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World Asset Management’s White Mountains Insurance WTM Stock Holding History

World Asset Management’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
Q4 		– Sell
-333
Closed -$210K – 1456
2014
Q3 		$210K Buy
+333
New +$208K 0.01% 1310
2014
Q1 		– Sell
-336
Closed -$203K – 1549
2013
Q4 		$203K Sell
336
-153
-31% -$90.2K 0.01% 1399
2013
Q3 		$278K Sell
489
-51
-9% -$29.6K 0.01% 1335
2013
Q2 		$310K Buy
+540
New +$315K 0.01% 1300

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

World Asset Management's WTM Position: Q4 2014 in Review

World Asset Management sold out of White Mountains Insurance (WTM) in Q4 2014, closing a stake of 333 shares — an estimated $210K sold.

World Asset Management first reported a position in WTM in Q2 2013 and held it in 4 quarters. The position peaked at $310K in Q2 2013. 183 funds tracked by Wall St. Rank hold WTM as of Q4 2014.

  • World Asset Management reported no remaining White Mountains Insurance position as of Q4 2014 after selling out during the quarter.
  • World Asset Management sold 333 White Mountains Insurance shares in Q4 2014, an estimated $210K.
  • World Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 4 quarters.
  • World Asset Management's White Mountains Insurance position peaked at $310K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2014.

Based on World Asset Management's 13F filing for Q4 2014, filed 5 Feb 2015.