Cerity Partners’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 | $3.41M | Buy |
1,900
+4
| +0.2% | +$7.18K | 0.01% | 982 |
|
|
2025
Q1 | $3.65M | Buy |
1,896
+48
| +3% | +$92.4K | 0.01% | 848 |
|
|
2024
Q4 | $3.59M | Buy |
1,848
+133
| +8% | +$258K | 0.01% | 845 |
|
|
2024
Q3 | $2.91M | Sell |
1,715
-14
| -0.8% | -$23.7K | 0.01% | 927 |
|
|
2024
Q2 | $3.14M | Buy |
1,729
+124
| +8% | +$225K | 0.01% | 743 |
|
|
2024
Q1 | $2.88M | Buy |
1,605
+79
| +5% | +$142K | 0.01% | 832 |
|
|
2023
Q4 | $2.3M | Buy |
1,526
+42
| +3% | +$63.2K | 0.01% | 729 |
|
|
2023
Q3 | $2.22M | Sell |
1,484
-244
| -14% | -$365K | 0.01% | 557 |
|
|
2023
Q2 | $2.4M | Buy |
1,728
+147
| +9% | +$204K | 0.01% | 674 |
|
|
2023
Q1 | $2.18M | Buy |
1,581
+1,284
| +432% | +$1.77M | 0.01% | 700 |
|
|
2022
Q4 | $420K | Buy |
297
+20
| +7% | +$28.3K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $361K | Hold |
277
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $345K | Buy |
277
+77
| +39% | +$95.9K | ﹤0.01% | 862 |
|
|
2022
Q1 | $227K | Sell |
200
-58
| -22% | -$65.8K | ﹤0.01% | 829 |
|
|
2021
Q4 | $261K | Buy |
258
+43
| +20% | +$43.5K | ﹤0.01% | 829 |
|
|
2021
Q3 | $230K | Hold |
215
| – | – | 0.01% | 620 |
|
|
2021
Q2 | $247K | Hold |
215
| – | – | 0.01% | 637 |
|
|
2021
Q1 | $240K | Hold |
215
| – | – | 0.01% | 613 |
|
|
2020
Q4 | $215K | Buy |
+215
| New | +$215K | 0.01% | 582 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$223K | – | 529 |
|
|
2019
Q4 | $223K | Sell |
200
-1
| -0.5% | -$1.12K | 0.01% | 487 |
|
|
2019
Q3 | $217K | Buy |
201
+1
| +0.5% | +$1.08K | 0.01% | 444 |
|
|
2019
Q2 | $204K | Sell |
200
-21
| -10% | -$21.4K | 0.01% | 451 |
|
|
2019
Q1 | $205K | Buy |
+221
| New | +$205K | 0.01% | 502 |
|
|
2018
Q4 | – | Sell |
-218
| Closed | -$204K | – | 564 |
|
|
2018
Q3 | $204K | Buy |
+218
| New | +$204K | 0.01% | 510 |
|