Nisa Investment Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $2.14M | Hold |
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|
2024
Q3 | $1.87M | Hold |
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|
2024
Q2 | $2M | Hold |
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|
2024
Q1 | $1.97M | Hold |
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|
2023
Q4 | $1.66M | Hold |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.53M | Hold |
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|
2023
Q1 | $1.51M | Hold |
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|
2022
Q4 | $1.56M | Hold |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.37M | Hold |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.18K | Hold |
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|
2021
Q2 | $1.26K | Hold |
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|
2021
Q1 | $1.23K | Hold |
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|
2020
Q4 | $1.1M | Hold |
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|
2020
Q3 | $857K | Hold |
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|
2020
Q2 | $977K | Hold |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $2.12M | Sell |
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|
2019
Q3 | $2.92M | Hold |
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|
2019
Q2 | $2.76M | Hold |
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|
2019
Q1 | $2.5M | Hold |
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|
2018
Q4 | $2.32M | Hold |
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|
2018
Q3 | $2.53M | Hold |
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|
2018
Q2 | $2.45M | Hold |
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|
2018
Q1 | $2.2M | Buy |
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|
2017
Q4 | $1.62M | Hold |
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|
2017
Q3 | $1.63M | Hold |
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|
2017
Q2 | $1.64M | Hold |
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|
2017
Q1 | $1.67M | Hold |
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|
2016
Q4 | $1.59M | Hold |
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|
2016
Q3 | $1.58M | Hold |
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|
2016
Q2 | $1.6M | Hold |
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|
2016
Q1 | $1.52M | Hold |
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|
2015
Q4 | $1.38M | Hold |
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|
2015
Q3 | $1.42M | Hold |
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|
2015
Q2 | $1.24M | Sell |
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|
2015
Q1 | $1.44M | Hold |
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|
2014
Q4 | $1.32M | Hold |
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|
2014
Q3 | $1.32M | Sell |
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|
2014
Q2 | $1.34M | Hold |
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|
2014
Q1 | $1.32M | Hold |
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|
2013
Q4 | $1.33M | Hold |
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|
2013
Q3 | $1.25M | Sell |
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|
2013
Q2 | $1.32M | Buy |
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