Panagora 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
2021 Q4	–	Sell	-196	Closed	-$210K	–	1726
2021 Q3	$210K	Sell	196 -38	-16%	-$40.7K	﹤0.01%	1643
2021 Q2	$269K	Sell	234 -3	-1%	-$3.45K	﹤0.01%	1567
2021 Q1	$264K	Buy	237 +234	+7,800%	+$261K	﹤0.01%	1605
2020 Q4	$3K	Hold	3	–	–	﹤0.01%	2586
2020 Q3	$2K	Hold	3	–	–	﹤0.01%	2602
2020 Q2	$3K	Hold	3	–	–	﹤0.01%	2448
2020 Q1	$3K	Hold	3	–	–	﹤0.01%	2362
2019 Q4	$3K	Hold	3	–	–	﹤0.01%	2332
2019 Q3	$3K	Hold	3	–	–	﹤0.01%	2354
2019 Q2	$3K	Hold	3	–	–	﹤0.01%	2515
2019 Q1	$3K	Hold	3	–	–	﹤0.01%	2445
2018 Q4	$3K	Sell	3 -185	-98%	-$185K	﹤0.01%	2399
2018 Q3	$176K	Buy	188 +185	+6,167%	+$173K	﹤0.01%	1722
2018 Q2	$3K	Sell	3 -160	-98%	-$160K	﹤0.01%	2331
2018 Q1	$134K	Buy	163 +16	+11%	+$13.2K	﹤0.01%	1783
2017 Q4	$125K	Buy	147 +90	+158%	+$76.5K	﹤0.01%	1817
2017 Q3	$49K	Sell	57 -243	-81%	-$209K	﹤0.01%	2056
2017 Q2	$261K	Hold	300	–	–	﹤0.01%	1549
2017 Q1	$264K	Hold	300	–	–	﹤0.01%	1561
2016 Q4	$251K	Hold	300	–	–	﹤0.01%	1670
2016 Q3	$249K	Hold	300	–	–	﹤0.01%	1691
2016 Q2	$253K	Sell	300 -329	-52%	-$277K	﹤0.01%	1590
2016 Q1	$505K	Buy	629 +329	+110%	+$264K	﹤0.01%	1354
2015 Q4	$218K	Hold	300	–	–	﹤0.01%	1564
2015 Q3	$224K	Hold	300	–	–	﹤0.01%	1570
2015 Q2	$196K	Hold	300	–	–	﹤0.01%	1692
2015 Q1	$205K	Hold	300	–	–	﹤0.01%	1661
2014 Q4	$189K	Hold	300	–	–	﹤0.01%	1642
2014 Q3	$189K	Hold	300	–	–	﹤0.01%	1655
2014 Q2	$183K	Hold	300	–	–	﹤0.01%	1743
2014 Q1	$180K	Hold	300	–	–	﹤0.01%	1774
2013 Q4	$181K	Hold	300	–	–	﹤0.01%	1703
2013 Q3	$170K	Hold	300	–	–	﹤0.01%	1721
2013 Q2	$172K	Buy	+300	New	+$172K	﹤0.01%	1694