HBK Sorce Advisory’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	–	Sell	-108	Closed	-$208K	–	631
2025 Q1	$208K	Hold	108	–	–	0.01%	531
2024 Q4	$210K	Buy	+108	New	+$210K	0.01%	529
2023 Q1	–	Sell	-248	Closed	-$351K	–	828
2022 Q4	$351K	Buy	+248	New	+$351K	0.01%	510