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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$542K Buy
2025
Q3 		$425K Sell
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