Advisory Research’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15,751
| Closed | -$13.3M | – | 268 |
|
|
2016
Q2 | $13.3M | Sell |
15,751
-3,473
| -18% | -$2.92M | 0.23% | 93 |
|
|
2016
Q1 | $15.4M | Sell |
19,224
-64,820
| -77% | -$52M | 0.29% | 87 |
|
|
2015
Q4 | $61.1M | Sell |
84,044
-5,885
| -7% | -$4.28M | 0.93% | 35 |
|
|
2015
Q3 | $67.2M | Sell |
89,929
-16,701
| -16% | -$12.5M | 0.96% | 30 |
|
|
2015
Q2 | $69.8M | Sell |
106,630
-5,663
| -5% | -$3.71M | 0.79% | 33 |
|
|
2015
Q1 | $76.9M | Sell |
112,293
-14,513
| -11% | -$9.93M | 0.84% | 31 |
|
|
2014
Q4 | $79.9M | Sell |
126,806
-2,082
| -2% | -$1.31M | 0.83% | 31 |
|
|
2014
Q3 | $81.2M | Sell |
128,888
-2,733
| -2% | -$1.72M | 0.79% | 42 |
|
|
2014
Q2 | $80.1M | Sell |
131,621
-941
| -0.7% | -$573K | 0.74% | 45 |
|
|
2014
Q1 | $79.5M | Sell |
132,562
-18,768
| -12% | -$11.3M | 0.82% | 41 |
|
|
2013
Q4 | $91.3M | Buy |
151,330
+6,629
| +5% | +$4M | 0.94% | 38 |
|
|
2013
Q3 | $82.1M | Sell |
144,701
-602
| -0.4% | -$342K | 0.88% | 37 |
|
|
2013
Q2 | $83.5M | Buy |
+145,303
| New | +$83.5M | 0.94% | 36 |
|