Focus Partners Wealth
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Focus Partners Wealth’s White Mountains Insurance WTM Stock Holding History

Focus Partners Wealth’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.87M Buy
1,596
+249
+18% +$447K 0.01% 804
2025
Q1 		$2.59M Sell
1,347
-41
-3% -$79K 0.01% 778
2024
Q4 		$2.7M Buy
1,388
+15
+1% +$29.2K 0.01% 769
2024
Q3 		$2.33M Buy
+1,373
New +$2.33M 0.01% 733