Mercer Global Advisors’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 | $212K | Buy |
+118
| New | +$212K | ﹤0.01% | 2022 |
|
|
2023
Q2 | – | Sell |
-216
| Closed | -$298K | – | 2055 |
|
|
2023
Q1 | $298K | Sell |
216
-26
| -11% | -$35.9K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $342K | Sell |
242
-18
| -7% | -$25.4K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $339K | Sell |
260
-392
| -60% | -$511K | ﹤0.01% | 1339 |
|
|
2022
Q2 | $812K | Sell |
652
-46
| -7% | -$57.3K | 0.01% | 933 |
|
|
2022
Q1 | $793K | Buy |
698
+10
| +1% | +$11.4K | ﹤0.01% | 992 |
|
|
2021
Q4 | $698K | Buy |
688
+79
| +13% | +$80.1K | ﹤0.01% | 1053 |
|
|
2021
Q3 | $651K | Sell |
609
-535
| -47% | -$572K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $1.31M | Buy |
1,144
+30
| +3% | +$34.4K | 0.01% | 728 |
|
|
2021
Q1 | $1.24M | Buy |
+1,114
| New | +$1.24M | 0.01% | 701 |
|