Highlander 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 | $503K | Hold |
280
| – | – | 0.19% | 28 |
|
|
2025
Q1 | $539K | Hold |
280
| – | – | 0.33% | 22 |
|
|
2024
Q4 | $545K | Hold |
280
| – | – | 0.31% | 18 |
|
|
2024
Q3 | $475K | Hold |
280
| – | – | 0.28% | 20 |
|
|
2024
Q2 | $509K | Hold |
280
| – | – | 0.34% | 20 |
|
|
2024
Q1 | $502K | Hold |
280
| – | – | 0.35% | 20 |
|
|
2023
Q4 | $421K | Hold |
280
| – | – | 0.34% | 23 |
|
|
2023
Q3 | $419K | Hold |
280
| – | – | 0.41% | 23 |
|
|
2023
Q2 | $389K | Buy |
280
+10
| +4% | +$13.9K | 0.44% | 22 |
|
|
2023
Q1 | $372K | Hold |
270
| – | – | 0.5% | 19 |
|
|
2022
Q4 | $382K | Hold |
270
| – | – | 0.52% | 18 |
|
|
2022
Q3 | $352K | Hold |
270
| – | – | 0.52% | 19 |
|
|
2022
Q2 | $336K | Hold |
270
| – | – | 0.44% | 20 |
|
|
2022
Q1 | $307K | Hold |
270
| – | – | 0.39% | 21 |
|
|
2021
Q4 | $274K | Buy |
+270
| New | +$274K | 0.33% | 24 |
|