UBS AM’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 | $22M | Buy |
12,276
+989
| +9% | +$1.78M | ﹤0.01% | 1013 |
|
|
2025
Q1 | $21.7M | Buy |
11,287
+1,183
| +12% | +$2.28M | 0.01% | 927 |
|
|
2024
Q4 | $19.7M | Buy |
10,104
+2,464
| +32% | +$4.79M | ﹤0.01% | 961 |
|
|
2024
Q3 | $13M | Sell |
7,640
-79
| -1% | -$134K | ﹤0.01% | 1119 |
|
|
2024
Q2 | $14M | Buy |
7,719
+3,900
| +102% | +$7.09M | ﹤0.01% | 1000 |
|
|
2024
Q1 | $6.85M | Buy |
3,819
+38
| +1% | +$68.2K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $5.69M | Sell |
3,781
-2
| -0.1% | -$3.01K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $5.66M | Sell |
3,783
-916
| -19% | -$1.37M | ﹤0.01% | 1161 |
|
|
2023
Q2 | $6.47M | Hold |
4,699
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $6.47M | Sell |
4,699
-95
| -2% | -$131K | ﹤0.01% | 1124 |
|
|
2022
Q4 | $6.78M | Buy |
4,794
+210
| +5% | +$297K | ﹤0.01% | 1075 |
|
|
2022
Q3 | $5.97M | Sell |
4,584
-868
| -16% | -$1.13M | ﹤0.01% | 1142 |
|
|
2022
Q2 | $6.79M | Sell |
5,452
-1,725
| -24% | -$2.15M | ﹤0.01% | 1101 |
|
|
2022
Q1 | $8.15M | Sell |
7,177
-69
| -1% | -$78.4K | ﹤0.01% | 1151 |
|
|
2021
Q4 | $7.35M | Sell |
7,246
-326
| -4% | -$331K | ﹤0.01% | 1244 |
|
|
2021
Q3 | $8.1M | Buy |
7,572
+538
| +8% | +$575K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $8.08M | Buy |
7,034
+1,348
| +24% | +$1.55M | ﹤0.01% | 1194 |
|
|
2021
Q1 | $6.34M | Sell |
5,686
-511
| -8% | -$570K | ﹤0.01% | 1240 |
|
|
2020
Q4 | $6.2M | Buy |
6,197
+264
| +4% | +$264K | ﹤0.01% | 1209 |
|
|
2020
Q3 | $4.62M | Buy |
5,933
+20
| +0.3% | +$15.6K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $5.25M | Buy |
5,913
+1,652
| +39% | +$1.47M | ﹤0.01% | 1097 |
|
|
2020
Q1 | $3.88M | Sell |
4,261
-74
| -2% | -$67.3K | ﹤0.01% | 1142 |
|
|
2019
Q4 | $4.84M | Buy |
4,335
+60
| +1% | +$66.9K | ﹤0.01% | 1204 |
|
|
2019
Q3 | $4.62M | Sell |
4,275
-167
| -4% | -$180K | ﹤0.01% | 1234 |
|
|
2019
Q2 | $4.54M | Sell |
4,442
-945
| -18% | -$965K | ﹤0.01% | 1236 |
|
|
2019
Q1 | $4.99M | Buy |
5,387
+65
| +1% | +$60.2K | ﹤0.01% | 1148 |
|
|
2018
Q4 | $4.56M | Buy |
5,322
+294
| +6% | +$252K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $4.71M | Buy |
5,028
+65
| +1% | +$60.8K | ﹤0.01% | 1156 |
|
|
2018
Q2 | $4.5M | Sell |
4,963
-1,888
| -28% | -$1.71M | ﹤0.01% | 1192 |
|
|
2018
Q1 | $5.64M | Sell |
6,851
-2,133
| -24% | -$1.75M | ﹤0.01% | 1101 |
|
|
2017
Q4 | $7.65M | Sell |
8,984
-2,485
| -22% | -$2.12M | 0.01% | 984 |
|
|
2017
Q3 | $9.83M | Buy |
11,469
+7,926
| +224% | +$6.79M | 0.01% | 906 |
|
|
2017
Q2 | $3.08M | Sell |
3,543
-338
| -9% | -$294K | ﹤0.01% | 1204 |
|
|
2017
Q1 | $3.41M | Buy |
3,881
+1,506
| +63% | +$1.33M | ﹤0.01% | 1132 |
|
|
2016
Q4 | $1.99M | Sell |
2,375
-10,689
| -82% | -$8.94M | ﹤0.01% | 1286 |
|
|
2016
Q3 | $10.8M | Sell |
13,064
-16,087
| -55% | -$13.4M | 0.01% | 861 |
|
|
2016
Q2 | $24.5M | Buy |
29,151
+20,170
| +225% | +$17M | 0.03% | 591 |
|
|
2016
Q1 | $7.21M | Buy |
8,981
+5,332
| +146% | +$4.28M | 0.01% | 928 |
|
|
2015
Q4 | $2.65M | Buy |
3,649
+2,865
| +365% | +$2.08M | ﹤0.01% | 1313 |
|
|
2015
Q3 | $586K | Buy |
784
+274
| +54% | +$205K | ﹤0.01% | 1942 |
|
|
2015
Q2 | $334K | Hold |
510
| – | – | ﹤0.01% | 2299 |
|
|
2015
Q1 | $349K | Sell |
510
-297
| -37% | -$203K | ﹤0.01% | 2177 |
|
|
2014
Q4 | $508K | Hold |
807
| – | – | ﹤0.01% | 1936 |
|
|
2014
Q3 | $508K | Hold |
807
| – | – | ﹤0.01% | 1875 |
|
|
2014
Q2 | $491K | Hold |
807
| – | – | ﹤0.01% | 1919 |
|
|
2014
Q1 | $484K | Sell |
807
-1,423
| -64% | -$853K | ﹤0.01% | 1912 |
|
|
2013
Q4 | $1.35M | Hold |
2,230
| – | – | ﹤0.01% | 1413 |
|
|
2013
Q3 | $1.27M | Sell |
2,230
-200
| -8% | -$114K | ﹤0.01% | 1407 |
|
|
2013
Q2 | $1.4M | Buy |
+2,430
| New | +$1.4M | ﹤0.01% | 1335 |
|