Boston Partners’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160M | Buy |
89,394
+4,158
| +5% | +$7.46M | 0.18% | 186 |
|
|
2025
Q1 | $163M | Sell |
85,236
-209
| -0.2% | -$400K | 0.2% | 173 |
|
|
2024
Q4 | $166M | Buy |
85,445
+348
| +0.4% | +$675K | 0.2% | 169 |
|
|
2024
Q3 | $145M | Sell |
85,097
-2,574
| -3% | -$4.39M | 0.17% | 186 |
|
|
2024
Q2 | $159M | Sell |
87,671
-2,923
| -3% | -$5.3M | 0.2% | 172 |
|
|
2024
Q1 | $162M | Sell |
90,594
-1,958
| -2% | -$3.51M | 0.19% | 176 |
|
|
2023
Q4 | $140M | Sell |
92,552
-21,947
| -19% | -$33.2M | 0.19% | 182 |
|
|
2023
Q3 | $171M | Sell |
114,499
-3,506
| -3% | -$5.23M | 0.24% | 140 |
|
|
2023
Q2 | $165M | Sell |
118,005
-7,532
| -6% | -$10.5M | 0.22% | 143 |
|
|
2023
Q1 | $174M | Buy |
125,537
+1,217
| +1% | +$1.68M | 0.24% | 138 |
|
|
2022
Q4 | $177M | Sell |
124,320
-3,692
| -3% | -$5.24M | 0.24% | 138 |
|
|
2022
Q3 | $168M | Sell |
128,012
-5,203
| -4% | -$6.82M | 0.25% | 132 |
|
|
2022
Q2 | $166M | Sell |
133,215
-2,193
| -2% | -$2.74M | 0.23% | 139 |
|
|
2022
Q1 | $154M | Sell |
135,408
-2,428
| -2% | -$2.76M | 0.19% | 166 |
|
|
2021
Q4 | $140M | Sell |
137,836
-5,996
| -4% | -$6.08M | 0.17% | 180 |
|
|
2021
Q3 | $154M | Buy |
143,832
+3,373
| +2% | +$3.61M | 0.2% | 167 |
|
|
2021
Q2 | $161M | Buy |
140,459
+3,264
| +2% | +$3.75M | 0.21% | 164 |
|
|
2021
Q1 | $154M | Buy |
137,195
+5,199
| +4% | +$5.82M | 0.21% | 163 |
|
|
2020
Q4 | $132M | Sell |
131,996
-85
| -0.1% | -$85.1K | 0.21% | 161 |
|
|
2020
Q3 | $103M | Sell |
132,081
-5,387
| -4% | -$4.2M | 0.19% | 161 |
|
|
2020
Q2 | $122M | Sell |
137,468
-6,943
| -5% | -$6.17M | 0.22% | 133 |
|
|
2020
Q1 | $131M | Sell |
144,411
-2,926
| -2% | -$2.66M | 0.26% | 115 |
|
|
2019
Q4 | $164M | Sell |
147,337
-10,402
| -7% | -$11.6M | 0.22% | 131 |
|
|
2019
Q3 | $170M | Sell |
157,739
-7,184
| -4% | -$7.76M | 0.23% | 123 |
|
|
2019
Q2 | $169M | Sell |
164,923
-2,329
| -1% | -$2.38M | 0.22% | 138 |
|
|
2019
Q1 | $155M | Sell |
167,252
-8,095
| -5% | -$7.49M | 0.21% | 143 |
|
|
2018
Q4 | $150M | Buy |
175,347
+12,696
| +8% | +$10.9M | 0.22% | 133 |
|
|
2018
Q3 | $152M | Buy |
162,651
+2,361
| +1% | +$2.21M | 0.18% | 149 |
|
|
2018
Q2 | $145M | Buy |
160,290
+1,959
| +1% | +$1.78M | 0.17% | 152 |
|
|
2018
Q1 | $130M | Sell |
158,331
-3,128
| -2% | -$2.57M | 0.16% | 168 |
|
|
2017
Q4 | $137M | Buy |
161,459
+31,537
| +24% | +$26.8M | 0.16% | 157 |
|
|
2017
Q3 | $111M | Buy |
129,922
+2,417
| +2% | +$2.07M | 0.14% | 177 |
|
|
2017
Q2 | $111M | Sell |
127,505
-453
| -0.4% | -$393K | 0.14% | 170 |
|
|
2017
Q1 | $113M | Buy |
127,958
+2,979
| +2% | +$2.62M | 0.14% | 176 |
|
|
2016
Q4 | $104M | Sell |
124,979
-194
| -0.2% | -$162K | 0.14% | 176 |
|
|
2016
Q3 | $104M | Sell |
125,173
-1,883
| -1% | -$1.56M | 0.15% | 169 |
|
|
2016
Q2 | $107M | Sell |
127,056
-3,881
| -3% | -$3.27M | 0.15% | 175 |
|
|
2016
Q1 | $105M | Sell |
130,937
-6,454
| -5% | -$5.18M | 0.15% | 173 |
|
|
2015
Q4 | $99.9M | Sell |
137,391
-1,050
| -0.8% | -$763K | 0.14% | 168 |
|
|
2015
Q3 | $103M | Sell |
138,441
-4,334
| -3% | -$3.24M | 0.16% | 159 |
|
|
2015
Q2 | $93.5M | Buy |
142,775
+1,538
| +1% | +$1.01M | 0.13% | 176 |
|
|
2015
Q1 | $96.7M | Buy |
141,237
+11,613
| +9% | +$7.95M | 0.14% | 171 |
|
|
2014
Q4 | $81.7M | Sell |
129,624
-3,980
| -3% | -$2.51M | 0.12% | 172 |
|
|
2014
Q3 | $84.2M | Sell |
133,604
-3,276
| -2% | -$2.06M | 0.14% | 161 |
|
|
2014
Q2 | $83.3M | Sell |
136,880
-7,204
| -5% | -$4.38M | 0.14% | 163 |
|
|
2014
Q1 | $86.4M | Sell |
144,084
-5,273
| -4% | -$3.16M | 0.16% | 155 |
|
|
2013
Q4 | $90.1M | Sell |
149,357
-8,607
| -5% | -$5.19M | 0.18% | 142 |
|
|
2013
Q3 | $89.7M | Sell |
157,964
-1,133
| -0.7% | -$643K | 0.22% | 129 |
|
|
2013
Q2 | $91.5M | Buy |
+159,097
| New | +$91.5M | 0.25% | 113 |
|