Zacks Investment Management’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 | $266K | Hold |
148
| – | – | ﹤0.01% | 576 |
|
|
2025
Q1 | $285K | Hold |
148
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $288K | Hold |
148
| – | – | ﹤0.01% | 556 |
|
|
2024
Q3 | $251K | Buy |
+148
| New | +$251K | ﹤0.01% | 591 |
|
|
2015
Q1 | – | Sell |
-347
| Closed | -$219K | – | 722 |
|
|
2014
Q4 | $219K | Sell |
347
-68
| -16% | -$42.9K | 0.01% | 580 |
|
|
2014
Q3 | $261K | Sell |
415
-112
| -21% | -$70.4K | 0.01% | 571 |
|
|
2014
Q2 | $321K | Sell |
527
-650
| -55% | -$396K | 0.01% | 554 |
|
|
2014
Q1 | $706K | Buy |
+1,177
| New | +$706K | 0.03% | 320 |
|
|
2013
Q4 | – | Sell |
-480
| Closed | -$273K | – | 755 |
|
|
2013
Q3 | $273K | Sell |
480
-20
| -4% | -$11.4K | 0.01% | 540 |
|
|
2013
Q2 | $287K | Buy |
+500
| New | +$287K | 0.01% | 468 |
|