Lord, Abbett & Co’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 | $57.9M | Sell |
32,227
-624
| -2% | -$1.12M | 0.19% | 139 |
|
|
2025
Q1 | $63.3M | Sell |
32,851
-265
| -0.8% | -$510K | 0.23% | 125 |
|
|
2024
Q4 | $64.4M | Buy |
33,116
+104
| +0.3% | +$202K | 0.2% | 134 |
|
|
2024
Q3 | $56M | Buy |
33,012
+2,430
| +8% | +$4.12M | 0.18% | 156 |
|
|
2024
Q2 | $55.6M | Buy |
30,582
+2,110
| +7% | +$3.83M | 0.18% | 149 |
|
|
2024
Q1 | $51.1M | Buy |
28,472
+3,934
| +16% | +$7.06M | 0.16% | 172 |
|
|
2023
Q4 | $36.9M | Sell |
24,538
-76
| -0.3% | -$114K | 0.13% | 216 |
|
|
2023
Q3 | $36.8M | Buy |
24,614
+955
| +4% | +$1.43M | 0.14% | 216 |
|
|
2023
Q2 | $32.9M | Buy |
+23,659
| New | +$32.9M | 0.11% | 248 |
|