Lazard Asset Management’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
Q1 | – | Sell |
-281
| Closed | -$546K | – | 2607 |
|
|
2024
Q4 | $546K | Buy |
281
+251
| +837% | +$488K | ﹤0.01% | 1338 |
|
|
2024
Q3 | $50K | Sell |
30
-238
| -89% | -$397K | ﹤0.01% | 1921 |
|
|
2024
Q2 | $487K | Sell |
268
-309
| -54% | -$562K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $1.04M | Sell |
577
-3,129
| -84% | -$5.61M | ﹤0.01% | 920 |
|
|
2023
Q4 | $5.58M | Sell |
3,706
-571
| -13% | -$859K | 0.01% | 661 |
|
|
2023
Q3 | $6.4M | Sell |
4,277
-115
| -3% | -$172K | 0.01% | 641 |
|
|
2023
Q2 | $6.1M | Sell |
4,392
-1,534
| -26% | -$2.13M | 0.01% | 668 |
|
|
2023
Q1 | $8.16M | Sell |
5,926
-1,275
| -18% | -$1.76M | 0.01% | 627 |
|
|
2022
Q4 | $10.2M | Buy |
7,201
+2,503
| +53% | +$3.54M | 0.01% | 571 |
|
|
2022
Q3 | $6.12M | Buy |
+4,698
| New | +$6.12M | 0.01% | 664 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$38K | – | 2574 |
|
|
2021
Q4 | $38K | Sell |
38
-3,981
| -99% | -$3.98M | ﹤0.01% | 1855 |
|
|
2021
Q3 | $4.3M | Sell |
4,019
-860
| -18% | -$920K | ﹤0.01% | 785 |
|
|
2021
Q2 | $5.6M | Buy |
4,879
+4,597
| +1,630% | +$5.28M | 0.01% | 708 |
|
|
2021
Q1 | $314K | Buy |
282
+20
| +8% | +$22.3K | ﹤0.01% | 1048 |
|
|
2020
Q4 | $262K | Buy |
+262
| New | +$262K | ﹤0.01% | 1062 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$54K | – | 1800 |
|
|
2020
Q1 | $54K | Buy |
+60
| New | +$54K | ﹤0.01% | 1149 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | -$2K | – | 1261 |
|
|
2019
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q4 | $2K | Sell |
3
-1
| -25% | -$667 | ﹤0.01% | 1008 |
|
|
2018
Q3 | $3K | Sell |
4
-2
| -33% | -$1.5K | ﹤0.01% | 1025 |
|
|
2018
Q2 | $5K | Hold |
6
| – | – | ﹤0.01% | 994 |
|
|
2018
Q1 | $4K | Hold |
6
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q4 | $5K | Hold |
6
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q3 | $5K | Buy |
+6
| New | +$5K | ﹤0.01% | 932 |
|