Atria Investments’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 | $483K | Sell |
269
-340
| -56% | -$611K | 0.01% | 1436 |
|
|
2025
Q1 | $1.17M | Sell |
609
-24
| -4% | -$46.2K | 0.02% | 930 |
|
|
2024
Q4 | $1.23M | Buy |
633
+49
| +8% | +$95.2K | 0.02% | 875 |
|
|
2024
Q3 | $990K | Buy |
584
+47
| +9% | +$79.7K | 0.01% | 974 |
|
|
2024
Q2 | $975K | Buy |
+537
| New | +$975K | 0.01% | 941 |
|
|
2020
Q2 | – | Sell |
-307
| Closed | -$279K | – | 775 |
|
|
2020
Q1 | $279K | Buy |
+307
| New | +$279K | 0.02% | 451 |
|
|
2014
Q2 | – | Sell |
-415
| Closed | -$249K | – | 469 |
|
|
2014
Q1 | $249K | Sell |
415
-326
| -44% | -$196K | 0.03% | 391 |
|
|
2013
Q4 | $447K | Buy |
741
+41
| +6% | +$24.7K | 0.04% | 312 |
|
|
2013
Q3 | $397K | Sell |
700
-27
| -4% | -$15.3K | 0.04% | 316 |
|
|
2013
Q2 | $418K | Buy |
+727
| New | +$418K | 0.05% | 214 |
|