WMS Partners’s White Mountains Insurance WTM Stock Holding History

WMS Partners’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 Q3	–	Sell	-719	Closed	-$734K	–	234
2019 Q2	$734K	Hold	719	–	–	0.18%	80
2019 Q1	$665K	Hold	719	–	–	0.17%	83
2018 Q4	$617K	Sell	719 -235	-25%	-$209K	0.17%	81
2018 Q3	$893K	Hold	954	–	–	0.1%	85
2018 Q2	$865K	Hold	954	–	–	0.1%	87
2018 Q1	$785K	Hold	954	–	–	0.09%	88
2017 Q4	$812K	Sell	954 -30	-3%	-$26.2K	0.09%	90
2017 Q3	$843K	Hold	984	–	–	0.1%	84
2017 Q2	$855K	Hold	984	–	–	0.11%	81
2017 Q1	$866K	Sell	984 -1	-0.1%	-$896	0.11%	81
2016 Q4	$824K	Buy	985 +1	+0.1%	+$838	0.11%	81
2016 Q3	$817K	Hold	984	–	–	0.11%	81
2016 Q2	$829K	Hold	984	–	–	0.12%	78
2016 Q1	$790K	Hold	984	–	–	0.11%	86
2015 Q4	$715K	Hold	984	–	–	0.1%	96
2015 Q3	$735K	Hold	984	–	–	0.11%	91
2015 Q2	$644K	Hold	984	–	–	0.07%	146
2015 Q1	$674K	Hold	984	–	–	0.08%	141
2014 Q4	$620K	Hold	984	–	–	0.1%	103
2014 Q3	$620K	Hold	984	–	–	0.1%	125
2014 Q2	$599K	Hold	984	–	–	0.09%	123
2014 Q1	$590K	Hold	984	–	–	0.09%	122
2013 Q4	$593K	Buy	+984	New	+$580K	0.1%	108
2013 Q3	–	Sell	-984	Closed	-$566K	–	235
2013 Q2	$566K	Buy	+984	New	+$574K	0.1%	106

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

ACM

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

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

WCM

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

LCOV

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

WMS Partners's WTM Position: Q3 2019 in Review

WMS Partners sold out of White Mountains Insurance (WTM) in Q3 2019, closing a stake of 719 shares — an estimated $734K sold.

WMS Partners first reported a position in WTM in Q2 2013 and held it in 24 quarters. The position peaked at $893K in Q3 2018. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

WMS Partners reported no remaining White Mountains Insurance position as of Q3 2019 after selling out during the quarter.
WMS Partners sold 719 White Mountains Insurance shares in Q3 2019, an estimated $734K.
WMS Partners first reported a position in White Mountains Insurance in Q2 2013 and held it in 24 quarters.
WMS Partners's White Mountains Insurance position peaked at $893K in Q3 2018.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on WMS Partners's 13F filing for Q3 2019, filed 7 Nov 2019.