HRT Financial’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 | $9.13M | Buy |
+5,087
| New | +$9.13M | 0.04% | 264 |
|
|
2024
Q1 | – | Sell |
-260
| Closed | -$391K | – | 3006 |
|
|
2023
Q4 | $391K | Sell |
260
-276
| -51% | -$415K | ﹤0.01% | 1368 |
|
|
2023
Q3 | $801K | Buy |
+536
| New | +$801K | 0.01% | 1024 |
|
|
2023
Q1 | – | Sell |
-851
| Closed | -$1.2M | – | 3074 |
|
|
2022
Q4 | $1.2M | Buy |
+851
| New | +$1.2M | 0.02% | 788 |
|
|
2022
Q2 | – | Sell |
-2,135
| Closed | -$2.43M | – | 3625 |
|
|
2022
Q1 | $2.43M | Buy |
2,135
+923
| +76% | +$1.05M | 0.02% | 505 |
|
|
2021
Q4 | $1.23M | Sell |
1,212
-157
| -11% | -$159K | 0.01% | 831 |
|
|
2021
Q3 | $1.46M | Buy |
+1,369
| New | +$1.46M | 0.01% | 856 |
|
|
2020
Q4 | – | Sell |
-432
| Closed | -$336K | – | 2468 |
|
|
2020
Q3 | $336K | Sell |
432
-1,773
| -80% | -$1.38M | 0.01% | 1003 |
|
|
2020
Q2 | $1.96M | Buy |
2,205
+1,965
| +819% | +$1.74M | 0.06% | 311 |
|
|
2020
Q1 | $218K | Buy |
+240
| New | +$218K | 0.01% | 441 |
|
|
2019
Q3 | – | Sell |
-680
| Closed | -$694K | – | 1535 |
|
|
2019
Q2 | $694K | Buy |
680
+380
| +127% | +$388K | 0.04% | 327 |
|
|
2019
Q1 | $277K | Buy |
+300
| New | +$277K | 0.04% | 284 |
|
|
2018
Q3 | – | Sell |
-619
| Closed | -$561K | – | 466 |
|
|
2018
Q2 | $561K | Buy |
+619
| New | +$561K | 0.2% | 85 |
|
|
2017
Q4 | – | Sell |
-358
| Closed | -$306K | – | 162 |
|
|
2017
Q3 | $306K | Buy |
+358
| New | +$306K | 0.38% | 39 |
|