American Capital Advisory’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
2025
Q3
$597K Hold
2025
Q2
$641K Hold
2025
Q1
$688K Hold
2024
Q4
$694K Sell
2024
Q3
$662K Hold
2024
Q2
$587K Hold
2024
Q1
$537K Hold
2023
Q4
$587K Buy