Select Equity Group’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.2M Sell
10,560
-9,153
-46% -$19.6M 0.12% 101
2025
Q4
$41M Buy
19,713
+2,767
+16% +$5.41M 0.19% 80
2025
Q3
$28.3M Sell
16,946
-926
-5% -$1.65M 0.12% 94
2025
Q2
$32.1M Sell
17,872
-10,127
-36% -$18M 0.14% 84
2025
Q1
$53.9M Buy
27,999
+400
+1% +$753K 0.24% 71
2024
Q4
$53.7M Sell
27,599
-7,064
-20% -$13.3M 0.22% 73
2024
Q3
$58.8M Sell
34,663
-24,698
-42% -$43.1M 0.21% 75
2024
Q2
$108M Buy
59,361
+9,430
+19% +$16.7M 0.43% 50
2024
Q1
$89.6M Buy
49,931
+19,860
+66% +$33.3M 0.32% 65
2023
Q4
$45.3M Buy
30,071
+12,369
+70% +$18.4M 0.17% 80
2023
Q3
$26.5M Buy
+17,702
New +$27.2M 0.11% 97
2022
Q4
Sell
-13,099
Closed -$17.1M 216
2022
Q3
$17.1M Sell
13,099
-46,923
-78% -$60.7M 0.07% 108
2022
Q2
$74.8M Buy
60,022
+18,815
+46% +$21.9M 0.28% 71
2022
Q1
$46.8M Buy
+41,207
New +$43.1M 0.15% 84
2019
Q4
Sell
-7,944
Closed -$8.58M 124
2019
Q3
$8.58M Sell
7,944
-6,859
-46% -$7.32M 0.06% 97
2019
Q2
$15.1M Buy
+14,803
New +$14.2M 0.11% 88

Other funds holding WTM