White Mountains Insurance Gp shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of White Mountains Insurance Gp (WTM) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 828 | 1671.52 |
| 2025-06-30 | $668k | 372 | 1795.72 |
| 2025-03-31 | $936k | 486 | 1925.81 |
| 2024-12-31 | $568k | 292 | 1945.06 |
| 2024-09-30 | $387k | 228 | 1696.20 |
| 2024-06-30 | $438k | 241 | 1817.45 |
| 2024-03-31 | $303k | 169 | 1794.30 |
| 2023-12-31 | $257k | 171 | 1505.01 |
| 2023-09-30 | $241k | 161 | 1495.69 |
| 2023-06-30 | $224k | 161 | 1388.91 |
| 2018-09-30 | $189k | 202 | 935.64 |
| 2018-06-30 | $173k | 191 | 905.76 |
| 2018-03-31 | $10k | 11k | 0.95 |
| 2017-12-31 | $4.0k | 5 | 800.00 |