GW&K Investment 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 | $14.9M | Sell |
8,272
-195
| -2% | -$350K | 0.13% | 230 |
|
|
2025
Q1 | $16.3M | Buy |
8,467
+56
| +0.7% | +$108K | 0.15% | 225 |
|
|
2024
Q4 | $16.4M | Buy |
8,411
+865
| +11% | +$1.68M | 0.14% | 233 |
|
|
2024
Q3 | $12.8M | Buy |
7,546
+114
| +2% | +$193K | 0.11% | 243 |
|
|
2024
Q2 | $13.5M | Buy |
7,432
+524
| +8% | +$952K | 0.12% | 229 |
|
|
2024
Q1 | $12.4M | Sell |
6,908
-119
| -2% | -$214K | 0.11% | 241 |
|
|
2023
Q4 | $10.6M | Sell |
7,027
-339
| -5% | -$510K | 0.1% | 240 |
|
|
2023
Q3 | $11M | Buy |
7,366
+1,342
| +22% | +$2.01M | 0.11% | 232 |
|
|
2023
Q2 | $8.37M | Buy |
6,024
+218
| +4% | +$303K | 0.08% | 242 |
|
|
2023
Q1 | $8M | Buy |
5,806
+736
| +15% | +$1.01M | 0.08% | 234 |
|
|
2022
Q4 | $7.17M | Buy |
5,070
+2,588
| +104% | +$3.66M | 0.07% | 238 |
|
|
2022
Q3 | $3.23M | Buy |
+2,482
| New | +$3.23M | 0.04% | 267 |
|