AMG National Trust Bank’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
Q2 | – | Sell |
-571
| Closed | -$1.25M | – | 509 |
|
|
2026
Q1 | $1.25M | Sell |
571
-24
| -4% | -$51.4K | 0.03% | 288 |
|
|
2025
Q4 | $1.24M | Buy |
595
+18
| +3% | +$35.2K | 0.03% | 273 |
|
|
2025
Q3 | $964K | Buy |
577
+2
| +0.3% | +$3.57K | 0.02% | 300 |
|
|
2025
Q2 | $1.03M | Buy |
575
+1
| +0.2% | +$1.78K | 0.03% | 291 |
|
|
2025
Q1 | $1.11M | Buy |
574
+2
| +0.3% | +$3.77K | 0.03% | 278 |
|
|
2024
Q4 | $1.1M | Buy |
572
+7
| +1% | +$13.2K | 0.03% | 270 |
|
|
2024
Q3 | $958K | Hold |
565
| – | – | 0.03% | 299 |
|
|
2024
Q2 | $1.03M | Sell |
565
-3
| -0.5% | -$5.31K | 0.03% | 291 |
|
|
2024
Q1 | $1.02M | Sell |
568
-1
| -0.2% | -$1.68K | 0.03% | 293 |
|
|
2023
Q4 | $856K | Sell |
569
-6
| -1% | -$8.92K | 0.03% | 293 |
|
|
2023
Q3 | $860K | Sell |
575
-258
| -31% | -$396K | 0.03% | 288 |
|
|
2023
Q2 | $1.16M | Sell |
833
-124
| -13% | -$175K | 0.04% | 253 |
|
|
2023
Q1 | $1.32M | Sell |
957
-153
| -14% | -$219K | 0.05% | 235 |
|
|
2022
Q4 | $1.57M | Buy |
1,110
+13
| +1% | +$17.6K | 0.06% | 199 |
|
|
2022
Q3 | $1.43M | Buy |
1,097
+16
| +1% | +$20.7K | 0.05% | 207 |
|
|
2022
Q2 | $1.35M | Sell |
1,081
-19
| -2% | -$22.1K | 0.05% | 217 |
|
|
2022
Q1 | $1.25M | Buy |
1,100
+129
| +13% | +$135K | 0.04% | 233 |
|
|
2021
Q4 | $985K | Hold |
971
| – | – | 0.03% | 283 |
|
|
2021
Q3 | $1.04M | Buy |
971
+369
| +61% | +$412K | 0.03% | 270 |
|
|
2021
Q2 | $691K | Buy |
602
+1
| +0.2% | +$1.17K | 0.02% | 327 |
|
|
2021
Q1 | $670K | Buy |
601
+10
| +2% | +$11.2K | 0.02% | 321 |
|
|
2020
Q4 | $591K | Sell |
591
-17
| -3% | -$16K | 0.02% | 330 |
|
|
2020
Q3 | $474K | Sell |
608
-13
| -2% | -$11.2K | 0.02% | 328 |
|
|
2020
Q2 | $551K | Sell |
621
-34
| -5% | -$30.6K | 0.02% | 309 |
|
|
2020
Q1 | $596K | Sell |
655
-478
| -42% | -$495K | 0.04% | 161 |
|
|
2019
Q4 | $1.26M | Buy |
1,133
+6
| +0.5% | +$6.54K | 0.07% | 126 |
|
|
2019
Q3 | $1.22M | Buy |
1,127
+44
| +4% | +$46.9K | 0.07% | 120 |
|
|
2019
Q2 | $1.11M | Sell |
1,083
-9
| -0.8% | -$8.66K | 0.07% | 130 |
|
|
2019
Q1 | $1.01M | Sell |
1,092
-38
| -3% | -$34.4K | 0.06% | 135 |
|
|
2018
Q4 | $970K | Buy |
+1,130
| New | +$1.01M | 0.07% | 133 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
AMG National Trust Bank's WTM Position: Q2 2026 in Review
AMG National Trust Bank sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 571 shares — an estimated $1.25M sold.
AMG National Trust Bank first reported a position in WTM in Q4 2018 and held it in 30 quarters. The position peaked at $1.57M in Q4 2022. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- AMG National Trust Bank reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
- AMG National Trust Bank sold 571 White Mountains Insurance shares in Q2 2026, an estimated $1.25M.
- AMG National Trust Bank first reported a position in White Mountains Insurance in Q4 2018 and held it in 30 quarters.
- AMG National Trust Bank's White Mountains Insurance position peaked at $1.57M in Q4 2022.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.