Deutsche Bank’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 | $377K | Sell |
210
-112
| -35% | -$201K | ﹤0.01% | 2593 |
|
2025
Q1 | $620K | Sell |
322
-15
| -4% | -$28.9K | ﹤0.01% | 2366 |
|
2024
Q4 | $655K | Buy |
337
+184
| +120% | +$358K | ﹤0.01% | 2450 |
|
2024
Q3 | $260K | Buy |
153
+4
| +3% | +$6.79K | ﹤0.01% | 2749 |
|
2024
Q2 | $271K | Buy |
149
+7
| +5% | +$12.7K | ﹤0.01% | 2615 |
|
2024
Q1 | $255K | Buy |
142
+18
| +15% | +$32.3K | ﹤0.01% | 2664 |
|
2023
Q4 | $187K | Hold |
124
| – | – | ﹤0.01% | 2873 |
|
2023
Q3 | $185K | Buy |
124
+4
| +3% | +$5.98K | ﹤0.01% | 2800 |
|
2023
Q2 | $167K | Hold |
120
| – | – | ﹤0.01% | 2987 |
|
2023
Q1 | $165K | Hold |
120
| – | – | ﹤0.01% | 3088 |
|
2022
Q4 | $170K | Buy |
+120
| New | +$170K | ﹤0.01% | 3057 |
|
2022
Q3 | – | Sell |
-114
| Closed | -$142K | – | 3930 |
|
2022
Q2 | $142K | Sell |
114
-206
| -64% | -$257K | ﹤0.01% | 3328 |
|
2022
Q1 | $364K | Sell |
320
-182
| -36% | -$207K | ﹤0.01% | 2918 |
|
2021
Q4 | $509K | Sell |
502
-4
| -0.8% | -$4.06K | ﹤0.01% | 2820 |
|
2021
Q3 | $542K | Sell |
506
-321
| -39% | -$344K | ﹤0.01% | 2958 |
|
2021
Q2 | $948K | Buy |
827
+454
| +122% | +$520K | ﹤0.01% | 2785 |
|
2021
Q1 | $417K | Sell |
373
-5
| -1% | -$5.59K | ﹤0.01% | 3200 |
|
2020
Q4 | $378K | Sell |
378
-120
| -24% | -$120K | ﹤0.01% | 3069 |
|
2020
Q3 | $388K | Sell |
498
-236
| -32% | -$184K | ﹤0.01% | 2777 |
|
2020
Q2 | $653K | Buy |
734
+198
| +37% | +$176K | ﹤0.01% | 2476 |
|
2020
Q1 | $488K | Sell |
536
-307
| -36% | -$280K | ﹤0.01% | 2488 |
|
2019
Q4 | $937K | Sell |
843
-971
| -54% | -$1.08M | ﹤0.01% | 2404 |
|
2019
Q3 | $1.96M | Buy |
1,814
+406
| +29% | +$438K | ﹤0.01% | 1920 |
|
2019
Q2 | $1.44M | Sell |
1,408
-1,908
| -58% | -$1.95M | ﹤0.01% | 2586 |
|
2019
Q1 | $3.07M | Sell |
3,316
-33
| -1% | -$30.5K | ﹤0.01% | 2176 |
|
2018
Q4 | $2.87M | Sell |
3,349
-2,044
| -38% | -$1.75M | ﹤0.01% | 2163 |
|
2018
Q3 | $5.05M | Sell |
5,393
-6,736
| -56% | -$6.31M | ﹤0.01% | 2183 |
|
2018
Q2 | $11M | Buy |
12,129
+8,821
| +267% | +$8M | 0.01% | 1657 |
|
2018
Q1 | $2.72M | Buy |
3,308
+1,560
| +89% | +$1.28M | ﹤0.01% | 2653 |
|
2017
Q4 | $1.49M | Sell |
1,748
-1,736
| -50% | -$1.48M | ﹤0.01% | 2905 |
|
2017
Q3 | $2.98M | Buy |
3,484
+2,291
| +192% | +$1.96M | ﹤0.01% | 2240 |
|
2017
Q2 | $1.03M | Sell |
1,193
-2,816
| -70% | -$2.44M | ﹤0.01% | 2966 |
|
2017
Q1 | $3.53M | Buy |
4,009
+1,833
| +84% | +$1.61M | ﹤0.01% | 1885 |
|
2016
Q4 | $1.82M | Sell |
2,176
-1,049
| -33% | -$876K | ﹤0.01% | 2294 |
|
2016
Q3 | $2.67M | Sell |
3,225
-839
| -21% | -$696K | ﹤0.01% | 2140 |
|
2016
Q2 | $3.42M | Buy |
4,064
+2,385
| +142% | +$2.01M | ﹤0.01% | 2020 |
|
2016
Q1 | $1.35M | Sell |
1,679
-1,238
| -42% | -$992K | ﹤0.01% | 2596 |
|
2015
Q4 | $2.12M | Buy |
2,917
+1,477
| +103% | +$1.07M | ﹤0.01% | 2382 |
|
2015
Q3 | $1.08M | Sell |
1,440
-1,835
| -56% | -$1.37M | ﹤0.01% | 2853 |
|
2015
Q2 | $2.14M | Buy |
3,275
+152
| +5% | +$99.5K | ﹤0.01% | 2376 |
|
2015
Q1 | $2.14M | Buy |
3,123
+147
| +5% | +$101K | ﹤0.01% | 2366 |
|
2014
Q4 | $1.87M | Buy |
2,976
+145
| +5% | +$91.3K | ﹤0.01% | 2696 |
|
2014
Q3 | $1.78M | Sell |
2,831
-557
| -16% | -$351K | ﹤0.01% | 2563 |
|
2014
Q2 | $2.06M | Sell |
3,388
-358
| -10% | -$218K | ﹤0.01% | 2398 |
|
2014
Q1 | $2.25M | Sell |
3,746
-3,910
| -51% | -$2.34M | ﹤0.01% | 2336 |
|
2013
Q4 | $4.62M | Sell |
7,656
-1,198
| -14% | -$722K | ﹤0.01% | 1803 |
|
2013
Q3 | $5.02M | Buy |
8,854
+1,685
| +24% | +$956K | ﹤0.01% | 1825 |
|
2013
Q2 | $4.12M | Buy |
+7,169
| New | +$4.12M | ﹤0.01% | 1733 |
|