Franklin Resources’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 | $779K | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $5.75M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.43M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $206K | Sell |
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|
2017
Q4 | $221K | Sell |
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|
2017
Q3 | $68.3M | Sell |
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|
2017
Q2 | $617M | Sell |
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|
2017
Q1 | $625M | Sell |
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|
2016
Q4 | $603M | Sell |
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|
2016
Q3 | $605M | Sell |
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|
2016
Q2 | $870M | Sell |
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|
2016
Q1 | $1.1B | Sell |
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|
2015
Q4 | $997M | Sell |
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|
2015
Q3 | $1.03B | Sell |
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|
2015
Q2 | $920M | Sell |
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|
2015
Q1 | $975M | Sell |
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|
2014
Q4 | $900M | Hold |
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|
2014
Q3 | $900M | Sell |
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|
2014
Q2 | $875M | Sell |
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|
2014
Q1 | $862M | Hold |
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|
2013
Q4 | $867M | Sell |
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|
2013
Q3 | $816M | Sell |
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|
2013
Q2 | $827M | Buy |
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