Smithfield Trust’s White Mountains Insurance WTM Stock Holding History

Smithfield Trust’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$114K	Sell	64 -9	-12%	-$16K	0.01%	428
2025 Q1	$142K	Hold	73	–	–	0.01%	393
2024 Q4	$143K	Sell	73 -9	-11%	-$17.6K	0.01%	393
2024 Q3	$138K	Sell	82 -15	-15%	-$25.2K	0.01%	403
2024 Q2	$175K	Hold	97	–	–	0.01%	346
2024 Q1	$173K	Hold	97	–	–	0.01%	350
2023 Q4	$147K	Hold	97	–	–	0.01%	364
2023 Q3	$144K	Hold	97	–	–	0.01%	351
2023 Q2	$134K	Hold	97	–	–	0.01%	371
2023 Q1	$134K	Hold	97	–	–	0.01%	362
2022 Q4	$136K	Sell	97 -7	-7%	-$9.81K	0.01%	352
2022 Q3	$136K	Hold	104	–	–	0.01%	335
2022 Q2	$129K	Hold	104	–	–	0.01%	362
2022 Q1	$119K	Hold	104	–	–	0.01%	403
2021 Q4	$105K	Hold	104	–	–	0.01%	443
2021 Q3	$109K	Hold	104	–	–	0.01%	419
2021 Q2	$119K	Hold	104	–	–	0.01%	402
2021 Q1	$116K	Sell	104 -9	-8%	-$10K	0.01%	415
2020 Q4	$113K	Sell	113 -12	-10%	-$12K	0.01%	409
2020 Q3	$97K	Hold	125	–	–	0.01%	399
2020 Q2	$111K	Sell	125 -17	-12%	-$15.1K	0.01%	361
2020 Q1	$129K	Sell	142 -80	-36%	-$72.7K	0.01%	298
2019 Q4	$248K	Hold	222	–	–	0.02%	244
2019 Q3	$240K	Sell	222 -4	-2%	-$4.32K	0.02%	244
2019 Q2	$231K	Hold	226	–	–	0.02%	240
2019 Q1	$209K	Hold	226	–	–	0.02%	247
2018 Q4	$194K	Hold	226	–	–	0.02%	233
2018 Q3	$212K	Sell	226 -11	-5%	-$10.3K	0.02%	277
2018 Q2	$215K	Hold	237	–	–	0.02%	275
2018 Q1	$195K	Sell	237 -17	-7%	-$14K	0.02%	277
2017 Q4	$216K	Sell	254 -111	-30%	-$94.4K	0.03%	270
2017 Q3	$313K	Sell	365 -159	-30%	-$136K	0.04%	210
2017 Q2	$455K	Sell	524 -59	-10%	-$51.2K	0.07%	162
2017 Q1	$513K	Sell	583 -110	-16%	-$96.8K	0.08%	148
2016 Q4	$580K	Sell	693 -38	-5%	-$31.8K	0.1%	138
2016 Q3	$607K	Sell	731 -67	-8%	-$55.6K	0.11%	119
2016 Q2	$672K	Sell	798 -12	-1%	-$10.1K	0.13%	114
2016 Q1	$650K	Sell	810 -32	-4%	-$25.7K	0.13%	115
2015 Q4	$612K	Sell	842 -7	-0.8%	-$5.09K	0.13%	113
2015 Q3	$635K	Sell	849 -9	-1%	-$6.73K	0.14%	114
2015 Q2	$562K	Buy	858 +26	+3%	+$17K	0.11%	134
2015 Q1	$570K	Sell	832 -23	-3%	-$15.8K	0.11%	132
2014 Q4	$539K	Sell	855 -173	-17%	-$109K	0.11%	133
2014 Q3	$648K	Sell	1,028 -32	-3%	-$20.2K	0.13%	123
2014 Q2	$645K	Hold	1,060	–	–	0.13%	126
2014 Q1	$636K	Sell	1,060 -53	-5%	-$31.8K	0.13%	132
2013 Q4	$671K	Sell	1,113 -13	-1%	-$7.84K	0.14%	129
2013 Q3	$639K	Buy	1,126 +19	+2%	+$10.8K	0.15%	119
2013 Q2	$637K	Buy	+1,107	New	+$637K	0.15%	116