Royal Bank of Canada’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 | $3.93M | Buy |
2,190
+908
| +71% | +$1.63M | ﹤0.01% | 2526 |
|
|
2025
Q1 | $2.47M | Sell |
1,282
-86
| -6% | -$166K | ﹤0.01% | 2515 |
|
|
2024
Q4 | $2.66M | Sell |
1,368
-138
| -9% | -$268K | ﹤0.01% | 2480 |
|
|
2024
Q3 | $2.56M | Sell |
1,506
-36
| -2% | -$61.1K | ﹤0.01% | 2490 |
|
|
2024
Q2 | $2.8M | Sell |
1,542
-198
| -11% | -$360K | ﹤0.01% | 2386 |
|
|
2024
Q1 | $3.12M | Buy |
1,740
+27
| +2% | +$48.4K | ﹤0.01% | 2287 |
|
|
2023
Q4 | $2.58M | Buy |
1,713
+22
| +1% | +$33.1K | ﹤0.01% | 2437 |
|
|
2023
Q3 | $2.53M | Buy |
1,691
+34
| +2% | +$50.8K | ﹤0.01% | 2300 |
|
|
2023
Q2 | $2.3M | Buy |
1,657
+8
| +0.5% | +$11.1K | ﹤0.01% | 2403 |
|
|
2023
Q1 | $2.27M | Sell |
1,649
-700
| -30% | -$964K | ﹤0.01% | 2412 |
|
|
2022
Q4 | $3.32M | Buy |
2,349
+303
| +15% | +$429K | ﹤0.01% | 2140 |
|
|
2022
Q3 | $2.67M | Buy |
2,046
+29
| +1% | +$37.8K | ﹤0.01% | 2238 |
|
|
2022
Q2 | $2.51M | Sell |
2,017
-33
| -2% | -$41.1K | ﹤0.01% | 2343 |
|
|
2022
Q1 | $2.33M | Sell |
2,050
-1,015
| -33% | -$1.15M | ﹤0.01% | 2555 |
|
|
2021
Q4 | $3.11M | Buy |
3,065
+692
| +29% | +$702K | ﹤0.01% | 2372 |
|
|
2021
Q3 | $2.54M | Buy |
2,373
+31
| +1% | +$33.2K | ﹤0.01% | 2494 |
|
|
2021
Q2 | $2.69M | Buy |
2,342
+227
| +11% | +$261K | ﹤0.01% | 2470 |
|
|
2021
Q1 | $2.36M | Sell |
2,115
-322
| -13% | -$359K | ﹤0.01% | 2511 |
|
|
2020
Q4 | $2.44M | Buy |
2,437
+911
| +60% | +$912K | ﹤0.01% | 2358 |
|
|
2020
Q3 | $1.19M | Buy |
1,526
+299
| +24% | +$233K | ﹤0.01% | 2730 |
|
|
2020
Q2 | $1.09M | Sell |
1,227
-12
| -1% | -$10.7K | ﹤0.01% | 2721 |
|
|
2020
Q1 | $1.13M | Buy |
1,239
+203
| +20% | +$185K | ﹤0.01% | 2562 |
|
|
2019
Q4 | $1.16M | Sell |
1,036
-151
| -13% | -$168K | ﹤0.01% | 2809 |
|
|
2019
Q3 | $1.28M | Buy |
1,187
+771
| +185% | +$833K | ﹤0.01% | 2646 |
|
|
2019
Q2 | $425K | Buy |
416
+29
| +7% | +$29.6K | ﹤0.01% | 3433 |
|
|
2019
Q1 | $358K | Sell |
387
-284
| -42% | -$263K | ﹤0.01% | 3453 |
|
|
2018
Q4 | $576K | Buy |
671
+184
| +38% | +$158K | ﹤0.01% | 3057 |
|
|
2018
Q3 | $455K | Buy |
487
+132
| +37% | +$123K | ﹤0.01% | 3397 |
|
|
2018
Q2 | $322K | Sell |
355
-14
| -4% | -$12.7K | ﹤0.01% | 3565 |
|
|
2018
Q1 | $303K | Buy |
369
+40
| +12% | +$32.8K | ﹤0.01% | 3475 |
|
|
2017
Q4 | $280K | Sell |
329
-7
| -2% | -$5.96K | ﹤0.01% | 3527 |
|
|
2017
Q3 | $287K | Buy |
336
+6
| +2% | +$5.13K | ﹤0.01% | 3567 |
|
|
2017
Q2 | $286K | Buy |
330
+19
| +6% | +$16.5K | ﹤0.01% | 3437 |
|
|
2017
Q1 | $275K | Sell |
311
-13
| -4% | -$11.5K | ﹤0.01% | 3521 |
|
|
2016
Q4 | $270K | Buy |
324
+18
| +6% | +$15K | ﹤0.01% | 3573 |
|
|
2016
Q3 | $254K | Sell |
306
-6
| -2% | -$4.98K | ﹤0.01% | 3553 |
|
|
2016
Q2 | $263K | Sell |
312
-677
| -68% | -$571K | ﹤0.01% | 3557 |
|
|
2016
Q1 | $794K | Sell |
989
-2,427
| -71% | -$1.95M | ﹤0.01% | 2722 |
|
|
2015
Q4 | $2.48M | Buy |
3,416
+3,142
| +1,147% | +$2.28M | ﹤0.01% | 1915 |
|
|
2015
Q3 | $205K | Hold |
274
| – | – | ﹤0.01% | 3732 |
|
|
2015
Q2 | $180K | Sell |
274
-41
| -13% | -$26.9K | ﹤0.01% | 3971 |
|
|
2015
Q1 | $216K | Sell |
315
-1,956
| -86% | -$1.34M | ﹤0.01% | 3744 |
|
|
2014
Q4 | $1.43M | Buy |
2,271
+2,196
| +2,928% | +$1.38M | ﹤0.01% | 2165 |
|
|
2014
Q3 | $47K | Buy |
75
+35
| +88% | +$21.9K | ﹤0.01% | 4435 |
|
|
2014
Q2 | $24K | Sell |
40
-5
| -11% | -$3K | ﹤0.01% | 4640 |
|
|
2014
Q1 | $27K | Sell |
45
-805
| -95% | -$483K | ﹤0.01% | 4558 |
|
|
2013
Q4 | $512K | Sell |
850
-593
| -41% | -$357K | ﹤0.01% | 2846 |
|
|
2013
Q3 | $819K | Buy |
1,443
+719
| +99% | +$408K | ﹤0.01% | 2477 |
|
|
2013
Q2 | $417K | Buy |
+724
| New | +$417K | ﹤0.01% | 2794 |
|