Roundview Capital’s White Mountains Insurance WTM Stock Holding History

Roundview Capital’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$674K	Hold	375	–	–	0.05%	243
2025 Q1	$722K	Hold	375	–	–	0.05%	229
2024 Q4	$730K	Hold	375	–	–	0.05%	239
2024 Q3	$636K	Hold	375	–	–	0.05%	252
2024 Q2	$682K	Hold	375	–	–	0.05%	236
2024 Q1	$673K	Sell	375 -20	-5%	-$35.9K	0.06%	233
2023 Q4	$595K	Sell	395 -5	-1%	-$7.53K	0.05%	232
2023 Q3	$598K	Hold	400	–	–	0.06%	228
2023 Q2	$556K	Hold	400	–	–	0.05%	236
2023 Q1	$551K	Hold	400	–	–	0.06%	234
2022 Q4	$566K	Hold	400	–	–	0.06%	224
2022 Q3	$521K	Hold	400	–	–	0.07%	214
2022 Q2	$499K	Hold	400	–	–	0.06%	218
2022 Q1	$455K	Sell	400 -25	-6%	-$28.4K	0.05%	234
2021 Q4	$431K	Hold	425	–	–	0.04%	244
2021 Q3	$455K	Sell	425 -6	-1%	-$6.42K	0.05%	237
2021 Q2	$495K	Sell	431 -20	-4%	-$23K	0.06%	227
2021 Q1	$503K	Hold	451	–	–	0.06%	219
2020 Q4	$451K	Hold	451	–	–	0.06%	204
2020 Q3	$351K	Sell	451 -2	-0.4%	-$1.56K	0.06%	207
2020 Q2	$402K	Buy	453 +34	+8%	+$30.2K	0.07%	195
2020 Q1	$381K	Buy	419 +10	+2%	+$9.09K	0.08%	183
2019 Q4	$456K	Buy	409 +20	+5%	+$22.3K	0.09%	182
2019 Q3	$420K	Sell	389 -12	-3%	-$13K	0.09%	179
2019 Q2	$410K	Buy	401 +2	+0.5%	+$2.05K	0.09%	180
2019 Q1	$369K	Buy	399 +8	+2%	+$7.4K	0.09%	178
2018 Q4	$335K	Buy	391 +2	+0.5%	+$1.71K	0.09%	163
2018 Q3	$364K	Buy	389 +20	+5%	+$18.7K	0.09%	182
2018 Q2	$335K	Hold	369	–	–	0.09%	186
2018 Q1	$304K	Hold	369	–	–	0.09%	179
2017 Q4	$314K	Buy	369 +20	+6%	+$17K	0.08%	192
2017 Q3	$299K	Buy	349 +25	+8%	+$21.4K	0.09%	183
2017 Q2	$282K	Hold	324	–	–	0.08%	193
2017 Q1	$285K	Sell	324 -3	-0.9%	-$2.64K	0.09%	178
2016 Q4	$273K	Sell	327 -10	-3%	-$8.35K	0.09%	180
2016 Q3	$280K	Buy	337 +50	+17%	+$41.5K	0.1%	169
2016 Q2	$242K	Hold	287	–	–	0.09%	164
2016 Q1	$230K	Hold	287	–	–	0.09%	165
2015 Q4	$209K	Hold	287	–	–	0.08%	154
2015 Q3	$215K	Sell	287 -30	-9%	-$22.5K	0.09%	151
2015 Q2	$208K	Hold	317	–	–	0.08%	147
2015 Q1	$217K	Buy	+317	New	+$217K	0.09%	142