Private Advisor 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
Q3 | $353K | Hold |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $387K | Hold |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8K | Buy |
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