Wellington Management 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 | $44.3M | Sell |
24,651
-787
| -3% | -$1.41M | 0.01% | 718 |
|
|
2025
Q1 | $49M | Sell |
25,438
-24,488
| -49% | -$47.2M | 0.01% | 686 |
|
|
2024
Q4 | $97.1M | Sell |
49,926
-10,749
| -18% | -$20.9M | 0.02% | 535 |
|
|
2024
Q3 | $103M | Sell |
60,675
-9,114
| -13% | -$15.5M | 0.02% | 525 |
|
|
2024
Q2 | $127M | Buy |
69,789
+8,783
| +14% | +$16M | 0.02% | 482 |
|
|
2024
Q1 | $109M | Sell |
61,006
-6,375
| -9% | -$11.4M | 0.02% | 539 |
|
|
2023
Q4 | $101M | Sell |
67,381
-3,440
| -5% | -$5.18M | 0.02% | 557 |
|
|
2023
Q3 | $106M | Sell |
70,821
-8,814
| -11% | -$13.2M | 0.02% | 509 |
|
|
2023
Q2 | $111M | Buy |
79,635
+8,911
| +13% | +$12.4M | 0.02% | 525 |
|
|
2023
Q1 | $97.4M | Sell |
70,724
-12,650
| -15% | -$17.4M | 0.02% | 542 |
|
|
2022
Q4 | $118M | Sell |
83,374
-6,636
| -7% | -$9.39M | 0.02% | 492 |
|
|
2022
Q3 | $117M | Sell |
90,010
-96,088
| -52% | -$125M | 0.03% | 475 |
|
|
2022
Q2 | $232M | Sell |
186,098
-26,924
| -13% | -$33.6M | 0.05% | 338 |
|
|
2022
Q1 | $242M | Sell |
213,022
-8,537
| -4% | -$9.7M | 0.04% | 371 |
|
|
2021
Q4 | $225M | Sell |
221,559
-2,301
| -1% | -$2.33M | 0.04% | 408 |
|
|
2021
Q3 | $239M | Sell |
223,860
-12,808
| -5% | -$13.7M | 0.04% | 394 |
|
|
2021
Q2 | $272M | Buy |
236,668
+703
| +0.3% | +$807K | 0.05% | 374 |
|
|
2021
Q1 | $263M | Sell |
235,965
-14,755
| -6% | -$16.5M | 0.05% | 366 |
|
|
2020
Q4 | $251M | Buy |
250,720
+9,867
| +4% | +$9.87M | 0.05% | 361 |
|
|
2020
Q3 | $188M | Sell |
240,853
-12,157
| -5% | -$9.47M | 0.04% | 382 |
|
|
2020
Q2 | $225M | Buy |
253,010
+9,104
| +4% | +$8.08M | 0.05% | 328 |
|
|
2020
Q1 | $222M | Sell |
243,906
-3,976
| -2% | -$3.62M | 0.06% | 274 |
|
|
2019
Q4 | $277M | Sell |
247,882
-2,102
| -0.8% | -$2.34M | 0.06% | 315 |
|
|
2019
Q3 | $270M | Sell |
249,984
-12,292
| -5% | -$13.3M | 0.06% | 304 |
|
|
2019
Q2 | $268M | Buy |
262,276
+12,670
| +5% | +$12.9M | 0.06% | 294 |
|
|
2019
Q1 | $231M | Buy |
249,606
+25,351
| +11% | +$23.5M | 0.05% | 327 |
|
|
2018
Q4 | $192M | Sell |
224,255
-965
| -0.4% | -$828K | 0.05% | 346 |
|
|
2018
Q3 | $211M | Buy |
225,220
+5,031
| +2% | +$4.71M | 0.04% | 377 |
|
|
2018
Q2 | $200M | Buy |
220,189
+33,653
| +18% | +$30.5M | 0.04% | 375 |
|
|
2018
Q1 | $153M | Buy |
186,536
+9,188
| +5% | +$7.56M | 0.03% | 440 |
|
|
2017
Q4 | $151M | Buy |
177,348
+18,828
| +12% | +$16M | 0.03% | 429 |
|
|
2017
Q3 | $136M | Buy |
158,520
+10,311
| +7% | +$8.84M | 0.03% | 455 |
|
|
2017
Q2 | $129M | Buy |
148,209
+9,384
| +7% | +$8.15M | 0.03% | 435 |
|
|
2017
Q1 | $122M | Buy |
138,825
+657
| +0.5% | +$578K | 0.03% | 438 |
|
|
2016
Q4 | $116M | Sell |
138,168
-11,308
| -8% | -$9.45M | 0.03% | 451 |
|
|
2016
Q3 | $124M | Buy |
149,476
+8,385
| +6% | +$6.96M | 0.03% | 422 |
|
|
2016
Q2 | $119M | Sell |
141,091
-551
| -0.4% | -$464K | 0.03% | 430 |
|
|
2016
Q1 | $114M | Buy |
141,642
+22
| +0% | +$17.7K | 0.03% | 434 |
|
|
2015
Q4 | $103M | Sell |
141,620
-15,347
| -10% | -$11.2M | 0.03% | 459 |
|
|
2015
Q3 | $117M | Sell |
156,967
-1,435
| -0.9% | -$1.07M | 0.03% | 408 |
|
|
2015
Q2 | $104M | Sell |
158,402
-7,329
| -4% | -$4.8M | 0.03% | 478 |
|
|
2015
Q1 | $113M | Buy |
165,731
+1,546
| +0.9% | +$1.06M | 0.03% | 470 |
|
|
2014
Q4 | $103M | Sell |
164,185
-530
| -0.3% | -$334K | 0.03% | 492 |
|
|
2014
Q3 | $104M | Sell |
164,715
-1,685
| -1% | -$1.06M | 0.03% | 488 |
|
|
2014
Q2 | $101M | Buy |
166,400
+71,573
| +75% | +$43.5M | 0.03% | 519 |
|
|
2014
Q1 | $56.9M | Buy |
94,827
+76,525
| +418% | +$45.9M | 0.02% | 700 |
|
|
2013
Q4 | $11M | Sell |
18,302
-340
| -2% | -$205K | ﹤0.01% | 1208 |
|
|
2013
Q3 | $10.6M | Buy |
18,642
+5,497
| +42% | +$3.12M | ﹤0.01% | 1201 |
|
|
2013
Q2 | $7.56M | Buy |
+13,145
| New | +$7.56M | ﹤0.01% | 1285 |
|