White Mountains Insurance Gp shares owned by Forum Financial Management
Quarter-by-quarter ownership of White Mountains Insurance Gp (WTM) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in White Mountains Insurance Gp
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Quarterly reported holdings in White Mountains Insurance Gp by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 2.0k | 1671.52 |
| 2025-06-30 | $3.6M | 2.0k | 1795.72 |
| 2025-03-31 | $3.2M | 1.7k | 1925.81 |
| 2024-12-31 | $2.7M | 1.4k | 1945.06 |
| 2024-09-30 | $2.0M | 1.2k | 1696.20 |
| 2024-06-30 | $2.2M | 1.2k | 1817.45 |
| 2024-03-31 | $2.1M | 1.2k | 1794.30 |
| 2023-12-31 | $1.8M | 1.2k | 1505.01 |
| 2023-09-30 | $1.7M | 1.1k | 1495.69 |
| 2023-06-30 | $1.5M | 1.1k | 1388.91 |
| 2023-03-31 | $1.4M | 1.0k | 1377.49 |
| 2022-12-31 | $1.3M | 924 | 1414.33 |
| 2022-09-30 | $1.2M | 924 | 1303.03 |
| 2022-06-30 | $1.2M | 924 | 1245.67 |
| 2022-03-31 | $806k | 710 | 1135.21 |
| 2021-12-31 | $614k | 606 | 1013.20 |
More positions owned by Forum Financial Management
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