Kestra Advisory Services’s White Mountains Insurance WTM Stock Holding History

Kestra Advisory Services’s Portfolio WTM Stock Details WTM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$268K	Sell
2025 Q4	$356K	Buy
2025 Q3	$250K	Buy
2025 Q2	$231K	Buy
2025 Q1	$223K	Buy
2023 Q1	–	Sell
2022 Q4	$280K	Buy
2020 Q4	–	Hold
2020 Q3	–	Hold