Global Retirement Partners’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
$589K Buy
+328
New +$589K 0.01% 656
2024
Q4
$510K Buy
262
+58
+28% +$113K 0.01% 631
2024
Q3
$346K Buy
204
+112
+122% +$190K 0.01% 743
2024
Q2
$167K Buy
+92
New +$167K 0.01% 959