Truist 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 | $2.23M | Sell |
1,240
-129
| -9% | -$232K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $2.64M | Buy |
1,369
+17
| +1% | +$32.7K | ﹤0.01% | 1094 |
|
|
2024
Q4 | $2.63M | Sell |
1,352
-5
| -0.4% | -$9.73K | ﹤0.01% | 1105 |
|
|
2024
Q3 | $2.3M | Sell |
1,357
-446
| -25% | -$757K | ﹤0.01% | 1166 |
|
|
2024
Q2 | $3.28M | Sell |
1,803
-14
| -0.8% | -$25.4K | 0.01% | 1036 |
|
|
2024
Q1 | $3.26M | Buy |
1,817
+72
| +4% | +$129K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $2.63M | Buy |
1,745
+142
| +9% | +$214K | ﹤0.01% | 1124 |
|
|
2023
Q3 | $2.4M | Buy |
1,603
+384
| +32% | +$574K | ﹤0.01% | 1145 |
|
|
2023
Q2 | $1.69M | Sell |
1,219
-34
| -3% | -$47.2K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $1.73M | Sell |
1,253
-115
| -8% | -$158K | ﹤0.01% | 1287 |
|
|
2022
Q4 | $1.93M | Sell |
1,368
-95
| -6% | -$134K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $1.91M | Sell |
1,463
-156
| -10% | -$203K | ﹤0.01% | 1193 |
|
|
2022
Q2 | $2.02M | Buy |
1,619
+144
| +10% | +$179K | ﹤0.01% | 1209 |
|
|
2022
Q1 | $1.68M | Sell |
1,475
-673
| -31% | -$765K | ﹤0.01% | 1366 |
|
|
2021
Q4 | $2.18M | Sell |
2,148
-726
| -25% | -$736K | ﹤0.01% | 1254 |
|
|
2021
Q3 | $3.07M | Buy |
2,874
+186
| +7% | +$199K | 0.01% | 1069 |
|
|
2021
Q2 | $3.09M | Sell |
2,688
-100
| -4% | -$115K | 0.01% | 1074 |
|
|
2021
Q1 | $3.11M | Buy |
2,788
+260
| +10% | +$290K | 0.01% | 1026 |
|
|
2020
Q4 | $2.53M | Buy |
2,528
+600
| +31% | +$600K | ﹤0.01% | 1067 |
|
|
2020
Q3 | $1.5M | Buy |
1,928
+632
| +49% | +$492K | ﹤0.01% | 1179 |
|
|
2020
Q2 | $1.15M | Buy |
1,296
+607
| +88% | +$540K | ﹤0.01% | 1243 |
|
|
2020
Q1 | $627K | Buy |
689
+138
| +25% | +$126K | ﹤0.01% | 1442 |
|
|
2019
Q4 | $614K | Buy |
+551
| New | +$614K | ﹤0.01% | 1701 |
|
|
2016
Q2 | – | Sell |
-284
| Closed | -$228K | – | 891 |
|
|
2016
Q1 | $228K | Sell |
284
-86
| -23% | -$69K | 0.01% | 710 |
|
|
2015
Q4 | $269K | Sell |
370
-17
| -4% | -$12.4K | 0.01% | 658 |
|
|
2015
Q3 | $289K | Sell |
387
-89
| -19% | -$66.5K | 0.01% | 671 |
|
|
2015
Q2 | $312K | Buy |
476
+21
| +5% | +$13.8K | 0.01% | 646 |
|
|
2015
Q1 | $311K | Sell |
455
-20
| -4% | -$13.7K | 0.01% | 650 |
|
|
2014
Q4 | $299K | Sell |
475
-86
| -15% | -$54.1K | 0.01% | 631 |
|
|
2014
Q3 | $353K | Sell |
561
-72
| -11% | -$45.3K | 0.01% | 582 |
|
|
2014
Q2 | $385K | Sell |
633
-47
| -7% | -$28.6K | 0.01% | 574 |
|
|
2014
Q1 | $408K | Sell |
680
-58
| -8% | -$34.8K | 0.01% | 557 |
|
|
2013
Q4 | $445K | Sell |
738
-104
| -12% | -$62.7K | 0.01% | 539 |
|
|
2013
Q3 | $478K | Sell |
842
-78
| -8% | -$44.3K | 0.02% | 493 |
|
|
2013
Q2 | $529K | Buy |
+920
| New | +$529K | 0.02% | 462 |
|