OFI Invest Asset Management’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
Sell
-736
Closed -$1.31M 378
2025
Q1
$1.31M Buy
736
+32
+5% +$57.1K 0.03% 172
2024
Q4
$1.32M Buy
+704
New +$1.32M 0.03% 179
2024
Q2
$526K Buy
+310
New +$526K 0.01% 223