First Trust Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
5,672
-17,255
| -75% | -$31M | 0.01% | 1080 |
|
|
2025
Q1 | $44.2M | Buy |
22,927
+2,709
| +13% | +$5.22M | 0.04% | 590 |
|
|
2024
Q4 | $39.3M | Buy |
20,218
+9,308
| +85% | +$18.1M | 0.03% | 630 |
|
|
2024
Q3 | $18.5M | Sell |
10,910
-720
| -6% | -$1.22M | 0.02% | 847 |
|
|
2024
Q2 | $21.1M | Buy |
11,630
+4,157
| +56% | +$7.56M | 0.02% | 769 |
|
|
2024
Q1 | $13.4M | Buy |
7,473
+2,849
| +62% | +$5.11M | 0.01% | 927 |
|
|
2023
Q4 | $6.96M | Buy |
4,624
+3,757
| +433% | +$5.65M | 0.01% | 1131 |
|
|
2023
Q3 | $1.3M | Buy |
+867
| New | +$1.3M | ﹤0.01% | 1865 |
|
|
2023
Q2 | – | Sell |
-3,189
| Closed | -$4.39M | – | 2460 |
|
|
2023
Q1 | $4.39M | Buy |
3,189
+757
| +31% | +$1.04M | 0.01% | 1296 |
|
|
2022
Q4 | $3.44M | Buy |
2,432
+2,009
| +475% | +$2.84M | ﹤0.01% | 1423 |
|
|
2022
Q3 | $551K | Sell |
423
-3,982
| -90% | -$5.19M | ﹤0.01% | 2171 |
|
|
2022
Q2 | $5.49M | Sell |
4,405
-9,203
| -68% | -$11.5M | 0.01% | 1185 |
|
|
2022
Q1 | $15.5M | Sell |
13,608
-13,496
| -50% | -$15.3M | 0.02% | 902 |
|
|
2021
Q4 | $27.5M | Buy |
27,104
+1,068
| +4% | +$1.08M | 0.03% | 705 |
|
|
2021
Q3 | $27.8M | Buy |
26,036
+712
| +3% | +$762K | 0.03% | 653 |
|
|
2021
Q2 | $29.1M | Buy |
25,324
+6,545
| +35% | +$7.51M | 0.03% | 625 |
|
|
2021
Q1 | $20.9M | Buy |
18,779
+9,613
| +105% | +$10.7M | 0.03% | 696 |
|
|
2020
Q4 | $9.17M | Buy |
+9,166
| New | +$9.17M | 0.01% | 864 |
|
|
2020
Q3 | – | Sell |
-14,681
| Closed | -$13M | – | 2496 |
|
|
2020
Q2 | $13M | Buy |
14,681
+4,957
| +51% | +$4.4M | 0.02% | 651 |
|
|
2020
Q1 | $8.85M | Sell |
9,724
-8,541
| -47% | -$7.77M | 0.02% | 683 |
|
|
2019
Q4 | $20.4M | Sell |
18,265
-1,974
| -10% | -$2.2M | 0.03% | 609 |
|
|
2019
Q3 | $21.9M | Buy |
20,239
+19,777
| +4,281% | +$21.4M | 0.04% | 550 |
|
|
2019
Q2 | $472K | Buy |
+462
| New | +$472K | ﹤0.01% | 2148 |
|
|
2019
Q1 | – | Sell |
-1,543
| Closed | -$1.32M | – | 2460 |
|
|
2018
Q4 | $1.32M | Buy |
+1,543
| New | +$1.32M | ﹤0.01% | 1712 |
|
|
2018
Q3 | – | Sell |
-1,019
| Closed | -$924K | – | 2543 |
|
|
2018
Q2 | $924K | Buy |
+1,019
| New | +$924K | ﹤0.01% | 1969 |
|
|
2018
Q1 | – | Sell |
-756
| Closed | -$644K | – | 2398 |
|
|
2017
Q4 | $644K | Buy |
+756
| New | +$644K | ﹤0.01% | 2011 |
|
|
2017
Q2 | – | Sell |
-15,979
| Closed | -$14.1M | – | 2453 |
|
|
2017
Q1 | $14.1M | Buy |
15,979
+14,536
| +1,007% | +$12.8M | 0.04% | 643 |
|
|
2016
Q4 | $1.21M | Sell |
1,443
-1,581
| -52% | -$1.32M | ﹤0.01% | 1742 |
|
|
2016
Q3 | $2.51M | Sell |
3,024
-7,726
| -72% | -$6.41M | 0.01% | 1217 |
|
|
2016
Q2 | $9.05M | Buy |
10,750
+679
| +7% | +$572K | 0.03% | 738 |
|
|
2016
Q1 | $8.08M | Buy |
+10,071
| New | +$8.08M | 0.03% | 765 |
|
|
2015
Q1 | – | Sell |
-16,449
| Closed | -$10.4M | – | 2318 |
|
|
2014
Q4 | $10.4M | Buy |
16,449
+4,351
| +36% | +$2.74M | 0.04% | 687 |
|
|
2014
Q3 | $7.62M | Buy |
12,098
+1,292
| +12% | +$814K | 0.03% | 817 |
|
|
2014
Q2 | $6.58M | Buy |
10,806
+1,737
| +19% | +$1.06M | 0.03% | 851 |
|
|
2014
Q1 | $5.44M | Buy |
9,069
+1,081
| +14% | +$648K | 0.02% | 933 |
|
|
2013
Q4 | $4.82M | Buy |
7,988
+2,120
| +36% | +$1.28M | 0.02% | 970 |
|
|
2013
Q3 | $3.33M | Buy |
5,868
+1,189
| +25% | +$675K | 0.02% | 1048 |
|
|
2013
Q2 | $2.69M | Buy |
+4,679
| New | +$2.69M | 0.02% | 1060 |
|