STCG
Speece Thorson Capital Group’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
11,383
+224
| +2% | +$402K | 4.16% | 1 |
|
|
2025
Q1 | $21.5M | Sell |
11,159
-181
| -2% | -$349K | 4.43% | 1 |
|
|
2024
Q4 | $22.1M | Sell |
11,340
-58
| -0.5% | -$113K | 4.35% | 2 |
|
|
2024
Q3 | $19.3M | Sell |
11,398
-33
| -0.3% | -$56K | 3.57% | 4 |
|
|
2024
Q2 | $20.8M | Sell |
11,431
-2,320
| -17% | -$4.22M | 4.25% | 2 |
|
|
2024
Q1 | $24.7M | Buy |
13,751
+750
| +6% | +$1.35M | 4.77% | 1 |
|
|
2023
Q4 | $19.6M | Buy |
13,001
+86
| +0.7% | +$129K | 4.01% | 3 |
|
|
2023
Q3 | $19.3M | Sell |
12,915
-15
| -0.1% | -$22.4K | 4.26% | 2 |
|
|
2023
Q2 | $18M | Sell |
12,930
-165
| -1% | -$229K | 3.68% | 5 |
|
|
2023
Q1 | $18M | Sell |
13,095
-2,278
| -15% | -$3.14M | 3.8% | 4 |
|
|
2022
Q4 | $21.7M | Sell |
15,373
-770
| -5% | -$1.09M | 4.67% | 3 |
|
|
2022
Q3 | $21M | Buy |
16,143
+515
| +3% | +$671K | 4.8% | 3 |
|
|
2022
Q2 | $19.5M | Sell |
15,628
-903
| -5% | -$1.13M | 4.59% | 4 |
|
|
2022
Q1 | $18.8M | Sell |
16,531
-1,411
| -8% | -$1.6M | 4.02% | 5 |
|
|
2021
Q4 | $18.2M | Buy |
17,942
+63
| +0.4% | +$63.9K | 3.48% | 9 |
|
|
2021
Q3 | $19.1M | Buy |
17,879
+2,074
| +13% | +$2.22M | 4.01% | 3 |
|
|
2021
Q2 | $18.1M | Sell |
15,805
-82
| -0.5% | -$94.1K | 3.79% | 8 |
|
|
2021
Q1 | $17.7M | Sell |
15,887
-1,801
| -10% | -$2.01M | 3.73% | 7 |
|
|
2020
Q4 | $17.7M | Buy |
17,688
+2,548
| +17% | +$2.55M | 4.21% | 5 |
|
|
2020
Q3 | $11.8M | Buy |
15,140
+2,937
| +24% | +$2.29M | 3.12% | 13 |
|
|
2020
Q2 | $10.8M | Sell |
12,203
-138
| -1% | -$123K | 3.12% | 15 |
|
|
2020
Q1 | $11.2M | Sell |
12,341
-198
| -2% | -$180K | 3.87% | 7 |
|
|
2019
Q4 | $14M | Sell |
12,539
-91
| -0.7% | -$102K | 3.62% | 10 |
|
|
2019
Q3 | $13.6M | Sell |
12,630
-282
| -2% | -$305K | 3.65% | 8 |
|
|
2019
Q2 | $13.2M | Sell |
12,912
-797
| -6% | -$814K | 3.51% | 10 |
|
|
2019
Q1 | $12.7M | Sell |
13,709
-1,496
| -10% | -$1.38M | 3.49% | 9 |
|
|
2018
Q4 | $13M | Buy |
15,205
+752
| +5% | +$645K | 3.91% | 5 |
|
|
2018
Q3 | $13.5M | Sell |
14,453
-2,607
| -15% | -$2.44M | 3.14% | 8 |
|
|
2018
Q2 | $15.5M | Sell |
17,060
-7,051
| -29% | -$6.39M | 3.26% | 10 |
|
|
2018
Q1 | $19.8M | Buy |
24,111
+3,768
| +19% | +$3.1M | 4.21% | 3 |
|
|
2017
Q4 | $17.3M | Sell |
20,343
-132
| -0.6% | -$112K | 3.44% | 10 |
|
|
2017
Q3 | $17.5M | Buy |
20,475
+3,413
| +20% | +$2.92M | 3.65% | 8 |
|
|
2017
Q2 | $14.8M | Buy |
17,062
+48
| +0.3% | +$41.7K | 3.09% | 15 |
|
|
2017
Q1 | $15M | Buy |
17,014
+451
| +3% | +$397K | 3.17% | 13 |
|
|
2016
Q4 | $13.8M | Sell |
16,563
-1,930
| -10% | -$1.61M | 3.1% | 13 |
|
|
2016
Q3 | $15.3M | Buy |
18,493
+168
| +0.9% | +$139K | 3.29% | 7 |
|
|
2016
Q2 | $15.4M | Sell |
18,325
-2,178
| -11% | -$1.83M | 3.35% | 7 |
|
|
2016
Q1 | $16.5M | Buy |
20,503
+301
| +1% | +$242K | 3.69% | 4 |
|
|
2015
Q4 | $14.7M | Sell |
20,202
-2,856
| -12% | -$2.08M | 3.57% | 7 |
|
|
2015
Q3 | $17.2M | Sell |
23,058
-6,516
| -22% | -$4.87M | 4.29% | 2 |
|
|
2015
Q2 | $19.4M | Sell |
29,574
-1,242
| -4% | -$813K | 4.66% | 1 |
|
|
2015
Q1 | $21.1M | Buy |
30,816
+355
| +1% | +$243K | 4.95% | 1 |
|
|
2014
Q4 | $19.2M | Sell |
30,461
-395
| -1% | -$249K | 4.67% | 1 |
|
|
2014
Q3 | $19.4M | Buy |
30,856
+1,135
| +4% | +$715K | 4.97% | 1 |
|
|
2014
Q2 | $18.1M | Sell |
29,721
-240
| -0.8% | -$146K | 4.6% | 1 |
|
|
2014
Q1 | $18M | Buy |
29,961
+1,790
| +6% | +$1.07M | 4.74% | 1 |
|
|
2013
Q4 | $17M | Sell |
28,171
-419
| -1% | -$253K | 4.5% | 1 |
|
|
2013
Q3 | $16.2M | Buy |
28,590
+2,805
| +11% | +$1.59M | 4.49% | 1 |
|
|
2013
Q2 | $14.8M | Buy |
+25,785
| New | +$14.8M | 4.32% | 2 |
|