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Elevation Wealth Partners’s White Mountains Insurance WTM Stock Holding History

Elevation Wealth Partners’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 		$2.07K Hold
1
– – ﹤0.01% 1197
2026
Q1 		$2.2K Buy
+1
New +$2.14K ﹤0.01% 894

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RRAM
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Vanguard Portfolio Management
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Vanguard Capital Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Elevation Wealth Partners's WTM Position: Q2 2026 in Review

Elevation Wealth Partners held its White Mountains Insurance (WTM) position steady in Q2 2026 at 1 share worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Elevation Wealth Partners first reported a position in WTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.2K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Elevation Wealth Partners held 1 share of White Mountains Insurance worth $2.07K as of Q2 2026.
  • Elevation Wealth Partners left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1197 holding.
  • Elevation Wealth Partners first reported a position in White Mountains Insurance in Q1 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's White Mountains Insurance position peaked at $2.2K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.