Winton Group’s White Mountains Insurance WTM Stock Holding History

Winton Group’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
2021 Q4	–	Sell	-3,415	Closed	-$3.65M	–	1439
2021 Q3	$3.65M	Buy	3,415 +370	+12%	+$413K	0.2%	78
2021 Q2	$3.5M	Buy	3,045 +292	+11%	+$341K	0.19%	58
2021 Q1	$3.07M	Sell	2,753 -193	-7%	-$216K	0.18%	64
2020 Q4	$2.95M	Sell	2,946 -5,020	-63%	-$4.72M	0.21%	43
2020 Q3	$6.21M	Sell	7,966 -1,532	-16%	-$1.32M	0.2%	77
2020 Q2	$8.43M	Buy	9,498 +584	+7%	+$526K	0.22%	71
2020 Q1	$8.11M	Buy	8,914 +1,989	+29%	+$2.06M	0.21%	103
2019 Q4	$7.72M	Sell	6,925 -318	-4%	-$347K	0.11%	319
2019 Q3	$7.82M	Buy	7,243 +6,659	+1,140%	+$7.1M	0.09%	266
2019 Q2	$597K	Sell	584 -1,021	-64%	-$982K	0.01%	598
2019 Q1	$1.49M	Buy	+1,605	New	+$1.45M	0.03%	295

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

ACM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Winton Group's WTM Position: Q4 2021 in Review

Winton Group sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 3,415 shares — an estimated $3.65M sold.

Winton Group first reported a position in WTM in Q1 2019 and held it in 11 quarters. The position peaked at $8.43M in Q2 2020. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

Winton Group reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
Winton Group sold 3,415 White Mountains Insurance shares in Q4 2021, an estimated $3.65M.
Winton Group first reported a position in White Mountains Insurance in Q1 2019 and held it in 11 quarters.
Winton Group's White Mountains Insurance position peaked at $8.43M in Q2 2020.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.