Avantax Advisory Services’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
Other funds holding WTM
RRAM
WCM
CB
Avantax Advisory Services's WTM Position: Q2 2025 in Review
Avantax Advisory Services opened a new position in White Mountains Insurance (WTM) in Q2 2025: 121 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2146 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in WTM as recently as Q4 2024.
Avantax Advisory Services first reported a position in WTM in Q1 2024 and has held it in 5 quarters since. The position peaked at $236K in Q4 2024. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.
- Avantax Advisory Services held 121 shares of White Mountains Insurance worth $218K as of Q2 2025.
- White Mountains Insurance was a new Avantax Advisory Services position in Q2 2025.
- White Mountains Insurance made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2146 holding.
- Avantax Advisory Services first reported a position in White Mountains Insurance in Q1 2024 and has held it in 5 quarters since.
- Avantax Advisory Services's White Mountains Insurance position peaked at $236K in Q4 2024.
- 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.