O'Shaughnessy Asset Management’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
Q2 | $1.69M | Sell |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $993K | Buy |
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|
2022
Q4 | $999K | Hold |
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|
2022
Q3 | $920K | Buy |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $138K | Buy |
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