Mraz Amerine & Associates’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 | $38.7M | Buy |
21,576
+548
| +3% | +$984K | 6.21% | 4 |
|
|
2025
Q1 | $40M | Sell |
21,028
-41
| -0.2% | -$78K | 6.87% | 4 |
|
|
2024
Q4 | $41M | Sell |
21,069
-129
| -0.6% | -$251K | 7.3% | 4 |
|
|
2024
Q3 | $36M | Buy |
21,198
+167
| +0.8% | +$283K | 6.5% | 4 |
|
|
2024
Q2 | $38.2M | Sell |
21,031
-509
| -2% | -$925K | 7.85% | 2 |
|
|
2024
Q1 | $38.6M | Sell |
21,540
-443
| -2% | -$795K | 7.3% | 2 |
|
|
2023
Q4 | $33.1M | Sell |
21,983
-41
| -0.2% | -$61.7K | 6.93% | 2 |
|
|
2023
Q3 | $32.9M | Sell |
22,024
-374
| -2% | -$559K | 7.42% | 2 |
|
|
2023
Q2 | $31.1M | Buy |
22,398
+36
| +0.2% | +$50K | 7.31% | 2 |
|
|
2023
Q1 | $30.8M | Sell |
22,362
-310
| -1% | -$427K | 7.58% | 2 |
|
|
2022
Q4 | $32.1M | Buy |
22,672
+162
| +0.7% | +$229K | 7.56% | 3 |
|
|
2022
Q3 | $29.3M | Sell |
22,510
-161
| -0.7% | -$210K | 7.87% | 2 |
|
|
2022
Q2 | $28.3M | Sell |
22,671
-102
| -0.4% | -$127K | 7.26% | 2 |
|
|
2022
Q1 | $25.9M | Buy |
22,773
+139
| +0.6% | +$158K | 6.15% | 3 |
|
|
2021
Q4 | $22.9M | Sell |
22,634
-308
| -1% | -$312K | 5.89% | 2 |
|
|
2021
Q3 | $24.5M | Sell |
22,942
-278
| -1% | -$297K | 6.7% | 2 |
|
|
2021
Q2 | $26.7M | Sell |
23,220
-475
| -2% | -$545K | 7.23% | 2 |
|
|
2021
Q1 | $26.4M | Sell |
23,695
-717
| -3% | -$799K | 7.68% | 2 |
|
|
2020
Q4 | $24.4M | Sell |
24,412
-1,052
| -4% | -$1.05M | 8.12% | 2 |
|
|
2020
Q3 | $19.8M | Sell |
25,464
-696
| -3% | -$542K | 7.38% | 2 |
|
|
2020
Q2 | $23.2M | Sell |
26,160
-221
| -0.8% | -$196K | 8.63% | 2 |
|
|
2020
Q1 | $24M | Sell |
26,381
-304
| -1% | -$277K | 9.44% | 2 |
|
|
2019
Q4 | $29.8M | Sell |
26,685
-390
| -1% | -$435K | 8.5% | 2 |
|
|
2019
Q3 | $29.2M | Sell |
27,075
-563
| -2% | -$608K | 8.7% | 3 |
|
|
2019
Q2 | $28.2M | Sell |
27,638
-472
| -2% | -$482K | 8.39% | 2 |
|
|
2019
Q1 | $26M | Sell |
28,110
-275
| -1% | -$255K | 8.08% | 2 |
|
|
2018
Q4 | $24.3M | Buy |
28,385
+114
| +0.4% | +$97.8K | 8.06% | 2 |
|
|
2018
Q3 | $26.5M | Sell |
28,271
-309
| -1% | -$289K | 7.84% | 2 |
|
|
2018
Q2 | $25.9M | Sell |
28,580
-180
| -0.6% | -$163K | 7.84% | 2 |
|
|
2018
Q1 | $23.7M | Buy |
28,760
+453
| +2% | +$373K | 7.49% | 2 |
|
|
2017
Q4 | $24.1M | Sell |
28,307
-638
| -2% | -$543K | 7.39% | 2 |
|
|
2017
Q3 | $24.8M | Sell |
28,945
-1,054
| -4% | -$903K | 7.84% | 2 |
|
|
2017
Q2 | $26.1M | Sell |
29,999
-252
| -0.8% | -$219K | 8.11% | 2 |
|
|
2017
Q1 | $26M | Sell |
30,251
-343
| -1% | -$295K | 8.11% | 2 |
|
|
2016
Q4 | $25.6M | Sell |
30,594
-286
| -0.9% | -$239K | 8.02% | 2 |
|
|
2016
Q3 | $25.6M | Sell |
30,880
-152
| -0.5% | -$126K | 8.75% | 2 |
|
|
2016
Q2 | $26.1M | Sell |
31,032
-384
| -1% | -$323K | 9.14% | 2 |
|
|
2016
Q1 | $25.2M | Buy |
31,416
+233
| +0.7% | +$187K | 9.28% | 2 |
|
|
2015
Q4 | $22.7M | Buy |
31,183
+345
| +1% | +$251K | 8.64% | 2 |
|
|
2015
Q3 | $23M | Buy |
30,838
+425
| +1% | +$318K | 9.12% | 2 |
|
|
2015
Q2 | $19.9M | Buy |
30,413
+460
| +2% | +$301K | 7.48% | 2 |
|
|
2015
Q1 | $20.5M | Buy |
29,953
+13
| +0% | +$8.9K | 7.68% | 2 |
|
|
2014
Q4 | $18.9M | Buy |
29,940
+1,188
| +4% | +$749K | 7.13% | 2 |
|
|
2014
Q3 | $18.1M | Buy |
28,752
+773
| +3% | +$487K | 6.98% | 2 |
|
|
2014
Q2 | $17M | Buy |
27,979
+1,143
| +4% | +$695K | 6.59% | 2 |
|
|
2014
Q1 | $16.1M | Buy |
26,836
+2,320
| +9% | +$1.39M | 6.73% | 2 |
|
|
2013
Q4 | $14.8M | Buy |
24,516
+218
| +0.9% | +$131K | 6.6% | 2 |
|
|
2013
Q3 | $13.8M | Buy |
24,298
+1,068
| +5% | +$606K | 6.63% | 2 |
|
|
2013
Q2 | $13.4M | Buy |
+23,230
| New | +$13.4M | 6.79% | 2 |
|