Cresset Asset Management’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
288
-16
| -5% | -$28.7K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $585K | Sell |
304
-16
| -5% | -$30.8K | ﹤0.01% | 979 |
|
|
2024
Q4 | $622K | Sell |
320
-226
| -41% | -$440K | ﹤0.01% | 972 |
|
|
2024
Q3 | $926K | Buy |
546
+75
| +16% | +$127K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $856K | Buy |
471
+25
| +6% | +$45.4K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $800K | Buy |
446
+34
| +8% | +$61K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $620K | Sell |
412
-6
| -1% | -$9.03K | ﹤0.01% | 1094 |
|
|
2023
Q3 | $625K | Buy |
418
+32
| +8% | +$47.9K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $536K | Buy |
+386
| New | +$536K | ﹤0.01% | 1110 |
|