Principal Financial Group’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 | – | Sell |
-125
| Closed | -$241K | – | 2326 |
|
|
2025
Q1 | $241K | Sell |
125
-3
| -2% | -$5.78K | ﹤0.01% | 2030 |
|
|
2024
Q4 | $249K | Sell |
128
-30
| -19% | -$58.4K | ﹤0.01% | 2070 |
|
|
2024
Q3 | $268K | Sell |
158
-31
| -16% | -$52.6K | ﹤0.01% | 2048 |
|
|
2024
Q2 | $343K | Sell |
189
-27
| -13% | -$49.1K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $388K | Buy |
216
+65
| +43% | +$117K | ﹤0.01% | 2037 |
|
|
2023
Q4 | $227K | Sell |
151
-53
| -26% | -$79.8K | ﹤0.01% | 2128 |
|
|
2023
Q3 | $305K | Buy |
204
+21
| +11% | +$31.4K | ﹤0.01% | 2060 |
|
|
2023
Q2 | $254K | Sell |
183
-71
| -28% | -$98.6K | ﹤0.01% | 2122 |
|
|
2023
Q1 | $350K | Buy |
254
+2
| +0.8% | +$2.76K | ﹤0.01% | 2054 |
|
|
2022
Q4 | $356K | Sell |
252
-64
| -20% | -$90.5K | ﹤0.01% | 2058 |
|
|
2022
Q3 | $412K | Buy |
316
+19
| +6% | +$24.8K | ﹤0.01% | 2004 |
|
|
2022
Q2 | $370K | Buy |
297
+14
| +5% | +$17.4K | ﹤0.01% | 2134 |
|
|
2022
Q1 | $322K | Buy |
+283
| New | +$322K | ﹤0.01% | 2221 |
|
|
2021
Q4 | – | Sell |
-232
| Closed | -$248K | – | 2655 |
|
|
2021
Q3 | $248K | Sell |
232
-9
| -4% | -$9.62K | ﹤0.01% | 2368 |
|
|
2021
Q2 | $277K | Buy |
241
+33
| +16% | +$37.9K | ﹤0.01% | 2388 |
|
|
2021
Q1 | $232K | Buy |
+208
| New | +$232K | ﹤0.01% | 2343 |
|
|
2020
Q3 | – | Sell |
-253
| Closed | -$225K | – | 2362 |
|
|
2020
Q2 | $225K | Sell |
253
-68
| -21% | -$60.5K | ﹤0.01% | 2158 |
|
|
2020
Q1 | $292K | Buy |
321
+48
| +18% | +$43.7K | ﹤0.01% | 1973 |
|
|
2019
Q4 | $305K | Sell |
273
-16
| -6% | -$17.9K | ﹤0.01% | 2052 |
|
|
2019
Q3 | $312K | Buy |
289
+6
| +2% | +$6.48K | ﹤0.01% | 2049 |
|
|
2019
Q2 | $289K | Buy |
+283
| New | +$289K | ﹤0.01% | 2074 |
|
|
2018
Q3 | – | Sell |
-344
| Closed | -$312K | – | 2321 |
|
|
2018
Q2 | $312K | Sell |
344
-60,004
| -99% | -$54.4M | ﹤0.01% | 2073 |
|
|
2018
Q1 | $49.6M | Sell |
60,348
-92,446
| -61% | -$76M | 0.05% | 413 |
|
|
2017
Q4 | $130M | Sell |
152,794
-1,475
| -1% | -$1.26M | 0.12% | 226 |
|
|
2017
Q3 | $132M | Buy |
154,269
+201
| +0.1% | +$172K | 0.13% | 205 |
|
|
2017
Q2 | $134M | Buy |
154,068
+1,287
| +0.8% | +$1.12M | 0.13% | 198 |
|
|
2017
Q1 | $134M | Sell |
152,781
-613
| -0.4% | -$539K | 0.16% | 146 |
|
|
2016
Q4 | $128M | Buy |
153,394
+810
| +0.5% | +$677K | 0.16% | 141 |
|
|
2016
Q3 | $127M | Buy |
152,584
+1,293
| +0.9% | +$1.07M | 0.17% | 137 |
|
|
2016
Q2 | $127M | Sell |
151,291
-3,480
| -2% | -$2.93M | 0.18% | 137 |
|
|
2016
Q1 | $124M | Sell |
154,771
-1,070
| -0.7% | -$859K | 0.18% | 140 |
|
|
2015
Q4 | $113M | Sell |
155,841
-5,288
| -3% | -$3.84M | 0.17% | 156 |
|
|
2015
Q3 | $120M | Sell |
161,129
-1,366
| -0.8% | -$1.02M | 0.19% | 146 |
|
|
2015
Q2 | $106M | Sell |
162,495
-2,563
| -2% | -$1.68M | 0.16% | 174 |
|
|
2015
Q1 | $113M | Sell |
165,058
-5,818
| -3% | -$3.98M | 0.17% | 173 |
|
|
2014
Q4 | $108M | Buy |
170,876
+843
| +0.5% | +$531K | 0.17% | 170 |
|
|
2014
Q3 | $107M | Buy |
170,033
+721
| +0.4% | +$454K | 0.18% | 152 |
|
|
2014
Q2 | $103M | Buy |
169,312
+403
| +0.2% | +$245K | 0.17% | 157 |
|
|
2014
Q1 | $101M | Sell |
168,909
-858
| -0.5% | -$515K | 0.18% | 150 |
|
|
2013
Q4 | $102M | Buy |
169,767
+3,784
| +2% | +$2.28M | 0.19% | 141 |
|
|
2013
Q3 | $94.2M | Buy |
165,983
+7,188
| +5% | +$4.08M | 0.19% | 139 |
|
|
2013
Q2 | $91.3M | Buy |
+158,795
| New | +$91.3M | 0.2% | 134 |
|