Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
92
+74
| +411% | +$158K | ﹤0.01% | 2737 |
|
|
2025
Q4 | $37K | Buy |
18
+3
| +20% | +$5.87K | ﹤0.01% | 3821 |
|
|
2025
Q3 | $25K | Sell |
15
-16
| -52% | -$28.6K | ﹤0.01% | 3999 |
|
|
2025
Q2 | $56K | Buy |
31
+8
| +35% | +$14.2K | ﹤0.01% | 3196 |
|
|
2025
Q1 | $44K | Sell |
23
-10
| -30% | -$18.8K | ﹤0.01% | 3088 |
|
|
2024
Q4 | $64K | Buy |
33
+7
| +27% | +$13.2K | ﹤0.01% | 2613 |
|
|
2024
Q3 | $44K | Buy |
26
+2
| +8% | +$3.49K | ﹤0.01% | 2795 |
|
|
2024
Q2 | $44K | Sell |
24
-3
| -11% | -$5.31K | ﹤0.01% | 2568 |
|
|
2024
Q1 | $48K | Buy |
27
+14
| +108% | +$23.5K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $20K | Sell |
13
-4
| -24% | -$5.95K | ﹤0.01% | 2785 |
|
|
2023
Q3 | $25K | Hold |
17
| – | – | ﹤0.01% | 2546 |
|
|
2023
Q2 | $24K | Buy |
17
+1
| +6% | +$1.41K | ﹤0.01% | 2526 |
|
|
2023
Q1 | $22K | Sell |
16
-6
| -27% | -$8.61K | ﹤0.01% | 2451 |
|
|
2022
Q4 | $31K | Buy |
22
+5
| +29% | +$6.78K | ﹤0.01% | 2067 |
|
|
2022
Q3 | $22K | Buy |
17
+1
| +6% | +$1.29K | ﹤0.01% | 2177 |
|
|
2022
Q2 | $20K | Buy |
16
+1
| +7% | +$1.16K | ﹤0.01% | 2128 |
|
|
2022
Q1 | $17K | Buy |
15
+7
| +88% | +$7.33K | ﹤0.01% | 2196 |
|
|
2021
Q4 | $8K | Buy |
+8
| New | +$8.45K | ﹤0.01% | 2506 |
|
|
2021
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 2212 |
|
|
2021
Q1 | $8K | Hold |
7
| – | – | ﹤0.01% | 2211 |
|
|
2020
Q4 | $8K | Hold |
7
| – | – | ﹤0.01% | 2211 |
|
|
2020
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 2211 |
|
|
2020
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 2210 |
|
|
2020
Q1 | $8K | Hold |
7
| – | – | ﹤0.01% | 2210 |
|
|
2019
Q4 | $8K | Hold |
7
| – | – | ﹤0.01% | 2210 |
|
|
2019
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 2210 |
|
|
2019
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 2210 |
|
|
2019
Q1 | $8K | Buy |
+7
| New | +$6.34K | ﹤0.01% | 2210 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$1K | – | 2269 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 1775 |
|
|
2018
Q2 | $1K | Buy |
+1
| New | +$881 | ﹤0.01% | 1620 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | -$2K | – | 1598 |
|
|
2017
Q3 | $2K | Buy |
+2
| New | +$1.72K | ﹤0.01% | 1317 |
|
Other funds holding WTM
RRAM
CB
FMI
WCM
Carson Wealth (CWM LLC)'s WTM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its White Mountains Insurance (WTM) stake by 411% in Q1 2026, buying an estimated $158K and bringing the position to 92 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.
Carson Wealth (CWM LLC) first reported a position in WTM in Q3 2017 and has held it in 31 quarters since. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.
- Carson Wealth (CWM LLC) held 92 shares of White Mountains Insurance worth $202K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 74 White Mountains Insurance shares in Q1 2026, an estimated $158K.
- White Mountains Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2737 holding.
- Carson Wealth (CWM LLC) first reported a position in White Mountains Insurance in Q3 2017 and has held it in 31 quarters since.
- 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.