LRI Investments’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	$162K	Hold	90	–	–	0.01%	332
2025 Q1	$173K	Sell	90 -21	-19%	-$40.5K	0.02%	291
2024 Q4	$215K	Hold	111	–	–	0.02%	252
2024 Q3	$213K	Buy	111 +4	+4%	+$7.67K	0.02%	262
2024 Q2	$194K	Buy	+107	New	+$194K	0.02%	257