Treasurer of the State of North Carolina’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 | $1.88M | Sell |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.84M | Hold |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $865K | Buy |
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|
2020
Q2 | $981K | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $831K | Buy |
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|
2019
Q3 | $797K | Sell |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $1.28M | Buy |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $878K | Buy |
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|
2018
Q1 | $567K | Buy |
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