Royce & Associates’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 | $11.9M | Sell |
6,603
-4,985
| -43% | -$8.95M | 0.12% | 244 |
|
|
2025
Q1 | $22.3M | Sell |
11,588
-718
| -6% | -$1.38M | 0.24% | 118 |
|
|
2024
Q4 | $23.9M | Sell |
12,306
-2,161
| -15% | -$4.2M | 0.22% | 130 |
|
|
2024
Q3 | $24.5M | Sell |
14,467
-558
| -4% | -$946K | 0.22% | 128 |
|
|
2024
Q2 | $27.3M | Sell |
15,025
-1,117
| -7% | -$2.03M | 0.26% | 113 |
|
|
2024
Q1 | $29M | Sell |
16,142
-1,793
| -10% | -$3.22M | 0.26% | 111 |
|
|
2023
Q4 | $27M | Sell |
17,935
-2,466
| -12% | -$3.71M | 0.25% | 114 |
|
|
2023
Q3 | $30.5M | Buy |
20,401
+7,865
| +63% | +$11.8M | 0.31% | 78 |
|
|
2023
Q2 | $17.4M | Sell |
12,536
-1,120
| -8% | -$1.56M | 0.17% | 162 |
|
|
2023
Q1 | $18.8M | Buy |
13,656
+1,150
| +9% | +$1.58M | 0.19% | 152 |
|
|
2022
Q4 | $17.7M | Hold |
12,506
| – | – | 0.19% | 145 |
|
|
2022
Q3 | $16.3M | Buy |
12,506
+2,040
| +19% | +$2.66M | 0.18% | 148 |
|
|
2022
Q2 | $13M | Sell |
10,466
-2,050
| -16% | -$2.55M | 0.13% | 223 |
|
|
2022
Q1 | $14.2M | Sell |
12,516
-530
| -4% | -$602K | 0.12% | 253 |
|
|
2021
Q4 | $13.2M | Buy |
13,046
+6,149
| +89% | +$6.23M | 0.1% | 319 |
|
|
2021
Q3 | $7.38M | Buy |
+6,897
| New | +$7.38M | 0.06% | 500 |
|
|
2019
Q3 | – | Sell |
-2,085
| Closed | -$2.13M | – | 1184 |
|
|
2019
Q2 | $2.13M | Sell |
2,085
-66
| -3% | -$67.4K | 0.02% | 705 |
|
|
2019
Q1 | $1.99M | Sell |
2,151
-27
| -1% | -$25K | 0.02% | 746 |
|
|
2018
Q4 | $1.87M | Sell |
2,178
-71
| -3% | -$60.9K | 0.02% | 755 |
|
|
2018
Q3 | $2.11M | Hold |
2,249
| – | – | 0.01% | 813 |
|
|
2018
Q2 | $2.04M | Hold |
2,249
| – | – | 0.01% | 833 |
|
|
2018
Q1 | $1.85M | Hold |
2,249
| – | – | 0.01% | 868 |
|
|
2017
Q4 | $1.92M | Sell |
2,249
-80
| -3% | -$68.1K | 0.01% | 860 |
|
|
2017
Q3 | $2M | Sell |
2,329
-105
| -4% | -$90K | 0.01% | 837 |
|
|
2017
Q2 | $2.11M | Hold |
2,434
| – | – | 0.01% | 830 |
|
|
2017
Q1 | $2.14M | Hold |
2,434
| – | – | 0.01% | 838 |
|
|
2016
Q4 | $2.04M | Sell |
2,434
-100
| -4% | -$83.6K | 0.01% | 820 |
|
|
2016
Q3 | $2.1M | Hold |
2,534
| – | – | 0.01% | 791 |
|
|
2016
Q2 | $2.13M | Hold |
2,534
| – | – | 0.01% | 796 |
|
|
2016
Q1 | $2.03M | Sell |
2,534
-3,100
| -55% | -$2.49M | 0.01% | 823 |
|
|
2015
Q4 | $4.1M | Hold |
5,634
| – | – | 0.02% | 679 |
|
|
2015
Q3 | $4.21M | Hold |
5,634
| – | – | 0.02% | 690 |
|
|
2015
Q2 | $3.69M | Hold |
5,634
| – | – | 0.02% | 801 |
|
|
2015
Q1 | $3.86M | Buy |
5,634
+500
| +10% | +$342K | 0.01% | 802 |
|
|
2014
Q4 | $3.24M | Buy |
5,134
+400
| +8% | +$252K | 0.01% | 875 |
|
|
2014
Q3 | $2.98M | Buy |
4,734
+1,200
| +34% | +$756K | 0.01% | 925 |
|
|
2014
Q2 | $2.15M | Hold |
3,534
| – | – | 0.01% | 1025 |
|
|
2014
Q1 | $2.12M | Hold |
3,534
| – | – | 0.01% | 1040 |
|
|
2013
Q4 | $2.13M | Hold |
3,534
| – | – | 0.01% | 1056 |
|
|
2013
Q3 | $2.01M | Hold |
3,534
| – | – | 0.01% | 1071 |
|
|
2013
Q2 | $2.03M | Buy |
+3,534
| New | +$2.03M | 0.01% | 1046 |
|