Current Value of Holding

$28.5 Million

Shares

16.1 Thousand

% of Portfolio

0.26%

Average Buy Price

$1.27 Thousand

Avg closing price
Price range

23 Chuck Royce White Mountains Insurance Group, Ltd. Trades

Chuck Royce's position in White Mountains Insurance Group, Ltd. is currently worth $28.5 Million. That's 0.26% of their equity portfolio (109th largest holding). The first White Mountains Insurance Group, Ltd. trade was made in Q1 2013. Since then Chuck Royce bought shares eight more times and sold shares on fourteen occasions. The stake costed the investor $20.5 Million, netting the investor a gain of 39% so far.

Avg closing price
Price range
Sold 10.0% shares (-1.79 Thousand shares) Q1 2024
Avg closing price $1,676.26
Price range $1,475.00 - $1,841.88
Sold 12.1% shares (-2.47 Thousand shares) Q4 2023
Avg closing price $1,486.19
Price range $1,425.40 - $1,551.29
Increased shares by 62.7% (+7.87 Thousand shares) Q3 2023
Avg closing price $1,535.39
Price range $1,380.13 - $1,607.11
Sold 8.2% shares (-1.12 Thousand shares) Q2 2023
Avg closing price $1,407.80
Price range $1,319.05 - $1,525.00
Increased shares by 9.2% (+1.15 Thousand shares) Q1 2023
Avg closing price $1,434.16
Price range $1,322.18 - $1,551.67
Increased shares by 19.5% (+2.04 Thousand shares) Q3 2022
Avg closing price $1,293.71
Price range $1,176.95 - $1,393.48
Sold 16.4% shares (-2.05 Thousand shares) Q2 2022
Avg closing price $1,161.60
Price range $1,041.57 - $1,282.66
Sold 4.1% shares (-530 shares) Q1 2022
Avg closing price $1,046.91
Price range $1,006.37 - $1,136.24
Increased shares by 89.2% (+6.15 Thousand shares) Q4 2021
Avg closing price $1,056.38
Price range $986.90 - $1,127.10
New holding (+6.9 Thousand shares) Q3 2021
Avg closing price $1,116.81
Price range $1,059.17 - $1,174.26
Sold -2.09 Thousand shares Q3 2019
Avg closing price $1,066.63
Price range $1,036.45 - $1,093.91
Sold 3.1% shares (-66 shares) Q2 2019
Avg closing price $961.99
Price range $911.09 - $1,038.20
Sold 1.2% shares (-27 shares) Q1 2019
Avg closing price $905.92
Price range $850.75 - $954.48
Sold 3.2% shares (-71 shares) Q4 2018
Avg closing price $891.29
Price range $834.13 - $933.13
Sold 3.4% shares (-80 shares) Q4 2017
Avg closing price $874.10
Price range $844.00 - $895.90
Sold 4.3% shares (-105 shares) Q3 2017
Avg closing price $859.82
Price range $842.87 - $876.98
Sold 3.9% shares (-100 shares) Q4 2016
Avg closing price $838.09
Price range $818.40 - $868.00
Sold 55.0% shares (-3.1 Thousand shares) Q1 2016
Avg closing price $748.05
Price range $699.47 - $805.00
Increased shares by 9.7% (+500 shares) Q1 2015
Avg closing price $659.70
Price range $618.00 - $689.85
Increased shares by 8.4% (+400 shares) Q4 2014
Avg closing price $636.01
Price range $618.62 - $674.71

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