Vanguard 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 | $447M | Sell |
249,170
-946
| -0.4% | -$1.7M | 0.01% | 1092 |
|
2025
Q1 | $482M | Sell |
250,116
-1,623
| -0.6% | -$3.13M | 0.01% | 1017 |
|
2024
Q4 | $490M | Buy |
251,739
+956
| +0.4% | +$1.86M | 0.01% | 1045 |
|
2024
Q3 | $425M | Sell |
250,783
-252
| -0.1% | -$427K | 0.01% | 1129 |
|
2024
Q2 | $456M | Sell |
251,035
-895
| -0.4% | -$1.63M | 0.01% | 1036 |
|
2024
Q1 | $452M | Sell |
251,930
-1,489
| -0.6% | -$2.67M | 0.01% | 1055 |
|
2023
Q4 | $381M | Buy |
253,419
+26
| +0% | +$39.1K | 0.01% | 1141 |
|
2023
Q3 | $379M | Sell |
253,393
-222
| -0.1% | -$332K | 0.01% | 1059 |
|
2023
Q2 | $352M | Sell |
253,615
-4,362
| -2% | -$6.06M | 0.01% | 1132 |
|
2023
Q1 | $355M | Buy |
257,977
+4,056
| +2% | +$5.59M | 0.01% | 1109 |
|
2022
Q4 | $359M | Buy |
253,921
+4,689
| +2% | +$6.63M | 0.01% | 1064 |
|
2022
Q3 | $325M | Sell |
249,232
-30,322
| -11% | -$39.5M | 0.01% | 1086 |
|
2022
Q2 | $348M | Sell |
279,554
-1,005
| -0.4% | -$1.25M | 0.01% | 1078 |
|
2022
Q1 | $319M | Buy |
280,559
+1,197
| +0.4% | +$1.36M | 0.01% | 1260 |
|
2021
Q4 | $283M | Sell |
279,362
-6,700
| -2% | -$6.79M | 0.01% | 1387 |
|
2021
Q3 | $306M | Sell |
286,062
-3,252
| -1% | -$3.48M | 0.01% | 1315 |
|
2021
Q2 | $332M | Sell |
289,314
-6,038
| -2% | -$6.93M | 0.01% | 1267 |
|
2021
Q1 | $329M | Buy |
295,352
+14,413
| +5% | +$16.1M | 0.01% | 1246 |
|
2020
Q4 | $281M | Buy |
280,939
+3,164
| +1% | +$3.17M | 0.01% | 1247 |
|
2020
Q3 | $216M | Sell |
277,775
-16,089
| -5% | -$12.5M | 0.01% | 1229 |
|
2020
Q2 | $261M | Sell |
293,864
-26,999
| -8% | -$24M | 0.01% | 1101 |
|
2020
Q1 | $292M | Buy |
320,863
+8,027
| +3% | +$7.3M | 0.01% | 906 |
|
2019
Q4 | $349M | Buy |
312,836
+8,986
| +3% | +$10M | 0.01% | 1026 |
|
2019
Q3 | $328M | Buy |
303,850
+4,622
| +2% | +$4.99M | 0.01% | 1022 |
|
2019
Q2 | $306M | Buy |
299,228
+788
| +0.3% | +$805K | 0.01% | 1094 |
|
2019
Q1 | $276M | Buy |
298,440
+13,139
| +5% | +$12.2M | 0.01% | 1138 |
|
2018
Q4 | $245M | Buy |
285,301
+6,035
| +2% | +$5.18M | 0.01% | 1120 |
|
2018
Q3 | $261M | Buy |
279,266
+8,080
| +3% | +$7.56M | 0.01% | 1209 |
|
2018
Q2 | $246M | Sell |
271,186
-33,930
| -11% | -$30.8M | 0.01% | 1213 |
|
2018
Q1 | $251M | Buy |
305,116
+17,290
| +6% | +$14.2M | 0.01% | 1145 |
|
2017
Q4 | $245M | Buy |
287,826
+13,382
| +5% | +$11.4M | 0.01% | 1168 |
|
2017
Q3 | $235M | Sell |
274,444
-43,948
| -14% | -$37.7M | 0.01% | 1145 |
|
2017
Q2 | $277M | Buy |
318,392
+4,178
| +1% | +$3.63M | 0.01% | 1016 |
|
2017
Q1 | $276M | Buy |
314,214
+13,717
| +5% | +$12.1M | 0.01% | 1011 |
|
2016
Q4 | $251M | Buy |
300,497
+2,874
| +1% | +$2.4M | 0.01% | 1026 |
|
2016
Q3 | $247M | Buy |
297,623
+11,083
| +4% | +$9.2M | 0.01% | 983 |
|
2016
Q2 | $241M | Sell |
286,540
-27,247
| -9% | -$22.9M | 0.02% | 943 |
|
2016
Q1 | $252M | Buy |
313,787
+7,534
| +2% | +$6.05M | 0.02% | 890 |
|
2015
Q4 | $223M | Sell |
306,253
-1,669
| -0.5% | -$1.21M | 0.02% | 940 |
|
2015
Q3 | $230M | Buy |
307,922
+17,839
| +6% | +$13.3M | 0.02% | 913 |
|
2015
Q2 | $190M | Buy |
290,083
+10,285
| +4% | +$6.74M | 0.01% | 1081 |
|
2015
Q1 | $192M | Buy |
279,798
+11,807
| +4% | +$8.08M | 0.01% | 1066 |
|
2014
Q4 | $169M | Buy |
267,991
+2,566
| +1% | +$1.62M | 0.01% | 1076 |
|
2014
Q3 | $167M | Buy |
265,425
+16,300
| +7% | +$10.3M | 0.01% | 1045 |
|
2014
Q2 | $152M | Buy |
249,125
+6,425
| +3% | +$3.91M | 0.01% | 1131 |
|
2014
Q1 | $146M | Buy |
242,700
+7,654
| +3% | +$4.59M | 0.01% | 1112 |
|
2013
Q4 | $142M | Buy |
235,046
+20,388
| +9% | +$12.3M | 0.01% | 1093 |
|
2013
Q3 | $122M | Buy |
214,658
+5,573
| +3% | +$3.16M | 0.01% | 1113 |
|
2013
Q2 | $120M | Buy |
+209,085
| New | +$120M | 0.01% | 1047 |
|