Select Equity Group’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 | $32.1M | Sell |
17,872
-10,127
| -36% | -$18.2M | 0.13% | 81 |
|
|
2025
Q1 | $53.9M | Buy |
27,999
+400
| +1% | +$770K | 0.23% | 69 |
|
|
2024
Q4 | $53.7M | Sell |
27,599
-7,064
| -20% | -$13.7M | 0.21% | 70 |
|
|
2024
Q3 | $58.8M | Sell |
34,663
-24,698
| -42% | -$41.9M | 0.21% | 73 |
|
|
2024
Q2 | $108M | Buy |
59,361
+9,430
| +19% | +$17.1M | 0.42% | 50 |
|
|
2024
Q1 | $89.6M | Buy |
49,931
+19,860
| +66% | +$35.6M | 0.32% | 62 |
|
|
2023
Q4 | $45.3M | Buy |
30,071
+12,369
| +70% | +$18.6M | 0.16% | 78 |
|
|
2023
Q3 | $26.5M | Buy |
+17,702
| New | +$26.5M | 0.11% | 94 |
|
|
2022
Q4 | – | Sell |
-13,099
| Closed | -$17.1M | – | 196 |
|
|
2022
Q3 | $17.1M | Sell |
13,099
-46,923
| -78% | -$61.1M | 0.06% | 100 |
|
|
2022
Q2 | $74.8M | Buy |
60,022
+18,815
| +46% | +$23.4M | 0.24% | 66 |
|
|
2022
Q1 | $46.8M | Buy |
+41,207
| New | +$46.8M | 0.15% | 83 |
|
|
2019
Q4 | – | Sell |
-7,944
| Closed | -$8.58M | – | 108 |
|
|
2019
Q3 | $8.58M | Sell |
7,944
-6,859
| -46% | -$7.41M | 0.06% | 89 |
|
|
2019
Q2 | $15.1M | Buy |
+14,803
| New | +$15.1M | 0.1% | 78 |
|