Tower Research Capital (TRC)’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 | $341K | Buy |
190
+130
| +217% | +$233K | 0.01% | 1313 |
|
|
2025
Q1 | $116K | Hold |
60
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q4 | $117K | Buy |
60
+24
| +67% | +$46.7K | ﹤0.01% | 2071 |
|
|
2024
Q3 | $61.1K | Buy |
36
+20
| +125% | +$33.9K | ﹤0.01% | 2609 |
|
|
2024
Q2 | $29.1K | Sell |
16
-134
| -89% | -$244K | ﹤0.01% | 3505 |
|
|
2024
Q1 | $269K | Sell |
150
-6
| -4% | -$10.8K | 0.01% | 1225 |
|
|
2023
Q4 | $235K | Buy |
156
+52
| +50% | +$78.3K | ﹤0.01% | 1963 |
|
|
2023
Q3 | $156K | Buy |
104
+7
| +7% | +$10.5K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $135K | Sell |
97
-42
| -30% | -$58.3K | ﹤0.01% | 1826 |
|
|
2023
Q1 | $192K | Buy |
139
+114
| +456% | +$157K | 0.01% | 1391 |
|
|
2022
Q4 | $35K | Sell |
25
-53
| -68% | -$74.2K | ﹤0.01% | 2620 |
|
|
2022
Q3 | $102K | Buy |
78
+33
| +73% | +$43.2K | ﹤0.01% | 2553 |
|
|
2022
Q2 | $56K | Sell |
45
-70
| -61% | -$87.1K | ﹤0.01% | 2786 |
|
|
2022
Q1 | $131K | Sell |
115
-47
| -29% | -$53.5K | ﹤0.01% | 2017 |
|
|
2021
Q4 | $164K | Buy |
162
+12
| +8% | +$12.1K | ﹤0.01% | 1908 |
|
|
2021
Q3 | $160K | Buy |
150
+111
| +285% | +$118K | ﹤0.01% | 2013 |
|
|
2021
Q2 | $45K | Sell |
39
-367
| -90% | -$423K | ﹤0.01% | 3113 |
|
|
2021
Q1 | $452K | Buy |
406
+206
| +103% | +$229K | 0.01% | 1318 |
|
|
2020
Q4 | $200K | Sell |
200
-928
| -82% | -$928K | 0.01% | 1710 |
|
|
2020
Q3 | $878K | Sell |
1,128
-748
| -40% | -$582K | 0.01% | 1110 |
|
|
2020
Q2 | $1.67M | Buy |
1,876
+1,673
| +824% | +$1.49M | 0.07% | 286 |
|
|
2020
Q1 | $185K | Buy |
203
+185
| +1,028% | +$169K | 0.01% | 782 |
|
|
2019
Q4 | $20K | Sell |
18
-70
| -80% | -$77.8K | ﹤0.01% | 1932 |
|
|
2019
Q3 | $95K | Sell |
88
-862
| -91% | -$931K | 0.01% | 1382 |
|
|
2019
Q2 | $970K | Buy |
950
+534
| +128% | +$545K | 0.07% | 268 |
|
|
2019
Q1 | $385K | Buy |
+416
| New | +$385K | 0.02% | 766 |
|
|
2018
Q4 | – | Sell |
-326
| Closed | -$305K | – | 4435 |
|
|
2018
Q3 | $305K | Buy |
326
+322
| +8,050% | +$301K | 0.02% | 748 |
|
|
2018
Q2 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 3165 |
|
|
2017
Q3 | – | Sell |
-79
| Closed | -$69K | – | 4284 |
|
|
2017
Q2 | $69K | Sell |
79
-95
| -55% | -$83K | 0.01% | 626 |
|
|
2017
Q1 | $153K | Buy |
+174
| New | +$153K | 0.02% | 350 |
|
|
2016
Q3 | – | Sell |
-376
| Closed | -$317K | – | 4542 |
|
|
2016
Q2 | $317K | Buy |
+376
| New | +$317K | 0.03% | 421 |
|
|
2016
Q1 | – | Sell |
-446
| Closed | -$324K | – | 5041 |
|
|
2015
Q4 | $324K | Buy |
+446
| New | +$324K | 0.05% | 142 |
|
|
2015
Q3 | – | Sell |
-150
| Closed | -$98K | – | 4920 |
|
|
2015
Q2 | $98K | Buy |
+150
| New | +$98K | 0.01% | 856 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$63K | – | 5016 |
|
|
2014
Q4 | $63K | Buy |
100
+82
| +456% | +$51.7K | 0.01% | 918 |
|
|
2014
Q3 | $11K | Sell |
18
-150
| -89% | -$91.7K | ﹤0.01% | 2770 |
|
|
2014
Q2 | $102K | Buy |
+168
| New | +$102K | 0.01% | 894 |
|
|
2014
Q1 | – | Sell |
-796
| Closed | -$480K | – | 5038 |
|
|
2013
Q4 | $480K | Buy |
796
+749
| +1,594% | +$452K | 0.08% | 194 |
|
|
2013
Q3 | $27K | Sell |
47
-49
| -51% | -$28.1K | ﹤0.01% | 2458 |
|
|
2013
Q2 | $55K | Buy |
+96
| New | +$55K | ﹤0.01% | 862 |
|