Winton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,415
| Closed | -$3.65M | – | 1439 |
|
|
2021
Q3 | $3.65M | Buy |
3,415
+370
| +12% | +$396K | 0.2% | 78 |
|
|
2021
Q2 | $3.5M | Buy |
3,045
+292
| +11% | +$335K | 0.19% | 58 |
|
|
2021
Q1 | $3.07M | Sell |
2,753
-193
| -7% | -$215K | 0.18% | 64 |
|
|
2020
Q4 | $2.95M | Sell |
2,946
-5,020
| -63% | -$5.02M | 0.21% | 43 |
|
|
2020
Q3 | $6.21M | Sell |
7,966
-1,532
| -16% | -$1.19M | 0.2% | 77 |
|
|
2020
Q2 | $8.43M | Buy |
9,498
+584
| +7% | +$519K | 0.22% | 71 |
|
|
2020
Q1 | $8.11M | Buy |
8,914
+1,989
| +29% | +$1.81M | 0.21% | 103 |
|
|
2019
Q4 | $7.73M | Sell |
6,925
-318
| -4% | -$355K | 0.11% | 319 |
|
|
2019
Q3 | $7.82M | Buy |
7,243
+6,659
| +1,140% | +$7.19M | 0.09% | 266 |
|
|
2019
Q2 | $597K | Sell |
584
-1,021
| -64% | -$1.04M | 0.01% | 598 |
|
|
2019
Q1 | $1.49M | Buy |
+1,605
| New | +$1.49M | 0.03% | 295 |
|