Brandes Investment Partners’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 | $1.02M | Buy |
570
+55
| +11% | +$98.8K | 0.01% | 172 |
|
|
2025
Q1 | $992K | Buy |
515
+86
| +20% | +$166K | 0.01% | 166 |
|
|
2024
Q4 | $834K | Buy |
429
+42
| +11% | +$81.7K | 0.01% | 169 |
|
|
2024
Q3 | $656K | Buy |
387
+48
| +14% | +$81.4K | 0.01% | 170 |
|
|
2024
Q2 | $616K | Buy |
339
+84
| +33% | +$153K | 0.01% | 165 |
|
|
2024
Q1 | $458K | Buy |
255
+99
| +63% | +$178K | 0.01% | 165 |
|
|
2023
Q4 | $235K | Buy |
+156
| New | +$235K | ﹤0.01% | 179 |
|
|
2021
Q3 | – | Sell |
-681
| Closed | -$782K | – | 162 |
|
|
2021
Q2 | $782K | Hold |
681
| – | – | 0.02% | 130 |
|
|
2021
Q1 | $760K | Sell |
681
-1
| -0.1% | -$1.12K | 0.02% | 129 |
|
|
2020
Q4 | $681K | Sell |
682
-1
| -0.1% | -$999 | 0.02% | 128 |
|
|
2020
Q3 | $532K | Sell |
683
-93
| -12% | -$72.4K | 0.02% | 133 |
|
|
2020
Q2 | $689K | Sell |
776
-36
| -4% | -$32K | 0.02% | 135 |
|
|
2020
Q1 | $739K | Sell |
812
-65
| -7% | -$59.2K | 0.03% | 120 |
|
|
2019
Q4 | $978K | Sell |
877
-35
| -4% | -$39K | 0.02% | 112 |
|
|
2019
Q3 | $985K | Sell |
912
-143
| -14% | -$154K | 0.03% | 108 |
|
|
2019
Q2 | $1.08M | Sell |
1,055
-8
| -0.8% | -$8.17K | 0.02% | 106 |
|
|
2019
Q1 | $984K | Buy |
1,063
+75
| +8% | +$69.4K | 0.02% | 111 |
|
|
2018
Q4 | $847K | Buy |
988
+522
| +112% | +$448K | 0.02% | 118 |
|
|
2018
Q3 | $436K | Buy |
466
+52
| +13% | +$48.7K | 0.01% | 121 |
|
|
2018
Q2 | $375K | Buy |
+414
| New | +$375K | 0.01% | 126 |
|