$90.5 Million is the total value of WHITE MOUNTAINS ADVISORS LLC's 3 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $62,080,000 | +1265.6% | 287,007 | +1222.6% | 68.61% | +889.8% |
| VOO | Sell | VANGUARD INDEX FDS | $16,936,000 | -3.5% | 85,239 | -6.7% | 18.72% | -30.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $11,465,000 | -3.1% | 52,700 | -6.2% | 12.67% | -29.8% |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -84,400 | -100.0% | -15.04% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -211,000 | -100.0% | -33.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-10
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.