Williams Jones & Associates’s White Mountains Insurance WTM Stock Holding History

Williams Jones & Associates’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$5.81M	Hold	5,691	–	–	0.12%	103
2019 Q1	$5.27M	Hold	5,691	–	–	0.12%	105
2018 Q4	$4.88M	Hold	5,691	–	–	0.13%	106
2018 Q3	$5.33M	Hold	5,691	–	–	0.11%	127
2018 Q2	$5.16M	Hold	5,691	–	–	0.11%	122
2018 Q1	$4.68M	Hold	5,691	–	–	0.11%	123
2017 Q4	$4.84M	Hold	5,691	–	–	0.11%	123
2017 Q3	$4.88M	Hold	5,691	–	–	0.12%	123
2017 Q2	$4.94M	Hold	5,691	–	–	0.12%	122
2017 Q1	$5.01M	Hold	5,691	–	–	0.13%	125
2016 Q4	$4.76M	Hold	5,691	–	–	0.14%	128
2016 Q3	$4.72M	Hold	5,691	–	–	0.14%	122
2016 Q2	$4.79M	Buy	+5,691	New	+$4.64M	0.15%	115

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Williams Jones & Associates's WTM Position: Q2 2019 in Review

Williams Jones & Associates held its White Mountains Insurance (WTM) position steady in Q2 2019 at 5,691 shares worth $5.81M. The position accounts for 0.12% of the portfolio, ranked #103.

Williams Jones & Associates first reported a position in WTM in Q2 2016 and has held it in 13 quarters since. 249 funds tracked by Wall St. Rank hold WTM as of Q2 2019.

Williams Jones & Associates held 5,691 shares of White Mountains Insurance worth $5.81M as of Q2 2019.
Williams Jones & Associates left its White Mountains Insurance share count unchanged in Q2 2019.
White Mountains Insurance made up 0.12% of Williams Jones & Associates's portfolio in Q2 2019, its #103 holding.
Williams Jones & Associates first reported a position in White Mountains Insurance in Q2 2016 and has held it in 13 quarters since.
249 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.