q1 2023.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q1 2023.
  • White Mountains Insurance Group's portfolio value rose 22% quarter-over-quarter to $611M.

Based on White Mountains Insurance Group's 13F filing for Q1 2023, filed 11 May 2023.