Shotwell Rutter Baer’s White Mountains Insurance WTM Stock Holding History

Shotwell Rutter Baer’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$512K	Hold
2025 Q2	$482K	Hold
2025 Q1	$478K	Hold
2024 Q4	$494K	Hold
2024 Q3	$480K	Sell
2024 Q2	$521K	Hold
2024 Q1	$522K	Sell
2023 Q4	$671K	Buy