Ameriprise’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 | $6.3M | Sell |
2,866
-187
| -6% | -$400K | ﹤0.01% | 2283 |
|
|
2025
Q4 | $6.34M | Buy |
3,053
+25
| +0.8% | +$48.9K | ﹤0.01% | 2265 |
|
|
2025
Q3 | $5.06M | Sell |
3,028
-454
| -13% | -$810K | ﹤0.01% | 2440 |
|
|
2025
Q2 | $6.25M | Sell |
3,482
-50
| -1% | -$88.9K | ﹤0.01% | 2185 |
|
|
2025
Q1 | $6.8M | Buy |
3,532
+255
| +8% | +$480K | ﹤0.01% | 2067 |
|
|
2024
Q4 | $6.37M | Buy |
3,277
+198
| +6% | +$374K | ﹤0.01% | 2179 |
|
|
2024
Q3 | $5.22M | Sell |
3,079
-6
| -0.2% | -$10.5K | ﹤0.01% | 2349 |
|
|
2024
Q2 | $5.61M | Sell |
3,085
-545
| -15% | -$964K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $6.51M | Sell |
3,630
-282
| -7% | -$473K | ﹤0.01% | 2161 |
|
|
2023
Q4 | $5.89M | Buy |
3,912
+395
| +11% | +$587K | ﹤0.01% | 2227 |
|
|
2023
Q3 | $5.26M | Buy |
3,517
+81
| +2% | +$124K | ﹤0.01% | 2240 |
|
|
2023
Q2 | $4.77M | Sell |
3,436
-185
| -5% | -$260K | ﹤0.01% | 2376 |
|
|
2023
Q1 | $4.99M | Buy |
3,621
+231
| +7% | +$331K | ﹤0.01% | 2323 |
|
|
2022
Q4 | $4.79M | Buy |
3,390
+719
| +27% | +$974K | ﹤0.01% | 2328 |
|
|
2022
Q3 | $3.48M | Sell |
2,671
-755
| -22% | -$977K | ﹤0.01% | 2482 |
|
|
2022
Q2 | $4.27M | Sell |
3,426
-200
| -6% | -$232K | ﹤0.01% | 2395 |
|
|
2022
Q1 | $4.12M | Sell |
3,626
-8
| -0.2% | -$8.38K | ﹤0.01% | 2553 |
|
|
2021
Q4 | $3.68M | Buy |
3,634
+866
| +31% | +$915K | ﹤0.01% | 2672 |
|
|
2021
Q3 | $2.96M | Sell |
2,768
-4
| -0.1% | -$4.47K | ﹤0.01% | 2703 |
|
|
2021
Q2 | $3.18M | Sell |
2,772
-1,685
| -38% | -$1.97M | ﹤0.01% | 2718 |
|
|
2021
Q1 | $4.97M | Buy |
4,457
+189
| +4% | +$211K | ﹤0.01% | 2399 |
|
|
2020
Q4 | $4.27M | Buy |
4,268
+244
| +6% | +$230K | ﹤0.01% | 2378 |
|
|
2020
Q3 | $3.13M | Buy |
4,024
+1,396
| +53% | +$1.21M | ﹤0.01% | 2398 |
|
|
2020
Q2 | $2.33M | Sell |
2,628
-197
| -7% | -$178K | ﹤0.01% | 2524 |
|
|
2020
Q1 | $2.57M | Sell |
2,825
-37
| -1% | -$38.3K | ﹤0.01% | 2342 |
|
|
2019
Q4 | $3.19M | Sell |
2,862
-32
| -1% | -$34.9K | ﹤0.01% | 2487 |
|
|
2019
Q3 | $3.13M | Sell |
2,894
-118
| -4% | -$126K | ﹤0.01% | 2462 |
|
|
2019
Q2 | $3.08M | Sell |
3,012
-1,405
| -32% | -$1.35M | ﹤0.01% | 2517 |
|
|
2019
Q1 | $4.09M | Buy |
4,417
+914
| +26% | +$828K | ﹤0.01% | 2348 |
|
|
2018
Q4 | $3M | Sell |
3,503
-392
| -10% | -$349K | ﹤0.01% | 2443 |
|
|
2018
Q3 | $3.65M | Buy |
3,895
+50
| +1% | +$46.3K | ﹤0.01% | 2546 |
|
|
2018
Q2 | $3.48M | Buy |
3,845
+256
| +7% | +$226K | ﹤0.01% | 2473 |
|
|
2018
Q1 | $2.95M | Buy |
3,589
+203
| +6% | +$168K | ﹤0.01% | 2517 |
|
|
2017
Q4 | $2.88M | Buy |
3,386
+381
| +13% | +$333K | ﹤0.01% | 2464 |
|
|
2017
Q3 | $2.58M | Sell |
3,005
-1
| -0% | -$860 | ﹤0.01% | 2473 |
|
|
2017
Q2 | $2.61M | Sell |
3,006
-15,886
| -84% | -$13.8M | ﹤0.01% | 2476 |
|
|
2017
Q1 | $16.6M | Sell |
18,892
-941
| -5% | -$843K | 0.01% | 1140 |
|
|
2016
Q4 | $16.6M | Buy |
19,833
+1,976
| +11% | +$1.66M | 0.01% | 1118 |
|
|
2016
Q3 | $14.8M | Sell |
17,857
-1,802
| -9% | -$1.48M | 0.01% | 1122 |
|
|
2016
Q2 | $16.6M | Sell |
19,659
-2,836
| -13% | -$2.31M | 0.01% | 1027 |
|
|
2016
Q1 | $18.1M | Buy |
22,495
+226
| +1% | +$169K | 0.01% | 965 |
|
|
2015
Q4 | $16.2M | Sell |
22,269
-368
| -2% | -$282K | 0.01% | 1074 |
|
|
2015
Q3 | $16.9M | Sell |
22,637
-1,584
| -7% | -$1.14M | 0.01% | 1052 |
|
|
2015
Q2 | $15.9M | Sell |
24,221
-2,707
| -10% | -$1.8M | 0.01% | 1189 |
|
|
2015
Q1 | $18.4M | Sell |
26,928
-600
| -2% | -$396K | 0.01% | 1051 |
|
|
2014
Q4 | $17.3M | Sell |
27,528
-2,565
| -9% | -$1.63M | 0.01% | 1059 |
|
|
2014
Q3 | $19M | Sell |
30,093
-3,338
| -10% | -$2.08M | 0.01% | 999 |
|
|
2014
Q2 | $20.3M | Sell |
33,431
-54
| -0.2% | -$32.2K | 0.01% | 1012 |
|
|
2014
Q1 | $20.1M | Buy |
33,485
+1,129
| +3% | +$659K | 0.01% | 990 |
|
|
2013
Q4 | $19.5M | Sell |
32,356
-200
| -0.6% | -$118K | 0.01% | 1009 |
|
|
2013
Q3 | $18.5M | Buy |
32,556
+292
| +0.9% | +$170K | 0.01% | 1038 |
|
|
2013
Q2 | $18.5M | Buy |
+32,264
| New | +$18.8M | 0.01% | 1022 |
|
Other funds holding WTM
RRAM
VPM
VCM
CB
FMI
WCM