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Lummis Asset Management’s White Mountains Insurance WTM Stock Holding History

Lummis Asset Management’s Portfolio WTM Stock Details WTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$569K Hold
325
– – 0.37% 44
2025
Q1 		$574K Buy
+325
New +$574K 0.4% 43
2024
Q1 		– Sell
-325
Closed -$489K – 179
2023
Q4 		$489K Buy
+325
New +$489K 0.37% 43