AllianceBernstein’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Buy |
953
+146
| +18% | +$313K | ﹤0.01% | 2012 |
|
|
2025
Q4 | $1.68M | Sell |
807
-148
| -15% | -$289K | ﹤0.01% | 2100 |
|
|
2025
Q3 | $1.6M | Sell |
955
-172
| -15% | -$307K | ﹤0.01% | 2132 |
|
|
2025
Q2 | $2.02M | Sell |
1,127
-28
| -2% | -$49.8K | ﹤0.01% | 1925 |
|
|
2025
Q1 | $2.22M | Sell |
1,155
-15
| -1% | -$28.2K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $2.28M | Sell |
1,170
-6
| -0.5% | -$11.3K | ﹤0.01% | 1887 |
|
|
2024
Q3 | $1.99M | Sell |
1,176
-7
| -0.6% | -$12.2K | ﹤0.01% | 1974 |
|
|
2024
Q2 | $2.15M | Sell |
1,183
-48
| -4% | -$84.9K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $2.21M | Sell |
1,231
-5
| -0.4% | -$8.38K | ﹤0.01% | 1867 |
|
|
2023
Q4 | $1.86M | Buy |
1,236
+102
| +9% | +$152K | ﹤0.01% | 1979 |
|
|
2023
Q3 | $1.7M | Sell |
1,134
-6
| -0.5% | -$9.21K | ﹤0.01% | 1971 |
|
|
2023
Q2 | $1.58M | Buy |
1,140
+38
| +3% | +$53.5K | ﹤0.01% | 2034 |
|
|
2023
Q1 | $1.52M | Sell |
1,102
-65
| -6% | -$93.2K | ﹤0.01% | 2017 |
|
|
2022
Q4 | $1.65M | Sell |
1,167
-26
| -2% | -$35.2K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $1.55M | Sell |
1,193
-49
| -4% | -$63.4K | ﹤0.01% | 2045 |
|
|
2022
Q2 | $1.55M | Sell |
1,242
-35
| -3% | -$40.7K | ﹤0.01% | 2104 |
|
|
2022
Q1 | $1.45M | Sell |
1,277
-103
| -7% | -$108K | ﹤0.01% | 2270 |
|
|
2021
Q4 | $1.4M | Sell |
1,380
-93
| -6% | -$98.2K | ﹤0.01% | 2339 |
|
|
2021
Q3 | $1.58M | Sell |
1,473
-147
| -9% | -$164K | ﹤0.01% | 2294 |
|
|
2021
Q2 | $1.86M | Sell |
1,620
-100
| -6% | -$117K | ﹤0.01% | 2239 |
|
|
2021
Q1 | $1.92M | Buy |
1,720
+100
| +6% | +$112K | ﹤0.01% | 2130 |
|
|
2020
Q4 | $1.62M | Sell |
1,620
-96
| -6% | -$90.3K | ﹤0.01% | 2100 |
|
|
2020
Q3 | $1.34M | Hold |
1,716
| – | – | ﹤0.01% | 2054 |
|
|
2020
Q2 | $1.52M | Sell |
1,716
-100
| -6% | -$90.1K | ﹤0.01% | 1991 |
|
|
2020
Q1 | $1.65M | Sell |
1,816
-137
| -7% | -$142K | ﹤0.01% | 1778 |
|
|
2019
Q4 | $2.18M | Buy |
1,953
+337
| +21% | +$368K | ﹤0.01% | 1913 |
|
|
2019
Q3 | $1.75M | Sell |
1,616
-5
| -0.3% | -$5.33K | ﹤0.01% | 2002 |
|
|
2019
Q2 | $1.66M | Sell |
1,621
-50
| -3% | -$48.1K | ﹤0.01% | 2079 |
|
|
2019
Q1 | $1.55M | Hold |
1,671
| – | – | ﹤0.01% | 2039 |
|
|
2018
Q4 | $1.43M | Sell |
1,671
-495
| -23% | -$441K | ﹤0.01% | 2017 |
|
|
2018
Q3 | $2.03M | Buy |
2,166
+20
| +0.9% | +$18.5K | ﹤0.01% | 1933 |
|
|
2018
Q2 | $1.95M | Sell |
2,146
-248
| -10% | -$218K | ﹤0.01% | 1936 |
|
|
2018
Q1 | $1.97M | Sell |
2,394
-52
| -2% | -$42.9K | ﹤0.01% | 1829 |
|
|
2017
Q4 | $2.08M | Sell |
2,446
-100
| -4% | -$87.4K | ﹤0.01% | 1830 |
|
|
2017
Q3 | $2.18M | Sell |
2,546
-100
| -4% | -$86K | ﹤0.01% | 1790 |
|
|
2017
Q2 | $2.3M | Buy |
2,646
+100
| +4% | +$86.8K | ﹤0.01% | 1742 |
|
|
2017
Q1 | $2.24M | Sell |
2,546
-440
| -15% | -$394K | ﹤0.01% | 1729 |
|
|
2016
Q4 | $2.5M | Sell |
2,986
-100
| -3% | -$83.8K | ﹤0.01% | 1674 |
|
|
2016
Q3 | $2.56M | Hold |
3,086
| – | – | ﹤0.01% | 1591 |
|
|
2016
Q2 | $2.6M | Sell |
3,086
-900
| -23% | -$734K | ﹤0.01% | 1490 |
|
|
2016
Q1 | $3.2M | Sell |
3,986
-950
| -19% | -$711K | ﹤0.01% | 1277 |
|
|
2015
Q4 | $3.59M | Buy |
4,936
+800
| +19% | +$613K | ﹤0.01% | 1220 |
|
|
2015
Q3 | $3.09M | Hold |
4,136
| – | – | ﹤0.01% | 1324 |
|
|
2015
Q2 | $2.71M | Sell |
4,136
-1,050
| -20% | -$696K | ﹤0.01% | 1536 |
|
|
2015
Q1 | $3.55M | Sell |
5,186
-200
| -4% | -$132K | ﹤0.01% | 1318 |
|
|
2014
Q4 | $3.39M | Hold |
5,386
| – | – | ﹤0.01% | 1358 |
|
|
2014
Q3 | $3.39M | Sell |
5,386
-50
| -0.9% | -$31.2K | ﹤0.01% | 1326 |
|
|
2014
Q2 | $3.31M | Sell |
5,436
-103
| -2% | -$61.3K | ﹤0.01% | 1401 |
|
|
2014
Q1 | $3.32M | Sell |
5,539
-9
| -0.2% | -$5.25K | ﹤0.01% | 1359 |
|
|
2013
Q4 | $3.35M | Sell |
5,548
-241
| -4% | -$142K | ﹤0.01% | 1363 |
|
|
2013
Q3 | $3.29M | Buy |
5,789
+799
| +16% | +$464K | ﹤0.01% | 1325 |
|
|
2013
Q2 | $2.87M | Buy |
+4,990
| New | +$2.91M | ﹤0.01% | 1362 |
|
Other funds holding WTM
RRAM
VPM
VCM
CB
FMI
WCM