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
2025
Q2 		$587K Buy
2025
Q1 		$553K Sell
2024
Q4 		$924K Hold
2024
Q3 		$806K Buy
2024
Q2 		$774K Buy
2024
Q1 		$565K Buy
2023
Q4 		$381K Buy
2023
Q3 		$271K Buy