Zebra Capital Management’s White Mountains Insurance WTM Stock Holding History

Zebra Capital 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 Q2	–	Sell	-624	Closed	-$374K	–	285
2014 Q1	$374K	Sell	624 -739	-54%	-$431K	0.16%	229
2013 Q4	$822K	Sell	1,363 -119	-8%	-$70.1K	0.43%	77
2013 Q3	$841K	Buy	1,482 +126	+9%	+$73.2K	0.66%	42
2013 Q2	$780K	Buy	+1,356	New	+$791K	0.65%	37

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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 Des Moines, Iowa $187B AUM 18.48% 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

Zebra Capital Management's WTM Position: Q2 2014 in Review

Zebra Capital Management sold out of White Mountains Insurance (WTM) in Q2 2014, closing a stake of 624 shares — an estimated $374K sold.

Zebra Capital Management first reported a position in WTM in Q2 2013 and held it in 4 quarters. The position peaked at $841K in Q3 2013. 183 funds tracked by Wall St. Rank hold WTM as of Q2 2014.

Zebra Capital Management reported no remaining White Mountains Insurance position as of Q2 2014 after selling out during the quarter.
Zebra Capital Management sold 624 White Mountains Insurance shares in Q2 2014, an estimated $374K.
Zebra Capital Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 4 quarters.
Zebra Capital Management's White Mountains Insurance position peaked at $841K in Q3 2013.
183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2014.

Based on Zebra Capital Management's 13F filing for Q2 2014, filed 30 Jul 2014.