CAPTRUST Financial Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $909K | Buy |
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|
2024
Q2 | $963K | Buy |
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|
2024
Q1 | $946K | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $969K | Buy |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $774K | Hold |
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|
2020
Q3 | $607K | Buy |
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|
2020
Q2 | $664K | Buy |
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|
2020
Q1 | $92K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.44M | Hold |
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|
2019
Q2 | $3.25M | Buy |
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|
2019
Q1 | $136K | Hold |
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|
2018
Q4 | $126K | Hold |
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|
2018
Q3 | $138K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $120K | Hold |
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|
2017
Q4 | $125K | Buy |
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