VOYA Investment Management’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 | $501K | Sell |
279
-245
| -47% | -$440K | ﹤0.01% | 1899 |
|
2025
Q1 | $1.01M | Buy |
524
+29
| +6% | +$55.8K | ﹤0.01% | 1559 |
|
2024
Q4 | $963K | Buy |
495
+171
| +53% | +$333K | ﹤0.01% | 1612 |
|
2024
Q3 | $550K | Sell |
324
-28
| -8% | -$47.5K | ﹤0.01% | 1949 |
|
2024
Q2 | $640K | Buy |
352
+55
| +19% | +$100K | ﹤0.01% | 1869 |
|
2024
Q1 | $533K | Sell |
297
-14
| -5% | -$25.1K | ﹤0.01% | 1979 |
|
2023
Q4 | $468K | Sell |
311
-2
| -0.6% | -$3.01K | ﹤0.01% | 2115 |
|
2023
Q3 | $468K | Sell |
313
-2
| -0.6% | -$2.99K | ﹤0.01% | 2071 |
|
2023
Q2 | $438K | Sell |
315
-4
| -1% | -$5.56K | ﹤0.01% | 2161 |
|
2023
Q1 | $439K | Sell |
319
-4
| -1% | -$5.51K | ﹤0.01% | 2120 |
|
2022
Q4 | $457K | Sell |
323
-40
| -11% | -$56.6K | ﹤0.01% | 2083 |
|
2022
Q3 | $473K | Sell |
363
-19
| -5% | -$24.8K | ﹤0.01% | 2060 |
|
2022
Q2 | $476K | Sell |
382
-90
| -19% | -$112K | ﹤0.01% | 1866 |
|
2022
Q1 | $536K | Hold |
472
| – | – | ﹤0.01% | 1869 |
|
2021
Q4 | $479K | Sell |
472
-144
| -23% | -$146K | ﹤0.01% | 2050 |
|
2021
Q3 | $659K | Sell |
616
-2
| -0.3% | -$2.14K | ﹤0.01% | 1875 |
|
2021
Q2 | $709K | Buy |
618
+147
| +31% | +$169K | ﹤0.01% | 1876 |
|
2021
Q1 | $526K | Sell |
471
-15
| -3% | -$16.8K | ﹤0.01% | 2001 |
|
2020
Q4 | $486K | Sell |
486
-145
| -23% | -$145K | ﹤0.01% | 1936 |
|
2020
Q3 | $491K | Buy |
631
+13
| +2% | +$10.1K | ﹤0.01% | 1686 |
|
2020
Q2 | $549K | Buy |
618
+66
| +12% | +$58.6K | ﹤0.01% | 1611 |
|
2020
Q1 | $502K | Buy |
552
+9
| +2% | +$8.19K | ﹤0.01% | 1632 |
|
2019
Q4 | $606K | Sell |
543
-5
| -0.9% | -$5.58K | ﹤0.01% | 1784 |
|
2019
Q3 | $592K | Hold |
548
| – | – | ﹤0.01% | 1645 |
|
2019
Q2 | $560K | Sell |
548
-57
| -9% | -$58.2K | ﹤0.01% | 1696 |
|
2019
Q1 | $560K | Sell |
605
-39
| -6% | -$36.1K | ﹤0.01% | 1706 |
|
2018
Q4 | $552K | Buy |
644
+13
| +2% | +$11.1K | ﹤0.01% | 1655 |
|
2018
Q3 | $591K | Sell |
631
-15
| -2% | -$14K | ﹤0.01% | 1746 |
|
2018
Q2 | $586K | Sell |
646
-298
| -32% | -$270K | ﹤0.01% | 1713 |
|
2018
Q1 | $776K | Sell |
944
-19
| -2% | -$15.6K | ﹤0.01% | 1532 |
|
2017
Q4 | $820K | Sell |
963
-256
| -21% | -$218K | ﹤0.01% | 1539 |
|
2017
Q3 | $1.05M | Hold |
1,219
| – | – | ﹤0.01% | 1396 |
|
2017
Q2 | $1.06M | Sell |
1,219
-57
| -4% | -$49.5K | ﹤0.01% | 1344 |
|
2017
Q1 | $1.12M | Sell |
1,276
-50
| -4% | -$44K | ﹤0.01% | 1264 |
|
2016
Q4 | $1.11M | Sell |
1,326
-280
| -17% | -$234K | ﹤0.01% | 1277 |
|
2016
Q3 | $1.33K | Buy |
1,606
+62
| +4% | +$51 | ﹤0.01% | 1185 |
|
2016
Q2 | $1.3M | Sell |
1,544
-239
| -13% | -$201K | ﹤0.01% | 1152 |
|
2016
Q1 | $1.43M | Sell |
1,783
-37
| -2% | -$29.7K | ﹤0.01% | 1115 |
|
2015
Q4 | $1.32M | Sell |
1,820
-206
| -10% | -$150K | ﹤0.01% | 1141 |
|
2015
Q3 | $1.51M | Sell |
2,026
-56
| -3% | -$41.8K | ﹤0.01% | 1111 |
|
2015
Q2 | $1.36M | Sell |
2,082
-196
| -9% | -$128K | ﹤0.01% | 1250 |
|
2015
Q1 | $1.56M | Sell |
2,278
-6
| -0.3% | -$4.11K | ﹤0.01% | 1203 |
|
2014
Q4 | $1.44M | Sell |
2,284
-206
| -8% | -$130K | ﹤0.01% | 1228 |
|
2014
Q3 | $1.57M | Sell |
2,490
-6
| -0.2% | -$3.78K | ﹤0.01% | 1188 |
|
2014
Q2 | $1.52M | Sell |
2,496
-43
| -2% | -$26.2K | ﹤0.01% | 1246 |
|
2014
Q1 | $1.52M | Sell |
2,539
-219
| -8% | -$131K | ﹤0.01% | 1226 |
|
2013
Q4 | $1.66M | Hold |
2,758
| – | – | ﹤0.01% | 1178 |
|
2013
Q3 | $1.57M | Buy |
2,758
+98
| +4% | +$55.6K | ﹤0.01% | 1198 |
|
2013
Q2 | $1.53M | Buy |
+2,660
| New | +$1.53M | ﹤0.01% | 1177 |
|