Dimensional Fund Advisors’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 | $280M | Sell |
155,753
-864
| -0.6% | -$1.55M | 0.06% | 333 |
|
|
2025
Q1 | $302M | Sell |
156,617
-778
| -0.5% | -$1.5M | 0.08% | 264 |
|
|
2024
Q4 | $306M | Sell |
157,395
-1,139
| -0.7% | -$2.22M | 0.07% | 271 |
|
|
2024
Q3 | $269M | Sell |
158,534
-1,027
| -0.6% | -$1.74M | 0.07% | 337 |
|
|
2024
Q2 | $290M | Sell |
159,561
-2,357
| -1% | -$4.28M | 0.08% | 253 |
|
|
2024
Q1 | $291M | Sell |
161,918
-39
| -0% | -$70K | 0.08% | 246 |
|
|
2023
Q4 | $244M | Buy |
161,957
+1,464
| +0.9% | +$2.2M | 0.07% | 296 |
|
|
2023
Q3 | $240M | Buy |
160,493
+1,868
| +1% | +$2.79M | 0.08% | 249 |
|
|
2023
Q2 | $220M | Sell |
158,625
-1,313
| -0.8% | -$1.82M | 0.07% | 294 |
|
|
2023
Q1 | $220M | Sell |
159,938
-141
| -0.1% | -$194K | 0.07% | 277 |
|
|
2022
Q4 | $226K | Sell |
160,079
-886
| -0.6% | -$1.25K | 0.07% | 272 |
|
|
2022
Q3 | $210M | Buy |
160,965
+561
| +0.3% | +$731K | 0.08% | 251 |
|
|
2022
Q2 | $200M | Buy |
160,404
+5,851
| +4% | +$7.29M | 0.07% | 303 |
|
|
2022
Q1 | $176M | Buy |
154,553
+5,051
| +3% | +$5.74M | 0.05% | 421 |
|
|
2021
Q4 | $152M | Sell |
149,502
-611
| -0.4% | -$619K | 0.05% | 541 |
|
|
2021
Q3 | $161M | Buy |
150,113
+6,541
| +5% | +$7M | 0.05% | 476 |
|
|
2021
Q2 | $165M | Buy |
143,572
+9,274
| +7% | +$10.6M | 0.05% | 469 |
|
|
2021
Q1 | $150M | Sell |
134,298
-1,625
| -1% | -$1.81M | 0.05% | 511 |
|
|
2020
Q4 | $136M | Sell |
135,923
-2,103
| -2% | -$2.1M | 0.05% | 503 |
|
|
2020
Q3 | $108M | Sell |
138,026
-836
| -0.6% | -$651K | 0.05% | 523 |
|
|
2020
Q2 | $123M | Sell |
138,862
-1,599
| -1% | -$1.42M | 0.05% | 407 |
|
|
2020
Q1 | $128M | Buy |
140,461
+1,357
| +1% | +$1.23M | 0.07% | 270 |
|
|
2019
Q4 | $155M | Buy |
139,104
+123
| +0.1% | +$137K | 0.06% | 404 |
|
|
2019
Q3 | $150M | Buy |
138,981
+8,998
| +7% | +$9.72M | 0.06% | 381 |
|
|
2019
Q2 | $133M | Buy |
129,983
+8,919
| +7% | +$9.11M | 0.05% | 467 |
|
|
2019
Q1 | $112M | Sell |
121,064
-749
| -0.6% | -$693K | 0.04% | 569 |
|
|
2018
Q4 | $104M | Buy |
121,813
+1,552
| +1% | +$1.33M | 0.05% | 511 |
|
|
2018
Q3 | $113M | Buy |
120,261
+6,751
| +6% | +$6.32M | 0.04% | 610 |
|
|
2018
Q2 | $103M | Buy |
113,510
+22,927
| +25% | +$20.8M | 0.04% | 636 |
|
|
2018
Q1 | $74.5M | Buy |
90,583
+23,995
| +36% | +$19.7M | 0.03% | 891 |
|
|
2017
Q4 | $56.7M | Buy |
66,588
+4,769
| +8% | +$4.06M | 0.02% | 1215 |
|
|
2017
Q3 | $53M | Buy |
61,819
+596
| +1% | +$511K | 0.02% | 1240 |
|
|
2017
Q2 | $53.2M | Buy |
61,223
+2,319
| +4% | +$2.01M | 0.02% | 1169 |
|
|
2017
Q1 | $51.8M | Buy |
58,904
+3,097
| +6% | +$2.73M | 0.02% | 1144 |
|
|
2016
Q4 | $46.7M | Buy |
55,807
+5,673
| +11% | +$4.74M | 0.02% | 1212 |
|
|
2016
Q3 | $41.6M | Buy |
50,134
+4,264
| +9% | +$3.54M | 0.02% | 1240 |
|
|
2016
Q2 | $38.6M | Buy |
45,870
+324
| +0.7% | +$273K | 0.02% | 1247 |
|
|
2016
Q1 | $36.6M | Buy |
45,546
+156
| +0.3% | +$125K | 0.02% | 1272 |
|
|
2015
Q4 | $33M | Buy |
45,390
+9,845
| +28% | +$7.16M | 0.02% | 1303 |
|
|
2015
Q3 | $26.6M | Buy |
35,545
+3,288
| +10% | +$2.46M | 0.02% | 1466 |
|
|
2015
Q2 | $21.1M | Buy |
32,257
+4,140
| +15% | +$2.71M | 0.01% | 1801 |
|
|
2015
Q1 | $19.2M | Buy |
28,117
+2,750
| +11% | +$1.88M | 0.01% | 1829 |
|
|
2014
Q4 | $16M | Buy |
25,367
+5,600
| +28% | +$3.53M | 0.01% | 1957 |
|
|
2014
Q3 | $12.5M | Buy |
19,767
+6,651
| +51% | +$4.19M | 0.01% | 2033 |
|
|
2014
Q2 | $7.98M | Buy |
13,116
+6,400
| +95% | +$3.89M | 0.01% | 2349 |
|
|
2014
Q1 | $4.03M | Hold |
6,716
| – | – | ﹤0.01% | 2632 |
|
|
2013
Q4 | $4.05M | Hold |
6,716
| – | – | ﹤0.01% | 2640 |
|
|
2013
Q3 | $3.81M | Hold |
6,716
| – | – | ﹤0.01% | 2654 |
|
|
2013
Q2 | $3.86M | Buy |
+6,716
| New | +$3.86M | ﹤0.01% | 2594 |
|