Central Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$179K | – | 1461 |
|
|
2024
Q1 | $179K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $151K | Sell |
100
-10
| -9% | -$14.9K | ﹤0.01% | 597 |
|
|
2023
Q3 | $165K | Hold |
110
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $153K | Hold |
110
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $152K | Hold |
110
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $156K | Hold |
110
| – | – | ﹤0.01% | 566 |
|
|
2022
Q3 | $143K | Hold |
110
| – | – | ﹤0.01% | 577 |
|
|
2022
Q2 | $137K | Hold |
110
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $125K | Hold |
110
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $112K | Hold |
110
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $118K | Hold |
110
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $126K | Hold |
110
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $123K | Hold |
110
| – | – | ﹤0.01% | 572 |
|
|
2020
Q4 | $110K | Hold |
110
| – | – | ﹤0.01% | 571 |
|
|
2020
Q3 | $86K | Hold |
110
| – | – | ﹤0.01% | 579 |
|
|
2020
Q2 | $98K | Hold |
110
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $100K | Hold |
110
| – | – | 0.01% | 507 |
|
|
2019
Q4 | $123K | Hold |
110
| – | – | 0.01% | 533 |
|
|
2019
Q3 | $119K | Hold |
110
| – | – | 0.01% | 514 |
|
|
2019
Q2 | $115K | Hold |
110
| – | – | 0.01% | 535 |
|
|
2019
Q1 | $102K | Hold |
110
| – | – | 0.01% | 533 |
|
|
2018
Q4 | $94K | Hold |
110
| – | – | 0.01% | 542 |
|
|
2018
Q3 | $103K | Hold |
110
| – | – | 0.01% | 564 |
|
|
2018
Q2 | $100K | Hold |
110
| – | – | 0.01% | 554 |
|
|
2018
Q1 | $90K | Hold |
110
| – | – | 0.01% | 580 |
|
|
2017
Q4 | $94K | Hold |
110
| – | – | 0.01% | 595 |
|
|
2017
Q3 | $94K | Hold |
110
| – | – | 0.01% | 578 |
|
|
2017
Q2 | $96K | Sell |
110
-2
| -2% | -$1.74K | 0.01% | 567 |
|
|
2017
Q1 | $99K | Hold |
112
| – | – | 0.01% | 567 |
|
|
2016
Q4 | $94K | Hold |
112
| – | – | 0.01% | 586 |
|
|
2016
Q3 | $93K | Sell |
112
-15
| -12% | -$12.4K | 0.01% | 552 |
|
|
2016
Q2 | $107K | Buy |
127
+12
| +10% | +$9.79K | 0.01% | 526 |
|
|
2016
Q1 | $92K | Hold |
115
| – | – | 0.01% | 554 |
|
|
2015
Q4 | $84K | Hold |
115
| – | – | 0.01% | 568 |
|
|
2015
Q3 | $86K | Sell |
115
-8
| -7% | -$5.76K | 0.01% | 538 |
|
|
2015
Q2 | $81K | Hold |
123
| – | – | 0.01% | 576 |
|
|
2015
Q1 | $84K | Buy |
123
+13
| +12% | +$8.58K | 0.01% | 550 |
|
|
2014
Q4 | $69K | Hold |
110
| – | – | 0.01% | 590 |
|
|
2014
Q3 | $69K | Hold |
110
| – | – | 0.01% | 592 |
|
|
2014
Q2 | $67K | Hold |
110
| – | – | 0.01% | 607 |
|
|
2014
Q1 | $66K | Hold |
110
| – | – | 0.01% | 604 |
|
|
2013
Q4 | $66K | Hold |
110
| – | – | 0.01% | 598 |
|
|
2013
Q3 | $62K | Hold |
110
| – | – | 0.01% | 600 |
|
|
2013
Q2 | $63K | Buy |
+110
| New | +$64.2K | 0.01% | 553 |
|
Other funds holding WTM
RRAM
WCM
LCOV
Central Trust Company's WTM Position: Q2 2024 in Review
Central Trust Company sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 100 shares — an estimated $179K sold.
Central Trust Company first reported a position in WTM in Q2 2013 and held it in 44 quarters. The position peaked at $179K in Q1 2024. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.
- Central Trust Company reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
- Central Trust Company sold 100 White Mountains Insurance shares in Q2 2024, an estimated $179K.
- Central Trust Company first reported a position in White Mountains Insurance in Q2 2013 and held it in 44 quarters.
- Central Trust Company's White Mountains Insurance position peaked at $179K in Q1 2024.
- 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.
Based on Central Trust Company's 13F filing for Q2 2024, filed 5 Aug 2024.