Neville Rodie & Shaw’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 | $359K | Hold |
200
| – | – | 0.03% | 196 |
|
|
2025
Q1 | $385K | Hold |
200
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $389K | Hold |
200
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $339K | Hold |
200
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $363K | Hold |
200
| – | – | 0.03% | 201 |
|
|
2024
Q1 | $359K | Hold |
200
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $301K | Hold |
200
| – | – | 0.02% | 214 |
|
|
2023
Q3 | $299K | Hold |
200
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $278K | Hold |
200
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $275K | Hold |
200
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $283K | Hold |
200
| – | – | 0.03% | 220 |
|
|
2022
Q3 | $261K | Hold |
200
| – | – | 0.03% | 222 |
|
|
2022
Q2 | $249K | Hold |
200
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $229K | Hold |
200
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $203K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $214K | Hold |
200
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $230K | Hold |
200
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $223K | Hold |
200
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $200K | Buy |
+200
| New | +$200K | 0.02% | 244 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$223K | – | 244 |
|
|
2019
Q4 | $223K | Hold |
200
| – | – | 0.02% | 232 |
|
|
2019
Q3 | $216K | Hold |
200
| – | – | 0.02% | 227 |
|
|
2019
Q2 | $204K | Buy |
+200
| New | +$204K | 0.02% | 237 |
|