Edgestream Partners’s White Mountains Insurance WTM Stock Holding History

Edgestream Partners’s Portfolio WTM Stock Details WTM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.29M	Sell
2025 Q2	$14M	Buy
2025 Q1	$6.82M	Buy
2024 Q4	–	Sell
2024 Q3	$7.59M	Buy
2024 Q1	–	Sell
2023 Q4	$2.72M	Buy
2023 Q3	$582K	Sell
2023 Q2	$725K	Buy