Brave Asset 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
$1.66M Hold
924
0.45% 29
2025
Q1
$1.78M Hold
924
0.55% 25
2024
Q4
$1.8M Hold
924
0.57% 23
2024
Q3
$1.57M Hold
924
0.38% 30
2024
Q2
$1.68M Sell
924
-5
-0.5% -$9.09K 0.43% 24
2024
Q1
$1.67M Hold
929
0.43% 23
2023
Q4
$1.4M Hold
929
0.39% 26
2023
Q3
$1.39M Hold
929
0.42% 24
2023
Q2
$1.29M Sell
929
-112
-11% -$156K 0.38% 28
2023
Q1
$1.43M Hold
1,041
0.45% 23
2022
Q4
$1.47M Hold
1,041
0.5% 25
2022
Q3
$1.36M Hold
1,041
0.69% 22
2022
Q2
$1.3M Hold
1,041
0.58% 30
2022
Q1
$1.18M Hold
1,041
0.41% 37
2021
Q4
$1.06M Sell
1,041
-15
-1% -$15.2K 0.29% 41
2021
Q3
$1.13M Sell
1,056
-30
-3% -$32.1K 0.33% 38
2021
Q2
$1.25M Hold
1,086
0.37% 37
2021
Q1
$1.21M Hold
1,086
0.41% 37
2020
Q4
$1.09M Hold
1,086
0.41% 42
2020
Q3
$846K Hold
1,086
0.4% 42
2020
Q2
$964K Hold
1,086
0.5% 33
2020
Q1
$988K Hold
1,086
0.62% 33
2019
Q4
$1.21M Hold
1,086
0.63% 36
2019
Q3
$1.17M Hold
1,086
0.67% 38
2019
Q2
$1.11M Hold
1,086
0.62% 39
2019
Q1
$1.01M Sell
1,086
-56
-5% -$51.8K 0.56% 44
2018
Q4
$979K Hold
1,142
0.66% 41
2018
Q3
$1.07M Hold
1,142
0.55% 47
2018
Q2
$1.04M Hold
1,142
0.6% 46
2018
Q1
$939K Hold
1,142
0.57% 52
2017
Q4
$972K Hold
1,142
0.51% 52
2017
Q3
$979K Hold
1,142
0.51% 50
2017
Q2
$992K Sell
1,142
-100
-8% -$86.9K 0.53% 57
2017
Q1
$1.09M Sell
1,242
-70
-5% -$61.6K 0.64% 45
2016
Q4
$1.1M Hold
1,312
0.7% 40
2016
Q3
$1.09M Hold
1,312
0.7% 41
2016
Q2
$1.11M Sell
1,312
-130
-9% -$109K 0.74% 37
2016
Q1
$1.16M Sell
1,442
-50
-3% -$40.1K 0.81% 34
2015
Q4
$1.08M Hold
1,492
0.73% 36
2015
Q3
$1.12M Hold
1,492
0.85% 35
2015
Q2
$977K Buy
1,492
+592
+66% +$388K 0.68% 47
2015
Q1
$616K Hold
900
0.43% 68
2014
Q4
$567K Hold
900
0.41% 74
2014
Q3
$567K Hold
900
0.42% 72
2014
Q2
$548K Hold
900
0.39% 77
2014
Q1
$540K Buy
900
+100
+13% +$60K 0.43% 71
2013
Q4
$482K Buy
+800
New +$482K 0.39% 73