Wellington Management Group’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
Q3 | $32.1M | Sell |
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|
2025
Q2 | $44.3M | Sell |
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|
2025
Q1 | $49M | Sell |
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|
2024
Q4 | $97.1M | Sell |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $127M | Buy |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $101M | Sell |
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|
2023
Q3 | $106M | Sell |
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|
2023
Q2 | $111M | Buy |
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|
2023
Q1 | $97.4M | Sell |
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|
2022
Q4 | $118M | Sell |
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|
2022
Q3 | $117M | Sell |
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|
2022
Q2 | $232M | Sell |
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|
2022
Q1 | $242M | Sell |
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|
2021
Q4 | $225M | Sell |
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|
2021
Q3 | $239M | Sell |
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|
2021
Q2 | $272M | Buy |
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|
2021
Q1 | $263M | Sell |
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|
2020
Q4 | $251M | Buy |
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|
2020
Q3 | $188M | Sell |
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|
2020
Q2 | $225M | Buy |
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|
2020
Q1 | $222M | Sell |
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|
2019
Q4 | $277M | Sell |
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|
2019
Q3 | $270M | Sell |
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|
2019
Q2 | $268M | Buy |
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|
2019
Q1 | $231M | Buy |
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|
2018
Q4 | $192M | Sell |
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|
2018
Q3 | $211M | Buy |
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|
2018
Q2 | $200M | Buy |
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|
2018
Q1 | $153M | Buy |
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|
2017
Q4 | $151M | Buy |
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|
2017
Q3 | $136M | Buy |
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|
2017
Q2 | $129M | Buy |
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|
2017
Q1 | $122M | Buy |
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|
2016
Q4 | $116M | Sell |
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|
2016
Q3 | $124M | Buy |
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|
2016
Q2 | $119M | Sell |
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|
2016
Q1 | $114M | Buy |
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|
2015
Q4 | $103M | Sell |
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|
2015
Q3 | $117M | Sell |
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|
2015
Q2 | $104M | Sell |
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|
2015
Q1 | $113M | Buy |
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|
2014
Q4 | $103M | Sell |
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|
2014
Q3 | $104M | Sell |
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|
2014
Q2 | $101M | Buy |
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|
2014
Q1 | $56.9M | Buy |
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|
2013
Q4 | $11M | Sell |
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|
2013
Q3 | $10.6M | Buy |
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|
2013
Q2 | $7.56M | Buy |
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