Number of Shares
5,391.00
Current Holdings Value*
$10.38 Mil
% of Portfolio
1.59%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
16.39%

Phocas Financial Corp.'s White Mountains Insurance Group Ltd Holding Summary

As of 2025-03-31, Phocas Financial Corp. held 5,391.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $10.38 Mil. This investment constitutes 1.59% of their stock portfolio, and Phocas Financial Corp. now holds 0.21% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.

The initial trade took place in 2021Q4. And since then Phocas Financial Corp. has made 5 purchases of WTM, at an average price of $1,440.90, for a total of 12,657.00 shares. In addition, there have been 7 sales at an average price of $1,597.88 for 7,266.00 shares. Based on historical transaction data and WTM's current price of $1783.93, Phocas Financial Corp.'s estimated gain on his WTM holdings is $2.99 Mil, reflecting a 16.39% gain to date.

Phocas Financial Corp. WTM ($1783.93) Holding Chart

Phocas Financial Corp. WTM ($1783.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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