KeyBank National Association’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 | $284K | Sell |
158
-25
| -14% | -$44.9K | ﹤0.01% | 1001 |
|
|
2025
Q1 | $352K | Hold |
183
| – | – | ﹤0.01% | 903 |
|
|
2024
Q4 | $356K | Sell |
183
-36
| -16% | -$70K | ﹤0.01% | 933 |
|
|
2024
Q3 | $371K | Sell |
219
-14
| -6% | -$23.7K | ﹤0.01% | 904 |
|
|
2024
Q2 | $423K | Sell |
233
-8
| -3% | -$14.5K | ﹤0.01% | 799 |
|
|
2024
Q1 | $432K | Sell |
241
-8
| -3% | -$14.4K | ﹤0.01% | 800 |
|
|
2023
Q4 | $375K | Sell |
249
-12
| -5% | -$18.1K | ﹤0.01% | 857 |
|
|
2023
Q3 | $390K | Hold |
261
| – | – | ﹤0.01% | 783 |
|
|
2023
Q2 | $363K | Sell |
261
-36
| -12% | -$50K | ﹤0.01% | 820 |
|
|
2023
Q1 | $409K | Sell |
297
-75
| -20% | -$103K | ﹤0.01% | 771 |
|
|
2022
Q4 | $526K | Buy |
372
+7
| +2% | +$9.9K | ﹤0.01% | 672 |
|
|
2022
Q3 | $476K | Sell |
365
-32
| -8% | -$41.7K | ﹤0.01% | 667 |
|
|
2022
Q2 | $495K | Sell |
397
-14
| -3% | -$17.5K | ﹤0.01% | 675 |
|
|
2022
Q1 | $467K | Sell |
411
-700
| -63% | -$795K | ﹤0.01% | 752 |
|
|
2021
Q4 | $1.13M | Sell |
1,111
-278
| -20% | -$282K | ﹤0.01% | 531 |
|
|
2021
Q3 | $1.49M | Sell |
1,389
-360
| -21% | -$385K | 0.01% | 446 |
|
|
2021
Q2 | $2.01M | Buy |
1,749
+433
| +33% | +$497K | 0.01% | 375 |
|
|
2021
Q1 | $1.47M | Sell |
1,316
-47
| -3% | -$52.4K | 0.01% | 448 |
|
|
2020
Q4 | $1.36M | Buy |
1,363
+15
| +1% | +$15K | 0.01% | 437 |
|
|
2020
Q3 | $1.05M | Sell |
1,348
-98
| -7% | -$76.3K | 0.01% | 466 |
|
|
2020
Q2 | $1.28M | Buy |
1,446
+38
| +3% | +$33.7K | 0.01% | 401 |
|
|
2020
Q1 | $1.28M | Sell |
1,408
-113
| -7% | -$103K | 0.01% | 368 |
|
|
2019
Q4 | $1.7M | Sell |
1,521
-35
| -2% | -$39.1K | 0.01% | 381 |
|
|
2019
Q3 | $1.68M | Sell |
1,556
-651
| -29% | -$703K | 0.01% | 375 |
|
|
2019
Q2 | $2.25M | Sell |
2,207
-95
| -4% | -$97K | 0.01% | 348 |
|
|
2019
Q1 | $2.13M | Sell |
2,302
-155
| -6% | -$143K | 0.01% | 349 |
|
|
2018
Q4 | $2.11M | Sell |
2,457
-20
| -0.8% | -$17.2K | 0.01% | 335 |
|
|
2018
Q3 | $2.32M | Sell |
2,477
-179
| -7% | -$168K | 0.01% | 332 |
|
|
2018
Q2 | $2.41M | Buy |
2,656
+1,726
| +186% | +$1.56M | 0.01% | 321 |
|
|
2018
Q1 | $765K | Buy |
930
+103
| +12% | +$84.7K | ﹤0.01% | 633 |
|
|
2017
Q4 | $704K | Sell |
827
-129
| -13% | -$110K | ﹤0.01% | 655 |
|
|
2017
Q3 | $819K | Sell |
956
-79
| -8% | -$67.7K | ﹤0.01% | 634 |
|
|
2017
Q2 | $899K | Sell |
1,035
-312
| -23% | -$271K | 0.01% | 633 |
|
|
2017
Q1 | $1.19M | Sell |
1,347
-314
| -19% | -$276K | 0.01% | 538 |
|
|
2016
Q4 | $1.39M | Buy |
1,661
+22
| +1% | +$18.4K | 0.01% | 486 |
|
|
2016
Q3 | $1.36M | Sell |
1,639
-129
| -7% | -$107K | 0.01% | 478 |
|
|
2016
Q2 | $1.49M | Sell |
1,768
-428
| -19% | -$360K | 0.01% | 415 |
|
|
2016
Q1 | $1.76M | Buy |
2,196
+220
| +11% | +$177K | 0.01% | 374 |
|
|
2015
Q4 | $1.44M | Buy |
1,976
+108
| +6% | +$78.5K | 0.01% | 441 |
|
|
2015
Q3 | $1.4M | Buy |
+1,868
| New | +$1.4M | 0.01% | 457 |
|
|
2015
Q2 | – | Sell |
-349
| Closed | -$239K | – | 1261 |
|
|
2015
Q1 | $239K | Sell |
349
-95
| -21% | -$65.1K | ﹤0.01% | 1093 |
|
|
2014
Q4 | $280K | Sell |
444
-13
| -3% | -$8.2K | ﹤0.01% | 1055 |
|
|
2014
Q3 | $288K | Hold |
457
| – | – | ﹤0.01% | 1047 |
|
|
2014
Q2 | $278K | Sell |
457
-15
| -3% | -$9.13K | ﹤0.01% | 1114 |
|
|
2014
Q1 | $283K | Sell |
472
-48
| -9% | -$28.8K | ﹤0.01% | 1102 |
|
|
2013
Q4 | $314K | Sell |
520
-90
| -15% | -$54.3K | ﹤0.01% | 1067 |
|
|
2013
Q3 | $346K | Sell |
610
-120
| -16% | -$68.1K | ﹤0.01% | 995 |
|
|
2013
Q2 | $420K | Buy |
+730
| New | +$420K | ﹤0.01% | 1041 |
|