Neuberger Berman Group’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150M | Buy |
83,699
+26,835
| +47% | +$48.2M | 0.12% | 216 |
|
|
2025
Q1 | $110M | Buy |
56,864
+11,426
| +25% | +$22M | 0.09% | 264 |
|
|
2024
Q4 | $88.4M | Buy |
45,438
+12,328
| +37% | +$24M | 0.07% | 321 |
|
|
2024
Q3 | $56.2M | Buy |
33,110
+15,949
| +93% | +$27.1M | 0.04% | 424 |
|
|
2024
Q2 | $31.2M | Buy |
17,161
+16,147
| +1,592% | +$29.3M | 0.03% | 543 |
|
|
2024
Q1 | $1.82M | Sell |
1,014
-5
| -0.5% | -$8.97K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $1.53M | Sell |
1,019
-7
| -0.7% | -$10.5K | ﹤0.01% | 1170 |
|
|
2023
Q3 | $1.53M | Sell |
1,026
-39
| -4% | -$58.3K | ﹤0.01% | 1142 |
|
|
2023
Q2 | $1.48M | Sell |
1,065
-7
| -0.7% | -$9.72K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $1.48M | Buy |
1,072
+21
| +2% | +$28.9K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $1.49M | Sell |
1,051
-9
| -0.8% | -$12.7K | ﹤0.01% | 1134 |
|
|
2022
Q3 | $1.38M | Buy |
1,060
+118
| +13% | +$154K | ﹤0.01% | 1171 |
|
|
2022
Q2 | $1.17M | Buy |
942
+1
| +0.1% | +$1.25K | ﹤0.01% | 1239 |
|
|
2022
Q1 | $1.07M | Sell |
941
-4
| -0.4% | -$4.54K | ﹤0.01% | 1333 |
|
|
2021
Q4 | $924K | Buy |
945
+205
| +28% | +$200K | ﹤0.01% | 1379 |
|
|
2021
Q3 | $755K | Hold |
740
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q2 | $849K | Sell |
740
-1
| -0.1% | -$1.15K | ﹤0.01% | 1364 |
|
|
2021
Q1 | $826K | Buy |
741
+35
| +5% | +$39K | ﹤0.01% | 1366 |
|
|
2020
Q4 | $706K | Buy |
706
+11
| +2% | +$11K | ﹤0.01% | 1323 |
|
|
2020
Q3 | $541K | Hold |
695
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q2 | $617K | Sell |
695
-185
| -21% | -$164K | ﹤0.01% | 1235 |
|
|
2020
Q1 | $801K | Sell |
880
-210
| -19% | -$191K | ﹤0.01% | 1138 |
|
|
2019
Q4 | $1.22M | Hold |
1,090
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q3 | $1.18M | Buy |
1,090
+12
| +1% | +$13K | ﹤0.01% | 1118 |
|
|
2019
Q2 | $1.1M | Sell |
1,078
-2
| -0.2% | -$2.04K | ﹤0.01% | 1142 |
|
|
2019
Q1 | $999K | Sell |
1,080
-314
| -23% | -$290K | ﹤0.01% | 1119 |
|
|
2018
Q4 | $1.2M | Sell |
1,394
-92
| -6% | -$78.9K | ﹤0.01% | 1083 |
|
|
2018
Q3 | $1.39M | Buy |
1,486
+17
| +1% | +$15.9K | ﹤0.01% | 1123 |
|
|
2018
Q2 | $1.33M | Buy |
1,469
+22
| +2% | +$19.9K | ﹤0.01% | 1152 |
|
|
2018
Q1 | $1.19M | Buy |
1,447
+63
| +5% | +$51.9K | ﹤0.01% | 1140 |
|
|
2017
Q4 | $1.18M | Buy |
1,384
+37
| +3% | +$31.5K | ﹤0.01% | 1149 |
|
|
2017
Q3 | $1.15M | Buy |
1,347
+89
| +7% | +$76.2K | ﹤0.01% | 1113 |
|
|
2017
Q2 | $1.09M | Buy |
1,258
+114
| +10% | +$99K | ﹤0.01% | 1126 |
|
|
2017
Q1 | $1.01M | Buy |
1,144
+51
| +5% | +$44.9K | ﹤0.01% | 1141 |
|
|
2016
Q4 | $914K | Sell |
1,093
-28
| -2% | -$23.4K | ﹤0.01% | 1147 |
|
|
2016
Q3 | $930K | Hold |
1,121
| – | – | ﹤0.01% | 1116 |
|
|
2016
Q2 | $944K | Sell |
1,121
-514
| -31% | -$433K | ﹤0.01% | 1104 |
|
|
2016
Q1 | $1.31M | Buy |
1,635
+436
| +36% | +$350K | ﹤0.01% | 1046 |
|
|
2015
Q4 | $871K | Buy |
1,199
+99
| +9% | +$71.9K | ﹤0.01% | 1152 |
|
|
2015
Q3 | $822K | Hold |
1,100
| – | – | ﹤0.01% | 1202 |
|
|
2015
Q2 | $720K | Hold |
1,100
| – | – | ﹤0.01% | 1265 |
|
|
2015
Q1 | $753K | Hold |
1,100
| – | – | ﹤0.01% | 1262 |
|
|
2014
Q4 | $693K | Hold |
1,100
| – | – | ﹤0.01% | 1291 |
|
|
2014
Q3 | $693K | Sell |
1,100
-57
| -5% | -$35.9K | ﹤0.01% | 1312 |
|
|
2014
Q2 | $704K | Sell |
1,157
-102
| -8% | -$62.1K | ﹤0.01% | 1323 |
|
|
2014
Q1 | $755K | Buy |
1,259
+1
| +0.1% | +$600 | ﹤0.01% | 1262 |
|
|
2013
Q4 | $759K | Buy |
1,258
+408
| +48% | +$246K | ﹤0.01% | 1253 |
|
|
2013
Q3 | $482K | Buy |
850
+100
| +13% | +$56.7K | ﹤0.01% | 1322 |
|
|
2013
Q2 | $431K | Buy |
+750
| New | +$431K | ﹤0.01% | 1331 |
|