Perpetual Ltd’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
Q3
$13.6M Buy
2025
Q2
$13.9M Hold
2025
Q1
$14.9M Sell
2024
Q4
$18.7M Sell
2024
Q3
$16.5M Sell
2024
Q2
$18.5M Sell
2024
Q1
$25.4M Buy
2023
Q4
$21M Sell
2023
Q3
$21.7M Sell
2023
Q2
$21.5M Hold
2023
Q1
$21.3M Buy