Zurich Cantonal Bank’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	$454K	Hold	253	–	–	﹤0.01%	1725
2025 Q1	$487K	Hold	253	–	–	﹤0.01%	1613
2024 Q4	$492K	Hold	253	–	–	﹤0.01%	1637
2024 Q3	$429K	Hold	253	–	–	﹤0.01%	1656
2024 Q2	$460K	Hold	253	–	–	﹤0.01%	1541
2024 Q1	$454K	Hold	253	–	–	﹤0.01%	1531
2023 Q4	$381K	Hold	253	–	–	﹤0.01%	1688
2023 Q3	$378K	Hold	253	–	–	﹤0.01%	1572
2023 Q2	$351K	Hold	253	–	–	﹤0.01%	1563
2023 Q1	$349K	Hold	253	–	–	﹤0.01%	1521
2022 Q4	$358K	Hold	253	–	–	﹤0.01%	1451
2022 Q3	$330K	Hold	253	–	–	﹤0.01%	1442
2022 Q2	$315K	Hold	253	–	–	﹤0.01%	1523
2022 Q1	$287K	Hold	253	–	–	﹤0.01%	1675
2021 Q4	$257K	Buy	253 +60	+31%	+$60.9K	﹤0.01%	1907
2021 Q3	$206K	Hold	193	–	–	﹤0.01%	1903
2021 Q2	$222K	Hold	193	–	–	﹤0.01%	1739
2021 Q1	$215K	Hold	193	–	–	﹤0.01%	1736
2020 Q4	$193K	Hold	193	–	–	﹤0.01%	1869
2020 Q3	$150K	Hold	193	–	–	﹤0.01%	1793
2020 Q2	$171K	Hold	193	–	–	﹤0.01%	1618
2020 Q1	$176K	Hold	193	–	–	﹤0.01%	1288
2019 Q4	$215K	Hold	193	–	–	﹤0.01%	1298
2019 Q3	$208K	Buy	193 +37	+24%	+$39.9K	﹤0.01%	1224
2019 Q2	$159K	Hold	156	–	–	﹤0.01%	1362
2019 Q1	$144K	Hold	156	–	–	﹤0.01%	1358
2018 Q4	$134K	Hold	156	–	–	﹤0.01%	1423
2018 Q3	$146K	Hold	156	–	–	﹤0.01%	1489
2018 Q2	$141K	Sell	156 -47	-23%	-$42.5K	﹤0.01%	1463
2018 Q1	$167K	Buy	203 +39	+24%	+$32.1K	﹤0.01%	1303
2017 Q4	$140K	Buy	164 +34	+26%	+$29K	﹤0.01%	1399
2017 Q3	$111K	Hold	130	–	–	﹤0.01%	1329
2017 Q2	$113K	Hold	130	–	–	﹤0.01%	1303
2017 Q1	$114K	Buy	+130	New	+$114K	﹤0.01%	1257