Ethic Inc’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 | $1.39M | Buy |
780
+189
| +32% | +$337K | 0.02% | 523 |
|
|
2025
Q1 | $1.12M | Buy |
591
+52
| +10% | +$98.9K | 0.02% | 571 |
|
|
2024
Q4 | $1.05M | Buy |
539
+35
| +7% | +$68.1K | 0.02% | 588 |
|
|
2024
Q3 | $904K | Sell |
504
-63
| -11% | -$113K | 0.02% | 596 |
|
|
2024
Q2 | $1.03M | Buy |
567
+63
| +13% | +$115K | 0.02% | 553 |
|
|
2024
Q1 | $904K | Buy |
504
+40
| +9% | +$71.8K | 0.02% | 596 |
|
|
2023
Q4 | $698K | Sell |
464
-16
| -3% | -$24.1K | 0.02% | 641 |
|
|
2023
Q3 | $718K | Buy |
480
+131
| +38% | +$196K | 0.03% | 570 |
|
|
2023
Q2 | $485K | Sell |
349
-54
| -13% | -$75K | 0.02% | 659 |
|
|
2023
Q1 | $555K | Buy |
403
+6
| +2% | +$8.27K | 0.02% | 621 |
|
|
2022
Q4 | $561K | Buy |
397
+214
| +117% | +$303K | 0.03% | 542 |
|
|
2022
Q3 | $238K | Buy |
+183
| New | +$238K | 0.02% | 707 |
|