Johnson Investment Counsel’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 | $332K | Hold |
185
| – | – | ﹤0.01% | 635 |
|
|
2025
Q1 | $356K | Hold |
185
| – | – | ﹤0.01% | 599 |
|
|
2024
Q4 | $360K | Hold |
185
| – | – | ﹤0.01% | 601 |
|
|
2024
Q3 | $314K | Hold |
185
| – | – | ﹤0.01% | 622 |
|
|
2024
Q2 | $336K | Hold |
185
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $332K | Sell |
185
-50
| -21% | -$89.7K | ﹤0.01% | 586 |
|
|
2023
Q4 | $354K | Buy |
+235
| New | +$354K | ﹤0.01% | 555 |
|