Acadian Asset Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17K | Hold |
10
| – | – | ﹤0.01% | 1592 |
|
2025
Q1 | $19K | Buy |
+10
| New | +$19K | ﹤0.01% | 1536 |
|
2021
Q2 | – | Sell |
-238
| Closed | -$265K | – | 2239 |
|
2021
Q1 | $265K | Sell |
238
-3
| -1% | -$3.34K | ﹤0.01% | 1410 |
|
2020
Q4 | $241K | Hold |
241
| – | – | ﹤0.01% | 1480 |
|
2020
Q3 | $188K | Sell |
241
-779
| -76% | -$608K | ﹤0.01% | 1478 |
|
2020
Q2 | $905K | Sell |
1,020
-107
| -9% | -$94.9K | ﹤0.01% | 996 |
|
2020
Q1 | $1.03M | Buy |
1,127
+446
| +65% | +$406K | 0.01% | 786 |
|
2019
Q4 | $760K | Buy |
681
+507
| +291% | +$566K | ﹤0.01% | 952 |
|
2019
Q3 | $188K | Sell |
174
-269
| -61% | -$291K | ﹤0.01% | 1332 |
|
2019
Q2 | $452K | Buy |
+443
| New | +$452K | ﹤0.01% | 1040 |
|
2017
Q2 | – | Sell |
-315
| Closed | -$278K | – | 1606 |
|
2017
Q1 | $278K | Sell |
315
-423
| -57% | -$373K | ﹤0.01% | 990 |
|
2016
Q4 | $617K | Buy |
+738
| New | +$617K | ﹤0.01% | 816 |
|
2013
Q3 | – | Sell |
-349
| Closed | -$201K | – | 1051 |
|
2013
Q2 | $201K | Buy |
+349
| New | +$201K | ﹤0.01% | 686 |
|