Geode Capital 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 | $76.4M | Buy |
42,529
+343
| +0.8% | +$616K | 0.01% | 1186 |
|
|
2025
Q1 | $81.3M | Buy |
42,186
+2,451
| +6% | +$4.72M | 0.01% | 1095 |
|
|
2024
Q4 | $77.3M | Sell |
39,735
-109
| -0.3% | -$212K | 0.01% | 1155 |
|
|
2024
Q3 | $67.6M | Buy |
39,844
+273
| +0.7% | +$463K | 0.01% | 1246 |
|
|
2024
Q2 | $71.9M | Buy |
39,571
+672
| +2% | +$1.22M | 0.01% | 1123 |
|
|
2024
Q1 | $69.8M | Buy |
38,899
+1,174
| +3% | +$2.11M | 0.01% | 1144 |
|
|
2023
Q4 | $56.8M | Buy |
37,725
+913
| +2% | +$1.37M | 0.01% | 1262 |
|
|
2023
Q3 | $55.1M | Buy |
36,812
+632
| +2% | +$945K | 0.01% | 1170 |
|
|
2023
Q2 | $50.3M | Buy |
36,180
+957
| +3% | +$1.33M | 0.01% | 1250 |
|
|
2023
Q1 | $48.5M | Buy |
35,223
+1,259
| +4% | +$1.73M | 0.01% | 1218 |
|
|
2022
Q4 | $48M | Sell |
33,964
-841
| -2% | -$1.19M | 0.01% | 1174 |
|
|
2022
Q3 | $45.4M | Sell |
34,805
-2,733
| -7% | -$3.56M | 0.01% | 1150 |
|
|
2022
Q2 | $46.8M | Sell |
37,538
-827
| -2% | -$1.03M | 0.01% | 1181 |
|
|
2022
Q1 | $43.6M | Buy |
38,365
+1,512
| +4% | +$1.72M | 0.01% | 1349 |
|
|
2021
Q4 | $37.4M | Buy |
36,853
+375
| +1% | +$380K | ﹤0.01% | 1519 |
|
|
2021
Q3 | $39M | Sell |
36,478
-648
| -2% | -$693K | 0.01% | 1475 |
|
|
2021
Q2 | $42.6M | Buy |
37,126
+871
| +2% | +$1,000K | 0.01% | 1443 |
|
|
2021
Q1 | $40.4M | Buy |
36,255
+641
| +2% | +$715K | 0.01% | 1397 |
|
|
2020
Q4 | $35.6M | Buy |
35,614
+2,743
| +8% | +$2.74M | 0.01% | 1348 |
|
|
2020
Q3 | $25.6M | Sell |
32,871
-1,278
| -4% | -$996K | 0.01% | 1341 |
|
|
2020
Q2 | $30.3M | Sell |
34,149
-509
| -1% | -$452K | 0.01% | 1195 |
|
|
2020
Q1 | $31.5M | Buy |
34,658
+17
| +0% | +$15.5K | 0.01% | 1011 |
|
|
2019
Q4 | $38.6M | Buy |
34,641
+1,251
| +4% | +$1.4M | 0.01% | 1110 |
|
|
2019
Q3 | $36.1M | Sell |
33,390
-642
| -2% | -$693K | 0.01% | 1079 |
|
|
2019
Q2 | $34.8M | Buy |
34,032
+605
| +2% | +$618K | 0.01% | 1100 |
|
|
2019
Q1 | $30.9M | Buy |
33,427
+2,378
| +8% | +$2.2M | 0.01% | 1119 |
|
|
2018
Q4 | $26.6M | Buy |
31,049
+3,055
| +11% | +$2.62M | 0.01% | 1080 |
|
|
2018
Q3 | $26.2M | Buy |
27,994
+1,093
| +4% | +$1.02M | 0.01% | 1211 |
|
|
2018
Q2 | $24.4M | Sell |
26,901
-5,993
| -18% | -$5.43M | 0.01% | 1219 |
|
|
2018
Q1 | $27.1M | Sell |
32,894
-100
| -0.3% | -$82.2K | 0.01% | 1052 |
|
|
2017
Q4 | $28.1M | Sell |
32,994
-1,140
| -3% | -$970K | 0.01% | 1018 |
|
|
2017
Q3 | $29.3M | Sell |
34,134
-3,038
| -8% | -$2.6M | 0.01% | 976 |
|
|
2017
Q2 | $32.3M | Buy |
37,172
+26
| +0.1% | +$22.6K | 0.01% | 877 |
|
|
2017
Q1 | $32.7M | Buy |
37,146
+3,122
| +9% | +$2.75M | 0.01% | 841 |
|
|
2016
Q4 | $28.4M | Sell |
34,024
-371
| -1% | -$310K | 0.01% | 852 |
|
|
2016
Q3 | $28.5M | Buy |
34,395
+1,326
| +4% | +$1.1M | 0.01% | 784 |
|
|
2016
Q2 | $27.8M | Sell |
33,069
-2,861
| -8% | -$2.41M | 0.02% | 757 |
|
|
2016
Q1 | $28.8K | Buy |
35,930
+1,137
| +3% | +$913 | 0.02% | 733 |
|
|
2015
Q4 | $25.3M | Sell |
34,793
-1,084
| -3% | -$788K | 0.01% | 770 |
|
|
2015
Q3 | $26.8M | Buy |
35,877
+783
| +2% | +$585K | 0.02% | 732 |
|
|
2015
Q2 | $23M | Buy |
35,094
+1,211
| +4% | +$793K | 0.01% | 855 |
|
|
2015
Q1 | $23.2M | Buy |
33,883
+2,289
| +7% | +$1.57M | 0.01% | 838 |
|
|
2014
Q4 | $19.9M | Buy |
31,594
+1,358
| +4% | +$856K | 0.01% | 873 |
|
|
2014
Q3 | $19.1M | Buy |
30,236
+126
| +0.4% | +$79.4K | 0.01% | 852 |
|
|
2014
Q2 | $18.3M | Sell |
30,110
-134
| -0.4% | -$81.5K | 0.01% | 905 |
|
|
2014
Q1 | $18.1M | Buy |
30,244
+1,697
| +6% | +$1.02M | 0.01% | 879 |
|
|
2013
Q4 | $17.2M | Buy |
28,547
+5,134
| +22% | +$3.1M | 0.01% | 862 |
|
|
2013
Q3 | $13.3M | Buy |
23,413
+1,008
| +4% | +$572K | 0.01% | 895 |
|
|
2013
Q2 | $12.9M | Buy |
+22,405
| New | +$12.9M | 0.01% | 822 |
|