Skip to main content
Livermore
Livermore
ZHEN

Kathleen S. Wright Associates Inc.

SEC CIK
0001908433
Latest filing
Oct 10, 2025

WTM holding history

White Mountains Insurance Group Ltd in every 13F filed by Kathleen S. Wright Associates Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTM overviewAll 13F holders of WTMFull Q3 2025 holdings

Shares (Q3 2025)
340
Value
$646.8K
% of portfolio
0.2%
Quarters held
14
Since Q4 2021
Holdings of WTM by Kathleen S. Wright Associates Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025340$646.8K0.2%−40−10.5%ReducedHolders
Q2 2025380$675.6K0.3%00.0%UnchangedHolders
Q1 2025380$672.2K0.3%00.0%UnchangedHolders
Q4 2024380$712.0K0.3%00.0%UnchangedHolders
Q3 2024380$687.9K0.3%00.0%UnchangedHolders
Q2 2024380$651.4K0.3%00.0%UnchangedHolders
Q1 2024380$641.4K0.3%00.0%UnchangedHolders
Q4 2023380$595.8K0.3%00.0%UnchangedHolders
Q3 2023380$579.3K0.3%+380NewHolders
Q1 20230$00.0%−380−100.0%Sold outHolders
Q4 2022380$537.0K0.4%00.0%UnchangedHolders
Q3 2022380$495.0K0.4%00.0%UnchangedHolders
Q2 2022380$474.0K0.4%00.0%UnchangedHolders
Q1 2022380$432.0K0.3%00.0%UnchangedHolders
Q4 2021380$385.0K0.3%–No prior filingHolders