Algert Global’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Hold |
233
| – | – | 0.01% | 970 |
|
|
2025
Q1 | $449K | Hold |
233
| – | – | 0.01% | 938 |
|
|
2024
Q4 | $453K | Buy |
+233
| New | +$453K | 0.01% | 929 |
|
|
2024
Q3 | – | Sell |
-800
| Closed | -$1.45M | – | 1624 |
|
|
2024
Q2 | $1.45M | Buy |
800
+258
| +48% | +$469K | 0.05% | 567 |
|
|
2024
Q1 | $973K | Hold |
542
| – | – | 0.04% | 620 |
|
|
2023
Q4 | $816K | Hold |
542
| – | – | 0.03% | 674 |
|
|
2023
Q3 | $811K | Hold |
542
| – | – | 0.04% | 612 |
|
|
2023
Q2 | $753K | Hold |
542
| – | – | 0.03% | 718 |
|
|
2023
Q1 | $747K | Buy |
542
+98
| +22% | +$135K | 0.04% | 734 |
|
|
2022
Q4 | $628K | Hold |
444
| – | – | 0.03% | 735 |
|
|
2022
Q3 | $579K | Buy |
444
+269
| +154% | +$351K | 0.04% | 760 |
|
|
2022
Q2 | $218K | Buy |
+175
| New | +$218K | 0.02% | 1002 |
|