Southeastern Asset Management’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 | $37.9M | Buy |
21,094
+2,610
| +14% | +$4.69M | 1.91% | 21 |
|
|
2025
Q1 | $35.6M | Sell |
18,484
-760
| -4% | -$1.46M | 1.9% | 21 |
|
|
2024
Q4 | $37.4M | Sell |
19,244
-1,494
| -7% | -$2.91M | 1.77% | 22 |
|
|
2024
Q3 | $35.2K | Sell |
20,738
-685
| -3% | -$1.16K | ﹤0.01% | 44 |
|
|
2024
Q2 | $38.9M | Sell |
21,423
-3,285
| -13% | -$5.97M | 1.7% | 22 |
|
|
2024
Q1 | $44.3M | Sell |
24,708
-7,738
| -24% | -$13.9M | 1.7% | 22 |
|
|
2023
Q4 | $48.8M | Sell |
32,446
-499
| -2% | -$751K | 1.88% | 23 |
|
|
2023
Q3 | $49.3M | Sell |
32,945
-9,272
| -22% | -$13.9M | 1.83% | 21 |
|
|
2023
Q2 | $58.6M | Sell |
42,217
-11,316
| -21% | -$15.7M | 2.07% | 19 |
|
|
2023
Q1 | $73.7M | Sell |
53,533
-1,960
| -4% | -$2.7M | 2.49% | 18 |
|
|
2022
Q4 | $78.5M | Sell |
55,493
-57,104
| -51% | -$80.8M | 2.75% | 16 |
|
|
2022
Q3 | $147M | Sell |
112,597
-13,006
| -10% | -$16.9M | 3.69% | 12 |
|
|
2022
Q2 | $157M | Buy |
125,603
+100
| +0.1% | +$125K | 3.3% | 14 |
|
|
2022
Q1 | $143M | Buy |
125,503
+73,901
| +143% | +$84M | 2.52% | 19 |
|
|
2021
Q4 | $52.3M | Buy |
+51,602
| New | +$52.3M | 0.88% | 25 |
|