Envestnet Asset Management’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Buy |
17,511
+242
| +1% | +$435K | 0.01% | 978 |
|
|
2025
Q1 | $33.3M | Buy |
17,269
+855
| +5% | +$1.65M | 0.01% | 898 |
|
|
2024
Q4 | $31.9M | Buy |
16,414
+238
| +1% | +$463K | 0.01% | 919 |
|
|
2024
Q3 | $27.4M | Buy |
16,176
+907
| +6% | +$1.54M | 0.01% | 1001 |
|
|
2024
Q2 | $27.8M | Buy |
15,269
+1,013
| +7% | +$1.84M | 0.01% | 935 |
|
|
2024
Q1 | $25.6M | Buy |
14,256
+581
| +4% | +$1.04M | 0.01% | 975 |
|
|
2023
Q4 | $20.6M | Buy |
13,675
+1,592
| +13% | +$2.4M | 0.01% | 1024 |
|
|
2023
Q3 | $18.1M | Buy |
12,083
+4,875
| +68% | +$7.29M | 0.01% | 1024 |
|
|
2023
Q2 | $10M | Buy |
7,208
+186
| +3% | +$258K | ﹤0.01% | 1303 |
|
|
2023
Q1 | $9.67M | Buy |
7,022
+435
| +7% | +$599K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $9.32M | Sell |
6,587
-76
| -1% | -$107K | ﹤0.01% | 1240 |
|
|
2022
Q3 | $8.68M | Sell |
6,663
-729
| -10% | -$950K | 0.01% | 1202 |
|
|
2022
Q2 | $9.21M | Buy |
7,392
+472
| +7% | +$588K | 0.01% | 1183 |
|
|
2022
Q1 | $7.86M | Sell |
6,920
-442
| -6% | -$502K | ﹤0.01% | 1350 |
|
|
2021
Q4 | $7.46M | Buy |
7,362
+153
| +2% | +$155K | ﹤0.01% | 1365 |
|
|
2021
Q3 | $7.71M | Sell |
7,209
-56
| -0.8% | -$59.9K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $8.34M | Buy |
7,265
+264
| +4% | +$303K | ﹤0.01% | 1243 |
|
|
2021
Q1 | $7.81M | Buy |
7,001
+497
| +8% | +$554K | 0.01% | 1186 |
|
|
2020
Q4 | $6.51M | Buy |
6,504
+193
| +3% | +$193K | ﹤0.01% | 1142 |
|
|
2020
Q3 | $4.92M | Buy |
6,311
+144
| +2% | +$112K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $5.48M | Buy |
6,167
+982
| +19% | +$872K | 0.01% | 1082 |
|
|
2020
Q1 | $4.72M | Buy |
5,185
+250
| +5% | +$228K | 0.01% | 1022 |
|
|
2019
Q4 | $5.51M | Buy |
4,935
+930
| +23% | +$1.04M | 0.01% | 1082 |
|
|
2019
Q3 | $4.33M | Buy |
4,005
+91
| +2% | +$98.3K | ﹤0.01% | 1139 |
|
|
2019
Q2 | $4M | Buy |
3,914
+33
| +0.9% | +$33.7K | 0.01% | 1177 |
|
|
2019
Q1 | $3.59M | Sell |
3,881
-312
| -7% | -$289K | ﹤0.01% | 1179 |
|
|
2018
Q4 | $3.6M | Buy |
4,193
+3,962
| +1,715% | +$3.4M | 0.01% | 1046 |
|
|
2018
Q3 | $217K | Sell |
231
-534
| -70% | -$502K | ﹤0.01% | 1147 |
|
|
2018
Q2 | $695K | Hold |
765
| – | – | ﹤0.01% | 1195 |
|
|
2018
Q1 | $640K | Sell |
765
-23
| -3% | -$19.2K | ﹤0.01% | 1106 |
|
|
2017
Q4 | $671K | Sell |
788
-13
| -2% | -$11.1K | ﹤0.01% | 1365 |
|
|
2017
Q3 | $687K | Sell |
801
-2
| -0.2% | -$1.72K | ﹤0.01% | 1311 |
|
|
2017
Q2 | $698K | Sell |
803
-3
| -0.4% | -$2.61K | ﹤0.01% | 1343 |
|
|
2017
Q1 | $710K | Buy |
806
+27
| +3% | +$23.8K | ﹤0.01% | 1367 |
|
|
2016
Q4 | $652K | Buy |
779
+439
| +129% | +$367K | ﹤0.01% | 1376 |
|
|
2016
Q3 | $282K | Sell |
340
-2,153
| -86% | -$1.79M | ﹤0.01% | 1875 |
|
|
2016
Q2 | $2.1M | Buy |
2,493
+22
| +0.9% | +$18.5K | 0.01% | 1005 |
|
|
2016
Q1 | $1.98M | Sell |
2,471
-303
| -11% | -$243K | 0.01% | 992 |
|
|
2015
Q4 | $2.02M | Sell |
2,774
-2,608
| -48% | -$1.9M | 0.01% | 959 |
|
|
2015
Q3 | $4.02M | Sell |
5,382
-87
| -2% | -$65K | 0.02% | 644 |
|
|
2015
Q2 | $3.58M | Sell |
5,469
-8
| -0.1% | -$5.24K | 0.02% | 771 |
|
|
2015
Q1 | $3.75M | Buy |
5,477
+2,437
| +80% | +$1.67M | 0.02% | 685 |
|
|
2014
Q4 | $1.92M | Buy |
3,040
+10
| +0.3% | +$6.3K | 0.02% | 389 |
|
|
2014
Q3 | $1.91M | Sell |
3,030
-3
| -0.1% | -$1.89K | 0.02% | 406 |
|
|
2014
Q2 | $1.85M | Sell |
3,033
-2
| -0.1% | -$1.22K | 0.02% | 388 |
|
|
2014
Q1 | $1.82M | Sell |
3,035
-20
| -0.7% | -$12K | 0.02% | 335 |
|
|
2013
Q4 | $1.84M | Sell |
3,055
-21
| -0.7% | -$12.7K | 0.02% | 318 |
|
|
2013
Q3 | $1.75M | Buy |
3,076
+206
| +7% | +$117K | 0.02% | 305 |
|
|
2013
Q2 | $1.65M | Buy |
+2,870
| New | +$1.65M | 0.02% | 313 |
|