Mercer Global Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Buy |
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|
2025
Q2 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $812K | Sell |
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|
2022
Q1 | $793K | Buy |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $651K | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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