Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s White Mountains Insurance WTM Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-261
Closed -$542K – 1528
2025
Q4 		$542K Buy
261
+7
+3% +$13.7K ﹤0.01% 1016
2025
Q3 		$425K Sell
254
-73
-22% -$130K ﹤0.01% 1088
2025
Q2 		$587K Buy
327
+40
+14% +$71.1K ﹤0.01% 1025
2025
Q1 		$553K Sell
287
-188
-40% -$354K ﹤0.01% 1004
2024
Q4 		$924K Hold
475
– – ﹤0.01% 961
2024
Q3 		$806K Buy
475
+49
+12% +$85.4K ﹤0.01% 982
2024
Q2 		$774K Buy
426
+111
+35% +$196K ﹤0.01% 954
2024
Q1 		$565K Buy
315
+62
+25% +$104K ﹤0.01% 1069
2023
Q4 		$381K Buy
253
+72
+40% +$107K ﹤0.01% 1172
2023
Q3 		$271K Buy
+181
New +$278K ﹤0.01% 1279

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Envestnet Portfolio Solutions's WTM Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 261 shares — an estimated $542K sold.

Envestnet Portfolio Solutions first reported a position in WTM in Q3 2023 and held it in 10 quarters. The position peaked at $924K in Q4 2024. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 261 White Mountains Insurance shares in Q1 2026, an estimated $542K.
  • Envestnet Portfolio Solutions first reported a position in White Mountains Insurance in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's White Mountains Insurance position peaked at $924K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.