$65.6 Million is the total value of WHITE MOUNTAINS ADVISORS LLC's 5 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | Sell | ISHARES TRrus 1000 val etf | $21,782,000 | -47.1% | 211,000 | -49.4% | 33.22% | +159.1% |
| VOO | Sell | VANGUARD INDEX FDS | $17,555,000 | -72.0% | 91,339 | -72.5% | 26.77% | +37.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $11,830,000 | -84.7% | 56,200 | -85.0% | 18.04% | -25.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $9,866,000 | -59.7% | 84,400 | -60.7% | 15.04% | +97.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,546,000 | -96.1% | 21,700 | -96.1% | 6.93% | -80.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 23 | Q3 2020 | 86.5% |
| VANGUARD INDEX FDS | 23 | Q3 2020 | 53.9% |
| ISHARES TR | 22 | Q3 2020 | 34.1% |
| ISHARES TR | 6 | Q2 2016 | 33.2% |
| ISHARES TR | 5 | Q2 2016 | 15.0% |
| 0 | 4 | Q3 2021 | 0.0% |
| SCHWAB STRATEGIC TR | 1 | Q4 2017 | 4.3% |
View WHITE MOUNTAINS ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-12 |
| 13F-HR | 2020-05-12 |
| 13F-HR | 2020-02-12 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-08 |
View WHITE MOUNTAINS ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.