Stifel Financial’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Sell |
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|
2025
Q2 | $2.41M | Sell |
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|
2025
Q1 | $2.71M | Sell |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $3M | Buy |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $2.1M | Buy |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $2.55M | Sell |
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|
2019
Q3 | $2.66M | Sell |
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|
2019
Q2 | $2.86M | Buy |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $2.39M | Sell |
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|
2018
Q3 | $2.69M | Buy |
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|
2018
Q2 | $2.6M | Sell |
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|
2018
Q1 | $2.45M | Sell |
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|
2017
Q4 | $2.66M | Sell |
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|
2017
Q3 | $2.9M | Sell |
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|
2017
Q2 | $3.3M | Sell |
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|
2017
Q1 | $3.96M | Sell |
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|
2016
Q4 | $4.03M | Sell |
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|
2016
Q3 | $4.03M | Sell |
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|
2016
Q2 | $4.74M | Sell |
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|
2016
Q1 | $4.59M | Sell |
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|
2015
Q4 | $4.36M | Sell |
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|
2015
Q3 | $4.5M | Sell |
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|
2015
Q2 | $4.14M | Buy |
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|
2015
Q1 | $3.51M | Buy |
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|
2014
Q4 | $3.21M | Sell |
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|
2014
Q3 | $3.37M | Buy |
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|
2014
Q2 | $3.19M | Sell |
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|
2014
Q1 | $3.25M | Buy |
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