HVP
Hudson Value Partners’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
206
| – | – | 0.13% | 90 |
|
|
2025
Q1 | $397K | Hold |
206
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $401K | Hold |
206
| – | – | 0.15% | 81 |
|
|
2024
Q3 | $349K | Hold |
206
| – | – | 0.14% | 84 |
|
|
2024
Q2 | $374K | Hold |
206
| – | – | 0.16% | 80 |
|
|
2024
Q1 | $370K | Hold |
206
| – | – | 0.16% | 82 |
|
|
2023
Q4 | $310K | Sell |
206
-23
| -10% | -$34.6K | 0.14% | 83 |
|
|
2023
Q3 | $343K | Hold |
229
| – | – | 0.18% | 85 |
|
|
2023
Q2 | $318K | Buy |
229
+4
| +2% | +$5.56K | 0.16% | 90 |
|
|
2023
Q1 | $310K | Hold |
225
| – | – | 0.18% | 87 |
|
|
2022
Q4 | $318K | Sell |
225
-5
| -2% | -$7.07K | 0.2% | 88 |
|
|
2022
Q3 | $300K | Buy |
230
+5
| +2% | +$6.52K | 0.2% | 86 |
|
|
2022
Q2 | $280K | Hold |
225
| – | – | 0.18% | 92 |
|
|
2022
Q1 | $256K | Hold |
225
| – | – | 0.13% | 106 |
|
|
2021
Q4 | $228K | Hold |
225
| – | – | 0.11% | 112 |
|
|
2021
Q3 | $241K | Hold |
225
| – | – | 0.13% | 109 |
|
|
2021
Q2 | $258K | Hold |
225
| – | – | 0.14% | 106 |
|
|
2021
Q1 | $251K | Hold |
225
| – | – | 0.15% | 99 |
|
|
2020
Q4 | $225K | Buy |
+225
| New | +$225K | 0.15% | 107 |
|