Lee, Danner & Bass’s White Mountains Insurance WTM Stock Holding History

Lee, Danner & Bass’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.65M	Hold	3,148	–	–	0.44%	47
2025 Q1	$6.06M	Sell	3,148 -132	-4%	-$254K	0.49%	45
2024 Q4	$6.38M	Sell	3,280 -3	-0.1%	-$5.84K	0.51%	42
2024 Q3	$5.57M	Hold	3,283	–	–	0.39%	48
2024 Q2	$5.97M	Buy	+3,283	New	+$5.97M	0.46%	44
2023 Q4	$4.94M	Hold	3,283	–	–	0.42%	52
2023 Q3	$4.91M	Sell	3,283 -400	-11%	-$598K	0.44%	53
2023 Q2	$5.12M	Hold	3,683	–	–	0.44%	53
2023 Q1	$5.07M	Hold	3,683	–	–	0.47%	53
2022 Q4	$5.21M	Hold	3,683	–	–	0.49%	50
2022 Q3	$4.8M	Hold	3,683	–	–	0.51%	53
2022 Q2	$4.59M	Hold	3,683	–	–	0.46%	56
2022 Q1	$4.19M	Hold	3,683	–	–	0.36%	65
2021 Q4	$3.73M	Hold	3,683	–	–	0.32%	71
2021 Q3	$3.94M	Sell	3,683 -300	-8%	-$321K	0.36%	67
2021 Q2	$4.57M	Hold	3,983	–	–	0.41%	60
2021 Q1	$4.44M	Sell	3,983 -30	-0.7%	-$33.5K	0.43%	60
2020 Q4	$4.02M	Sell	4,013 -170	-4%	-$170K	0.43%	61
2020 Q3	$3.26M	Sell	4,183 -380	-8%	-$296K	0.39%	60
2020 Q2	$4.05M	Hold	4,563	–	–	0.52%	52
2020 Q1	$4.15M	Hold	4,563	–	–	0.59%	46
2019 Q4	$5.09M	Sell	4,563 -44	-1%	-$49.1K	0.53%	52
2019 Q3	$4.98M	Hold	4,607	–	–	0.53%	49
2019 Q2	$4.71M	Buy	4,607 +19	+0.4%	+$19.4K	0.5%	52
2019 Q1	$4.25M	Hold	4,588	–	–	0.47%	56
2018 Q4	$3.94M	Sell	4,588 -116	-2%	-$99.5K	0.46%	57
2018 Q3	$4.4M	Hold	4,704	–	–	0.44%	56
2018 Q2	$4.27M	Sell	4,704 -65	-1%	-$58.9K	0.45%	56
2018 Q1	$3.92M	Hold	4,769	–	–	0.41%	55
2017 Q4	$4.06M	Sell	4,769 -28	-0.6%	-$23.8K	0.41%	59
2017 Q3	$4.11M	Hold	4,797	–	–	0.44%	56
2017 Q2	$4.17M	Hold	4,797	–	–	0.47%	55
2017 Q1	$4.22M	Sell	4,797 -50	-1%	-$44K	0.48%	52
2016 Q4	$4.05M	Sell	4,847 -27	-0.6%	-$22.6K	0.48%	54
2016 Q3	$4.05M	Sell	4,874 -3	-0.1%	-$2.49K	0.49%	53
2016 Q2	$4.11M	Hold	4,877	–	–	0.5%	53
2016 Q1	$3.96M	Hold	4,877	–	–	0.49%	52
2015 Q4	$3.55M	Sell	4,877 -25	-0.5%	-$18.2K	0.46%	56
2015 Q3	$3.66M	Hold	4,902	–	–	0.49%	52
2015 Q2	$3.21M	Hold	4,902	–	–	0.38%	60
2015 Q1	$3.36M	Hold	4,902	–	–	0.4%	55
2014 Q4	$3.09M	Buy	4,902 +25	+0.5%	+$15.8K	0.37%	57
2014 Q3	$3.07M	Sell	4,877 -32	-0.7%	-$20.2K	0.38%	57
2014 Q2	$2.99M	Hold	4,909	–	–	0.36%	60
2014 Q1	$2.95M	Sell	4,909 -200	-4%	-$120K	0.38%	60
2013 Q4	$3.08M	Hold	5,109	–	–	0.41%	55
2013 Q3	$2.9M	Hold	5,109	–	–	0.4%	55
2013 Q2	$2.94M	Buy	+5,109	New	+$2.94M	0.43%	55