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Wilmington Trust’s White Mountains Insurance WTM Stock Holding History

Wilmington Trust’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
2014
Q2 		$470K Sell
772
-288
-27% -$172K 0.01% 519
2014
Q1 		$635K Buy
1,060
+4
+0.4% +$2.33K 0.01% 456
2013
Q4 		$636K Sell
1,056
-71
-6% -$41.8K 0.01% 463
2013
Q3 		$640K Sell
1,127
-14
-1% -$8.13K 0.01% 445
2013
Q2 		$656K Buy
+1,141
New +$666K 0.01% 417

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wilmington Trust's WTM Position: Q2 2014 in Review

Wilmington Trust reduced its White Mountains Insurance (WTM) stake by 27% in Q2 2014, selling an estimated $172K and leaving 772 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #519.

Wilmington Trust first reported a position in WTM in Q2 2013 and has held it in 5 quarters since. The position peaked at $656K in Q2 2013. 183 funds tracked by Wall St. Rank hold WTM as of Q2 2014.

  • Wilmington Trust held 772 shares of White Mountains Insurance worth $470K as of Q2 2014.
  • Wilmington Trust sold 288 White Mountains Insurance shares in Q2 2014, an estimated $172K.
  • White Mountains Insurance made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #519 holding.
  • Wilmington Trust first reported a position in White Mountains Insurance in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's White Mountains Insurance position peaked at $656K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.