Horizon Kinetics Asset 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 | $19.7M | Sell |
10,971
-374
| -3% | -$672K | 0.23% | 41 |
|
|
2025
Q1 | $21.8M | Buy |
11,345
+1,256
| +12% | +$2.42M | 0.25% | 37 |
|
|
2024
Q4 | $19.6M | Buy |
10,089
+2,951
| +41% | +$5.74M | 0.24% | 38 |
|
|
2024
Q3 | $12.1M | Buy |
7,138
+5,773
| +423% | +$9.79M | 0.18% | 45 |
|
|
2024
Q2 | $2.48M | Buy |
+1,365
| New | +$2.48M | 0.04% | 87 |
|
|
2022
Q4 | – | Sell |
-285
| Closed | -$371K | – | 345 |
|
|
2022
Q3 | $371K | Buy |
285
+50
| +21% | +$65.1K | 0.01% | 241 |
|
|
2022
Q2 | $293K | Sell |
235
-400
| -63% | -$499K | 0.01% | 272 |
|
|
2022
Q1 | $722K | Sell |
635
-199
| -24% | -$226K | 0.01% | 202 |
|
|
2021
Q4 | $846K | Sell |
834
-251
| -23% | -$255K | 0.02% | 191 |
|
|
2021
Q3 | $1.16M | Buy |
1,085
+52
| +5% | +$55.6K | 0.03% | 164 |
|
|
2021
Q2 | $1.19M | Hold |
1,033
| – | – | 0.02% | 165 |
|
|
2021
Q1 | $1.15M | Hold |
1,033
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $1.03M | Hold |
1,033
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $805K | Buy |
1,033
+395
| +62% | +$308K | 0.03% | 188 |
|
|
2020
Q2 | $567K | Hold |
638
| – | – | 0.02% | 215 |
|
|
2020
Q1 | $581K | Hold |
638
| – | – | 0.03% | 195 |
|
|
2019
Q4 | $712K | Buy |
638
+230
| +56% | +$257K | 0.02% | 206 |
|
|
2019
Q3 | $441K | Hold |
408
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $417K | Hold |
408
| – | – | 0.01% | 273 |
|
|
2019
Q1 | $378K | Buy |
+408
| New | +$378K | 0.01% | 285 |
|