Prudential Financial’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 | $279K | Buy |
+150
| New | +$279K | ﹤0.01% | 2118 |
|
|
2024
Q4 | – | Sell |
-388
| Closed | -$658K | – | 2759 |
|
|
2024
Q3 | $658K | Buy |
388
+124
| +47% | +$210K | ﹤0.01% | 2098 |
|
|
2024
Q2 | $480K | Buy |
264
+38
| +17% | +$69.1K | ﹤0.01% | 2202 |
|
|
2024
Q1 | $406K | Buy |
226
+7
| +3% | +$12.6K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $330K | Buy |
219
+29
| +15% | +$43.7K | ﹤0.01% | 2285 |
|
|
2023
Q3 | $284K | Buy |
190
+25
| +15% | +$37.4K | ﹤0.01% | 2280 |
|
|
2023
Q2 | $229K | Hold |
165
| – | – | ﹤0.01% | 2389 |
|
|
2023
Q1 | $227K | Buy |
165
+11
| +7% | +$15.2K | ﹤0.01% | 2358 |
|
|
2022
Q4 | $218K | Sell |
154
-25
| -14% | -$35.4K | ﹤0.01% | 2375 |
|
|
2022
Q3 | $230K | Sell |
179
-3
| -2% | -$3.86K | ﹤0.01% | 2411 |
|
|
2022
Q2 | $224K | Sell |
182
-14
| -7% | -$17.2K | ﹤0.01% | 2432 |
|
|
2022
Q1 | $223K | Buy |
+196
| New | +$223K | ﹤0.01% | 2494 |
|
|
2021
Q3 | – | Sell |
-184
| Closed | -$212K | – | 2633 |
|
|
2021
Q2 | $212K | Buy |
+184
| New | +$212K | ﹤0.01% | 2435 |
|
|
2018
Q3 | – | Sell |
-341
| Closed | -$309K | – | 2476 |
|
|
2018
Q2 | $309K | Hold |
341
| – | – | ﹤0.01% | 2190 |
|
|
2018
Q1 | $280K | Hold |
341
| – | – | ﹤0.01% | 2171 |
|
|
2017
Q4 | $290K | Sell |
341
-90
| -21% | -$76.5K | ﹤0.01% | 2154 |
|
|
2017
Q3 | $369K | Hold |
431
| – | – | ﹤0.01% | 2094 |
|
|
2017
Q2 | $374K | Hold |
431
| – | – | ﹤0.01% | 2097 |
|
|
2017
Q1 | $379K | Hold |
431
| – | – | ﹤0.01% | 2093 |
|
|
2016
Q4 | $360K | Sell |
431
-70
| -14% | -$58.5K | ﹤0.01% | 2113 |
|
|
2016
Q3 | $416K | Hold |
501
| – | – | ﹤0.01% | 2049 |
|
|
2016
Q2 | $422K | Sell |
501
-20
| -4% | -$16.8K | ﹤0.01% | 2044 |
|
|
2016
Q1 | $418K | Hold |
521
| – | – | ﹤0.01% | 2040 |
|
|
2015
Q4 | $379K | Hold |
521
| – | – | ﹤0.01% | 2031 |
|
|
2015
Q3 | $389K | Hold |
521
| – | – | ﹤0.01% | 2004 |
|
|
2015
Q2 | $341K | Hold |
521
| – | – | ﹤0.01% | 2031 |
|
|
2015
Q1 | $357K | Sell |
521
-80
| -13% | -$54.8K | ﹤0.01% | 2042 |
|
|
2014
Q4 | $379K | Hold |
601
| – | – | ﹤0.01% | 1988 |
|
|
2014
Q3 | $379K | Sell |
601
-429
| -42% | -$271K | ﹤0.01% | 1977 |
|
|
2014
Q2 | $627K | Buy |
1,030
+584
| +131% | +$356K | ﹤0.01% | 1954 |
|
|
2014
Q1 | $268K | Hold |
446
| – | – | ﹤0.01% | 2095 |
|
|
2013
Q4 | $269K | Sell |
446
-100
| -18% | -$60.3K | ﹤0.01% | 2111 |
|
|
2013
Q3 | $310K | Sell |
546
-100
| -15% | -$56.8K | ﹤0.01% | 2067 |
|
|
2013
Q2 | $371K | Buy |
+646
| New | +$371K | ﹤0.01% | 2014 |
|