Pecaut & Co’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 | $2.1M | Hold |
1,167
| – | – | 0.7% | 27 |
|
|
2025
Q1 | $2.25M | Hold |
1,167
| – | – | 0.76% | 27 |
|
|
2024
Q4 | $2.27M | Hold |
1,167
| – | – | 0.78% | 29 |
|
|
2024
Q3 | $1.98M | Hold |
1,167
| – | – | 0.7% | 29 |
|
|
2024
Q2 | $2.12M | Hold |
1,167
| – | – | 0.8% | 28 |
|
|
2024
Q1 | $2.09M | Hold |
1,167
| – | – | 0.78% | 29 |
|
|
2023
Q4 | $1.76M | Sell |
1,167
-12
| -1% | -$18.1K | 0.71% | 29 |
|
|
2023
Q3 | $1.76M | Hold |
1,179
| – | – | 0.74% | 29 |
|
|
2023
Q2 | $1.64M | Hold |
1,179
| – | – | 0.69% | 31 |
|
|
2023
Q1 | $1.62M | Hold |
1,179
| – | – | 0.74% | 33 |
|
|
2022
Q4 | $1.67M | Sell |
1,179
-98
| -8% | -$139K | 0.79% | 30 |
|
|
2022
Q3 | $1.66M | Sell |
1,277
-439
| -26% | -$572K | 0.88% | 29 |
|
|
2022
Q2 | $2.14M | Sell |
1,716
-30
| -2% | -$37.4K | 1.2% | 25 |
|
|
2022
Q1 | $1.98M | Sell |
1,746
-150
| -8% | -$170K | 0.97% | 30 |
|
|
2021
Q4 | $1.92M | Sell |
1,896
-95
| -5% | -$96.3K | 0.98% | 30 |
|
|
2021
Q3 | $2.13M | Sell |
1,991
-333
| -14% | -$356K | 1.27% | 19 |
|
|
2021
Q2 | $2.67M | Sell |
2,324
-12
| -0.5% | -$13.8K | 1.74% | 18 |
|
|
2021
Q1 | $2.6M | Sell |
2,336
-41
| -2% | -$45.7K | 1.88% | 18 |
|
|
2020
Q4 | $2.38M | Sell |
2,377
-405
| -15% | -$405K | 1.79% | 18 |
|
|
2020
Q3 | $2.17M | Sell |
2,782
-55
| -2% | -$42.8K | 1.64% | 19 |
|
|
2020
Q2 | $2.52M | Sell |
2,837
-12
| -0.4% | -$10.7K | 1.97% | 17 |
|
|
2020
Q1 | $2.59M | Sell |
2,849
-110
| -4% | -$100K | 2.35% | 13 |
|
|
2019
Q4 | $3.3M | Sell |
2,959
-35
| -1% | -$39K | 2.1% | 17 |
|
|
2019
Q3 | $3.23M | Sell |
2,994
-260
| -8% | -$281K | 2.25% | 17 |
|
|
2019
Q2 | $3.32M | Sell |
3,254
-241
| -7% | -$246K | 2.27% | 17 |
|
|
2019
Q1 | $3.24M | Sell |
3,495
-99
| -3% | -$91.6K | 2.24% | 17 |
|
|
2018
Q4 | $3.08M | Sell |
3,594
-326
| -8% | -$280K | 2.54% | 11 |
|
|
2018
Q3 | $3.67M | Buy |
3,920
+15
| +0.4% | +$14K | 2.54% | 13 |
|
|
2018
Q2 | $3.54M | Hold |
3,905
| – | – | 2.58% | 14 |
|
|
2018
Q1 | $3.21M | Sell |
3,905
-274
| -7% | -$225K | 2.44% | 14 |
|
|
2017
Q4 | $3.56M | Buy |
4,179
+217
| +5% | +$185K | 2.62% | 15 |
|
|
2017
Q3 | $3.4M | Buy |
3,962
+14
| +0.4% | +$12K | 2.78% | 13 |
|
|
2017
Q2 | $3.43M | Buy |
3,948
+2,812
| +248% | +$2.44M | 2.84% | 13 |
|
|
2017
Q1 | $1M | Buy |
+1,136
| New | +$1M | 0.89% | 30 |
|