Folger Nolan Fleming Douglas Capital Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $387K | Hold |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $202K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $203K | Buy |
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