Chicago Partners Investment Group’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
Q3 | $981K | Buy |
|
|||||
|
2025
Q2 | $914K | Buy |
|
|||||
|
2025
Q1 | $877K | Buy |
|
|||||
|
2024
Q4 | $850K | Hold |
|
|||||
|
2024
Q3 | $832K | Buy |
|
|||||
|
2024
Q2 | $796K | Hold |
|
|||||
|
2024
Q1 | $776K | Hold |
|
|||||
|
2023
Q4 | $715K | Buy |
|
|||||
|
2023
Q3 | $645K | Hold |
|
|||||
|
2023
Q2 | $703K | Hold |
|
|||||
|
2023
Q1 | $677K | Hold |
|
|||||
|
2022
Q4 | $673K | Hold |
|
|||||
|
2022
Q3 | $601K | Hold |
|
|||||
|
2022
Q2 | $558K | Hold |
|
|||||
|
2022
Q1 | $526K | Hold |
|
|||||
|
2021
Q4 | $472K | Hold |
|
|||||
|
2021
Q3 | $507K | Hold |
|
|||||
|
2021
Q2 | $507K | Hold |
|
|||||
|
2021
Q1 | $544K | Hold |
|
|||||
|
2020
Q4 | $468K | Hold |
|
|||||
|
2020
Q3 | $425K | Buy |
|