KeyBank National Association’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Buy |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $1.7M | Sell |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $2.25M | Sell |
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|
2019
Q1 | $2.13M | Sell |
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|
2018
Q4 | $2.11M | Sell |
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|
2018
Q3 | $2.32M | Sell |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $765K | Buy |
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|
2017
Q4 | $704K | Sell |
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|
2017
Q3 | $819K | Sell |
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|
2017
Q2 | $899K | Sell |
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|
2017
Q1 | $1.19M | Sell |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $1.36M | Sell |
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|
2016
Q2 | $1.49M | Sell |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $1.4M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $280K | Sell |
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|
2014
Q3 | $288K | Hold |
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|
2014
Q2 | $278K | Sell |
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|
2014
Q1 | $283K | Sell |
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|
2013
Q4 | $314K | Sell |
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|
2013
Q3 | $346K | Sell |
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|
2013
Q2 | $420K | Buy |
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