Chicago Partners Investment Group’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 | $914K | Buy |
511
+20
| +4% | +$35.8K | 0.03% | 419 |
|
|
2025
Q1 | $877K | Buy |
491
+37
| +8% | +$66.1K | 0.03% | 386 |
|
|
2024
Q4 | $850K | Hold |
454
| – | – | 0.03% | 383 |
|
|
2024
Q3 | $832K | Buy |
454
+3
| +0.7% | +$5.5K | 0.03% | 367 |
|
|
2024
Q2 | $796K | Hold |
451
| – | – | 0.03% | 367 |
|
|
2024
Q1 | $776K | Hold |
451
| – | – | 0.03% | 358 |
|
|
2023
Q4 | $715K | Buy |
451
+1
| +0.2% | +$1.59K | 0.03% | 352 |
|
|
2023
Q3 | $645K | Hold |
450
| – | – | 0.03% | 348 |
|
|
2023
Q2 | $703K | Hold |
450
| – | – | 0.04% | 346 |
|
|
2023
Q1 | $677K | Hold |
450
| – | – | 0.04% | 323 |
|
|
2022
Q4 | $673K | Hold |
450
| – | – | 0.04% | 319 |
|
|
2022
Q3 | $601K | Hold |
450
| – | – | 0.04% | 306 |
|
|
2022
Q2 | $558K | Hold |
450
| – | – | 0.04% | 315 |
|
|
2022
Q1 | $526K | Hold |
450
| – | – | 0.04% | 309 |
|
|
2021
Q4 | $472K | Hold |
450
| – | – | 0.03% | 351 |
|
|
2021
Q3 | $507K | Hold |
450
| – | – | 0.04% | 333 |
|
|
2021
Q2 | $507K | Hold |
450
| – | – | 0.04% | 322 |
|
|
2021
Q1 | $544K | Hold |
450
| – | – | 0.04% | 294 |
|
|
2020
Q4 | $468K | Hold |
450
| – | – | 0.04% | 295 |
|
|
2020
Q3 | $425K | Buy |
+450
| New | +$425K | 0.05% | 262 |
|