First Manhattan’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 | $720K | Sell |
401
-714
| -64% | -$1.28M | ﹤0.01% | 471 |
|
2025
Q1 | $2.15M | Hold |
1,115
| – | – | 0.01% | 296 |
|
2024
Q4 | $4.05M | Buy |
+1,115
| New | +$4.05M | 0.01% | 235 |
|
2024
Q2 | – | Sell |
-46
| Closed | -$82.5K | – | 1356 |
|
2024
Q1 | $82.5K | Sell |
46
-10
| -18% | -$17.9K | ﹤0.01% | 795 |
|
2023
Q4 | $84.3K | Hold |
56
| – | – | ﹤0.01% | 784 |
|
2023
Q3 | $83.8K | Hold |
56
| – | – | ﹤0.01% | 791 |
|
2023
Q2 | $77.8K | Sell |
56
-100
| -64% | -$139K | ﹤0.01% | 814 |
|
2023
Q1 | $215K | Hold |
156
| – | – | ﹤0.01% | 667 |
|
2022
Q4 | $221K | Hold |
156
| – | – | ﹤0.01% | 678 |
|
2022
Q3 | $203K | Hold |
156
| – | – | ﹤0.01% | 689 |
|
2022
Q2 | $194K | Hold |
156
| – | – | ﹤0.01% | 724 |
|
2022
Q1 | $177K | Hold |
156
| – | – | ﹤0.01% | 778 |
|
2021
Q4 | $158K | Hold |
156
| – | – | ﹤0.01% | 792 |
|
2021
Q3 | $166K | Sell |
156
-4
| -3% | -$4.26K | ﹤0.01% | 771 |
|
2021
Q2 | $183K | Buy |
160
+4
| +3% | +$4.58K | ﹤0.01% | 753 |
|
2021
Q1 | $173K | Hold |
156
| – | – | ﹤0.01% | 731 |
|
2020
Q4 | $156K | Hold |
156
| – | – | ﹤0.01% | 709 |
|
2020
Q3 | $121K | Sell |
156
-700
| -82% | -$543K | ﹤0.01% | 745 |
|
2020
Q2 | $760K | Hold |
856
| – | – | ﹤0.01% | 423 |
|
2020
Q1 | $778K | Hold |
856
| – | – | 0.01% | 413 |
|
2019
Q4 | $954K | Hold |
856
| – | – | ﹤0.01% | 420 |
|
2019
Q3 | $924K | Sell |
856
-700
| -45% | -$756K | 0.01% | 423 |
|
2019
Q2 | $1.59M | Hold |
1,556
| – | – | 0.01% | 362 |
|
2019
Q1 | $1.44M | Hold |
1,556
| – | – | 0.01% | 383 |
|
2018
Q4 | $1.33M | Sell |
1,556
-42
| -3% | -$36K | 0.01% | 393 |
|
2018
Q3 | $1.5M | Sell |
1,598
-241
| -13% | -$225K | 0.01% | 406 |
|
2018
Q2 | $1.67M | Hold |
1,839
| – | – | 0.01% | 386 |
|
2018
Q1 | $1.51M | Hold |
1,839
| – | – | 0.01% | 385 |
|
2017
Q4 | $1.57M | Hold |
1,839
| – | – | 0.01% | 392 |
|
2017
Q3 | $1.58M | Sell |
1,839
-479
| -21% | -$410K | 0.01% | 380 |
|
2017
Q2 | $2.01M | Hold |
2,318
| – | – | 0.01% | 355 |
|
2017
Q1 | $2.04M | Hold |
2,318
| – | – | 0.01% | 352 |
|
2016
Q4 | $1.94M | Hold |
2,318
| – | – | 0.01% | 341 |
|
2016
Q3 | $1.92M | Hold |
2,318
| – | – | 0.01% | 340 |
|
2016
Q2 | $1.95M | Hold |
2,318
| – | – | 0.01% | 348 |
|
2016
Q1 | $1.86M | Hold |
2,318
| – | – | 0.01% | 343 |
|
2015
Q4 | $1.68M | Hold |
2,318
| – | – | 0.01% | 365 |
|
2015
Q3 | $1.73M | Hold |
2,318
| – | – | 0.01% | 352 |
|
2015
Q2 | $1.52M | Hold |
2,318
| – | – | 0.01% | 377 |
|
2015
Q1 | $1.59M | Hold |
2,318
| – | – | 0.01% | 367 |
|
2014
Q4 | $1.46M | Hold |
2,318
| – | – | 0.01% | 381 |
|
2014
Q3 | $1.46M | Hold |
2,318
| – | – | 0.01% | 373 |
|
2014
Q2 | $1.41M | Hold |
2,318
| – | – | 0.01% | 374 |
|
2014
Q1 | $1.39M | Hold |
2,318
| – | – | 0.01% | 373 |
|
2013
Q4 | $1.4M | Sell |
2,318
-200
| -8% | -$121K | 0.01% | 376 |
|
2013
Q3 | $1.43M | Hold |
2,518
| – | – | 0.01% | 365 |
|
2013
Q2 | $1.51M | Buy |
+2,518
| New | +$1.51M | 0.01% | 355 |
|