D.E. Shaw & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.6M | Buy |
8,910
+317
| +4% | +$679K | 0.02% | 1158 |
|
|
2025
Q4 | $17.9M | Buy |
8,593
+6,081
| +242% | +$11.9M | 0.01% | 1321 |
|
|
2025
Q3 | $4.2M | Buy |
2,512
+76
| +3% | +$136K | ﹤0.01% | 2361 |
|
|
2025
Q2 | $4.37M | Buy |
2,436
+78
| +3% | +$139K | ﹤0.01% | 2126 |
|
|
2025
Q1 | $4.54M | Sell |
2,358
-361
| -13% | -$680K | 0.01% | 1964 |
|
|
2024
Q4 | $5.29M | Sell |
2,719
-521
| -16% | -$984K | 0.01% | 1935 |
|
|
2024
Q3 | $5.5M | Sell |
3,240
-360
| -10% | -$628K | 0.01% | 1874 |
|
|
2024
Q2 | $6.54M | Sell |
3,600
-130
| -3% | -$230K | 0.01% | 1645 |
|
|
2024
Q1 | $6.69M | Sell |
3,730
-321
| -8% | -$538K | 0.01% | 1670 |
|
|
2023
Q4 | $6.1M | Buy |
4,051
+300
| +8% | +$446K | 0.01% | 1748 |
|
|
2023
Q3 | $5.61M | Sell |
3,751
-855
| -19% | -$1.31M | 0.01% | 1721 |
|
|
2023
Q2 | $6.4M | Sell |
4,606
-400
| -8% | -$563K | 0.01% | 1680 |
|
|
2023
Q1 | $6.9M | Buy |
5,006
+100
| +2% | +$143K | 0.01% | 1674 |
|
|
2022
Q4 | $6.94M | Buy |
4,906
+421
| +9% | +$570K | 0.01% | 1784 |
|
|
2022
Q3 | $5.84M | Sell |
4,485
-12
| -0.3% | -$15.5K | 0.01% | 1913 |
|
|
2022
Q2 | $5.6M | Buy |
4,497
+4,069
| +951% | +$4.73M | 0.01% | 1984 |
|
|
2022
Q1 | $486K | Hold |
428
| – | – | ﹤0.01% | 4387 |
|
|
2021
Q4 | $434K | Sell |
428
-245
| -36% | -$259K | ﹤0.01% | 4482 |
|
|
2021
Q3 | $720K | Buy |
673
+245
| +57% | +$274K | ﹤0.01% | 3849 |
|
|
2021
Q2 | $491K | Hold |
428
| – | – | ﹤0.01% | 4043 |
|
|
2021
Q1 | $477K | Hold |
428
| – | – | ﹤0.01% | 3529 |
|
|
2020
Q4 | $428K | Hold |
428
| – | – | ﹤0.01% | 3460 |
|
|
2020
Q3 | $333K | Hold |
428
| – | – | ﹤0.01% | 3405 |
|
|
2020
Q2 | $380K | Hold |
428
| – | – | ﹤0.01% | 3520 |
|
|
2020
Q1 | $389K | Sell |
428
-100
| -19% | -$104K | ﹤0.01% | 3332 |
|
|
2019
Q4 | $589K | Hold |
528
| – | – | ﹤0.01% | 3306 |
|
|
2019
Q3 | $570K | Buy |
+528
| New | +$563K | ﹤0.01% | 3150 |
|
|
2019
Q1 | – | Sell |
-283
| Closed | -$243K | – | 4037 |
|
|
2018
Q4 | $243K | Sell |
283
-17
| -6% | -$15.2K | ﹤0.01% | 3458 |
|
|
2018
Q3 | $281K | Buy |
+300
| New | +$278K | ﹤0.01% | 3388 |
|
|
2018
Q2 | – | Sell |
-7,884
| Closed | -$6.49M | – | 3950 |
|
|
2018
Q1 | $6.49M | Sell |
7,884
-3,624
| -31% | -$2.99M | 0.01% | 1249 |
|
|
2017
Q4 | $9.8M | Buy |
11,508
+2,798
| +32% | +$2.45M | 0.02% | 1039 |
|
|
2017
Q3 | $7.46M | Buy |
8,710
+6,434
| +283% | +$5.53M | 0.01% | 1107 |
|
|
2017
Q2 | $1.98M | Sell |
2,276
-70
| -3% | -$60.7K | ﹤0.01% | 1986 |
|
|
2017
Q1 | $2.06M | Sell |
2,346
-2,127
| -48% | -$1.91M | ﹤0.01% | 1819 |
|
|
2016
Q4 | $3.74M | Sell |
4,473
-818
| -15% | -$686K | 0.01% | 1520 |
|
|
2016
Q3 | $4.39M | Buy |
5,291
+3,328
| +170% | +$2.74M | 0.01% | 1385 |
|
|
2016
Q2 | $1.65M | Hold |
1,963
| – | – | ﹤0.01% | 2070 |
|
|
2016
Q1 | $1.58M | Hold |
1,963
| – | – | ﹤0.01% | 2045 |
|
|
2015
Q4 | $1.43M | Hold |
1,963
| – | – | ﹤0.01% | 2392 |
|
|
2015
Q3 | $1.47M | Sell |
1,963
-858
| -30% | -$617K | ﹤0.01% | 2324 |
|
|
2015
Q2 | $1.85M | Sell |
2,821
-497
| -15% | -$330K | ﹤0.01% | 2261 |
|
|
2015
Q1 | $2.27M | Hold |
3,318
| – | – | ﹤0.01% | 1905 |
|
|
2014
Q4 | $2.09M | Buy |
3,318
+1,355
| +69% | +$862K | ﹤0.01% | 2250 |
|
|
2014
Q3 | $1.24M | Sell |
1,963
-3,667
| -65% | -$2.29M | ﹤0.01% | 2633 |
|
|
2014
Q2 | $3.42M | Buy |
5,630
+3,053
| +118% | +$1.82M | 0.01% | 1891 |
|
|
2014
Q1 | $1.55M | Sell |
2,577
-3,040
| -54% | -$1.77M | ﹤0.01% | 2632 |
|
|
2013
Q4 | $3.39M | Sell |
5,617
-446
| -7% | -$263K | 0.01% | 2025 |
|
|
2013
Q3 | $3.44M | Buy |
6,063
+33
| +0.5% | +$19.2K | 0.01% | 1941 |
|
|
2013
Q2 | $3.47M | Buy |
+6,030
| New | +$3.52M | 0.01% | 1640 |
|
Other funds holding WTM
RRAM
VPM
VCM
CB
FMI
WCM