Bryant Woods Investment Advisors’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 | $611K | Hold |
340
| – | – | 0.26% | 34 |
|
|
2025
Q1 | $655K | Hold |
340
| – | – | 0.31% | 33 |
|
|
2024
Q4 | $661K | Hold |
340
| – | – | 0.32% | 31 |
|
|
2024
Q3 | $577K | Hold |
340
| – | – | 0.29% | 29 |
|
|
2024
Q2 | $509K | Hold |
340
| – | – | 0.37% | 28 |
|
|
2024
Q1 | $610K | Hold |
340
| – | – | 0.36% | 27 |
|
|
2023
Q4 | $512K | Hold |
340
| – | – | 0.33% | 29 |
|
|
2023
Q3 | $509K | Hold |
340
| – | – | 0.37% | 28 |
|
|
2023
Q2 | $472K | Hold |
340
| – | – | 0.34% | 31 |
|
|
2023
Q1 | $468K | Hold |
340
| – | – | 0.36% | 30 |
|
|
2022
Q4 | $481K | Hold |
340
| – | – | 0.41% | 28 |
|
|
2022
Q3 | $443K | Hold |
340
| – | – | 0.42% | 28 |
|
|
2022
Q2 | $424K | Hold |
340
| – | – | 0.4% | 27 |
|
|
2022
Q1 | $386K | Hold |
340
| – | – | 0.31% | 26 |
|
|
2021
Q4 | $345K | Buy |
+340
| New | +$345K | 0.27% | 29 |
|