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Eastern Bank’s White Mountains Insurance WTM Stock Holding History

Eastern Bank’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Hold
100
– – ﹤0.01% 386
2026
Q1 		$220K Hold
100
– – ﹤0.01% 361
2025
Q4 		$208K Hold
100
– – ﹤0.01% 360
2025
Q3 		$167K Hold
100
– – ﹤0.01% 382
2025
Q2 		$180K Hold
100
– – ﹤0.01% 368
2025
Q1 		$193K Hold
100
– – ﹤0.01% 362
2024
Q4 		$195K Hold
100
– – ﹤0.01% 368
2024
Q3 		$170K Buy
+100
New +$174K ﹤0.01% 390

Other funds holding WTM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $206M AUM

Eastern Bank's WTM Position: Q2 2026 in Review

Eastern Bank held its White Mountains Insurance (WTM) position steady in Q2 2026 at 100 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Eastern Bank first reported a position in WTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $220K in Q1 2026. 36 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Eastern Bank held 100 shares of White Mountains Insurance worth $207K as of Q2 2026.
  • Eastern Bank left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #386 holding.
  • Eastern Bank first reported a position in White Mountains Insurance in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's White Mountains Insurance position peaked at $220K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.