HighTower Advisors’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 | $2.63M | Sell |
1,464
-2
| -0.1% | -$3.59K | ﹤0.01% | 1419 |
|
|
2025
Q1 | $2.82M | Sell |
1,466
-97
| -6% | -$187K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $3.04M | Buy |
1,563
+1
| +0.1% | +$1.95K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $2.65M | Buy |
1,562
+1,332
| +579% | +$2.26M | ﹤0.01% | 1345 |
|
|
2024
Q2 | $417K | Buy |
230
+30
| +15% | +$54.4K | ﹤0.01% | 2442 |
|
|
2024
Q1 | $360K | Buy |
200
+19
| +10% | +$34.2K | ﹤0.01% | 2531 |
|
|
2023
Q4 | $278K | Buy |
181
+1
| +0.6% | +$1.54K | ﹤0.01% | 2745 |
|
|
2023
Q3 | $263K | Sell |
180
-85
| -32% | -$124K | ﹤0.01% | 2686 |
|
|
2023
Q2 | $369K | Sell |
265
-222
| -46% | -$309K | ﹤0.01% | 2403 |
|
|
2023
Q1 | $670K | Buy |
487
+27
| +6% | +$37.1K | ﹤0.01% | 1907 |
|
|
2022
Q4 | $646K | Buy |
460
+24
| +6% | +$33.7K | ﹤0.01% | 1935 |
|
|
2022
Q3 | $569K | Buy |
436
+143
| +49% | +$187K | ﹤0.01% | 1921 |
|
|
2022
Q2 | $363K | Buy |
293
+108
| +58% | +$134K | ﹤0.01% | 2227 |
|
|
2022
Q1 | $211K | Buy |
+185
| New | +$211K | ﹤0.01% | 2789 |
|
|
2021
Q4 | – | Sell |
-350
| Closed | -$370K | – | 3168 |
|
|
2021
Q3 | $370K | Buy |
+350
| New | +$370K | ﹤0.01% | 2269 |
|
|
2020
Q4 | – | Sell |
-2,483
| Closed | -$1.94M | – | 2650 |
|
|
2020
Q3 | $1.94M | Sell |
2,483
-7
| -0.3% | -$5.46K | 0.01% | 888 |
|
|
2020
Q2 | $2.21M | Buy |
2,490
+384
| +18% | +$341K | 0.01% | 775 |
|
|
2020
Q1 | $1.92M | Sell |
2,106
-16
| -0.8% | -$14.6K | 0.01% | 760 |
|
|
2019
Q4 | $2.37M | Sell |
2,122
-1,337
| -39% | -$1.49M | 0.01% | 795 |
|
|
2019
Q3 | $3.73M | Buy |
3,459
+10
| +0.3% | +$10.8K | 0.02% | 672 |
|
|
2019
Q2 | $3.52M | Sell |
3,449
-4,371
| -56% | -$4.46M | 0.02% | 685 |
|
|
2019
Q1 | $7.24M | Sell |
7,820
-2,901
| -27% | -$2.69M | 0.05% | 388 |
|
|
2018
Q4 | $9.2M | Sell |
10,721
-329
| -3% | -$282K | 0.07% | 282 |
|
|
2018
Q3 | $10.3M | Sell |
11,050
-1
| -0% | -$936 | 0.07% | 283 |
|
|
2018
Q2 | $10M | Sell |
11,051
-3,197
| -22% | -$2.9M | 0.08% | 273 |
|
|
2018
Q1 | $11.7M | Sell |
14,248
-11
| -0.1% | -$9.05K | 0.1% | 230 |
|
|
2017
Q4 | $12.1M | Sell |
14,259
-910
| -6% | -$775K | 0.1% | 215 |
|
|
2017
Q3 | $13M | Buy |
15,169
+42
| +0.3% | +$36K | 0.11% | 193 |
|
|
2017
Q2 | $13.1M | Buy |
15,127
+125
| +0.8% | +$109K | 0.12% | 187 |
|
|
2017
Q1 | $13.2M | Buy |
15,002
+12
| +0.1% | +$10.6K | 0.13% | 164 |
|
|
2016
Q4 | $12.5M | Sell |
14,990
-141
| -0.9% | -$118K | 0.14% | 160 |
|
|
2016
Q3 | $12.6M | Buy |
15,131
+106
| +0.7% | +$88K | 0.15% | 142 |
|
|
2016
Q2 | $12.7M | Sell |
15,025
-1,691
| -10% | -$1.42M | 0.16% | 130 |
|
|
2016
Q1 | $13.4M | Sell |
16,716
-77
| -0.5% | -$61.8K | 0.04% | 133 |
|
|
2015
Q4 | $12.2M | Buy |
16,793
+75
| +0.4% | +$54.5K | 0.14% | 156 |
|
|
2015
Q3 | $12.5M | Sell |
16,718
-311
| -2% | -$232K | 0.17% | 139 |
|
|
2015
Q2 | $11.2M | Buy |
+17,029
| New | +$11.2M | 0.18% | 119 |
|