Martingale Asset Management’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 | $343K | Sell |
191
-416
| -69% | -$747K | 0.01% | 679 |
|
|
2025
Q1 | $1.17M | Buy |
607
+20
| +3% | +$38.5K | 0.03% | 419 |
|
|
2024
Q4 | $1.14M | Sell |
587
-5
| -0.8% | -$9.73K | 0.03% | 447 |
|
|
2024
Q3 | $1M | Sell |
592
-661
| -53% | -$1.12M | 0.02% | 456 |
|
|
2024
Q2 | $2.28M | Sell |
1,253
-2,002
| -62% | -$3.64M | 0.05% | 266 |
|
|
2024
Q1 | $5.84M | Sell |
3,255
-706
| -18% | -$1.27M | 0.12% | 154 |
|
|
2023
Q4 | $5.96M | Sell |
3,961
-31
| -0.8% | -$46.7K | 0.12% | 153 |
|
|
2023
Q3 | $5.97M | Buy |
3,992
+425
| +12% | +$636K | 0.13% | 158 |
|
|
2023
Q2 | $4.95M | Sell |
3,567
-244
| -6% | -$339K | 0.1% | 165 |
|
|
2023
Q1 | $5.25M | Sell |
3,811
-14
| -0.4% | -$19.3K | 0.1% | 169 |
|
|
2022
Q4 | $5.41M | Buy |
3,825
+214
| +6% | +$303K | 0.11% | 164 |
|
|
2022
Q3 | $4.71M | Hold |
3,611
| – | – | 0.09% | 166 |
|
|
2022
Q2 | $4.5M | Sell |
3,611
-3,739
| -51% | -$4.66M | 0.08% | 181 |
|
|
2022
Q1 | $8.35M | Sell |
7,350
-554
| -7% | -$630K | 0.13% | 163 |
|
|
2021
Q4 | $8.02M | Sell |
7,904
-2,001
| -20% | -$2.03M | 0.1% | 167 |
|
|
2021
Q3 | $10.6M | Sell |
9,905
-1,761
| -15% | -$1.88M | 0.14% | 155 |
|
|
2021
Q2 | $13.4M | Sell |
11,666
-4,839
| -29% | -$5.56M | 0.15% | 162 |
|
|
2021
Q1 | $18.4M | Buy |
16,505
+2,478
| +18% | +$2.76M | 0.21% | 147 |
|
|
2020
Q4 | $14M | Sell |
14,027
-570
| -4% | -$570K | 0.16% | 154 |
|
|
2020
Q3 | $11.4M | Sell |
14,597
-475
| -3% | -$370K | 0.14% | 157 |
|
|
2020
Q2 | $13.4M | Sell |
15,072
-350
| -2% | -$311K | 0.16% | 157 |
|
|
2020
Q1 | $14M | Sell |
15,422
-875
| -5% | -$796K | 0.19% | 158 |
|
|
2019
Q4 | $18.2M | Buy |
16,297
+985
| +6% | +$1.1M | 0.19% | 153 |
|
|
2019
Q3 | $16.5M | Buy |
15,312
+9,995
| +188% | +$10.8M | 0.17% | 162 |
|
|
2019
Q2 | $5.43M | Buy |
5,317
+2,980
| +128% | +$3.04M | 0.06% | 357 |
|
|
2019
Q1 | $2.16M | Buy |
2,337
+300
| +15% | +$278K | 0.02% | 584 |
|
|
2018
Q4 | $1.75M | Sell |
2,037
-1,508
| -43% | -$1.29M | 0.02% | 575 |
|
|
2018
Q3 | $3.32M | Sell |
3,545
-6,402
| -64% | -$5.99M | 0.04% | 422 |
|
|
2018
Q2 | $9.02M | Sell |
9,947
-5,877
| -37% | -$5.33M | 0.11% | 191 |
|
|
2018
Q1 | $13M | Buy |
15,824
+100
| +0.6% | +$82.3K | 0.17% | 168 |
|
|
2017
Q4 | $13.4M | Sell |
15,724
-80
| -0.5% | -$68.1K | 0.18% | 157 |
|
|
2017
Q3 | $13.5M | Sell |
15,804
-2,450
| -13% | -$2.1M | 0.18% | 153 |
|
|
2017
Q2 | $15.9M | Sell |
18,254
-126
| -0.7% | -$109K | 0.22% | 145 |
|
|
2017
Q1 | $16.2M | Sell |
18,380
-1,501
| -8% | -$1.32M | 0.23% | 140 |
|
|
2016
Q4 | $16.6M | Sell |
19,881
-1,095
| -5% | -$916K | 0.23% | 135 |
|
|
2016
Q3 | $17.4M | Sell |
20,976
-210
| -1% | -$174K | 0.26% | 121 |
|
|
2016
Q2 | $17.8M | Buy |
21,186
+3,121
| +17% | +$2.63M | 0.3% | 124 |
|
|
2016
Q1 | $14.5M | Buy |
18,065
+2,110
| +13% | +$1.69M | 0.29% | 122 |
|
|
2015
Q4 | $11.6M | Buy |
15,955
+4,920
| +45% | +$3.58M | 0.26% | 137 |
|
|
2015
Q3 | $8.25M | Buy |
11,035
+2,340
| +27% | +$1.75M | 0.2% | 166 |
|
|
2015
Q2 | $5.7M | Buy |
8,695
+600
| +7% | +$393K | 0.13% | 213 |
|
|
2015
Q1 | $5.54M | Buy |
8,095
+825
| +11% | +$565K | 0.13% | 214 |
|
|
2014
Q4 | $4.58M | Buy |
7,270
+935
| +15% | +$589K | 0.13% | 204 |
|
|
2014
Q3 | $3.99M | Buy |
6,335
+2,030
| +47% | +$1.28M | 0.12% | 212 |
|
|
2014
Q2 | $2.62M | Buy |
4,305
+3,070
| +249% | +$1.87M | 0.08% | 262 |
|
|
2014
Q1 | $741K | Buy |
+1,235
| New | +$741K | 0.03% | 584 |
|
|
2013
Q4 | – | Sell |
-1,526
| Closed | -$867K | – | 1043 |
|
|
2013
Q3 | $867K | Hold |
1,526
| – | – | 0.03% | 582 |
|
|
2013
Q2 | $878K | Buy |
+1,526
| New | +$878K | 0.03% | 548 |
|