State Street’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 | $103M | Buy |
57,241
+2,297
| +4% | +$4.12M | ﹤0.01% | 1302 |
|
|
2025
Q1 | $106M | Buy |
54,944
+59
| +0.1% | +$114K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $107M | Buy |
54,885
+8
| +0% | +$15.6K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $93.1M | Buy |
54,877
+2,714
| +5% | +$4.6M | ﹤0.01% | 1366 |
|
|
2024
Q2 | $94.8M | Buy |
52,163
+3,543
| +7% | +$6.44M | ﹤0.01% | 1294 |
|
|
2024
Q1 | $87.2M | Sell |
48,620
-1,585
| -3% | -$2.84M | ﹤0.01% | 1399 |
|
|
2023
Q4 | $75.6M | Buy |
50,205
+3,240
| +7% | +$4.88M | ﹤0.01% | 1472 |
|
|
2023
Q3 | $70.2M | Sell |
46,965
-664
| -1% | -$993K | ﹤0.01% | 1410 |
|
|
2023
Q2 | $66.2M | Sell |
47,629
-244
| -0.5% | -$339K | ﹤0.01% | 1490 |
|
|
2023
Q1 | $65.9M | Sell |
47,873
-2,476
| -5% | -$3.41M | ﹤0.01% | 1456 |
|
|
2022
Q4 | $71.2M | Sell |
50,349
-1,932
| -4% | -$2.73M | ﹤0.01% | 1397 |
|
|
2022
Q3 | $68.1M | Sell |
52,281
-1,998
| -4% | -$2.6M | ﹤0.01% | 1387 |
|
|
2022
Q2 | $67.6M | Sell |
54,279
-1,545
| -3% | -$1.93M | ﹤0.01% | 1436 |
|
|
2022
Q1 | $63.4M | Buy |
55,824
+2,365
| +4% | +$2.69M | ﹤0.01% | 1613 |
|
|
2021
Q4 | $54.2M | Sell |
53,459
-2,459
| -4% | -$2.49M | ﹤0.01% | 1752 |
|
|
2021
Q3 | $59.8M | Sell |
55,918
-4,866
| -8% | -$5.2M | ﹤0.01% | 1676 |
|
|
2021
Q2 | $69.8M | Buy |
60,784
+12,904
| +27% | +$14.8M | ﹤0.01% | 1595 |
|
|
2021
Q1 | $53.4M | Sell |
47,880
-1,204
| -2% | -$1.34M | ﹤0.01% | 1702 |
|
|
2020
Q4 | $49.1M | Sell |
49,084
-2,391
| -5% | -$2.39M | ﹤0.01% | 1652 |
|
|
2020
Q3 | $40.1M | Sell |
51,475
-6,365
| -11% | -$4.96M | ﹤0.01% | 1614 |
|
|
2020
Q2 | $51.4M | Sell |
57,840
-1,512
| -3% | -$1.34M | ﹤0.01% | 1448 |
|
|
2020
Q1 | $54M | Sell |
59,352
-2,757
| -4% | -$2.51M | ﹤0.01% | 1207 |
|
|
2019
Q4 | $69.3M | Buy |
62,109
+423
| +0.7% | +$472K | ﹤0.01% | 1300 |
|
|
2019
Q3 | $66.6M | Buy |
61,686
+5,843
| +10% | +$6.31M | 0.01% | 1247 |
|
|
2019
Q2 | $57M | Sell |
55,843
-909
| -2% | -$929K | ﹤0.01% | 1399 |
|
|
2019
Q1 | $52.5M | Buy |
56,752
+2,753
| +5% | +$2.55M | ﹤0.01% | 1423 |
|
|
2018
Q4 | $46.3M | Sell |
53,999
-1,041
| -2% | -$893K | ﹤0.01% | 1405 |
|
|
2018
Q3 | $51.5M | Sell |
55,040
-4,881
| -8% | -$4.57M | ﹤0.01% | 1503 |
|
|
2018
Q2 | $54.3M | Sell |
59,921
-7,290
| -11% | -$6.61M | ﹤0.01% | 1427 |
|
|
2018
Q1 | $55.3M | Sell |
67,211
-6,744
| -9% | -$5.55M | ﹤0.01% | 1370 |
|
|
2017
Q4 | $63M | Buy |
73,955
+2,967
| +4% | +$2.53M | 0.01% | 1285 |
|
|
2017
Q3 | $60.8M | Sell |
70,988
-1,291
| -2% | -$1.11M | 0.01% | 1258 |
|
|
2017
Q2 | $62.8M | Buy |
72,279
+11,953
| +20% | +$10.4M | 0.01% | 1213 |
|
|
2017
Q1 | $53.1M | Buy |
60,326
+492
| +0.8% | +$433K | ﹤0.01% | 1299 |
|
|
2016
Q4 | $50M | Sell |
59,834
-5,795
| -9% | -$4.85M | ﹤0.01% | 1267 |
|
|
2016
Q3 | $54.5M | Buy |
65,629
+5,713
| +10% | +$4.74M | 0.01% | 1183 |
|
|
2016
Q2 | $50.5M | Sell |
59,916
-7,047
| -11% | -$5.93M | 0.01% | 1182 |
|
|
2016
Q1 | $53.7M | Buy |
66,963
+768
| +1% | +$616K | 0.01% | 1141 |
|
|
2015
Q4 | $48.1M | Buy |
66,195
+5,181
| +8% | +$3.77M | 0.01% | 1200 |
|
|
2015
Q3 | $45.6M | Sell |
61,014
-4,496
| -7% | -$3.36M | 0.01% | 1227 |
|
|
2015
Q2 | $42.9M | Sell |
65,510
-6,378
| -9% | -$4.18M | ﹤0.01% | 1360 |
|
|
2015
Q1 | $49.2M | Sell |
71,888
-1,830
| -2% | -$1.25M | 0.01% | 1250 |
|
|
2014
Q4 | $46.5M | Sell |
73,718
-432
| -0.6% | -$272K | ﹤0.01% | 1268 |
|
|
2014
Q3 | $46.7M | Sell |
74,150
-691
| -0.9% | -$435K | 0.01% | 1214 |
|
|
2014
Q2 | $45.5M | Sell |
74,841
-1,040
| -1% | -$633K | ﹤0.01% | 1280 |
|
|
2014
Q1 | $45.5M | Sell |
75,881
-6,175
| -8% | -$3.7M | 0.01% | 1258 |
|
|
2013
Q4 | $49.5M | Sell |
82,056
-83
| -0.1% | -$50.1K | 0.01% | 1199 |
|
|
2013
Q3 | $46.6M | Sell |
82,139
-166
| -0.2% | -$94.2K | 0.01% | 1204 |
|
|
2013
Q2 | $47.3M | Buy |
+82,305
| New | +$47.3M | 0.01% | 1153 |
|