Barclays’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 | $6.08M | Buy |
3,383
+88
| +3% | +$158K | ﹤0.01% | 1478 |
|
|
2025
Q1 | $6.35M | Buy |
3,295
+1,153
| +54% | +$2.22M | ﹤0.01% | 1286 |
|
|
2024
Q4 | $4.17M | Buy |
2,142
+991
| +86% | +$1.93M | ﹤0.01% | 1733 |
|
|
2024
Q3 | $1.95M | Buy |
1,151
+581
| +102% | +$986K | ﹤0.01% | 2189 |
|
|
2024
Q2 | $1.04M | Sell |
570
-437
| -43% | -$794K | ﹤0.01% | 2100 |
|
|
2024
Q1 | $1.81M | Sell |
1,007
-59
| -6% | -$106K | ﹤0.01% | 2014 |
|
|
2023
Q4 | $1.61M | Sell |
1,066
-38
| -3% | -$57.2K | ﹤0.01% | 2297 |
|
|
2023
Q3 | $1.65M | Buy |
1,104
+23
| +2% | +$34.4K | ﹤0.01% | 1773 |
|
|
2023
Q2 | $1.5M | Buy |
1,081
+360
| +50% | +$500K | ﹤0.01% | 1919 |
|
|
2023
Q1 | $993K | Sell |
721
-41
| -5% | -$56.5K | ﹤0.01% | 2142 |
|
|
2022
Q4 | $1.08M | Sell |
762
-3,076
| -80% | -$4.35M | ﹤0.01% | 2063 |
|
|
2022
Q3 | $5M | Buy |
3,838
+2,369
| +161% | +$3.09M | 0.01% | 1100 |
|
|
2022
Q2 | $1.83M | Sell |
1,469
-168
| -10% | -$209K | ﹤0.01% | 1639 |
|
|
2022
Q1 | $1.86M | Sell |
1,637
-301
| -16% | -$342K | ﹤0.01% | 1829 |
|
|
2021
Q4 | $1.97M | Sell |
1,938
-1,421
| -42% | -$1.44M | ﹤0.01% | 1811 |
|
|
2021
Q3 | $3.59M | Buy |
3,359
+663
| +25% | +$709K | ﹤0.01% | 1440 |
|
|
2021
Q2 | $3.09M | Sell |
2,696
-1,328
| -33% | -$1.52M | ﹤0.01% | 1458 |
|
|
2021
Q1 | $4.49M | Buy |
4,024
+2,213
| +122% | +$2.47M | ﹤0.01% | 1269 |
|
|
2020
Q4 | $1.81M | Buy |
1,811
+471
| +35% | +$472K | ﹤0.01% | 1623 |
|
|
2020
Q3 | $1.04M | Sell |
1,340
-1,571
| -54% | -$1.22M | ﹤0.01% | 1897 |
|
|
2020
Q2 | $2.59M | Sell |
2,911
-4,425
| -60% | -$3.93M | ﹤0.01% | 1298 |
|
|
2020
Q1 | $6.68M | Buy |
7,336
+1,179
| +19% | +$1.07M | 0.01% | 762 |
|
|
2019
Q4 | $6.87M | Sell |
6,157
-803
| -12% | -$896K | ﹤0.01% | 1033 |
|
|
2019
Q3 | $7.52M | Buy |
6,960
+1,783
| +34% | +$1.93M | ﹤0.01% | 902 |
|
|
2019
Q2 | $5.29M | Sell |
5,177
-377
| -7% | -$385K | ﹤0.01% | 1073 |
|
|
2019
Q1 | $5.14M | Buy |
5,554
+3,141
| +130% | +$2.91M | ﹤0.01% | 975 |
|
|
2018
Q4 | $2.07M | Sell |
2,413
-197
| -8% | -$169K | ﹤0.01% | 1336 |
|
|
2018
Q3 | $2.44M | Buy |
2,610
+112
| +4% | +$105K | ﹤0.01% | 1619 |
|
|
2018
Q2 | $2.27M | Sell |
2,498
-350
| -12% | -$317K | ﹤0.01% | 1368 |
|
|
2018
Q1 | $2.34M | Sell |
2,848
-1,063
| -27% | -$875K | ﹤0.01% | 1278 |
|
|
2017
Q4 | $3.33M | Buy |
3,911
+881
| +29% | +$750K | ﹤0.01% | 1024 |
|
|
2017
Q3 | $2.6M | Buy |
3,030
+45
| +2% | +$38.6K | ﹤0.01% | 1094 |
|
|
2017
Q2 | $2.59M | Sell |
2,985
-1,237
| -29% | -$1.07M | ﹤0.01% | 1093 |
|
|
2017
Q1 | $3.71M | Buy |
4,222
+41
| +1% | +$36.1K | ﹤0.01% | 887 |
|
|
2016
Q4 | $3.5M | Buy |
4,181
+862
| +26% | +$721K | ﹤0.01% | 885 |
|
|
2016
Q3 | $2.76M | Sell |
3,319
-101
| -3% | -$83.8K | ﹤0.01% | 926 |
|
|
2016
Q2 | $2.88M | Sell |
3,420
-616
| -15% | -$519K | ﹤0.01% | 947 |
|
|
2016
Q1 | $3.24M | Buy |
4,036
+368
| +10% | +$295K | ﹤0.01% | 873 |
|
|
2015
Q4 | $2.66M | Sell |
3,668
-1,019
| -22% | -$740K | ﹤0.01% | 937 |
|
|
2015
Q3 | $3.5M | Buy |
4,687
+2,477
| +112% | +$1.85M | ﹤0.01% | 832 |
|
|
2015
Q2 | $1.45M | Buy |
2,210
+354
| +19% | +$232K | ﹤0.01% | 1308 |
|
|
2015
Q1 | $1.27M | Buy |
1,856
+788
| +74% | +$539K | ﹤0.01% | 1488 |
|
|
2014
Q4 | $673K | Buy |
1,068
+630
| +144% | +$397K | ﹤0.01% | 1825 |
|
|
2014
Q3 | $275K | Buy |
438
+109
| +33% | +$68.4K | ﹤0.01% | 2181 |
|
|
2014
Q2 | $201K | Buy |
329
+151
| +85% | +$92.3K | ﹤0.01% | 2390 |
|
|
2014
Q1 | $107K | Sell |
178
-658
| -79% | -$396K | ﹤0.01% | 2747 |
|
|
2013
Q4 | $505K | Buy |
+836
| New | +$505K | ﹤0.01% | 2139 |
|
|
2013
Q3 | – | Sell |
-1,612
| Closed | -$927K | – | 4313 |
|
|
2013
Q2 | $927K | Buy |
+1,612
| New | +$927K | ﹤0.01% | 1804 |
|