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Evelyn Partners’s White Mountains Insurance WTM Stock Holding History

Evelyn 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
Q2 		$319K Buy
+154
New +$330K ﹤0.01% 240

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FMI
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Evelyn Partners's WTM Position: Q2 2026 in Review

Evelyn Partners opened a new position in White Mountains Insurance (WTM) in Q2 2026: 154 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings.

332 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Evelyn Partners held 154 shares of White Mountains Insurance worth $319K as of Q2 2026.
  • White Mountains Insurance was a new Evelyn Partners position in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #240 holding.
  • 332 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.