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 |
|