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Evelyn Partners Asset Management’s White Mountains Insurance WTM Stock Holding History

Evelyn Partners Asset Management’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 		$338K Hold
154
– – 0.08% 86
2025
Q4 		$320K Hold
154
– – 0.08% 89
2025
Q3 		$257K Hold
154
– – 0.06% 92
2025
Q2 		$277K Hold
154
– – 0.07% 85
2025
Q1 		$297K Hold
154
– – 0.08% 82
2024
Q4 		$300K Buy
+154
New +$291K 0.08% 85

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CB
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Evelyn Partners Asset Management's WTM Position: Q1 2026 in Review

Evelyn Partners Asset Management held its White Mountains Insurance (WTM) position steady in Q1 2026 at 154 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #86.

Evelyn Partners Asset Management first reported a position in WTM in Q4 2024 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Evelyn Partners Asset Management held 154 shares of White Mountains Insurance worth $338K as of Q1 2026.
  • Evelyn Partners Asset Management left its White Mountains Insurance share count unchanged in Q1 2026.
  • White Mountains Insurance made up 0.08% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #86 holding.
  • Evelyn Partners Asset Management first reported a position in White Mountains Insurance in Q4 2024 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.