Zacks Investment Management’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 | $262K | Buy |
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|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $251K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $219K | Sell |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $321K | Sell |
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|
2014
Q1 | $706K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $273K | Sell |
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|
2013
Q2 | $287K | Buy |
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