1IA
WTM icon

1834 Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.11M Hold
1,176
0.27% 81
2025
Q1
$2.27M Hold
1,176
0.29% 77
2024
Q4
$2.29M Hold
1,176
0.29% 79
2024
Q3
$2M Hold
1,176
0.23% 85
2024
Q2
$2.14M Hold
1,176
0.26% 84
2024
Q1
$2.11M Hold
1,176
0.25% 83
2023
Q4
$1.77M Hold
1,176
0.21% 90
2023
Q3
$1.76M Hold
1,176
0.22% 93
2023
Q2
$1.63M Hold
1,176
0.19% 95
2023
Q1
$1.62M Hold
1,176
0.19% 98
2022
Q4
$1.66M Hold
1,176
0.24% 80
2022
Q3
$1.53M Hold
1,176
0.23% 78
2022
Q2
$1.47M Hold
1,176
0.21% 80
2022
Q1
$1.34M Hold
1,176
0.16% 92
2021
Q4
$1.19M Hold
1,176
0.13% 96
2021
Q3
$1.26M Hold
1,176
0.15% 96
2021
Q2
$1.35M Hold
1,176
0.16% 94
2021
Q1
$1.31M Hold
1,176
0.17% 89
2020
Q4
$1.18M Hold
1,176
0.16% 87
2020
Q3
$916K Hold
1,176
0.13% 89
2020
Q2
$1.04M Hold
1,176
0.17% 83
2020
Q1
$1.07M Hold
1,176
0.2% 80
2019
Q4
$1.31M Sell
1,176
-90
-7% -$100K 0.2% 82
2019
Q3
$1.37M Hold
1,266
0.2% 85
2019
Q2
$1.29M Hold
1,266
0.19% 82
2019
Q1
$1.17M Hold
1,266
0.18% 86
2018
Q4
$1.09M Hold
1,266
0.18% 89
2018
Q3
$1.19M Hold
1,266
0.17% 87
2018
Q2
$1.15M Hold
1,266
0.18% 87
2018
Q1
$1.04M Hold
1,266
0.18% 91
2017
Q4
$1.08M Buy
+1,266
New +$1.08M 0.17% 99