Wallace Capital Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142M | Sell |
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|
2025
Q1 | $154M | Sell |
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|
2024
Q4 | $156M | Sell |
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|
2024
Q3 | $140M | Buy |
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|
2024
Q2 | $148M | Sell |
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|
2024
Q1 | $147M | Sell |
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|
2023
Q4 | $127M | Buy |
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|
2023
Q3 | $123M | Buy |
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|
2023
Q2 | $113M | Buy |
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|
2023
Q1 | $101M | Sell |
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|
2022
Q4 | $104M | Sell |
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|
2022
Q3 | $96.2M | Buy |
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|
2022
Q2 | $91.8M | Buy |
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|
2022
Q1 | $75.5M | Buy |
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|
2021
Q4 | $72.3M | Sell |
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|
2021
Q3 | $80.6M | Buy |
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|
2021
Q2 | $85.2M | Buy |
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|
2021
Q1 | $84.8M | Buy |
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|
2020
Q4 | $69.5M | Buy |
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|
2020
Q3 | $54M | Buy |
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|
2020
Q2 | $61.5M | Sell |
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|
2020
Q1 | $66.6M | Buy |
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|
2019
Q4 | $78.2M | Sell |
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|
2019
Q3 | $83.4M | Sell |
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|
2019
Q2 | $81.9M | Sell |
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|
2019
Q1 | $75.3M | Sell |
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|
2018
Q4 | $71.2M | Buy |
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|
2018
Q3 | $77.2M | Sell |
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|
2018
Q2 | $76.1M | Buy |
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|
2018
Q1 | $68.9M | Buy |
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|
2017
Q4 | $66.1M | Buy |
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|
2017
Q3 | $64.7M | Buy |
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|
2017
Q2 | $63.7M | Buy |
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|
2017
Q1 | $63.8M | Buy |
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|
2016
Q4 | $60M | Buy |
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|
2016
Q3 | $59.4M | Sell |
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|
2016
Q2 | $77.2M | Buy |
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|
2016
Q1 | $72.7M | Sell |
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|
2015
Q4 | $65.9M | Buy |
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|
2015
Q3 | $67.7M | Buy |
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|
2015
Q2 | $57.6M | Buy |
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|
2015
Q1 | $57.3M | Buy |
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|
2014
Q4 | $51.6M | Buy |
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|
2014
Q3 | $50.2M | Buy |
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|
2014
Q2 | $46M | Buy |
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|
2014
Q1 | $40.2M | Buy |
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|
2013
Q4 | $33.8M | Buy |
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|
2013
Q3 | $26.4M | Buy |
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|
2013
Q2 | $25.6M | Buy |
|