IFP Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1
| Closed | -$1.8K | – | 4952 |
|
|
2025
Q2 | $1.8K | Buy |
+1
| New | +$1.78K | ﹤0.01% | 3944 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3113 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$1.79K | – | 3357 |
|
|
2024
Q1 | $1.79K | Hold |
1
| – | – | ﹤0.01% | 2725 |
|
|
2023
Q4 | $1.52K | Sell |
1
-3
| -75% | -$4.46K | ﹤0.01% | 2741 |
|
|
2023
Q3 | $6K | Hold |
4
| – | – | ﹤0.01% | 2442 |
|
|
2023
Q2 | $5.57K | Sell |
4
-1
| -20% | -$1.41K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $4.53K | Sell |
5
-37
| -88% | -$53.1K | ﹤0.01% | 2610 |
|
|
2022
Q4 | $40K | Buy |
42
+2
| +5% | +$2.71K | ﹤0.01% | 2402 |
|
|
2022
Q3 | $38K | Hold |
40
| – | – | ﹤0.01% | 2602 |
|
|
2022
Q2 | $38K | Hold |
40
| – | – | ﹤0.01% | 2365 |
|
|
2022
Q1 | $38K | Buy |
40
+37
| +1,233% | +$38.7K | ﹤0.01% | 2365 |
|
|
2021
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 2706 |
|
|
2021
Q3 | $3K | Hold |
3
| – | – | ﹤0.01% | 2769 |
|
|
2021
Q2 | $3K | Hold |
3
| – | – | ﹤0.01% | 2672 |
|
|
2021
Q1 | $3K | Sell |
3
-82
| -96% | -$91.7K | ﹤0.01% | 2598 |
|
|
2020
Q4 | $85K | Hold |
85
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q3 | $66K | Sell |
85
-2
| -2% | -$1.73K | ﹤0.01% | 1183 |
|
|
2020
Q2 | $77K | Sell |
87
-1
| -1% | -$901 | 0.01% | 1028 |
|
|
2020
Q1 | $82K | Buy |
88
+9
| +11% | +$9.31K | 0.01% | 919 |
|
|
2019
Q4 | $86K | Sell |
79
-1
| -1% | -$1.09K | 0.01% | 1020 |
|
|
2019
Q3 | $86K | Buy |
+80
| New | +$85.3K | 0.01% | 1137 |
|
|
2019
Q1 | – | Sell |
-96
| Closed | -$82K | – | 3483 |
|
|
2018
Q4 | $82K | Buy |
96
+22
| +30% | +$19.6K | 0.01% | 1309 |
|
|
2018
Q3 | $69K | Buy |
74
+12
| +19% | +$11.1K | ﹤0.01% | 1709 |
|
|
2018
Q2 | $56K | Sell |
62
-17
| -22% | -$15K | ﹤0.01% | 1853 |
|
|
2018
Q1 | $67K | Hold |
79
| – | – | ﹤0.01% | 1632 |
|
|
2017
Q4 | $67K | Sell |
79
-1
| -1% | -$874 | ﹤0.01% | 1648 |
|
|
2017
Q3 | $69K | Sell |
80
-8
| -9% | -$6.88K | ﹤0.01% | 1799 |
|
|
2017
Q2 | $76K | Sell |
88
-1
| -1% | -$868 | ﹤0.01% | 1699 |
|
|
2017
Q1 | $78K | Hold |
89
| – | – | ﹤0.01% | 1666 |
|
|
2016
Q4 | $74K | Hold |
89
| – | – | ﹤0.01% | 1647 |
|
|
2016
Q3 | $74K | Sell |
89
-3
| -3% | -$2.47K | ﹤0.01% | 1562 |
|
|
2016
Q2 | $77K | Buy |
+92
| New | +$75.1K | ﹤0.01% | 1493 |
|
|
2016
Q1 | – | Sell |
-93
| Closed | -$68K | – | 3475 |
|
|
2015
Q4 | $68K | Buy |
+93
| New | +$71.2K | ﹤0.01% | 1426 |
|
Other funds holding WTM
RRAM
CB
FMI
IFP Advisors's WTM Position: Q3 2025 in Review
IFP Advisors sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 1 share — an estimated $1.8K sold.
IFP Advisors first reported a position in WTM in Q4 2015 and held it in 32 quarters. The position peaked at $86K in Q4 2019. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.
- IFP Advisors reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
- IFP Advisors sold 1 White Mountains Insurance share in Q3 2025, an estimated $1.8K.
- IFP Advisors first reported a position in White Mountains Insurance in Q4 2015 and held it in 32 quarters.
- IFP Advisors's White Mountains Insurance position peaked at $86K in Q4 2019.
- 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.
Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.