Gratus Capital’s White Mountains Insurance WTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$1.11M	Hold	608	–	–	0.04%	168
2024 Q1	$1.09M	Hold	608	–	–	0.05%	162
2023 Q4	$915K	Hold	608	–	–	0.05%	143
2023 Q3	$909K	Hold	608	–	–	0.06%	134
2023 Q2	$844K	Hold	608	–	–	0.06%	141
2023 Q1	$838K	Hold	608	–	–	0.06%	127
2022 Q4	$860K	Sell	608 -10	-2%	-$14.1K	0.07%	127
2022 Q3	$805K	Sell	618 -107	-15%	-$139K	0.09%	121
2022 Q2	$903K	Hold	725	–	–	0.1%	108
2022 Q1	$824K	Hold	725	–	–	0.08%	117
2021 Q4	$735K	Hold	725	–	–	0.07%	120
2021 Q3	$775K	Hold	725	–	–	0.08%	113
2021 Q2	$832K	Sell	725 -900	-55%	-$1.03M	0.09%	110
2021 Q1	$1.81M	Hold	1,625	–	–	0.22%	94
2020 Q4	$1.63M	Sell	1,625 -10	-0.6%	-$10K	0.22%	90
2020 Q3	$1.27M	Sell	1,635 -120	-7%	-$93.5K	0.2%	98
2020 Q2	$1.56M	Hold	1,755	–	–	0.26%	85
2020 Q1	$1.6M	Sell	1,755 -213	-11%	-$194K	0.3%	78
2019 Q4	$2.2M	Sell	1,968 -95	-5%	-$106K	0.33%	81
2019 Q3	$2.23M	Sell	2,063 -95	-4%	-$103K	0.36%	81
2019 Q2	$2.2M	Hold	2,158	–	–	0.36%	82
2019 Q1	$2M	Sell	2,158 -49	-2%	-$45.3K	0.33%	86
2018 Q4	$1.89M	Sell	2,207 -50	-2%	-$42.9K	0.39%	82
2018 Q3	$2.11M	Sell	2,257 -11	-0.5%	-$10.3K	0.29%	76
2018 Q2	$2.06M	Sell	2,268 -34	-1%	-$30.8K	0.3%	74
2018 Q1	$1.89M	Sell	2,302 -125	-5%	-$103K	0.27%	83
2017 Q4	$2.07M	Hold	2,427	–	–	0.27%	83
2017 Q3	$2.08M	Hold	2,427	–	–	0.29%	78
2017 Q2	$2.11M	Hold	2,427	–	–	0.3%	77
2017 Q1	$2.14M	Hold	2,427	–	–	0.31%	76
2016 Q4	$2.03M	Hold	2,427	–	–	0.3%	76
2016 Q3	$2.01M	Hold	2,427	–	–	0.29%	76
2016 Q2	$2.04M	Buy	+2,427	New	+$2.04M	0.3%	77