Franklin Resources’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
434
-31
| -7% | -$55.7K | ﹤0.01% | 2098 |
|
|
2025
Q1 | $896K | Buy |
465
+44
| +10% | +$84.7K | ﹤0.01% | 2001 |
|
|
2024
Q4 | $819K | Buy |
421
+67
| +19% | +$130K | ﹤0.01% | 2060 |
|
|
2024
Q3 | $654K | Buy |
354
+53
| +18% | +$98K | ﹤0.01% | 2157 |
|
|
2024
Q2 | $547K | Buy |
301
+110
| +58% | +$200K | ﹤0.01% | 2183 |
|
|
2024
Q1 | $343K | Buy |
+191
| New | +$343K | ﹤0.01% | 2403 |
|
|
2023
Q4 | – | Sell |
-1,886
| Closed | -$2.82M | – | 2725 |
|
|
2023
Q3 | $2.82M | Sell |
1,886
-2,257
| -54% | -$3.38M | ﹤0.01% | 1265 |
|
|
2023
Q2 | $5.75M | Buy |
+4,143
| New | +$5.75M | ﹤0.01% | 1063 |
|
|
2021
Q4 | – | Sell |
-2,270
| Closed | -$2.43M | – | 2558 |
|
|
2021
Q3 | $2.43M | Buy |
+2,270
| New | +$2.43M | ﹤0.01% | 1396 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$231K | – | 1579 |
|
|
2019
Q1 | $231K | Hold |
250
| – | – | ﹤0.01% | 1436 |
|
|
2018
Q4 | $214K | Hold |
250
| – | – | ﹤0.01% | 1441 |
|
|
2018
Q3 | $234K | Hold |
250
| – | – | ﹤0.01% | 1475 |
|
|
2018
Q2 | $227K | Hold |
250
| – | – | ﹤0.01% | 1427 |
|
|
2018
Q1 | $206K | Sell |
250
-10
| -4% | -$8.24K | ﹤0.01% | 1472 |
|
|
2017
Q4 | $221K | Sell |
260
-79,381
| -100% | -$67.5M | ﹤0.01% | 1473 |
|
|
2017
Q3 | $68.3M | Sell |
79,641
-630,504
| -89% | -$540M | 0.03% | 455 |
|
|
2017
Q2 | $617M | Sell |
710,145
-75
| -0% | -$65.1K | 0.31% | 91 |
|
|
2017
Q1 | $625M | Sell |
710,220
-10,450
| -1% | -$9.19M | 0.32% | 87 |
|
|
2016
Q4 | $603M | Sell |
720,670
-8,157
| -1% | -$6.82M | 0.31% | 93 |
|
|
2016
Q3 | $605M | Sell |
728,827
-305,007
| -30% | -$253M | 0.32% | 90 |
|
|
2016
Q2 | $870M | Sell |
1,033,834
-335,505
| -25% | -$282M | 0.47% | 49 |
|
|
2016
Q1 | $1.1B | Sell |
1,369,339
-2,064
| -0.2% | -$1.66M | 0.58% | 30 |
|
|
2015
Q4 | $997M | Sell |
1,371,403
-2,701
| -0.2% | -$1.96M | 0.5% | 40 |
|
|
2015
Q3 | $1.03B | Sell |
1,374,104
-29,954
| -2% | -$22.4M | 0.51% | 40 |
|
|
2015
Q2 | $920M | Sell |
1,404,058
-20,096
| -1% | -$13.2M | 0.42% | 57 |
|
|
2015
Q1 | $975M | Sell |
1,424,154
-3,486
| -0.2% | -$2.39M | 0.44% | 52 |
|
|
2014
Q4 | $900M | Hold |
1,427,640
| – | – | 0.41% | 58 |
|
|
2014
Q3 | $900M | Sell |
1,427,640
-9,814
| -0.7% | -$6.18M | 0.41% | 60 |
|
|
2014
Q2 | $875M | Sell |
1,437,454
-210
| -0% | -$128K | 0.39% | 64 |
|
|
2014
Q1 | $862M | Hold |
1,437,664
| – | – | 0.41% | 61 |
|
|
2013
Q4 | $867M | Sell |
1,437,664
-574
| -0% | -$346K | 0.42% | 53 |
|
|
2013
Q3 | $816M | Sell |
1,438,238
-816
| -0.1% | -$463K | 0.43% | 52 |
|
|
2013
Q2 | $827M | Buy |
+1,439,054
| New | +$827M | 0.47% | 47 |
|