Bank of America’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 | $70.8M | Sell |
39,409
-1,646
| -4% | -$2.96M | 0.01% | 1258 |
|
|
2025
Q1 | $79.1M | Sell |
41,055
-398
| -1% | -$766K | 0.01% | 1127 |
|
|
2024
Q4 | $80.6M | Sell |
41,453
-1,006
| -2% | -$1.96M | 0.01% | 1038 |
|
|
2024
Q3 | $72M | Buy |
42,459
+1,273
| +3% | +$2.16M | 0.01% | 1138 |
|
|
2024
Q2 | $74.9M | Buy |
41,186
+456
| +1% | +$829K | 0.01% | 1070 |
|
|
2024
Q1 | $73.1M | Buy |
40,730
+983
| +2% | +$1.76M | 0.01% | 1095 |
|
|
2023
Q4 | $59.8M | Buy |
39,747
+23
| +0.1% | +$34.6K | 0.01% | 1059 |
|
|
2023
Q3 | $59.4M | Sell |
39,724
-2,173
| -5% | -$3.25M | 0.01% | 1046 |
|
|
2023
Q2 | $58.2M | Sell |
41,897
-490
| -1% | -$681K | 0.01% | 1065 |
|
|
2023
Q1 | $58.4M | Sell |
42,387
-219
| -0.5% | -$302K | 0.01% | 1113 |
|
|
2022
Q4 | $60.3M | Buy |
42,606
+841
| +2% | +$1.19M | 0.01% | 1034 |
|
|
2022
Q3 | $54.4M | Buy |
41,765
+871
| +2% | +$1.13M | 0.01% | 1075 |
|
|
2022
Q2 | $51M | Sell |
40,894
-11,606
| -22% | -$14.5M | 0.01% | 1126 |
|
|
2022
Q1 | $59.7M | Sell |
52,500
-6,467
| -11% | -$7.35M | 0.01% | 1128 |
|
|
2021
Q4 | $59.8M | Sell |
58,967
-3,900
| -6% | -$3.95M | 0.01% | 1144 |
|
|
2021
Q3 | $67.2M | Buy |
62,867
+4,273
| +7% | +$4.57M | 0.01% | 1065 |
|
|
2021
Q2 | $67.3M | Buy |
58,594
+4,306
| +8% | +$4.94M | 0.01% | 1074 |
|
|
2021
Q1 | $60.5M | Buy |
54,288
+725
| +1% | +$808K | 0.01% | 1074 |
|
|
2020
Q4 | $53.6M | Sell |
53,563
-7,748
| -13% | -$7.75M | 0.01% | 1014 |
|
|
2020
Q3 | $47.8M | Buy |
61,311
+10,878
| +22% | +$8.47M | 0.01% | 1019 |
|
|
2020
Q2 | $44.8M | Buy |
50,433
+15,150
| +43% | +$13.5M | 0.01% | 1007 |
|
|
2020
Q1 | $32.1M | Buy |
35,283
+3,782
| +12% | +$3.44M | 0.01% | 1092 |
|
|
2019
Q4 | $35.1M | Buy |
31,501
+959
| +3% | +$1.07M | 0.01% | 1230 |
|
|
2019
Q3 | $33M | Buy |
30,542
+2,162
| +8% | +$2.34M | ﹤0.01% | 1243 |
|
|
2019
Q2 | $29M | Buy |
28,380
+1,854
| +7% | +$1.89M | ﹤0.01% | 1320 |
|
|
2019
Q1 | $24.5M | Buy |
26,526
+1,235
| +5% | +$1.14M | ﹤0.01% | 1442 |
|
|
2018
Q4 | $21.7M | Buy |
25,291
+3,475
| +16% | +$2.98M | ﹤0.01% | 1379 |
|
|
2018
Q3 | $20.4M | Sell |
21,816
-1,512
| -6% | -$1.41M | ﹤0.01% | 1560 |
|
|
2018
Q2 | $21.1M | Sell |
23,328
-16,222
| -41% | -$14.7M | ﹤0.01% | 1536 |
|
|
2018
Q1 | $32.5M | Sell |
39,550
-6,468
| -14% | -$5.32M | 0.01% | 1213 |
|
|
2017
Q4 | $39.2M | Sell |
46,018
-17,520
| -28% | -$14.9M | 0.01% | 1071 |
|
|
2017
Q3 | $54.5M | Buy |
63,538
+12,830
| +25% | +$11M | 0.01% | 938 |
|
|
2017
Q2 | $44M | Sell |
50,708
-2,746
| -5% | -$2.39M | 0.01% | 946 |
|
|
2017
Q1 | $47M | Buy |
53,454
+374
| +0.7% | +$329K | 0.01% | 910 |
|
|
2016
Q4 | $44.4M | Buy |
53,080
+1,513
| +3% | +$1.26M | 0.01% | 914 |
|
|
2016
Q3 | $42.8M | Sell |
51,567
-1,257
| -2% | -$1.04M | 0.01% | 906 |
|
|
2016
Q2 | $44.5M | Sell |
52,824
-4,881
| -8% | -$4.11M | 0.01% | 864 |
|
|
2016
Q1 | $46.3M | Sell |
57,705
-4,616
| -7% | -$3.7M | 0.01% | 843 |
|
|
2015
Q4 | $45.3M | Sell |
62,321
-3,179
| -5% | -$2.31M | 0.01% | 877 |
|
|
2015
Q3 | $48.9M | Buy |
65,500
+52,712
| +412% | +$39.4M | 0.01% | 815 |
|
|
2015
Q2 | $8.38M | Buy |
12,788
+1,286
| +11% | +$842K | ﹤0.01% | 1652 |
|
|
2015
Q1 | $7.87M | Buy |
11,502
+627
| +6% | +$429K | ﹤0.01% | 1663 |
|
|
2014
Q4 | $6.85M | Buy |
10,875
+244
| +2% | +$154K | ﹤0.01% | 1736 |
|
|
2014
Q3 | $6.7M | Buy |
10,631
+455
| +4% | +$287K | ﹤0.01% | 1767 |
|
|
2014
Q2 | $6.19M | Sell |
10,176
-1,348
| -12% | -$820K | ﹤0.01% | 1823 |
|
|
2014
Q1 | $6.91M | Buy |
11,524
+1,527
| +15% | +$916K | ﹤0.01% | 1684 |
|
|
2013
Q4 | $6.03M | Buy |
9,997
+1,370
| +16% | +$826K | ﹤0.01% | 1756 |
|
|
2013
Q3 | $4.9M | Sell |
8,627
-1,547
| -15% | -$878K | ﹤0.01% | 1841 |
|
|
2013
Q2 | $5.85M | Buy |
+10,174
| New | +$5.85M | ﹤0.01% | 1666 |
|