Brown Miller Wealth 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	$536K	Hold	298	–	–	0.17%	98
2025 Q1	$575K	Hold	298	–	–	0.2%	95
2024 Q4	$580K	Hold	298	–	–	0.22%	77
2024 Q3	$506K	Hold	298	–	–	0.2%	81
2024 Q2	$542K	Hold	298	–	–	0.23%	75
2024 Q1	$535K	Hold	298	–	–	0.24%	76
2023 Q4	$449K	Hold	298	–	–	0.22%	82
2023 Q3	$446K	Hold	298	–	–	0.25%	75
2023 Q2	$414K	Hold	298	–	–	0.22%	79
2023 Q1	$411K	Hold	298	–	–	0.24%	75
2022 Q4	$422K	Hold	298	–	–	0.27%	77
2022 Q3	$388K	Hold	298	–	–	0.28%	72
2022 Q2	$371K	Hold	298	–	–	0.25%	76
2022 Q1	$339K	Hold	298	–	–	0.2%	87
2021 Q4	$302K	Hold	298	–	–	0.17%	100
2021 Q3	$319K	Hold	298	–	–	0.2%	91
2021 Q2	$342K	Sell	298 -1	-0.3%	-$1.15K	0.22%	91
2021 Q1	$334K	Buy	299 +1	+0.3%	+$1.12K	0.24%	86
2020 Q4	$298K	Buy	+298	New	+$298K	0.22%	87