EWP
WTM icon

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
Q3 		$8.03K Buy
4
+3
+300% +$6.35K ﹤0.01% 972
2026
Q2 		$2.07K Hold
1
– – ﹤0.01% 1197
2026
Q1 		$2.2K Buy
+1
New +$2.14K ﹤0.01% 894

Other funds holding WTM

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners's WTM Position: Q3 2026 in Review

Elevation Wealth Partners increased its White Mountains Insurance (WTM) stake by 300% in Q3 2026, buying an estimated $6.35K and bringing the position to 4 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Elevation Wealth Partners first reported a position in WTM in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Elevation Wealth Partners held 4 shares of White Mountains Insurance worth $8.03K as of Q3 2026.
  • Elevation Wealth Partners bought 3 White Mountains Insurance shares in Q3 2026, an estimated $6.35K.
  • White Mountains Insurance made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #972 holding.
  • Elevation Wealth Partners first reported a position in White Mountains Insurance in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.