Utah Retirement Systems’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 | $241K | Hold |
134
| – | – | ﹤0.01% | 937 |
|
2025
Q1 | $258K | Hold |
134
| – | – | ﹤0.01% | 889 |
|
2024
Q4 | $261K | Hold |
134
| – | – | ﹤0.01% | 910 |
|
2024
Q3 | $227K | Hold |
134
| – | – | ﹤0.01% | 952 |
|
2024
Q2 | $244K | Hold |
134
| – | – | ﹤0.01% | 922 |
|
2024
Q1 | $240K | Hold |
134
| – | – | ﹤0.01% | 918 |
|
2023
Q4 | $202K | Hold |
134
| – | – | ﹤0.01% | 960 |
|
2023
Q3 | $200K | Buy |
+134
| New | +$200K | ﹤0.01% | 943 |
|
2022
Q4 | – | Sell |
-156
| Closed | -$203K | – | 966 |
|
2022
Q3 | $203K | Buy |
+156
| New | +$203K | ﹤0.01% | 922 |
|
2020
Q3 | – | Sell |
-580
| Closed | -$515K | – | 981 |
|
2020
Q2 | $515K | Buy |
580
+26
| +5% | +$23.1K | 0.01% | 825 |
|
2020
Q1 | $504K | Hold |
554
| – | – | 0.01% | 771 |
|
2019
Q4 | $618K | Hold |
554
| – | – | 0.01% | 857 |
|
2019
Q3 | $598K | Hold |
554
| – | – | 0.01% | 854 |
|
2019
Q2 | $566K | Buy |
554
+5
| +0.9% | +$5.11K | 0.01% | 891 |
|
2019
Q1 | $509K | Sell |
549
-36
| -6% | -$33.4K | 0.01% | 907 |
|
2018
Q4 | $502K | Hold |
585
| – | – | 0.01% | 873 |
|
2018
Q3 | $548K | Hold |
585
| – | – | 0.01% | 916 |
|
2018
Q2 | $531K | Hold |
585
| – | – | 0.01% | 918 |
|
2018
Q1 | $481K | Hold |
585
| – | – | 0.01% | 897 |
|
2017
Q4 | $498K | Sell |
585
-200
| -25% | -$170K | 0.01% | 907 |
|
2017
Q3 | $672K | Hold |
785
| – | – | 0.02% | 836 |
|
2017
Q2 | $682K | Hold |
785
| – | – | 0.02% | 828 |
|
2017
Q1 | $691K | Hold |
785
| – | – | 0.02% | 785 |
|
2016
Q4 | $656K | Sell |
785
-100
| -11% | -$83.6K | 0.02% | 796 |
|
2016
Q3 | $735K | Hold |
885
| – | – | 0.02% | 750 |
|
2016
Q2 | $745K | Sell |
885
-200
| -18% | -$168K | 0.02% | 728 |
|
2016
Q1 | $871K | Sell |
1,085
-100
| -8% | -$80.3K | 0.02% | 661 |
|
2015
Q4 | $861K | Buy |
1,185
+100
| +9% | +$72.7K | 0.02% | 673 |
|
2015
Q3 | $810K | Sell |
1,085
-100
| -8% | -$74.7K | 0.02% | 686 |
|
2015
Q2 | $776K | Hold |
1,185
| – | – | 0.02% | 760 |
|
2015
Q1 | $811K | Buy |
1,185
+100
| +9% | +$68.4K | 0.02% | 727 |
|
2014
Q4 | $684K | Hold |
1,085
| – | – | 0.02% | 767 |
|
2014
Q3 | $684K | Sell |
1,085
-100
| -8% | -$63K | 0.02% | 756 |
|
2014
Q2 | $721K | Buy |
1,185
+100
| +9% | +$60.8K | 0.02% | 770 |
|
2014
Q1 | $651K | Hold |
1,085
| – | – | 0.02% | 789 |
|
2013
Q4 | $655K | Hold |
1,085
| – | – | 0.02% | 781 |
|
2013
Q3 | $616K | Sell |
1,085
-100
| -8% | -$56.8K | 0.02% | 776 |
|
2013
Q2 | $681K | Buy |
+1,185
| New | +$681K | 0.02% | 699 |
|