Citigroup’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 | $2.45M | Buy |
1,362
+494
| +57% | +$887K | ﹤0.01% | 1880 |
|
|
2025
Q1 | $1.67M | Buy |
868
+108
| +14% | +$208K | ﹤0.01% | 2212 |
|
|
2024
Q4 | $1.48M | Buy |
760
+111
| +17% | +$216K | ﹤0.01% | 2328 |
|
|
2024
Q3 | $1.1M | Buy |
649
+221
| +52% | +$375K | ﹤0.01% | 2494 |
|
|
2024
Q2 | $778K | Sell |
428
-170
| -28% | -$309K | ﹤0.01% | 2408 |
|
|
2024
Q1 | $1.07M | Buy |
598
+84
| +16% | +$151K | ﹤0.01% | 2307 |
|
|
2023
Q4 | $774K | Sell |
514
-237
| -32% | -$357K | ﹤0.01% | 2370 |
|
|
2023
Q3 | $1.12M | Sell |
751
-249
| -25% | -$372K | ﹤0.01% | 1822 |
|
|
2023
Q2 | $1.39M | Buy |
1,000
+357
| +56% | +$496K | ﹤0.01% | 1983 |
|
|
2023
Q1 | $886K | Sell |
643
-27
| -4% | -$37.2K | ﹤0.01% | 2106 |
|
|
2022
Q4 | $948K | Sell |
670
-15
| -2% | -$21.2K | ﹤0.01% | 2049 |
|
|
2022
Q3 | $893K | Sell |
685
-473
| -41% | -$617K | ﹤0.01% | 2191 |
|
|
2022
Q2 | $1.44M | Sell |
1,158
-205
| -15% | -$255K | ﹤0.01% | 1809 |
|
|
2022
Q1 | $1.55M | Sell |
1,363
-1,063
| -44% | -$1.21M | ﹤0.01% | 1971 |
|
|
2021
Q4 | $2.46M | Sell |
2,426
-315
| -11% | -$319K | ﹤0.01% | 1814 |
|
|
2021
Q3 | $2.93M | Sell |
2,741
-870
| -24% | -$931K | ﹤0.01% | 1632 |
|
|
2021
Q2 | $4.15M | Sell |
3,611
-708
| -16% | -$813K | ﹤0.01% | 1563 |
|
|
2021
Q1 | $4.82M | Buy |
4,319
+1,376
| +47% | +$1.53M | ﹤0.01% | 1360 |
|
|
2020
Q4 | $2.95M | Sell |
2,943
-206
| -7% | -$206K | ﹤0.01% | 1493 |
|
|
2020
Q3 | $2.45M | Sell |
3,149
-1,432
| -31% | -$1.12M | ﹤0.01% | 1416 |
|
|
2020
Q2 | $4.07M | Buy |
4,581
+769
| +20% | +$683K | ﹤0.01% | 1189 |
|
|
2020
Q1 | $3.47M | Buy |
3,812
+1,149
| +43% | +$1.05M | ﹤0.01% | 1116 |
|
|
2019
Q4 | $2.97M | Buy |
2,663
+381
| +17% | +$425K | ﹤0.01% | 1423 |
|
|
2019
Q3 | $2.46M | Sell |
2,282
-1,729
| -43% | -$1.87M | ﹤0.01% | 1476 |
|
|
2019
Q2 | $4.1M | Sell |
4,011
-313
| -7% | -$320K | ﹤0.01% | 1208 |
|
|
2019
Q1 | $4M | Sell |
4,324
-1,420
| -25% | -$1.31M | ﹤0.01% | 1110 |
|
|
2018
Q4 | $4.93M | Sell |
5,744
-483
| -8% | -$414K | 0.01% | 1015 |
|
|
2018
Q3 | $5.83M | Sell |
6,227
-886
| -12% | -$829K | 0.01% | 925 |
|
|
2018
Q2 | $6.45M | Sell |
7,113
-11
| -0.2% | -$9.97K | 0.01% | 915 |
|
|
2018
Q1 | $5.86M | Buy |
7,124
+1,541
| +28% | +$1.27M | ﹤0.01% | 905 |
|
|
2017
Q4 | $4.75M | Buy |
5,583
+2,604
| +87% | +$2.22M | ﹤0.01% | 999 |
|
|
2017
Q3 | $2.55M | Buy |
2,979
+544
| +22% | +$466K | ﹤0.01% | 1341 |
|
|
2017
Q2 | $2.12M | Sell |
2,435
-51
| -2% | -$44.3K | ﹤0.01% | 1447 |
|
|
2017
Q1 | $2.19M | Sell |
2,486
-4,034
| -62% | -$3.55M | ﹤0.01% | 1360 |
|
|
2016
Q4 | $5.45M | Sell |
6,520
-568
| -8% | -$475K | ﹤0.01% | 988 |
|
|
2016
Q3 | $5.88M | Sell |
7,088
-316
| -4% | -$262K | 0.01% | 791 |
|
|
2016
Q2 | $6.24M | Sell |
7,404
-461
| -6% | -$388K | 0.01% | 696 |
|
|
2016
Q1 | $6.31M | Buy |
7,865
+1,312
| +20% | +$1.05M | 0.01% | 721 |
|
|
2015
Q4 | $4.76M | Buy |
6,553
+5,253
| +404% | +$3.82M | ﹤0.01% | 894 |
|
|
2015
Q3 | $972K | Sell |
1,300
-2,061
| -61% | -$1.54M | ﹤0.01% | 1745 |
|
|
2015
Q2 | $2.2M | Sell |
3,361
-390
| -10% | -$255K | ﹤0.01% | 1273 |
|
|
2015
Q1 | $2.57M | Buy |
3,751
+605
| +19% | +$414K | ﹤0.01% | 1214 |
|
|
2014
Q4 | $1.98M | Sell |
3,146
-631
| -17% | -$398K | ﹤0.01% | 1278 |
|
|
2014
Q3 | $2.38M | Sell |
3,777
-783
| -17% | -$493K | ﹤0.01% | 1200 |
|
|
2014
Q2 | $2.77M | Buy |
4,560
+1,446
| +46% | +$880K | ﹤0.01% | 1123 |
|
|
2014
Q1 | $1.87M | Buy |
3,114
+1,503
| +93% | +$902K | ﹤0.01% | 1242 |
|
|
2013
Q4 | $972K | Sell |
1,611
-886
| -35% | -$535K | ﹤0.01% | 1872 |
|
|
2013
Q3 | $1.42M | Buy |
2,497
+632
| +34% | +$359K | ﹤0.01% | 1377 |
|
|
2013
Q2 | $1.07M | Buy |
+1,865
| New | +$1.07M | ﹤0.01% | 1556 |
|