Morgan Stanley’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 | $296M | Sell |
165,064
-5,567
| -3% | -$10M | 0.02% | 684 |
|
|
2025
Q1 | $329M | Sell |
170,631
-7,060
| -4% | -$13.6M | 0.02% | 626 |
|
|
2024
Q4 | $346M | Sell |
177,691
-1,346
| -0.8% | -$2.62M | 0.02% | 606 |
|
|
2024
Q3 | $304M | Sell |
179,037
-5,898
| -3% | -$10M | 0.02% | 640 |
|
|
2024
Q2 | $336M | Sell |
184,935
-595
| -0.3% | -$1.08M | 0.03% | 585 |
|
|
2024
Q1 | $333M | Sell |
185,530
-210,472
| -53% | -$378M | 0.03% | 592 |
|
|
2023
Q4 | $596M | Buy |
396,002
+193,079
| +95% | +$291M | 0.03% | 598 |
|
|
2023
Q3 | $304M | Buy |
202,923
+914
| +0.5% | +$1.37M | 0.03% | 546 |
|
|
2023
Q2 | $281M | Buy |
202,009
+1,110
| +0.6% | +$1.54M | 0.03% | 584 |
|
|
2023
Q1 | $277M | Buy |
200,899
+11,228
| +6% | +$15.5M | 0.03% | 586 |
|
|
2022
Q4 | $268M | Buy |
189,671
+166,320
| +712% | +$235M | 0.03% | 567 |
|
|
2022
Q3 | $30.4M | Buy |
23,351
+703
| +3% | +$916K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $28.2M | Buy |
22,648
+18,662
| +468% | +$23.3M | ﹤0.01% | 1913 |
|
|
2022
Q1 | $4.53M | Buy |
3,986
+253
| +7% | +$287K | ﹤0.01% | 3791 |
|
|
2021
Q4 | $3.79M | Sell |
3,733
-1,143
| -23% | -$1.16M | ﹤0.01% | 4004 |
|
|
2021
Q3 | $5.22M | Buy |
4,876
+282
| +6% | +$302K | ﹤0.01% | 3644 |
|
|
2021
Q2 | $5.27M | Sell |
4,594
-758
| -14% | -$870K | ﹤0.01% | 3726 |
|
|
2021
Q1 | $5.97M | Buy |
5,352
+2,547
| +91% | +$2.84M | ﹤0.01% | 3229 |
|
|
2020
Q4 | $2.81M | Sell |
2,805
-3,334
| -54% | -$3.34M | ﹤0.01% | 3858 |
|
|
2020
Q3 | $4.78M | Buy |
6,139
+3,256
| +113% | +$2.54M | ﹤0.01% | 2758 |
|
|
2020
Q2 | $2.56M | Sell |
2,883
-1,351
| -32% | -$1.2M | ﹤0.01% | 3357 |
|
|
2020
Q1 | $3.85M | Buy |
4,234
+979
| +30% | +$891K | ﹤0.01% | 2704 |
|
|
2019
Q4 | $3.63M | Buy |
3,255
+795
| +32% | +$887K | ﹤0.01% | 3533 |
|
|
2019
Q3 | $2.66M | Sell |
2,460
-28
| -1% | -$30.2K | ﹤0.01% | 3536 |
|
|
2019
Q2 | $2.54M | Sell |
2,488
-101
| -4% | -$103K | ﹤0.01% | 3586 |
|
|
2019
Q1 | $2.4M | Sell |
2,589
-2,814
| -52% | -$2.6M | ﹤0.01% | 3432 |
|
|
2018
Q4 | $4.63M | Buy |
5,403
+1,891
| +54% | +$1.62M | ﹤0.01% | 2998 |
|
|
2018
Q3 | $3.29M | Sell |
3,512
-3,757
| -52% | -$3.52M | ﹤0.01% | 3598 |
|
|
2018
Q2 | $6.59M | Buy |
7,269
+4,437
| +157% | +$4.02M | ﹤0.01% | 2842 |
|
|
2018
Q1 | $2.33M | Buy |
2,832
+552
| +24% | +$454K | ﹤0.01% | 3851 |
|
|
2017
Q4 | $1.94M | Buy |
2,280
+88
| +4% | +$74.9K | ﹤0.01% | 4062 |
|
|
2017
Q3 | $1.88M | Sell |
2,192
-6,632
| -75% | -$5.68M | ﹤0.01% | 3948 |
|
|
2017
Q2 | $7.66M | Buy |
8,824
+233
| +3% | +$202K | ﹤0.01% | 2428 |
|
|
2017
Q1 | $7.56M | Buy |
8,591
+1,873
| +28% | +$1.65M | ﹤0.01% | 2472 |
|
|
2016
Q4 | $5.62M | Buy |
6,718
+4,780
| +247% | +$4M | ﹤0.01% | 2864 |
|
|
2016
Q3 | $1.61M | Sell |
1,938
-1,094
| -36% | -$908K | ﹤0.01% | 3679 |
|
|
2016
Q2 | $2.55M | Sell |
3,032
-4
| -0.1% | -$3.37K | ﹤0.01% | 3221 |
|
|
2016
Q1 | $2.44M | Sell |
3,036
-711
| -19% | -$570K | ﹤0.01% | 3185 |
|
|
2015
Q4 | $2.72M | Buy |
3,747
+1,211
| +48% | +$880K | ﹤0.01% | 3223 |
|
|
2015
Q3 | $1.9M | Sell |
2,536
-339
| -12% | -$253K | ﹤0.01% | 3568 |
|
|
2015
Q2 | $1.88M | Buy |
2,875
+989
| +52% | +$647K | ﹤0.01% | 3690 |
|
|
2015
Q1 | $1.29M | Sell |
1,886
-1,153
| -38% | -$789K | ﹤0.01% | 3942 |
|
|
2014
Q4 | $1.92M | Sell |
3,039
-1,868
| -38% | -$1.18M | ﹤0.01% | 3606 |
|
|
2014
Q3 | $3.09M | Buy |
4,907
+3,478
| +243% | +$2.19M | ﹤0.01% | 3078 |
|
|
2014
Q2 | $870K | Sell |
1,429
-11,708
| -89% | -$7.13M | ﹤0.01% | 4169 |
|
|
2014
Q1 | $7.88M | Buy |
13,137
+8,523
| +185% | +$5.11M | ﹤0.01% | 2154 |
|
|
2013
Q4 | $2.78M | Sell |
4,614
-773
| -14% | -$466K | ﹤0.01% | 3120 |
|
|
2013
Q3 | $3.06M | Sell |
5,387
-1,210
| -18% | -$687K | ﹤0.01% | 2883 |
|
|
2013
Q2 | $3.79M | Buy |
+6,597
| New | +$3.79M | ﹤0.01% | 2589 |
|