Parker Investment 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	$898K	Hold	500	–	–	0.13%	26
2025 Q1	$963K	Hold	500	–	–	0.17%	21
2024 Q4	$973K	Sell	500 -50	-9%	-$97.3K	0.15%	22
2024 Q3	$933K	Hold	550	–	–	0.15%	19
2024 Q2	$1,000K	Hold	550	–	–	0.15%	19
2024 Q1	$987K	Hold	550	–	–	0.15%	17
2023 Q4	$829K	Sell	550 -23	-4%	-$34.7K	0.16%	20
2023 Q3	$857K	Hold	573	–	–	0.19%	17
2023 Q2	$796K	Hold	573	–	–	0.13%	16
2023 Q1	$789K	Hold	573	–	–	0.16%	16
2022 Q4	$810K	Hold	573	–	–	0.2%	17
2022 Q3	$747K	Hold	573	–	–	0.24%	18
2022 Q2	$714K	Hold	573	–	–	0.17%	18
2022 Q1	$651K	Hold	573	–	–	0.06%	25
2021 Q4	$581K	Hold	573	–	–	0.09%	21
2021 Q3	$613K	Sell	573 -430	-43%	-$460K	0.04%	23
2021 Q2	$1.15M	Hold	1,003	–	–	0.15%	16
2021 Q1	$1.12M	Hold	1,003	–	–	0.15%	19
2020 Q4	$1M	Hold	1,003	–	–	0.17%	27
2020 Q3	$781K	Hold	1,003	–	–	0.17%	20
2020 Q2	$891K	Hold	1,003	–	–	0.21%	16
2020 Q1	$913K	Sell	1,003 -325	-24%	-$296K	0.32%	13
2019 Q4	$1.48M	Sell	1,328 -15	-1%	-$16.7K	0.36%	24
2019 Q3	$1.45M	Sell	1,343 -30	-2%	-$32.4K	0.43%	24
2019 Q2	$1.4M	Hold	1,373	–	–	0.43%	22
2019 Q1	$1.27M	Sell	1,373 -362	-21%	-$335K	0.39%	21
2018 Q4	$1.49M	Buy	+1,735	New	+$1.49M	0.56%	16
2018 Q2	–	Sell	-825	Closed	-$678K	–	26
2018 Q1	$678K	Sell	825 -50	-6%	-$41.1K	0.24%	15
2017 Q4	$744K	Hold	875	–	–	0.27%	17
2017 Q3	$750K	Sell	875 -55	-6%	-$47.1K	0.33%	15
2017 Q2	$808K	Hold	930	–	–	0.4%	13
2017 Q1	$818K	Hold	930	–	–	0.42%	14
2016 Q4	$778K	Sell	930 -200	-18%	-$167K	0.42%	14
2016 Q3	$938K	Hold	1,130	–	–	0.33%	23
2016 Q2	$951K	Hold	1,130	–	–	0.35%	22
2016 Q1	$907K	Buy	+1,130	New	+$907K	0.34%	21