Douglass Winthrop 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 | $278K | Sell |
155
-36
| -19% | -$64.6K | 0.01% | 248 |
|
|
2025
Q1 | $368K | Buy |
+191
| New | +$368K | 0.01% | 219 |
|
|
2020
Q4 | – | Sell |
-600
| Closed | -$467K | – | 270 |
|
|
2020
Q3 | $467K | Hold |
600
| – | – | 0.02% | 179 |
|
|
2020
Q2 | $533K | Sell |
600
-91
| -13% | -$80.8K | 0.02% | 157 |
|
|
2020
Q1 | $629K | Sell |
691
-28
| -4% | -$25.5K | 0.03% | 125 |
|
|
2019
Q4 | $802K | Hold |
719
| – | – | 0.03% | 142 |
|
|
2019
Q3 | $777K | Buy |
+719
| New | +$777K | 0.03% | 140 |
|