TAX MANAGED SMALL CAP PORTFOLIO WTM Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's White Mountains Insurance Group Ltd Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 2,414.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $4.27 Mil. This investment constitutes 2.28% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.09% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.
The initial trade took place in 2022Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 6 purchases of WTM, at an average price of $1,398.24, for a total of 3,056.00 shares. In addition, there have been 2 sales at an average price of $1,647.10 for 642.00 shares. Based on historical transaction data and WTM's current price of $1803.82, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his WTM holdings is $1.14 Mil, reflecting a 26.65% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO WTM ($1803.82) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO WTM ($1803.82) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
