Karpas Strategies’s White Mountains Insurance WTM Stock Holding History

Karpas Strategies’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$1.2M	Hold	659	–	–	0.38%	56
2024 Q1	$1.18M	Hold	659	–	–	0.37%	55
2023 Q4	$992K	Hold	659	–	–	0.33%	60
2023 Q3	$986K	Sell	659 -15	-2%	-$22.4K	0.36%	60
2023 Q2	$936K	Hold	674	–	–	0.32%	62
2023 Q1	$928K	Sell	674 -25	-4%	-$34.4K	0.33%	62
2022 Q4	$988K	Sell	699 -3	-0.4%	-$4.24K	0.35%	58
2022 Q3	$914K	Hold	702	–	–	0.35%	55
2022 Q2	$874K	Hold	702	–	–	0.31%	63
2022 Q1	$797K	Sell	702 -49	-7%	-$55.6K	0.25%	69
2021 Q4	$761K	Hold	751	–	–	0.24%	70
2021 Q3	$826K	Hold	751	–	–	0.27%	64
2021 Q2	$862K	Hold	751	–	–	0.31%	59
2021 Q1	$837K	Hold	751	–	–	0.32%	59
2020 Q4	$751K	Hold	751	–	–	0.29%	65
2020 Q3	$585K	Hold	751	–	–	0.27%	67
2020 Q2	$667K	Hold	751	–	–	0.32%	57
2020 Q1	$683K	Sell	751 -1	-0.1%	-$909	0.37%	58
2019 Q4	$839K	Hold	752	–	–	0.32%	60
2019 Q3	$812K	Hold	752	–	–	0.33%	59
2019 Q2	$768K	Hold	752	–	–	0.32%	60
2019 Q1	$696K	Hold	752	–	–	0.29%	62
2018 Q4	$645K	Hold	752	–	–	0.3%	62
2018 Q3	$704K	Hold	752	–	–	0.29%	63
2018 Q2	$682K	Sell	752 -50	-6%	-$45.3K	0.3%	65
2018 Q1	$660K	Hold	802	–	–	0.29%	67
2017 Q4	$683K	Hold	802	–	–	0.29%	67
2017 Q3	$687K	Hold	802	–	–	0.3%	63
2017 Q2	$697K	Hold	802	–	–	0.31%	58
2017 Q1	$706K	Hold	802	–	–	0.32%	58
2016 Q4	$671K	Hold	802	–	–	0.32%	60
2016 Q3	$666K	Hold	802	–	–	0.33%	60
2016 Q2	$675K	Hold	802	–	–	0.34%	59
2016 Q1	$644K	Hold	802	–	–	0.33%	60
2015 Q4	$583K	Hold	802	–	–	0.31%	62
2015 Q3	$599K	Hold	802	–	–	0.33%	60
2015 Q2	$525K	Hold	802	–	–	0.26%	73
2015 Q1	$549K	Sell	802 -87	-10%	-$59.6K	0.27%	68
2014 Q4	$560K	Hold	889	–	–	0.27%	70
2014 Q3	$560K	Hold	889	–	–	0.28%	68
2014 Q2	$541K	Hold	889	–	–	0.27%	69
2014 Q1	$533K	Hold	889	–	–	0.28%	68
2013 Q4	$536K	Hold	889	–	–	0.3%	68
2013 Q3	$505K	Hold	889	–	–	0.3%	68
2013 Q2	$511K	Buy	+889	New	+$511K	0.31%	65