Swiss National Bank’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 | $8.88M | Hold |
4,946
| – | – | 0.01% | 982 |
|
2025
Q1 | $9.53M | Sell |
4,946
-100
| -2% | -$193K | 0.01% | 924 |
|
2024
Q4 | $9.81M | Hold |
5,046
| – | – | 0.01% | 955 |
|
2024
Q3 | $8.56M | Hold |
5,046
| – | – | 0.01% | 1019 |
|
2024
Q2 | $9.17M | Hold |
5,046
| – | – | 0.01% | 950 |
|
2024
Q1 | $9.05M | Hold |
5,046
| – | – | 0.01% | 967 |
|
2023
Q4 | $7.59M | Sell |
5,046
-600
| -11% | -$903K | 0.01% | 1038 |
|
2023
Q3 | $8.44M | Buy |
5,646
+100
| +2% | +$150K | 0.01% | 972 |
|
2023
Q2 | $7.7M | Hold |
5,546
| – | – | 0.01% | 1048 |
|
2023
Q1 | $7.64M | Sell |
5,546
-700
| -11% | -$964K | 0.01% | 1026 |
|
2022
Q4 | $8.83M | Buy |
6,246
+200
| +3% | +$283K | 0.01% | 983 |
|
2022
Q3 | $7.88M | Sell |
6,046
-1,100
| -15% | -$1.43M | 0.01% | 1012 |
|
2022
Q2 | $8.91M | Hold |
7,146
| – | – | 0.01% | 983 |
|
2022
Q1 | $8.12M | Buy |
7,146
+300
| +4% | +$341K | ﹤0.01% | 1136 |
|
2021
Q4 | $6.94M | Hold |
6,846
| – | – | ﹤0.01% | 1243 |
|
2021
Q3 | $7.32M | Hold |
6,846
| – | – | ﹤0.01% | 1186 |
|
2021
Q2 | $7.86M | Sell |
6,846
-200
| -3% | -$230K | ﹤0.01% | 1168 |
|
2021
Q1 | $7.86M | Hold |
7,046
| – | – | 0.01% | 1153 |
|
2020
Q4 | $7.05M | Hold |
7,046
| – | – | 0.01% | 1140 |
|
2020
Q3 | $5.49M | Hold |
7,046
| – | – | ﹤0.01% | 1115 |
|
2020
Q2 | $6.26M | Buy |
7,046
+900
| +15% | +$799K | 0.01% | 1022 |
|
2020
Q1 | $5.59M | Hold |
6,146
| – | – | 0.01% | 875 |
|
2019
Q4 | $6.86M | Buy |
6,146
+200
| +3% | +$223K | 0.01% | 960 |
|
2019
Q3 | $6.42M | Hold |
5,946
| – | – | 0.01% | 956 |
|
2019
Q2 | $6.07M | Buy |
5,946
+200
| +3% | +$204K | 0.01% | 995 |
|
2019
Q1 | $5.32M | Buy |
5,746
+100
| +2% | +$92.6K | 0.01% | 1044 |
|
2018
Q4 | $4.84M | Buy |
5,646
+100
| +2% | +$85.8K | 0.01% | 1000 |
|
2018
Q3 | $5.19M | Hold |
5,546
| – | – | 0.01% | 1092 |
|
2018
Q2 | $5.03M | Sell |
5,546
-1,000
| -15% | -$907K | 0.01% | 1091 |
|
2018
Q1 | $5.38M | Buy |
6,546
+100
| +2% | +$82.2K | 0.01% | 999 |
|
2017
Q4 | $5.49M | Buy |
6,446
+100
| +2% | +$85.1K | 0.01% | 983 |
|
2017
Q3 | $5.44M | Sell |
6,346
-1,300
| -17% | -$1.11M | 0.01% | 969 |
|
2017
Q2 | $6.64M | Hold |
7,646
| – | – | 0.01% | 837 |
|
2017
Q1 | $6.73M | Sell |
7,646
-400
| -5% | -$352K | 0.01% | 817 |
|
2016
Q4 | $6.73M | Sell |
8,046
-200
| -2% | -$167K | 0.01% | 793 |
|
2016
Q3 | $6.84M | Sell |
8,246
-1,200
| -13% | -$996K | 0.01% | 754 |
|
2016
Q2 | $7.95M | Sell |
9,446
-200
| -2% | -$168K | 0.01% | 709 |
|
2016
Q1 | $7.48M | Buy |
9,646
+1,915
| +25% | +$1.48M | 0.01% | 706 |
|
2015
Q4 | $5.62M | Buy |
+7,731
| New | +$5.62M | 0.01% | 740 |
|