Fidelity Investments’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 | $1.01M | Sell |
561
-11
| -2% | -$19.8K | ﹤0.01% | 2720 |
|
|
2025
Q1 | $1.1M | Sell |
572
-125
| -18% | -$241K | ﹤0.01% | 2647 |
|
|
2024
Q4 | $1.36M | Sell |
697
-21,499
| -97% | -$41.8M | ﹤0.01% | 2568 |
|
|
2024
Q3 | $37.6M | Buy |
22,196
+1,610
| +8% | +$2.73M | ﹤0.01% | 1488 |
|
|
2024
Q2 | $37.4M | Buy |
20,586
+5,667
| +38% | +$10.3M | ﹤0.01% | 1422 |
|
|
2024
Q1 | $26.8M | Buy |
14,919
+2,737
| +22% | +$4.91M | ﹤0.01% | 1552 |
|
|
2023
Q4 | $18.3M | Buy |
12,182
+107
| +0.9% | +$161K | ﹤0.01% | 1663 |
|
|
2023
Q3 | $18.1M | Sell |
12,075
-10,476
| -46% | -$15.7M | ﹤0.01% | 1621 |
|
|
2023
Q2 | $31.3M | Buy |
22,551
+440
| +2% | +$611K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $30.5M | Sell |
22,111
-6,534
| -23% | -$9M | ﹤0.01% | 1436 |
|
|
2022
Q4 | $40.5M | Buy |
28,645
+13,467
| +89% | +$19M | ﹤0.01% | 1340 |
|
|
2022
Q3 | $19.8M | Buy |
15,178
+15,090
| +17,148% | +$19.7M | ﹤0.01% | 1615 |
|
|
2022
Q2 | $110K | Sell |
88
-3
| -3% | -$3.75K | ﹤0.01% | 3300 |
|
|
2022
Q1 | $104K | Buy |
91
+66
| +264% | +$75.4K | ﹤0.01% | 3428 |
|
|
2021
Q4 | $26K | Sell |
25
-2
| -7% | -$2.08K | ﹤0.01% | 3397 |
|
|
2021
Q3 | $29K | Sell |
27
-2,504
| -99% | -$2.69M | ﹤0.01% | 3339 |
|
|
2021
Q2 | $2.91M | Sell |
2,531
-38
| -1% | -$43.6K | ﹤0.01% | 2472 |
|
|
2021
Q1 | $2.86M | Sell |
2,569
-16,960
| -87% | -$18.9M | ﹤0.01% | 2399 |
|
|
2020
Q4 | $19.5M | Sell |
19,529
-610
| -3% | -$610K | ﹤0.01% | 1726 |
|
|
2020
Q3 | $15.7M | Sell |
20,139
-5,246
| -21% | -$4.09M | ﹤0.01% | 1677 |
|
|
2020
Q2 | $22.5M | Sell |
25,385
-7,031
| -22% | -$6.24M | ﹤0.01% | 1496 |
|
|
2020
Q1 | $29.5M | Sell |
32,416
-1,251
| -4% | -$1.14M | ﹤0.01% | 1247 |
|
|
2019
Q4 | $37.6M | Sell |
33,667
-5,155
| -13% | -$5.75M | ﹤0.01% | 1335 |
|
|
2019
Q3 | $41.9M | Buy |
38,822
+7,093
| +22% | +$7.66M | 0.01% | 1246 |
|
|
2019
Q2 | $32.4M | Buy |
31,729
+31,701
| +113,218% | +$32.4M | ﹤0.01% | 1416 |
|
|
2019
Q1 | $26K | Sell |
28
-1
| -3% | -$929 | ﹤0.01% | 2914 |
|
|
2018
Q4 | $25K | Buy |
29
+3
| +12% | +$2.59K | ﹤0.01% | 2847 |
|
|
2018
Q3 | $25K | Buy |
+26
| New | +$25K | ﹤0.01% | 2956 |
|
|
2017
Q1 | – | Sell |
-260
| Closed | -$217K | – | 2712 |
|
|
2016
Q4 | $217K | Sell |
260
-2
| -0.8% | -$1.67K | ﹤0.01% | 2618 |
|
|
2016
Q3 | $217K | Sell |
262
-140
| -35% | -$116K | ﹤0.01% | 2616 |
|
|
2016
Q2 | $338K | Buy |
402
+2
| +0.5% | +$1.68K | ﹤0.01% | 2586 |
|
|
2016
Q1 | $321K | Sell |
400
-1,200
| -75% | -$963K | ﹤0.01% | 2589 |
|
|
2015
Q4 | $1.16M | Hold |
1,600
| – | – | ﹤0.01% | 2502 |
|
|
2015
Q3 | $1.2M | Buy |
+1,600
| New | +$1.2M | ﹤0.01% | 2498 |
|
|
2015
Q2 | – | Sell |
-851
| Closed | -$583K | – | 2818 |
|
|
2015
Q1 | $583K | Sell |
851
-54
| -6% | -$37K | ﹤0.01% | 2589 |
|
|
2014
Q4 | $570K | Hold |
905
| – | – | ﹤0.01% | 2618 |
|
|
2014
Q3 | $570K | Hold |
905
| – | – | ﹤0.01% | 2611 |
|
|
2014
Q2 | $551K | Buy |
+905
| New | +$551K | ﹤0.01% | 2579 |
|