White Mountains Insurance Gp shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of White Mountains Insurance Gp (WTM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in White Mountains Insurance Gp
Tip: Access up to 7 years of quarterly data
All positions including White Mountains Insurance Gp held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in White Mountains Insurance Gp by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 705 | 2078.03 |
| 2025-09-30 | $1.2M | 707 | 1671.52 |
| 2025-06-30 | $1.4M | 759 | 1795.72 |
| 2025-03-31 | $1.7M | 889 | 1925.81 |
| 2024-12-31 | $1.2M | 597 | 1945.06 |
| 2024-09-30 | $909k | 536 | 1696.20 |
| 2024-06-30 | $963k | 530 | 1817.45 |
| 2024-03-31 | $946k | 527 | 1794.30 |
| 2023-12-31 | $1.2M | 826 | 1505.01 |
| 2023-09-30 | $1.1M | 728 | 1495.69 |
| 2023-06-30 | $958k | 690 | 1388.91 |
| 2023-03-31 | $1.0M | 742 | 1377.49 |
| 2022-12-31 | $1.1M | 744 | 1414.33 |
| 2022-09-30 | $969k | 744 | 1302.42 |
| 2022-06-30 | $976k | 783 | 1246.49 |
| 2022-03-31 | $790k | 695 | 1136.69 |
| 2021-12-31 | $694k | 684 | 1014.62 |
| 2021-09-30 | $250k | 234 | 1068.38 |
| 2021-06-30 | $308k | 268 | 1149.25 |
| 2021-03-31 | $376k | 337 | 1115.73 |
| 2020-12-31 | $774k | 773 | 1001.29 |
| 2020-09-30 | $607k | 773 | 785.25 |
| 2020-06-30 | $664k | 746 | 890.08 |
| 2020-03-31 | $92k | 103 | 893.20 |
| 2019-09-30 | $3.4M | 3.2k | 1080.04 |
| 2019-06-30 | $3.3M | 3.2k | 1021.34 |
| 2019-03-31 | $136k | 147 | 925.17 |
| 2018-12-31 | $126k | 147 | 857.14 |
| 2018-09-30 | $138k | 147 | 938.78 |
| 2018-06-30 | $133k | 147 | 904.76 |
| 2018-03-31 | $120k | 147 | 816.33 |
| 2017-12-31 | $125k | 147 | 850.34 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors