Valley National Advisers’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 | $71K | Hold |
40
| – | – | 0.01% | 347 |
|
|
2025
Q1 | $77K | Hold |
40
| – | – | 0.01% | 328 |
|
|
2024
Q4 | $77K | Hold |
40
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $67K | Hold |
40
| – | – | 0.01% | 325 |
|
|
2024
Q2 | $72K | Hold |
40
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $71K | Hold |
40
| – | – | 0.01% | 361 |
|
|
2023
Q4 | $60K | Hold |
40
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $60K | Hold |
40
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $56K | Hold |
40
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $60K | Hold |
40
| – | – | 0.01% | 367 |
|
|
2022
Q4 | $57K | Hold |
40
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $55K | Hold |
40
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $50K | Hold |
40
| – | – | 0.01% | 357 |
|
|
2022
Q1 | $45K | Hold |
40
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $41K | Hold |
40
| – | – | 0.01% | 397 |
|
|
2021
Q3 | $43K | Hold |
40
| – | – | 0.01% | 359 |
|
|
2021
Q2 | $46K | Hold |
40
| – | – | 0.01% | 355 |
|
|
2021
Q1 | $45K | Hold |
40
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $40K | Hold |
40
| – | – | 0.01% | 340 |
|
|
2020
Q3 | $31K | Hold |
40
| – | – | 0.01% | 339 |
|
|
2020
Q2 | $36K | Hold |
40
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $36K | Hold |
40
| – | – | 0.01% | 315 |
|
|
2019
Q4 | $45K | Hold |
40
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $43K | Hold |
40
| – | – | 0.01% | 324 |
|
|
2019
Q2 | $41K | Hold |
40
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $37K | Hold |
40
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $34K | Hold |
40
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $37K | Hold |
40
| – | – | 0.01% | 292 |
|
|
2018
Q2 | $36K | Hold |
40
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $33K | Hold |
40
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $34K | Hold |
40
| – | – | 0.01% | 280 |
|
|
2017
Q3 | $34K | Hold |
40
| – | – | 0.01% | 283 |
|
|
2017
Q2 | $35K | Hold |
40
| – | – | 0.01% | 279 |
|
|
2017
Q1 | $35K | Hold |
40
| – | – | 0.01% | 274 |
|
|
2016
Q4 | $33K | Hold |
40
| – | – | 0.02% | 291 |
|
|
2016
Q3 | $33K | Hold |
40
| – | – | 0.02% | 265 |
|
|
2016
Q2 | $34K | Hold |
40
| – | – | 0.02% | 262 |
|
|
2016
Q1 | $32K | Hold |
40
| – | – | 0.02% | 264 |
|
|
2015
Q4 | $29K | Hold |
40
| – | – | 0.02% | 261 |
|
|
2015
Q3 | $30K | Hold |
40
| – | – | 0.02% | 265 |
|
|
2015
Q2 | $26K | Hold |
40
| – | – | 0.01% | 281 |
|
|
2015
Q1 | $27K | Hold |
40
| – | – | 0.02% | 271 |
|
|
2014
Q4 | $24K | Buy |
+40
| New | +$24K | 0.02% | 228 |
|