Isthmus Partners’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 | $294K | Hold |
164
| – | – | 0.03% | 188 |
|
|
2025
Q1 | $316K | Hold |
164
| – | – | 0.04% | 178 |
|
|
2024
Q4 | $319K | Hold |
164
| – | – | 0.04% | 177 |
|
|
2024
Q3 | $278K | Hold |
164
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $298K | Hold |
164
| – | – | 0.04% | 168 |
|
|
2024
Q1 | $294K | Hold |
164
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $247K | Hold |
164
| – | – | 0.03% | 184 |
|
|
2023
Q3 | $245K | Hold |
164
| – | – | 0.04% | 158 |
|
|
2023
Q2 | $228K | Hold |
164
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $226K | Hold |
164
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $232K | Hold |
164
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $214K | Buy |
+164
| New | +$214K | 0.04% | 158 |
|