Principal Financial Group’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
Q2 | – | Sell |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $268K | Sell |
|
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $388K | Buy |
|
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $350K | Buy |
|
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $225K | Sell |
|
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|
2020
Q1 | $292K | Buy |
|
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q2 | $289K | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $312K | Sell |
|
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|
2018
Q1 | $49.6M | Sell |
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|
2017
Q4 | $130M | Sell |
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|
2017
Q3 | $132M | Buy |
|
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|
2017
Q2 | $134M | Buy |
|
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|
2017
Q1 | $134M | Sell |
|
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|
2016
Q4 | $128M | Buy |
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|
2016
Q3 | $127M | Buy |
|
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|
2016
Q2 | $127M | Sell |
|
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|
2016
Q1 | $124M | Sell |
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|
2015
Q4 | $113M | Sell |
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|
2015
Q3 | $120M | Sell |
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|
2015
Q2 | $106M | Sell |
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|
2015
Q1 | $113M | Sell |
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|
2014
Q4 | $108M | Buy |
|
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|
2014
Q3 | $107M | Buy |
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|
2014
Q2 | $103M | Buy |
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|
2014
Q1 | $101M | Sell |
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|
2013
Q4 | $102M | Buy |
|
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|
2013
Q3 | $94.2M | Buy |
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|
2013
Q2 | $91.3M | Buy |
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