RhumbLine Advisers’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 | $7.69M | Sell |
4,280
-192
| -4% | -$345K | 0.01% | 1182 |
|
|
2025
Q1 | $8.61M | Sell |
4,472
-77
| -2% | -$148K | 0.01% | 1086 |
|
|
2024
Q4 | $8.85M | Buy |
4,549
+16
| +0.4% | +$31.1K | 0.01% | 1119 |
|
|
2024
Q3 | $7.69M | Sell |
4,533
-14
| -0.3% | -$23.7K | 0.01% | 1190 |
|
|
2024
Q2 | $8.26M | Sell |
4,547
-276
| -6% | -$502K | 0.01% | 1125 |
|
|
2024
Q1 | $8.65M | Sell |
4,823
-349
| -7% | -$626K | 0.01% | 1126 |
|
|
2023
Q4 | $7.78M | Buy |
5,172
+570
| +12% | +$858K | 0.01% | 1178 |
|
|
2023
Q3 | $6.88M | Sell |
4,602
-51
| -1% | -$76.3K | 0.01% | 1175 |
|
|
2023
Q2 | $6.46M | Buy |
4,653
+261
| +6% | +$363K | 0.01% | 1231 |
|
|
2023
Q1 | $6.05M | Sell |
4,392
-97
| -2% | -$134K | 0.01% | 1215 |
|
|
2022
Q4 | $6.35M | Sell |
4,489
-102
| -2% | -$144K | 0.01% | 1152 |
|
|
2022
Q3 | $5.98M | Buy |
4,591
+83
| +2% | +$108K | 0.01% | 1132 |
|
|
2022
Q2 | $5.62M | Sell |
4,508
-228
| -5% | -$284K | 0.01% | 1186 |
|
|
2022
Q1 | $5.38M | Sell |
4,736
-225
| -5% | -$256K | 0.01% | 1266 |
|
|
2021
Q4 | $5.03M | Buy |
4,961
+40
| +0.8% | +$40.6K | 0.01% | 1353 |
|
|
2021
Q3 | $5.26M | Buy |
4,921
+293
| +6% | +$313K | 0.01% | 1337 |
|
|
2021
Q2 | $5.31M | Sell |
4,628
-110
| -2% | -$126K | 0.01% | 1396 |
|
|
2021
Q1 | $5.28M | Sell |
4,738
-91
| -2% | -$101K | 0.01% | 1375 |
|
|
2020
Q4 | $4.83M | Buy |
4,829
+90
| +2% | +$90.1K | 0.01% | 1373 |
|
|
2020
Q3 | $3.69M | Sell |
4,739
-214
| -4% | -$167K | 0.01% | 1341 |
|
|
2020
Q2 | $4.4M | Sell |
4,953
-35
| -0.7% | -$31.1K | 0.01% | 1289 |
|
|
2020
Q1 | $4.54M | Buy |
4,988
+500
| +11% | +$455K | 0.01% | 1076 |
|
|
2019
Q4 | $5.01M | Buy |
4,488
+422
| +10% | +$471K | 0.01% | 1253 |
|
|
2019
Q3 | $4.39M | Sell |
4,066
-1
| -0% | -$1.08K | 0.01% | 1261 |
|
|
2019
Q2 | $4.15M | Sell |
4,067
-30
| -0.7% | -$30.6K | 0.01% | 1301 |
|
|
2019
Q1 | $3.79M | Sell |
4,097
-437
| -10% | -$404K | 0.01% | 1339 |
|
|
2018
Q4 | $3.89M | Buy |
4,534
+94
| +2% | +$80.6K | 0.01% | 1251 |
|
|
2018
Q3 | $4.16M | Sell |
4,440
-259
| -6% | -$242K | 0.01% | 1225 |
|
|
2018
Q2 | $4.26M | Sell |
4,699
-740
| -14% | -$671K | 0.01% | 1212 |
|
|
2018
Q1 | $4.47M | Sell |
5,439
-314
| -5% | -$258K | 0.01% | 1113 |
|
|
2017
Q4 | $4.9M | Sell |
5,753
-221
| -4% | -$188K | 0.01% | 1079 |
|
|
2017
Q3 | $5.12M | Buy |
5,974
+61
| +1% | +$52.3K | 0.01% | 1020 |
|
|
2017
Q2 | $5.14M | Sell |
5,913
-193
| -3% | -$168K | 0.01% | 989 |
|
|
2017
Q1 | $5.37M | Buy |
6,106
+105
| +2% | +$92.4K | 0.01% | 961 |
|
|
2016
Q4 | $5.02M | Buy |
6,001
+260
| +5% | +$217K | 0.01% | 932 |
|
|
2016
Q3 | $4.77M | Buy |
5,741
+88
| +2% | +$73K | 0.01% | 910 |
|
|
2016
Q2 | $4.76M | Sell |
5,653
-250
| -4% | -$211K | 0.01% | 848 |
|
|
2016
Q1 | $4.74M | Buy |
5,903
+81
| +1% | +$65K | 0.01% | 863 |
|
|
2015
Q4 | $4.23M | Buy |
5,822
+168
| +3% | +$122K | 0.01% | 903 |
|
|
2015
Q3 | $4.23M | Buy |
5,654
+155
| +3% | +$116K | 0.01% | 898 |
|
|
2015
Q2 | $3.6M | Buy |
5,499
+1,225
| +29% | +$802K | 0.01% | 1039 |
|
|
2015
Q1 | $2.93M | Buy |
4,274
+50
| +1% | +$34.2K | 0.01% | 1145 |
|
|
2014
Q4 | $2.66M | Buy |
4,224
+67
| +2% | +$42.2K | 0.01% | 1165 |
|
|
2014
Q3 | $2.62M | Buy |
4,157
+25
| +0.6% | +$15.8K | 0.01% | 1152 |
|
|
2014
Q2 | $2.51M | Sell |
4,132
-39
| -0.9% | -$23.7K | 0.01% | 1222 |
|
|
2014
Q1 | $2.5M | Sell |
4,171
-113
| -3% | -$67.8K | 0.01% | 1205 |
|
|
2013
Q4 | $2.58M | Sell |
4,284
-405
| -9% | -$244K | 0.01% | 1203 |
|
|
2013
Q3 | $2.66M | Sell |
4,689
-24
| -0.5% | -$13.6K | 0.01% | 1166 |
|
|
2013
Q2 | $2.71M | Buy |
+4,713
| New | +$2.71M | 0.01% | 1126 |
|