Brandywine Global Investment Management’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 | $6.33M | Sell |
3,526
-100
| -3% | -$180K | 0.04% | 335 |
|
|
2025
Q1 | $6.98M | Sell |
3,626
-293
| -7% | -$564K | 0.05% | 302 |
|
|
2024
Q4 | $7.62M | Sell |
3,919
-214
| -5% | -$416K | 0.06% | 295 |
|
|
2024
Q3 | $7.64M | Sell |
4,133
-100
| -2% | -$185K | 0.05% | 319 |
|
|
2024
Q2 | $7.69M | Sell |
4,233
-273
| -6% | -$496K | 0.06% | 313 |
|
|
2024
Q1 | $8.09M | Sell |
4,506
-38
| -0.8% | -$68.2K | 0.06% | 311 |
|
|
2023
Q4 | $6.84M | Sell |
4,544
-573
| -11% | -$862K | 0.06% | 333 |
|
|
2023
Q3 | $7.65M | Sell |
5,117
-92
| -2% | -$138K | 0.07% | 286 |
|
|
2023
Q2 | $7.23M | Hold |
5,209
| – | – | 0.06% | 305 |
|
|
2023
Q1 | $7.18M | Sell |
5,209
-3
| -0.1% | -$4.13K | 0.06% | 308 |
|
|
2022
Q4 | $7.37M | Sell |
5,212
-153
| -3% | -$216K | 0.06% | 293 |
|
|
2022
Q3 | $6.99M | Sell |
5,365
-297
| -5% | -$387K | 0.07% | 269 |
|
|
2022
Q2 | $7.06M | Sell |
5,662
-381
| -6% | -$475K | 0.06% | 277 |
|
|
2022
Q1 | $6.87M | Buy |
6,043
+273
| +5% | +$310K | 0.05% | 323 |
|
|
2021
Q4 | $5.85M | Hold |
5,770
| – | – | 0.04% | 374 |
|
|
2021
Q3 | $6.17M | Sell |
5,770
-512
| -8% | -$548K | 0.05% | 347 |
|
|
2021
Q2 | $7.21M | Buy |
+6,282
| New | +$7.21M | 0.05% | 347 |
|
|
2021
Q1 | – | Sell |
-11,642
| Closed | -$11.7M | – | 717 |
|
|
2020
Q4 | $11.7M | Sell |
11,642
-86
| -0.7% | -$86.1K | 0.1% | 220 |
|
|
2020
Q3 | $9.14M | Sell |
11,728
-276
| -2% | -$215K | 0.09% | 211 |
|
|
2020
Q2 | $10.7M | Sell |
12,004
-294
| -2% | -$261K | 0.11% | 184 |
|
|
2020
Q1 | $11.2M | Sell |
12,298
-897
| -7% | -$816K | 0.13% | 148 |
|
|
2019
Q4 | $14.8M | Sell |
13,195
-584
| -4% | -$656K | 0.1% | 169 |
|
|
2019
Q3 | $14.9M | Sell |
13,779
-326
| -2% | -$352K | 0.11% | 169 |
|
|
2019
Q2 | $14.4M | Sell |
14,105
-185
| -1% | -$189K | 0.1% | 183 |
|
|
2019
Q1 | $13.2M | Buy |
14,290
+74
| +0.5% | +$68.5K | 0.09% | 181 |
|
|
2018
Q4 | $12.2M | Sell |
14,216
-20
| -0.1% | -$17.2K | 0.09% | 185 |
|
|
2018
Q3 | $13.3M | Buy |
14,236
+30
| +0.2% | +$28.1K | 0.08% | 193 |
|
|
2018
Q2 | $12.9M | Buy |
14,206
+85
| +0.6% | +$77.1K | 0.08% | 191 |
|
|
2018
Q1 | $11.6M | Sell |
14,121
-300
| -2% | -$247K | 0.07% | 229 |
|
|
2017
Q4 | $12.3M | Sell |
14,421
-2,509
| -15% | -$2.14M | 0.07% | 215 |
|
|
2017
Q3 | $14.5M | Sell |
16,930
-2,005
| -11% | -$1.72M | 0.09% | 195 |
|
|
2017
Q2 | $16.4M | Sell |
18,935
-300
| -2% | -$261K | 0.11% | 171 |
|
|
2017
Q1 | $16.9M | Buy |
19,235
+189
| +1% | +$166K | 0.11% | 168 |
|
|
2016
Q4 | $15.9M | Sell |
19,046
-800
| -4% | -$669K | 0.1% | 175 |
|
|
2016
Q3 | $16.5M | Sell |
19,846
-833
| -4% | -$691K | 0.11% | 162 |
|
|
2016
Q2 | $17.4M | Sell |
20,679
-7
| -0% | -$5.89K | 0.12% | 155 |
|
|
2016
Q1 | $16.6M | Buy |
20,686
+200
| +1% | +$161K | 0.11% | 168 |
|
|
2015
Q4 | $14.9M | Sell |
20,486
-989
| -5% | -$719K | 0.09% | 182 |
|
|
2015
Q3 | $16M | Hold |
21,475
| – | – | 0.1% | 171 |
|
|
2015
Q2 | $14.1M | Buy |
21,475
+1
| +0% | +$655 | 0.09% | 201 |
|
|
2015
Q1 | $14.7M | Hold |
21,474
| – | – | 0.1% | 188 |
|
|
2014
Q4 | $13.5M | Hold |
21,474
| – | – | 0.09% | 197 |
|
|
2014
Q3 | $13.5M | Buy |
21,474
+3,100
| +17% | +$1.95M | 0.1% | 174 |
|
|
2014
Q2 | $11.2M | Hold |
18,374
| – | – | 0.09% | 201 |
|
|
2014
Q1 | $11M | Buy |
18,374
+353
| +2% | +$212K | 0.1% | 190 |
|
|
2013
Q4 | $10.9M | Buy |
18,021
+781
| +5% | +$471K | 0.1% | 179 |
|
|
2013
Q3 | $9.79M | Buy |
17,240
+2
| +0% | +$1.14K | 0.1% | 189 |
|
|
2013
Q2 | $9.91M | Buy |
+17,238
| New | +$9.91M | 0.1% | 174 |
|