MML Investors Services’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 | $4.91M | Buy |
2,734
+160
| +6% | +$287K | 0.01% | 797 |
|
|
2025
Q1 | $4.96M | Buy |
2,574
+232
| +10% | +$447K | 0.02% | 729 |
|
|
2024
Q4 | $4.56M | Buy |
2,342
+280
| +14% | +$545K | 0.02% | 747 |
|
|
2024
Q3 | $3.5M | Buy |
2,062
+205
| +11% | +$348K | 0.01% | 835 |
|
|
2024
Q2 | $3.38M | Buy |
1,857
+392
| +27% | +$712K | 0.01% | 797 |
|
|
2024
Q1 | $2.63M | Buy |
1,465
+262
| +22% | +$470K | 0.01% | 918 |
|
|
2023
Q4 | $1.81M | Buy |
1,203
+208
| +21% | +$313K | 0.01% | 1049 |
|
|
2023
Q3 | $1.49M | Buy |
995
+124
| +14% | +$186K | 0.01% | 1025 |
|
|
2023
Q2 | $1.21M | Buy |
871
+231
| +36% | +$321K | 0.01% | 1135 |
|
|
2023
Q1 | $882K | Sell |
640
-73
| -10% | -$101K | 0.01% | 1131 |
|
|
2022
Q4 | $1.01M | Buy |
713
+130
| +22% | +$184K | 0.01% | 1143 |
|
|
2022
Q3 | $760K | Buy |
583
+110
| +23% | +$143K | 0.01% | 1205 |
|
|
2022
Q2 | $589K | Buy |
473
+83
| +21% | +$103K | ﹤0.01% | 1329 |
|
|
2022
Q1 | $443K | Buy |
390
+53
| +16% | +$60.2K | ﹤0.01% | 1521 |
|
|
2021
Q4 | $341K | Buy |
337
+39
| +13% | +$39.5K | ﹤0.01% | 1631 |
|
|
2021
Q3 | $318K | Buy |
298
+53
| +22% | +$56.6K | ﹤0.01% | 1615 |
|
|
2021
Q2 | $281K | Buy |
245
+40
| +20% | +$45.9K | ﹤0.01% | 1650 |
|
|
2021
Q1 | $229K | Buy |
+205
| New | +$229K | ﹤0.01% | 1659 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$223K | – | 1552 |
|
|
2019
Q4 | $223K | Buy |
+200
| New | +$223K | ﹤0.01% | 1385 |
|
|
2019
Q3 | – | Sell |
-424
| Closed | -$433K | – | 1620 |
|
|
2019
Q2 | $433K | Buy |
424
+14
| +3% | +$14.3K | 0.01% | 1094 |
|
|
2019
Q1 | $379K | Sell |
410
-9
| -2% | -$8.32K | 0.01% | 1151 |
|
|
2018
Q4 | $359K | Buy |
419
+16
| +4% | +$13.7K | 0.01% | 1083 |
|
|
2018
Q3 | $377K | Buy |
+403
| New | +$377K | 0.01% | 1161 |
|