Sterling Capital 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 | $300K | Buy |
167
+30
| +22% | +$53.9K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $264K | Sell |
137
-12
| -8% | -$23.1K | ﹤0.01% | 1139 |
|
|
2024
Q4 | $290K | Buy |
149
+54
| +57% | +$105K | ﹤0.01% | 1174 |
|
|
2024
Q3 | $161K | Buy |
+95
| New | +$161K | ﹤0.01% | 1307 |
|
|
2014
Q3 | – | Sell |
-2,560
| Closed | -$1.56M | – | 962 |
|
|
2014
Q2 | $1.56M | Buy |
2,560
+66
| +3% | +$40.2K | 0.01% | 445 |
|
|
2014
Q1 | $1.5M | Buy |
2,494
+1,872
| +301% | +$1.12M | 0.01% | 449 |
|
|
2013
Q4 | $375K | Buy |
622
+47
| +8% | +$28.3K | ﹤0.01% | 677 |
|
|
2013
Q3 | $326K | Buy |
575
+48
| +9% | +$27.2K | ﹤0.01% | 556 |
|
|
2013
Q2 | $303K | Buy |
+527
| New | +$303K | ﹤0.01% | 503 |
|