Chapman Investment Management’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 | $257K | Hold |
143
| – | – | 0.18% | 29 |
|
|
2025
Q1 | $275K | Hold |
143
| – | – | 0.21% | 28 |
|
|
2024
Q4 | $278K | Hold |
143
| – | – | 0.21% | 29 |
|
|
2024
Q3 | $243K | Hold |
143
| – | – | 0.18% | 31 |
|
|
2024
Q2 | $260K | Hold |
143
| – | – | 0.2% | 32 |
|
|
2024
Q1 | $257K | Hold |
143
| – | – | 0.19% | 31 |
|
|
2023
Q4 | $215K | Sell |
143
-114
| -44% | -$172K | 0.16% | 35 |
|
|
2023
Q3 | $384K | Sell |
257
-43
| -14% | -$64.3K | 0.33% | 31 |
|
|
2023
Q2 | $417K | Hold |
300
| – | – | 0.33% | 30 |
|
|
2023
Q1 | $413K | Hold |
300
| – | – | 0.34% | 29 |
|
|
2022
Q4 | $424K | Hold |
300
| – | – | 0.39% | 29 |
|
|
2022
Q3 | $391K | Hold |
300
| – | – | 0.29% | 33 |
|
|
2022
Q2 | $374K | Hold |
300
| – | – | 0.26% | 35 |
|
|
2022
Q1 | $341K | Hold |
300
| – | – | 0.18% | 38 |
|
|
2021
Q4 | $304K | Hold |
300
| – | – | 0.14% | 47 |
|
|
2021
Q3 | $321K | Buy |
+300
| New | +$321K | 0.17% | 43 |
|