AllianceBernstein’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 | $2.02M | Sell |
1,127
-28
| -2% | -$50.3K | ﹤0.01% | 1925 |
|
|
2025
Q1 | $2.22M | Sell |
1,155
-15
| -1% | -$28.9K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $2.28M | Sell |
1,170
-6
| -0.5% | -$11.7K | ﹤0.01% | 1887 |
|
|
2024
Q3 | $1.99M | Sell |
1,176
-7
| -0.6% | -$11.9K | ﹤0.01% | 1974 |
|
|
2024
Q2 | $2.15M | Sell |
1,183
-48
| -4% | -$87.2K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $2.21M | Sell |
1,231
-5
| -0.4% | -$8.97K | ﹤0.01% | 1867 |
|
|
2023
Q4 | $1.86M | Buy |
1,236
+102
| +9% | +$154K | ﹤0.01% | 1979 |
|
|
2023
Q3 | $1.7M | Sell |
1,134
-6
| -0.5% | -$8.97K | ﹤0.01% | 1965 |
|
|
2023
Q2 | $1.58M | Buy |
1,140
+38
| +3% | +$52.8K | ﹤0.01% | 2034 |
|
|
2023
Q1 | $1.52M | Sell |
1,102
-65
| -6% | -$89.5K | ﹤0.01% | 2017 |
|
|
2022
Q4 | $1.65M | Sell |
1,167
-26
| -2% | -$36.8K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $1.56M | Sell |
1,193
-49
| -4% | -$63.9K | ﹤0.01% | 2041 |
|
|
2022
Q2 | $1.55M | Sell |
1,242
-35
| -3% | -$43.6K | ﹤0.01% | 2100 |
|
|
2022
Q1 | $1.45M | Sell |
1,277
-103
| -7% | -$117K | ﹤0.01% | 2260 |
|
|
2021
Q4 | $1.4M | Sell |
1,380
-93
| -6% | -$94.3K | ﹤0.01% | 2330 |
|
|
2021
Q3 | $1.58M | Sell |
1,473
-147
| -9% | -$157K | ﹤0.01% | 2285 |
|
|
2021
Q2 | $1.86M | Sell |
1,620
-100
| -6% | -$115K | ﹤0.01% | 2228 |
|
|
2021
Q1 | $1.92M | Buy |
1,720
+100
| +6% | +$112K | ﹤0.01% | 2117 |
|
|
2020
Q4 | $1.62M | Sell |
1,620
-96
| -6% | -$96.1K | ﹤0.01% | 2091 |
|
|
2020
Q3 | $1.34M | Hold |
1,716
| – | – | ﹤0.01% | 2048 |
|
|
2020
Q2 | $1.52M | Sell |
1,716
-100
| -6% | -$88.8K | ﹤0.01% | 1980 |
|
|
2020
Q1 | $1.65M | Sell |
1,816
-137
| -7% | -$125K | ﹤0.01% | 1770 |
|
|
2019
Q4 | $2.18M | Buy |
1,953
+337
| +21% | +$376K | ﹤0.01% | 1906 |
|
|
2019
Q3 | $1.75M | Sell |
1,616
-5
| -0.3% | -$5.4K | ﹤0.01% | 1991 |
|
|
2019
Q2 | $1.66M | Sell |
1,621
-50
| -3% | -$51.1K | ﹤0.01% | 2074 |
|
|
2019
Q1 | $1.55M | Hold |
1,671
| – | – | ﹤0.01% | 2035 |
|
|
2018
Q4 | $1.43M | Sell |
1,671
-495
| -23% | -$424K | ﹤0.01% | 2011 |
|
|
2018
Q3 | $2.03M | Buy |
2,166
+20
| +0.9% | +$18.7K | ﹤0.01% | 1921 |
|
|
2018
Q2 | $1.95M | Sell |
2,146
-248
| -10% | -$225K | ﹤0.01% | 1926 |
|
|
2018
Q1 | $1.97M | Sell |
2,394
-52
| -2% | -$42.8K | ﹤0.01% | 1821 |
|
|
2017
Q4 | $2.08M | Sell |
2,446
-100
| -4% | -$85.1K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $2.18M | Sell |
2,546
-100
| -4% | -$85.7K | ﹤0.01% | 1777 |
|
|
2017
Q2 | $2.3M | Buy |
2,646
+100
| +4% | +$86.8K | ﹤0.01% | 1727 |
|
|
2017
Q1 | $2.24M | Sell |
2,546
-440
| -15% | -$387K | ﹤0.01% | 1716 |
|
|
2016
Q4 | $2.5M | Sell |
2,986
-100
| -3% | -$83.6K | ﹤0.01% | 1654 |
|
|
2016
Q3 | $2.56M | Hold |
3,086
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q2 | $2.6M | Sell |
3,086
-900
| -23% | -$758K | ﹤0.01% | 1485 |
|
|
2016
Q1 | $3.2M | Sell |
3,986
-950
| -19% | -$762K | ﹤0.01% | 1272 |
|
|
2015
Q4 | $3.59M | Buy |
4,936
+800
| +19% | +$582K | ﹤0.01% | 1216 |
|
|
2015
Q3 | $3.09M | Hold |
4,136
| – | – | ﹤0.01% | 1317 |
|
|
2015
Q2 | $2.71M | Sell |
4,136
-1,050
| -20% | -$688K | ﹤0.01% | 1528 |
|
|
2015
Q1 | $3.55M | Sell |
5,186
-200
| -4% | -$137K | ﹤0.01% | 1311 |
|
|
2014
Q4 | $3.39M | Hold |
5,386
| – | – | ﹤0.01% | 1352 |
|
|
2014
Q3 | $3.39M | Sell |
5,386
-50
| -0.9% | -$31.5K | ﹤0.01% | 1319 |
|
|
2014
Q2 | $3.31M | Sell |
5,436
-103
| -2% | -$62.7K | ﹤0.01% | 1395 |
|
|
2014
Q1 | $3.32M | Sell |
5,539
-9
| -0.2% | -$5.4K | ﹤0.01% | 1352 |
|
|
2013
Q4 | $3.35M | Sell |
5,548
-241
| -4% | -$145K | ﹤0.01% | 1358 |
|
|
2013
Q3 | $3.29M | Buy |
5,789
+799
| +16% | +$454K | ﹤0.01% | 1315 |
|
|
2013
Q2 | $2.87M | Buy |
+4,990
| New | +$2.87M | ﹤0.01% | 1357 |
|