Nisa Investment Advisors’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 | $1.31M | Buy |
731
+1
| +0.1% | +$1.8K | 0.01% | 739 |
|
|
2025
Q1 | $1.41M | Sell |
730
-370
| -34% | -$713K | 0.01% | 735 |
|
|
2024
Q4 | $2.14M | Hold |
1,100
| – | – | 0.01% | 662 |
|
|
2024
Q3 | $1.87M | Hold |
1,100
| – | – | 0.01% | 702 |
|
|
2024
Q2 | $2M | Hold |
1,100
| – | – | 0.01% | 697 |
|
|
2024
Q1 | $1.97M | Hold |
1,100
| – | – | 0.01% | 695 |
|
|
2023
Q4 | $1.66M | Hold |
1,100
| – | – | 0.01% | 715 |
|
|
2023
Q3 | $1.65M | Hold |
1,100
| – | – | 0.01% | 722 |
|
|
2023
Q2 | $1.53M | Hold |
1,100
| – | – | 0.01% | 756 |
|
|
2023
Q1 | $1.52M | Hold |
1,100
| – | – | 0.01% | 737 |
|
|
2022
Q4 | $1.56M | Hold |
1,100
| – | – | 0.01% | 799 |
|
|
2022
Q3 | $1.43M | Hold |
1,100
| – | – | 0.01% | 721 |
|
|
2022
Q2 | $1.37M | Hold |
1,100
| – | – | 0.01% | 741 |
|
|
2022
Q1 | $1.25M | Hold |
1,100
| – | – | 0.01% | 795 |
|
|
2021
Q4 | $1.15M | Hold |
1,100
| – | – | 0.01% | 790 |
|
|
2021
Q3 | $1.18K | Hold |
1,100
| – | – | 0.01% | 862 |
|
|
2021
Q2 | $1.26K | Hold |
1,100
| – | – | 0.01% | 860 |
|
|
2021
Q1 | $1.23K | Hold |
1,100
| – | – | 0.01% | 879 |
|
|
2020
Q4 | $1.1M | Hold |
1,100
| – | – | 0.01% | 886 |
|
|
2020
Q3 | $857K | Hold |
1,100
| – | – | 0.01% | 856 |
|
|
2020
Q2 | $977K | Hold |
1,100
| – | – | 0.01% | 794 |
|
|
2020
Q1 | $1M | Sell |
1,100
-800
| -42% | -$728K | 0.01% | 700 |
|
|
2019
Q4 | $2.12M | Sell |
1,900
-800
| -30% | -$892K | 0.02% | 623 |
|
|
2019
Q3 | $2.92M | Hold |
2,700
| – | – | 0.03% | 522 |
|
|
2019
Q2 | $2.76M | Hold |
2,700
| – | – | 0.03% | 532 |
|
|
2019
Q1 | $2.5M | Hold |
2,700
| – | – | 0.02% | 557 |
|
|
2018
Q4 | $2.32M | Hold |
2,700
| – | – | 0.03% | 532 |
|
|
2018
Q3 | $2.53M | Hold |
2,700
| – | – | 0.02% | 571 |
|
|
2018
Q2 | $2.45M | Hold |
2,700
| – | – | 0.03% | 551 |
|
|
2018
Q1 | $2.2M | Buy |
2,700
+800
| +42% | +$651K | 0.02% | 574 |
|
|
2017
Q4 | $1.62M | Hold |
1,900
| – | – | 0.02% | 669 |
|
|
2017
Q3 | $1.63M | Hold |
1,900
| – | – | 0.02% | 650 |
|
|
2017
Q2 | $1.64M | Hold |
1,900
| – | – | 0.02% | 653 |
|
|
2017
Q1 | $1.67M | Hold |
1,900
| – | – | 0.02% | 659 |
|
|
2016
Q4 | $1.59M | Hold |
1,900
| – | – | 0.02% | 676 |
|
|
2016
Q3 | $1.58M | Hold |
1,900
| – | – | 0.02% | 638 |
|
|
2016
Q2 | $1.6M | Hold |
1,900
| – | – | 0.02% | 619 |
|
|
2016
Q1 | $1.53M | Hold |
1,900
| – | – | 0.02% | 619 |
|
|
2015
Q4 | $1.38M | Hold |
1,900
| – | – | 0.02% | 644 |
|
|
2015
Q3 | $1.42M | Hold |
1,900
| – | – | 0.02% | 630 |
|
|
2015
Q2 | $1.24M | Sell |
1,900
-200
| -10% | -$131K | 0.02% | 709 |
|
|
2015
Q1 | $1.44M | Hold |
2,100
| – | – | 0.02% | 670 |
|
|
2014
Q4 | $1.32M | Hold |
2,100
| – | – | 0.02% | 691 |
|
|
2014
Q3 | $1.32M | Sell |
2,100
-100
| -5% | -$63K | 0.02% | 678 |
|
|
2014
Q2 | $1.34M | Hold |
2,200
| – | – | 0.02% | 693 |
|
|
2014
Q1 | $1.32M | Hold |
2,200
| – | – | 0.02% | 695 |
|
|
2013
Q4 | $1.33M | Hold |
2,200
| – | – | 0.02% | 705 |
|
|
2013
Q3 | $1.25M | Sell |
2,200
-100
| -4% | -$56.8K | 0.02% | 688 |
|
|
2013
Q2 | $1.32M | Buy |
+2,300
| New | +$1.32M | 0.02% | 663 |
|