Forum Financial Management’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 | $3.62M | Buy |
2,016
+353
| +21% | +$634K | 0.06% | 74 |
|
|
2025
Q1 | $3.2M | Buy |
1,663
+289
| +21% | +$557K | 0.05% | 78 |
|
|
2024
Q4 | $2.67M | Buy |
1,374
+176
| +15% | +$342K | 0.04% | 88 |
|
|
2024
Q3 | $2.03M | Hold |
1,198
| – | – | 0.03% | 104 |
|
|
2024
Q2 | $2.18M | Hold |
1,198
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $2.15M | Hold |
1,198
| – | – | 0.04% | 103 |
|
|
2023
Q4 | $1.8M | Buy |
1,198
+87
| +8% | +$131K | 0.03% | 98 |
|
|
2023
Q3 | $1.66M | Buy |
1,111
+19
| +2% | +$28.4K | 0.04% | 102 |
|
|
2023
Q2 | $1.52M | Buy |
1,092
+89
| +9% | +$124K | 0.03% | 110 |
|
|
2023
Q1 | $1.38M | Buy |
1,003
+79
| +9% | +$109K | 0.04% | 110 |
|
|
2022
Q4 | $1.31M | Hold |
924
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $1.2M | Hold |
924
| – | – | 0.06% | 96 |
|
|
2022
Q2 | $1.15M | Buy |
924
+214
| +30% | +$267K | 0.06% | 109 |
|
|
2022
Q1 | $806K | Buy |
710
+104
| +17% | +$118K | 0.04% | 158 |
|
|
2021
Q4 | $614K | Buy |
+606
| New | +$614K | 0.03% | 205 |
|