SRB
Shotwell Rutter Baer’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Hold |
270
| – | – | 0.33% | 30 |
|
|
2025
Q1 | $478K | Hold |
270
| – | – | 0.42% | 24 |
|
|
2024
Q4 | $494K | Hold |
270
| – | – | 0.42% | 25 |
|
|
2024
Q3 | $480K | Sell |
270
-30
| -10% | -$53.3K | 0.39% | 24 |
|
|
2024
Q2 | $521K | Hold |
300
| – | – | 0.46% | 23 |
|
|
2024
Q1 | $522K | Sell |
300
-138
| -32% | -$240K | 1.06% | 11 |
|
|
2023
Q4 | $671K | Buy |
+438
| New | +$671K | 0.64% | 22 |
|