Evelyn Partners
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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
Q3 		$309K Hold
154
– – ﹤0.01% 279
2026
Q2 		$319K Buy
+154
New +$330K ﹤0.01% 240

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Evelyn Partners's WTM Position: Q3 2026 in Review

Evelyn Partners held its White Mountains Insurance (WTM) position steady in Q3 2026 at 154 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Evelyn Partners first reported a position in WTM in Q2 2026 and has held it in 2 quarters since. The position peaked at $319K in Q2 2026. 292 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Evelyn Partners held 154 shares of White Mountains Insurance worth $309K as of Q3 2026.
  • Evelyn Partners left its White Mountains Insurance share count unchanged in Q3 2026.
  • White Mountains Insurance made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #279 holding.
  • Evelyn Partners first reported a position in White Mountains Insurance in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's White Mountains Insurance position peaked at $319K in Q2 2026.
  • 292 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.