Legal & General Group’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 | $7.74M | Buy |
4,309
+179
| +4% | +$321K | ﹤0.01% | 1333 |
|
2025
Q1 | $7.95M | Buy |
4,130
+81
| +2% | +$156K | ﹤0.01% | 1268 |
|
2024
Q4 | $7.88M | Buy |
4,049
+131
| +3% | +$255K | ﹤0.01% | 1321 |
|
2024
Q3 | $6.65M | Buy |
3,918
+146
| +4% | +$248K | ﹤0.01% | 1431 |
|
2024
Q2 | $6.86M | Sell |
3,772
-599
| -14% | -$1.09M | ﹤0.01% | 1354 |
|
2024
Q1 | $7.84M | Sell |
4,371
-400
| -8% | -$718K | ﹤0.01% | 1277 |
|
2023
Q4 | $7.18M | Sell |
4,771
-146
| -3% | -$220K | ﹤0.01% | 1326 |
|
2023
Q3 | $7.35M | Buy |
4,917
+5
| +0.1% | +$7.48K | ﹤0.01% | 1225 |
|
2023
Q2 | $6.82M | Sell |
4,912
-41
| -0.8% | -$56.9K | ﹤0.01% | 1278 |
|
2023
Q1 | $6.82M | Sell |
4,953
-53
| -1% | -$73K | ﹤0.01% | 1257 |
|
2022
Q4 | $7.08M | Sell |
5,006
-131
| -3% | -$185K | ﹤0.01% | 1228 |
|
2022
Q3 | $6.69M | Sell |
5,137
-312
| -6% | -$407K | ﹤0.01% | 1228 |
|
2022
Q2 | $6.79M | Sell |
5,449
-73
| -1% | -$91K | ﹤0.01% | 1274 |
|
2022
Q1 | $6.28M | Sell |
5,522
-61
| -1% | -$69.3K | ﹤0.01% | 1393 |
|
2021
Q4 | $5.66M | Sell |
5,583
-18
| -0.3% | -$18.3K | ﹤0.01% | 1506 |
|
2021
Q3 | $5.99M | Buy |
5,601
+352
| +7% | +$377K | ﹤0.01% | 1451 |
|
2021
Q2 | $6.03M | Buy |
5,249
+102
| +2% | +$117K | ﹤0.01% | 1450 |
|
2021
Q1 | $5.74M | Buy |
5,147
+290
| +6% | +$323K | ﹤0.01% | 1496 |
|
2020
Q4 | $4.86M | Sell |
4,857
-586
| -11% | -$586K | ﹤0.01% | 1472 |
|
2020
Q3 | $4.24M | Sell |
5,443
-286
| -5% | -$223K | ﹤0.01% | 1416 |
|
2020
Q2 | $5.09M | Sell |
5,729
-602
| -10% | -$535K | ﹤0.01% | 1297 |
|
2020
Q1 | $5.76M | Sell |
6,331
-698
| -10% | -$635K | ﹤0.01% | 1092 |
|
2019
Q4 | $7.84M | Buy |
7,029
+10
| +0.1% | +$11.2K | ﹤0.01% | 1135 |
|
2019
Q3 | $7.58M | Buy |
7,019
+589
| +9% | +$636K | ﹤0.01% | 1090 |
|
2019
Q2 | $6.57M | Buy |
6,430
+3,374
| +110% | +$3.45M | ﹤0.01% | 1150 |
|
2019
Q1 | $2.83M | Buy |
3,056
+34
| +1% | +$31.5K | ﹤0.01% | 1524 |
|
2018
Q4 | $2.59M | Buy |
3,022
+104
| +4% | +$89.2K | ﹤0.01% | 1456 |
|
2018
Q3 | $2.73M | Sell |
2,918
-102
| -3% | -$95.5K | ﹤0.01% | 1549 |
|
2018
Q2 | $2.74M | Sell |
3,020
-449
| -13% | -$407K | ﹤0.01% | 1501 |
|
2018
Q1 | $2.85M | Buy |
3,469
+532
| +18% | +$438K | ﹤0.01% | 1418 |
|
2017
Q4 | $2.5M | Buy |
2,937
+228
| +8% | +$194K | ﹤0.01% | 1498 |
|
2017
Q3 | $2.32M | Buy |
2,709
+552
| +26% | +$473K | ﹤0.01% | 1497 |
|
2017
Q2 | $1.87M | Buy |
2,157
+499
| +30% | +$434K | ﹤0.01% | 1563 |
|
2017
Q1 | $1.46M | Buy |
1,658
+939
| +131% | +$826K | ﹤0.01% | 1647 |
|
2016
Q4 | $601K | Buy |
719
+161
| +29% | +$135K | ﹤0.01% | 1928 |
|
2016
Q3 | $463K | Buy |
558
+309
| +124% | +$256K | ﹤0.01% | 1729 |
|
2016
Q2 | $210K | Buy |
249
+4
| +2% | +$3.37K | ﹤0.01% | 1750 |
|
2016
Q1 | $196K | Buy |
245
+18
| +8% | +$14.4K | ﹤0.01% | 1746 |
|
2015
Q4 | $165K | Hold |
227
| – | – | ﹤0.01% | 1826 |
|
2015
Q3 | $169K | Buy |
227
+111
| +96% | +$82.6K | ﹤0.01% | 1779 |
|
2015
Q2 | $76K | Hold |
116
| – | – | ﹤0.01% | 2318 |
|
2015
Q1 | $79K | Hold |
116
| – | – | ﹤0.01% | 2199 |
|
2014
Q4 | $74K | Hold |
116
| – | – | ﹤0.01% | 2199 |
|
2014
Q3 | $73K | Hold |
116
| – | – | ﹤0.01% | 2129 |
|
2014
Q2 | $70K | Hold |
116
| – | – | ﹤0.01% | 1304 |
|
2014
Q1 | $70K | Sell |
116
-27,158
| -100% | -$16.4M | ﹤0.01% | 1270 |
|
2013
Q4 | $16.5M | Buy |
27,274
+84
| +0.3% | +$50.7K | 0.02% | 597 |
|
2013
Q3 | $15.4M | Hold |
27,190
| – | – | 0.02% | 601 |
|
2013
Q2 | $15.6M | Buy |
+27,190
| New | +$15.6M | 0.02% | 596 |
|