Dimensional Fund Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263M | Buy |
|
|||||
|
2025
Q2 | $280M | Sell |
|
|||||
|
2025
Q1 | $302M | Sell |
|
|||||
|
2024
Q4 | $306M | Sell |
|
|||||
|
2024
Q3 | $269M | Sell |
|
|||||
|
2024
Q2 | $290M | Sell |
|
|||||
|
2024
Q1 | $291M | Sell |
|
|||||
|
2023
Q4 | $244M | Buy |
|
|||||
|
2023
Q3 | $240M | Buy |
|
|||||
|
2023
Q2 | $220M | Sell |
|
|||||
|
2023
Q1 | $220M | Sell |
|
|||||
|
2022
Q4 | $226K | Sell |
|
|||||
|
2022
Q3 | $210M | Buy |
|
|||||
|
2022
Q2 | $200M | Buy |
|
|||||
|
2022
Q1 | $176M | Buy |
|
|||||
|
2021
Q4 | $152M | Sell |
|
|||||
|
2021
Q3 | $161M | Buy |
|
|||||
|
2021
Q2 | $165M | Buy |
|
|||||
|
2021
Q1 | $150M | Sell |
|
|||||
|
2020
Q4 | $136M | Sell |
|
|||||
|
2020
Q3 | $108M | Sell |
|
|||||
|
2020
Q2 | $123M | Sell |
|
|||||
|
2020
Q1 | $128M | Buy |
|
|||||
|
2019
Q4 | $155M | Buy |
|
|||||
|
2019
Q3 | $150M | Buy |
|
|||||
|
2019
Q2 | $133M | Buy |
|
|||||
|
2019
Q1 | $112M | Sell |
|
|||||
|
2018
Q4 | $104M | Buy |
|
|||||
|
2018
Q3 | $113M | Buy |
|
|||||
|
2018
Q2 | $103M | Buy |
|
|||||
|
2018
Q1 | $74.5M | Buy |
|
|||||
|
2017
Q4 | $56.7M | Buy |
|
|||||
|
2017
Q3 | $53M | Buy |
|
|||||
|
2017
Q2 | $53.2M | Buy |
|
|||||
|
2017
Q1 | $51.8M | Buy |
|
|||||
|
2016
Q4 | $46.7M | Buy |
|
|||||
|
2016
Q3 | $41.6M | Buy |
|
|||||
|
2016
Q2 | $38.6M | Buy |
|
|||||
|
2016
Q1 | $36.6M | Buy |
|
|||||
|
2015
Q4 | $33M | Buy |
|
|||||
|
2015
Q3 | $26.6M | Buy |
|
|||||
|
2015
Q2 | $21.1M | Buy |
|
|||||
|
2015
Q1 | $19.2M | Buy |
|
|||||
|
2014
Q4 | $16M | Buy |
|
|||||
|
2014
Q3 | $12.5M | Buy |
|
|||||
|
2014
Q2 | $7.98M | Buy |
|
|||||
|
2014
Q1 | $4.03M | Hold |
|
|||||
|
2013
Q4 | $4.05M | Hold |
|
|||||
|
2013
Q3 | $3.81M | Hold |
|
|||||
|
2013
Q2 | $3.86M | Buy |
|