SEI Investments’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 | $8.81M | Buy |
4,905
+805
| +20% | +$1.45M | 0.01% | 1037 |
|
|
2025
Q1 | $7.9M | Buy |
4,100
+883
| +27% | +$1.7M | 0.01% | 1072 |
|
|
2024
Q4 | $6.26M | Buy |
3,217
+731
| +29% | +$1.42M | 0.01% | 1189 |
|
|
2024
Q3 | $4.22M | Buy |
2,486
+97
| +4% | +$165K | 0.01% | 1365 |
|
|
2024
Q2 | $4.34M | Sell |
2,389
-29
| -1% | -$52.7K | 0.01% | 1286 |
|
|
2024
Q1 | $4.34M | Buy |
2,418
+395
| +20% | +$709K | 0.01% | 1271 |
|
|
2023
Q4 | $3.05M | Buy |
2,023
+284
| +16% | +$428K | ﹤0.01% | 1409 |
|
|
2023
Q3 | $2.6M | Sell |
1,739
-20
| -1% | -$29.9K | ﹤0.01% | 1467 |
|
|
2023
Q2 | $2.44M | Sell |
1,759
-16
| -0.9% | -$22.2K | ﹤0.01% | 1546 |
|
|
2023
Q1 | $2.45M | Buy |
1,775
+155
| +10% | +$214K | ﹤0.01% | 1533 |
|
|
2022
Q4 | $2.29M | Buy |
1,620
+192
| +13% | +$271K | 0.01% | 1430 |
|
|
2022
Q3 | $1.86M | Sell |
1,428
-171
| -11% | -$223K | ﹤0.01% | 1581 |
|
|
2022
Q2 | $1.91M | Sell |
1,599
-57
| -3% | -$68.1K | ﹤0.01% | 1571 |
|
|
2022
Q1 | $1.83M | Sell |
1,656
-372
| -18% | -$411K | ﹤0.01% | 1573 |
|
|
2021
Q4 | $2.04M | Buy |
2,028
+378
| +23% | +$381K | ﹤0.01% | 1578 |
|
|
2021
Q3 | $1.72M | Sell |
1,650
-23
| -1% | -$23.9K | ﹤0.01% | 1566 |
|
|
2021
Q2 | $1.84M | Sell |
1,673
-470
| -22% | -$517K | ﹤0.01% | 1548 |
|
|
2021
Q1 | $2.24M | Sell |
2,143
-66
| -3% | -$69K | 0.01% | 1401 |
|
|
2020
Q4 | $2.21M | Sell |
2,209
-214
| -9% | -$214K | 0.01% | 1337 |
|
|
2020
Q3 | $2.01M | Sell |
2,423
-1,709
| -41% | -$1.42M | 0.01% | 1284 |
|
|
2020
Q2 | $3.77M | Buy |
4,132
+116
| +3% | +$106K | 0.01% | 982 |
|
|
2020
Q1 | $3.7M | Buy |
4,016
+573
| +17% | +$528K | 0.01% | 887 |
|
|
2019
Q4 | $3.79M | Buy |
3,443
+1,068
| +45% | +$1.17M | 0.01% | 1053 |
|
|
2019
Q3 | $2.52M | Hold |
2,375
| – | – | 0.01% | 1233 |
|
|
2019
Q2 | $2.41M | Buy |
2,375
+127
| +6% | +$129K | 0.01% | 1250 |
|
|
2019
Q1 | $2.13M | Buy |
2,248
+340
| +18% | +$322K | 0.01% | 1286 |
|
|
2018
Q4 | $1.68M | Buy |
1,908
+960
| +101% | +$847K | 0.01% | 1361 |
|
|
2018
Q3 | $923K | Sell |
948
-5,353
| -85% | -$5.21M | ﹤0.01% | 1479 |
|
|
2018
Q2 | $5.71M | Buy |
6,301
+427
| +7% | +$387K | 0.02% | 854 |
|
|
2018
Q1 | $4.83M | Buy |
5,874
+1,154
| +24% | +$949K | 0.02% | 832 |
|
|
2017
Q4 | $4.02M | Sell |
4,720
-39
| -0.8% | -$33.2K | 0.01% | 1009 |
|
|
2017
Q3 | $4.08M | Buy |
4,759
+1,136
| +31% | +$974K | 0.01% | 971 |
|
|
2017
Q2 | $3.15M | Buy |
3,623
+2,082
| +135% | +$1.81M | 0.01% | 1023 |
|
|
2017
Q1 | $1.36M | Sell |
1,541
-104
| -6% | -$91.5K | 0.01% | 1290 |
|
|
2016
Q4 | $1.38M | Buy |
1,645
+35
| +2% | +$29.3K | 0.01% | 1274 |
|
|
2016
Q3 | $1.34M | Buy |
1,610
+522
| +48% | +$433K | 0.01% | 1178 |
|
|
2016
Q2 | $916K | Buy |
1,088
+755
| +227% | +$636K | 0.01% | 1193 |
|
|
2016
Q1 | $267K | Sell |
333
-118
| -26% | -$94.6K | ﹤0.01% | 1453 |
|
|
2015
Q4 | $328K | Buy |
451
+94
| +26% | +$68.4K | ﹤0.01% | 1439 |
|
|
2015
Q3 | $266K | Buy |
357
+85
| +31% | +$63.3K | ﹤0.01% | 1524 |
|
|
2015
Q2 | $178K | Sell |
272
-58
| -18% | -$38K | ﹤0.01% | 1409 |
|
|
2015
Q1 | $219K | Buy |
330
+130
| +65% | +$86.3K | ﹤0.01% | 1389 |
|
|
2014
Q4 | $132K | Buy |
+200
| New | +$132K | ﹤0.01% | 1516 |
|