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New Potomac Partners’s White Mountains Insurance WTM Stock Holding History

New Potomac Partners’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$221K Hold
130
– – 0.11% 83
2024
Q2 		$236K Hold
130
– – 0.13% 82
2024
Q1 		$233K Sell
130
-10
-7% -$16.8K 0.13% 82
2023
Q4 		$211K Hold
140
– – 0.13% 84
2023
Q3 		$209K Buy
+140
New +$215K 0.14% 72

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New Potomac Partners's WTM Position: Q3 2024 in Review

New Potomac Partners held its White Mountains Insurance (WTM) position steady in Q3 2024 at 130 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #83.

New Potomac Partners first reported a position in WTM in Q3 2023 and has held it in 5 quarters since. The position peaked at $236K in Q2 2024. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • New Potomac Partners held 130 shares of White Mountains Insurance worth $221K as of Q3 2024.
  • New Potomac Partners left its White Mountains Insurance share count unchanged in Q3 2024.
  • White Mountains Insurance made up 0.11% of New Potomac Partners's portfolio in Q3 2024, its #83 holding.
  • New Potomac Partners first reported a position in White Mountains Insurance in Q3 2023 and has held it in 5 quarters since.
  • New Potomac Partners's White Mountains Insurance position peaked at $236K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.