Summit Trail Advisors’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 | $668K | Sell |
372
-114
| -23% | -$205K | 0.01% | 622 |
|
|
2025
Q1 | $936K | Buy |
486
+194
| +66% | +$374K | 0.03% | 166 |
|
|
2024
Q4 | $568K | Buy |
292
+64
| +28% | +$124K | 0.02% | 194 |
|
|
2024
Q3 | $387K | Sell |
228
-13
| -5% | -$22.1K | 0.01% | 472 |
|
|
2024
Q2 | $438K | Buy |
241
+72
| +43% | +$131K | 0.01% | 400 |
|
|
2024
Q1 | $303K | Sell |
169
-2
| -1% | -$3.59K | 0.01% | 457 |
|
|
2023
Q4 | $257K | Buy |
171
+10
| +6% | +$15.1K | 0.01% | 434 |
|
|
2023
Q3 | $241K | Hold |
161
| – | – | 0.01% | 447 |
|
|
2023
Q2 | $224K | Buy |
+161
| New | +$224K | 0.01% | 452 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$189K | – | 233 |
|
|
2018
Q3 | $189K | Buy |
202
+11
| +6% | +$10.3K | 0.04% | 190 |
|
|
2018
Q2 | $173K | Buy |
+191
| New | +$173K | 0.06% | 151 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$4K | – | 1675 |
|
|
2017
Q4 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 1499 |
|