Bell Investment Advisors’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 | $14.4K | Hold |
8
| – | – | ﹤0.01% | 544 |
|
|
2025
Q1 | $15.4K | Hold |
8
| – | – | ﹤0.01% | 462 |
|
|
2024
Q4 | $15.6K | Hold |
8
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $13.6K | Hold |
8
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $14.5K | Hold |
8
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $14.4K | Hold |
8
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $12K | Hold |
8
| – | – | ﹤0.01% | 491 |
|
|
2023
Q3 | $12K | Buy |
8
+2
| +33% | +$2.99K | ﹤0.01% | 443 |
|
|
2023
Q2 | $8.33K | Sell |
6
-1
| -14% | -$1.39K | ﹤0.01% | 585 |
|
|
2023
Q1 | $9.64K | Hold |
7
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $9.9K | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $9K | Sell |
7
-1
| -13% | -$1.29K | ﹤0.01% | 460 |
|
|
2022
Q2 | $10K | Buy |
+8
| New | +$10K | ﹤0.01% | 443 |
|
|
2021
Q4 | $7K | Buy |
7
+2
| +40% | +$2K | ﹤0.01% | 643 |
|
|
2021
Q3 | $5K | Buy |
+5
| New | +$5K | ﹤0.01% | 750 |
|