Stifel Financial’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 | $2.41M | Sell |
1,344
-61
| -4% | -$110K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $2.71M | Sell |
1,405
-106
| -7% | -$204K | ﹤0.01% | 1552 |
|
|
2024
Q4 | $2.94M | Sell |
1,511
-37
| -2% | -$72K | ﹤0.01% | 1535 |
|
|
2024
Q3 | $2.63M | Sell |
1,548
-103
| -6% | -$175K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $3M | Buy |
1,651
+14
| +0.9% | +$25.5K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $2.94M | Sell |
1,637
-32
| -2% | -$57.4K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $2.51M | Buy |
1,669
+72
| +5% | +$108K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $2.39M | Sell |
1,597
-158
| -9% | -$236K | ﹤0.01% | 1463 |
|
|
2023
Q2 | $2.44M | Sell |
1,755
-44
| -2% | -$61.1K | ﹤0.01% | 1484 |
|
|
2023
Q1 | $2.48M | Sell |
1,799
-10
| -0.6% | -$13.8K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $2.56M | Sell |
1,809
-121
| -6% | -$171K | ﹤0.01% | 1341 |
|
|
2022
Q3 | $2.52M | Sell |
1,930
-15
| -0.8% | -$19.6K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $2.42M | Sell |
1,945
-67
| -3% | -$83.5K | ﹤0.01% | 1377 |
|
|
2022
Q1 | $2.29M | Buy |
2,012
+19
| +1% | +$21.6K | ﹤0.01% | 1521 |
|
|
2021
Q4 | $2.02M | Buy |
1,993
+7
| +0.4% | +$7.1K | ﹤0.01% | 1604 |
|
|
2021
Q3 | $2.12M | Buy |
1,986
+61
| +3% | +$65.2K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $2.21M | Sell |
1,925
-81
| -4% | -$93K | ﹤0.01% | 1540 |
|
|
2021
Q1 | $2.24M | Sell |
2,006
-93
| -4% | -$104K | ﹤0.01% | 1452 |
|
|
2020
Q4 | $2.1M | Buy |
2,099
+134
| +7% | +$134K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $1.53M | Buy |
1,965
+58
| +3% | +$45.2K | ﹤0.01% | 1363 |
|
|
2020
Q2 | $1.69M | Sell |
1,907
-421
| -18% | -$374K | ﹤0.01% | 1249 |
|
|
2020
Q1 | $2.12M | Buy |
2,328
+38
| +2% | +$34.6K | 0.01% | 1016 |
|
|
2019
Q4 | $2.55M | Sell |
2,290
-176
| -7% | -$196K | 0.01% | 1184 |
|
|
2019
Q3 | $2.66M | Sell |
2,466
-374
| -13% | -$404K | 0.01% | 1128 |
|
|
2019
Q2 | $2.86M | Buy |
2,840
+124
| +5% | +$125K | 0.01% | 1121 |
|
|
2019
Q1 | $2.51M | Sell |
2,716
-78
| -3% | -$72K | 0.01% | 1127 |
|
|
2018
Q4 | $2.39M | Sell |
2,794
-82
| -3% | -$70.1K | 0.01% | 1073 |
|
|
2018
Q3 | $2.69M | Buy |
2,876
+5
| +0.2% | +$4.67K | 0.01% | 1109 |
|
|
2018
Q2 | $2.6M | Sell |
2,871
-106
| -4% | -$96K | 0.01% | 1076 |
|
|
2018
Q1 | $2.45M | Sell |
2,977
-143
| -5% | -$118K | 0.01% | 1059 |
|
|
2017
Q4 | $2.66M | Sell |
3,120
-272
| -8% | -$232K | 0.01% | 1028 |
|
|
2017
Q3 | $2.9M | Sell |
3,392
-404
| -11% | -$345K | 0.01% | 955 |
|
|
2017
Q2 | $3.3M | Sell |
3,796
-715
| -16% | -$621K | 0.01% | 879 |
|
|
2017
Q1 | $3.96M | Sell |
4,511
-287
| -6% | -$252K | 0.02% | 801 |
|
|
2016
Q4 | $4.03M | Sell |
4,798
-66
| -1% | -$55.4K | 0.02% | 742 |
|
|
2016
Q3 | $4.03M | Sell |
4,864
-792
| -14% | -$656K | 0.02% | 716 |
|
|
2016
Q2 | $4.74M | Sell |
5,656
-67
| -1% | -$56.2K | 0.02% | 632 |
|
|
2016
Q1 | $4.59M | Sell |
5,723
-279
| -5% | -$224K | 0.02% | 573 |
|
|
2015
Q4 | $4.36M | Sell |
6,002
-17
| -0.3% | -$12.4K | 0.02% | 617 |
|
|
2015
Q3 | $4.5M | Sell |
6,019
-375
| -6% | -$280K | 0.03% | 560 |
|
|
2015
Q2 | $4.14M | Buy |
6,394
+1,270
| +25% | +$822K | 0.02% | 655 |
|
|
2015
Q1 | $3.51M | Buy |
5,124
+23
| +0.5% | +$15.7K | 0.02% | 722 |
|
|
2014
Q4 | $3.21M | Sell |
5,101
-247
| -5% | -$156K | 0.02% | 723 |
|
|
2014
Q3 | $3.37M | Buy |
5,348
+108
| +2% | +$68K | 0.03% | 602 |
|
|
2014
Q2 | $3.19M | Sell |
5,240
-180
| -3% | -$110K | 0.03% | 615 |
|
|
2014
Q1 | $3.25M | Buy |
+5,420
| New | +$3.25M | 0.03% | 590 |
|