UBS Group’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 | $9M | Buy |
5,012
+1,494
| +42% | +$2.68M | ﹤0.01% | 2504 |
|
|
2025
Q1 | $6.77M | Sell |
3,518
-788
| -18% | -$1.52M | ﹤0.01% | 2714 |
|
|
2024
Q4 | $8.38M | Buy |
4,306
+1,300
| +43% | +$2.53M | ﹤0.01% | 2513 |
|
|
2024
Q3 | $5.1M | Buy |
3,006
+1,259
| +72% | +$2.14M | ﹤0.01% | 2256 |
|
|
2024
Q2 | $3.18M | Sell |
1,747
-17
| -1% | -$30.9K | ﹤0.01% | 2464 |
|
|
2024
Q1 | $3.17M | Buy |
1,764
+130
| +8% | +$233K | ﹤0.01% | 2586 |
|
|
2023
Q4 | $2.46M | Sell |
1,634
-136
| -8% | -$205K | ﹤0.01% | 2648 |
|
|
2023
Q3 | $2.65M | Buy |
1,770
+598
| +51% | +$894K | ﹤0.01% | 2334 |
|
|
2023
Q2 | $1.63M | Sell |
1,172
-738
| -39% | -$1.03M | ﹤0.01% | 2855 |
|
|
2023
Q1 | $2.63M | Buy |
1,910
+566
| +42% | +$780K | ﹤0.01% | 2356 |
|
|
2022
Q4 | $1.9M | Sell |
1,344
-650
| -33% | -$919K | ﹤0.01% | 2598 |
|
|
2022
Q3 | $2.6M | Buy |
1,994
+655
| +49% | +$854K | ﹤0.01% | 2168 |
|
|
2022
Q2 | $1.67M | Sell |
1,339
-437
| -25% | -$544K | ﹤0.01% | 2516 |
|
|
2022
Q1 | $2.02M | Sell |
1,776
-1,184
| -40% | -$1.35M | ﹤0.01% | 2645 |
|
|
2021
Q4 | $3M | Sell |
2,960
-416
| -12% | -$422K | ﹤0.01% | 2541 |
|
|
2021
Q3 | $3.61M | Sell |
3,376
-293
| -8% | -$313K | ﹤0.01% | 2292 |
|
|
2021
Q2 | $4.21M | Sell |
3,669
-222
| -6% | -$255K | ﹤0.01% | 2162 |
|
|
2021
Q1 | $4.34M | Buy |
3,891
+288
| +8% | +$321K | ﹤0.01% | 2094 |
|
|
2020
Q4 | $3.61M | Sell |
3,603
-1,112
| -24% | -$1.11M | ﹤0.01% | 2133 |
|
|
2020
Q3 | $3.67M | Buy |
4,715
+1,517
| +47% | +$1.18M | ﹤0.01% | 1939 |
|
|
2020
Q2 | $2.84M | Buy |
3,198
+2,238
| +233% | +$1.99M | ﹤0.01% | 2016 |
|
|
2020
Q1 | $874K | Sell |
960
-863
| -47% | -$786K | ﹤0.01% | 2769 |
|
|
2019
Q4 | $2.03M | Sell |
1,823
-636
| -26% | -$709K | ﹤0.01% | 2755 |
|
|
2019
Q3 | $2.66M | Buy |
2,459
+527
| +27% | +$569K | ﹤0.01% | 2386 |
|
|
2019
Q2 | $1.97M | Buy |
1,932
+441
| +30% | +$451K | ﹤0.01% | 2523 |
|
|
2019
Q1 | $1.38M | Sell |
1,491
-63
| -4% | -$58.3K | ﹤0.01% | 2699 |
|
|
2018
Q4 | $1.33M | Buy |
1,554
+126
| +9% | +$108K | ﹤0.01% | 2765 |
|
|
2018
Q3 | $1.34M | Buy |
1,428
+164
| +13% | +$154K | ﹤0.01% | 2914 |
|
|
2018
Q2 | $1.15M | Sell |
1,264
-438
| -26% | -$397K | ﹤0.01% | 2967 |
|
|
2018
Q1 | $1.4M | Buy |
1,702
+282
| +20% | +$232K | ﹤0.01% | 2787 |
|
|
2017
Q4 | $1.21M | Buy |
1,420
+568
| +67% | +$484K | ﹤0.01% | 2882 |
|
|
2017
Q3 | $730K | Sell |
852
-333
| -28% | -$285K | ﹤0.01% | 3211 |
|
|
2017
Q2 | $1.03M | Sell |
1,185
-1,072
| -47% | -$931K | ﹤0.01% | 2891 |
|
|
2017
Q1 | $1.99M | Buy |
2,257
+411
| +22% | +$361K | ﹤0.01% | 2351 |
|
|
2016
Q4 | $1.54M | Buy |
1,846
+333
| +22% | +$278K | ﹤0.01% | 2475 |
|
|
2016
Q3 | $1.26M | Sell |
1,513
-670
| -31% | -$556K | ﹤0.01% | 2596 |
|
|
2016
Q2 | $1.84M | Sell |
2,183
-802
| -27% | -$675K | ﹤0.01% | 2251 |
|
|
2016
Q1 | $2.4M | Buy |
2,985
+896
| +43% | +$719K | ﹤0.01% | 2014 |
|
|
2015
Q4 | $1.52M | Buy |
2,089
+1,325
| +173% | +$963K | ﹤0.01% | 2397 |
|
|
2015
Q3 | $571K | Sell |
764
-994
| -57% | -$743K | ﹤0.01% | 3010 |
|
|
2015
Q2 | $1.15M | Buy |
1,758
+261
| +17% | +$171K | ﹤0.01% | 2699 |
|
|
2015
Q1 | $1.02M | Buy |
1,497
+370
| +33% | +$253K | ﹤0.01% | 2778 |
|
|
2014
Q4 | $710K | Buy |
+1,127
| New | +$710K | ﹤0.01% | 2953 |
|