$592 Million is the total value of WHITE MOUNTAINS ADVISORS LLC's 3 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $489,753,000 | -7.2% | 1,861,118 | -5.9% | 82.70% | +8.4% |
| VOO | Sell | VANGUARD INDEX FDS | $58,514,000 | -27.0% | 241,715 | -26.1% | 9.88% | -14.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $43,972,000 | -18.8% | 165,700 | -17.8% | 7.42% | -5.1% |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -584,157 | -100.0% | -4.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-10
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.