Bank of New York Mellon’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 | $19.5M | Sell |
10,860
-1,710
| -14% | -$3.07M | ﹤0.01% | 1533 |
|
|
2025
Q1 | $24.2M | Sell |
12,570
-30
| -0.2% | -$57.8K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $24.5M | Buy |
12,600
+1,728
| +16% | +$3.36M | ﹤0.01% | 1457 |
|
|
2024
Q3 | $18.4M | Buy |
10,872
+4
| +0% | +$6.79K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $19.8M | Buy |
10,868
+930
| +9% | +$1.69M | ﹤0.01% | 1587 |
|
|
2024
Q1 | $17.8M | Sell |
9,938
-1,199
| -11% | -$2.15M | ﹤0.01% | 1641 |
|
|
2023
Q4 | $16.8M | Sell |
11,137
-402
| -3% | -$605K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $17.3M | Buy |
11,539
+61
| +0.5% | +$91.2K | ﹤0.01% | 1616 |
|
|
2023
Q2 | $15.9M | Sell |
11,478
-316
| -3% | -$439K | ﹤0.01% | 1678 |
|
|
2023
Q1 | $16.2M | Buy |
11,794
+227
| +2% | +$313K | ﹤0.01% | 1658 |
|
|
2022
Q4 | $16.4M | Sell |
11,567
-703
| -6% | -$994K | ﹤0.01% | 1639 |
|
|
2022
Q3 | $16M | Sell |
12,270
-248
| -2% | -$323K | ﹤0.01% | 1630 |
|
|
2022
Q2 | $15.6M | Sell |
12,518
-106
| -0.8% | -$132K | ﹤0.01% | 1682 |
|
|
2022
Q1 | $14.3M | Sell |
12,624
-101
| -0.8% | -$115K | ﹤0.01% | 1874 |
|
|
2021
Q4 | $12.9M | Buy |
12,725
+12
| +0.1% | +$12.2K | ﹤0.01% | 1958 |
|
|
2021
Q3 | $13.6M | Buy |
12,713
+472
| +4% | +$505K | ﹤0.01% | 1947 |
|
|
2021
Q2 | $14.1M | Buy |
12,241
+642
| +6% | +$737K | ﹤0.01% | 1941 |
|
|
2021
Q1 | $12.9M | Sell |
11,599
-716
| -6% | -$798K | ﹤0.01% | 1947 |
|
|
2020
Q4 | $12.3M | Sell |
12,315
-26
| -0.2% | -$26K | ﹤0.01% | 1896 |
|
|
2020
Q3 | $9.61M | Sell |
12,341
-496
| -4% | -$386K | ﹤0.01% | 1874 |
|
|
2020
Q2 | $11.4M | Buy |
12,837
+180
| +1% | +$160K | ﹤0.01% | 1758 |
|
|
2020
Q1 | $11.5M | Sell |
12,657
-1,483
| -10% | -$1.35M | ﹤0.01% | 1619 |
|
|
2019
Q4 | $15.8M | Buy |
14,140
+263
| +2% | +$293K | ﹤0.01% | 1708 |
|
|
2019
Q3 | $15M | Buy |
13,877
+998
| +8% | +$1.08M | ﹤0.01% | 1698 |
|
|
2019
Q2 | $13.2M | Buy |
12,879
+666
| +5% | +$680K | ﹤0.01% | 1795 |
|
|
2019
Q1 | $11.3M | Sell |
12,213
-276
| -2% | -$255K | ﹤0.01% | 1902 |
|
|
2018
Q4 | $10.7M | Buy |
12,489
+189
| +2% | +$162K | ﹤0.01% | 1852 |
|
|
2018
Q3 | $11.5M | Sell |
12,300
-363
| -3% | -$340K | ﹤0.01% | 1935 |
|
|
2018
Q2 | $11.5M | Sell |
12,663
-2,225
| -15% | -$2.02M | ﹤0.01% | 1947 |
|
|
2018
Q1 | $12.2M | Sell |
14,888
-259
| -2% | -$213K | ﹤0.01% | 1881 |
|
|
2017
Q4 | $12.9M | Sell |
15,147
-1,242
| -8% | -$1.06M | ﹤0.01% | 1865 |
|
|
2017
Q3 | $14M | Sell |
16,389
-528
| -3% | -$452K | ﹤0.01% | 1793 |
|
|
2017
Q2 | $14.7M | Buy |
16,917
+335
| +2% | +$291K | ﹤0.01% | 1742 |
|
|
2017
Q1 | $14.6M | Sell |
16,582
-80
| -0.5% | -$70.4K | ﹤0.01% | 1748 |
|
|
2016
Q4 | $13.9M | Buy |
16,662
+321
| +2% | +$268K | ﹤0.01% | 1771 |
|
|
2016
Q3 | $13.6M | Sell |
16,341
-1,472
| -8% | -$1.22M | ﹤0.01% | 1701 |
|
|
2016
Q2 | $15M | Sell |
17,813
-2,757
| -13% | -$2.32M | ﹤0.01% | 1602 |
|
|
2016
Q1 | $16.5M | Sell |
20,570
-258
| -1% | -$207K | 0.01% | 1542 |
|
|
2015
Q4 | $15.1M | Buy |
20,828
+210
| +1% | +$153K | ﹤0.01% | 1584 |
|
|
2015
Q3 | $15.4M | Buy |
20,618
+35
| +0.2% | +$26.2K | ﹤0.01% | 1596 |
|
|
2015
Q2 | $13.5M | Buy |
20,583
+175
| +0.9% | +$115K | ﹤0.01% | 1776 |
|
|
2015
Q1 | $14M | Sell |
20,408
-785
| -4% | -$537K | ﹤0.01% | 1744 |
|
|
2014
Q4 | $13.4M | Sell |
21,193
-805
| -4% | -$507K | ﹤0.01% | 1730 |
|
|
2014
Q3 | $13.9M | Sell |
21,998
-700
| -3% | -$441K | ﹤0.01% | 1692 |
|
|
2014
Q2 | $13.8M | Sell |
22,698
-471
| -2% | -$287K | ﹤0.01% | 1710 |
|
|
2014
Q1 | $13.9M | Sell |
23,169
-1,231
| -5% | -$738K | ﹤0.01% | 1693 |
|
|
2013
Q4 | $14.7M | Sell |
24,400
-2,663
| -10% | -$1.61M | ﹤0.01% | 1656 |
|
|
2013
Q3 | $15.4M | Sell |
27,063
-1,569
| -5% | -$891K | ﹤0.01% | 1570 |
|
|
2013
Q2 | $16.5M | Buy |
+28,632
| New | +$16.5M | 0.01% | 1507 |
|