Wells Fargo’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 | $17.2M | Buy |
9,587
+237
| +3% | +$426K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $18M | Sell |
9,350
-196
| -2% | -$377K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $18.6M | Sell |
9,546
-35
| -0.4% | -$68.1K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $16.3M | Sell |
9,581
-1,665
| -15% | -$2.82M | ﹤0.01% | 1316 |
|
|
2024
Q2 | $20.4M | Sell |
11,246
-263
| -2% | -$478K | 0.01% | 1131 |
|
|
2024
Q1 | $20.7M | Sell |
11,509
-331
| -3% | -$594K | 0.01% | 1108 |
|
|
2023
Q4 | $17.8M | Sell |
11,840
-214
| -2% | -$322K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $18M | Sell |
12,054
-1,856
| -13% | -$2.78M | 0.01% | 1093 |
|
|
2023
Q2 | $19.3M | Sell |
13,910
-571
| -4% | -$793K | 0.01% | 1110 |
|
|
2023
Q1 | $19.9M | Sell |
14,481
-282
| -2% | -$388K | 0.01% | 1094 |
|
|
2022
Q4 | $20.9M | Sell |
14,763
-553
| -4% | -$782K | 0.01% | 1038 |
|
|
2022
Q3 | $20M | Sell |
15,316
-159
| -1% | -$207K | 0.01% | 1031 |
|
|
2022
Q2 | $19.3M | Sell |
15,475
-283
| -2% | -$353K | 0.01% | 1107 |
|
|
2022
Q1 | $17.9M | Buy |
15,758
+338
| +2% | +$384K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $15.6M | Sell |
15,420
-9,836
| -39% | -$9.97M | ﹤0.01% | 1455 |
|
|
2021
Q3 | $27M | Sell |
25,256
-1,390
| -5% | -$1.49M | 0.01% | 1395 |
|
|
2021
Q2 | $30.6M | Sell |
26,646
-10,063
| -27% | -$11.6M | 0.01% | 1361 |
|
|
2021
Q1 | $40.9M | Sell |
36,709
-6,895
| -16% | -$7.69M | 0.01% | 1134 |
|
|
2020
Q4 | $43.6M | Sell |
43,604
-18,245
| -29% | -$18.3M | 0.01% | 1057 |
|
|
2020
Q3 | $48.2M | Sell |
61,849
-24,107
| -28% | -$18.8M | 0.01% | 888 |
|
|
2020
Q2 | $76.3M | Buy |
85,956
+13,282
| +18% | +$11.8M | 0.02% | 658 |
|
|
2020
Q1 | $66.1M | Buy |
72,674
+437
| +0.6% | +$398K | 0.02% | 637 |
|
|
2019
Q4 | $80.6M | Buy |
72,237
+2,838
| +4% | +$3.17M | 0.02% | 693 |
|
|
2019
Q3 | $75M | Sell |
69,399
-5,223
| -7% | -$5.64M | 0.02% | 714 |
|
|
2019
Q2 | $76.2M | Buy |
74,622
+9,417
| +14% | +$9.62M | 0.02% | 710 |
|
|
2019
Q1 | $60.3M | Buy |
65,205
+2,951
| +5% | +$2.73M | 0.02% | 790 |
|
|
2018
Q4 | $53.4M | Buy |
62,254
+29,957
| +93% | +$25.7M | 0.02% | 791 |
|
|
2018
Q3 | $30.2M | Sell |
32,297
-1,270
| -4% | -$1.19M | 0.01% | 1241 |
|
|
2018
Q2 | $30.4M | Sell |
33,567
-19,036
| -36% | -$17.3M | 0.01% | 1218 |
|
|
2018
Q1 | $43.3M | Sell |
52,603
-1,135
| -2% | -$934K | 0.01% | 981 |
|
|
2017
Q4 | $45.7M | Sell |
53,738
-1,418
| -3% | -$1.21M | 0.01% | 939 |
|
|
2017
Q3 | $47.3M | Buy |
55,156
+4,560
| +9% | +$3.91M | 0.01% | 900 |
|
|
2017
Q2 | $44M | Buy |
50,596
+13,894
| +38% | +$12.1M | 0.01% | 932 |
|
|
2017
Q1 | $32.3M | Sell |
36,702
-7,101
| -16% | -$6.25M | 0.01% | 1100 |
|
|
2016
Q4 | $36.6M | Buy |
43,803
+9,379
| +27% | +$7.84M | 0.01% | 982 |
|
|
2016
Q3 | $28.6M | Buy |
34,424
+1,915
| +6% | +$1.59M | 0.01% | 1074 |
|
|
2016
Q2 | $27.4M | Buy |
32,509
+958
| +3% | +$807K | 0.01% | 1090 |
|
|
2016
Q1 | $25.3M | Buy |
31,551
+1,245
| +4% | +$999K | 0.01% | 1130 |
|
|
2015
Q4 | $22M | Buy |
30,306
+238
| +0.8% | +$173K | 0.01% | 1250 |
|
|
2015
Q3 | $22.5M | Sell |
30,068
-146
| -0.5% | -$109K | 0.01% | 1219 |
|
|
2015
Q2 | $19.8M | Sell |
30,214
-651
| -2% | -$426K | 0.01% | 1377 |
|
|
2015
Q1 | $21.1M | Buy |
30,865
+54
| +0.2% | +$37K | 0.01% | 1299 |
|
|
2014
Q4 | $19.4M | Sell |
30,811
-2,414
| -7% | -$1.52M | 0.01% | 1313 |
|
|
2014
Q3 | $20.9M | Buy |
33,225
+53
| +0.2% | +$33.4K | 0.01% | 1226 |
|
|
2014
Q2 | $20.2M | Sell |
33,172
-892
| -3% | -$543K | 0.01% | 1278 |
|
|
2014
Q1 | $20.4M | Buy |
34,064
+1,682
| +5% | +$1.01M | 0.01% | 1248 |
|
|
2013
Q4 | $19.5M | Buy |
32,382
+2,973
| +10% | +$1.79M | 0.01% | 1254 |
|
|
2013
Q3 | $16.7M | Buy |
29,409
+3,318
| +13% | +$1.88M | 0.01% | 1305 |
|
|
2013
Q2 | $15M | Buy |
+26,091
| New | +$15M | 0.01% | 1318 |
|