Pinnacle Associates’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 | $228K | Sell |
127
-50
| -28% | -$89.8K | ﹤0.01% | 796 |
|
|
2025
Q1 | $341K | Hold |
177
| – | – | 0.01% | 689 |
|
|
2024
Q4 | $344K | Hold |
177
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $266K | Hold |
177
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $322K | Hold |
177
| – | – | 0.01% | 675 |
|
|
2024
Q1 | $318K | Hold |
177
| – | – | 0.01% | 687 |
|
|
2023
Q4 | $266K | Sell |
177
-4
| -2% | -$6.02K | ﹤0.01% | 719 |
|
|
2023
Q3 | $271K | Hold |
181
| – | – | 0.01% | 689 |
|
|
2023
Q2 | $251K | Buy |
+181
| New | +$251K | ﹤0.01% | 727 |
|