Evercore Wealth Management’s White Mountains Insurance WTM Stock Holding History

Evercore Wealth 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 Q2	–	Sell	-200	Closed	-$439K	–	446
2026 Q1	$439K	Hold	200	–	–	0.01%	297
2025 Q4	$416K	Hold	200	–	–	0.01%	308
2025 Q3	$334K	Hold	200	–	–	﹤0.01%	338
2025 Q2	$359K	Hold	200	–	–	0.01%	320
2025 Q1	$385K	Hold	200	–	–	0.01%	309
2024 Q4	$389K	Hold	200	–	–	0.01%	306
2024 Q3	$339K	Hold	200	–	–	0.01%	323
2024 Q2	$363K	Hold	200	–	–	0.01%	316
2024 Q1	$359K	Hold	200	–	–	0.01%	317
2023 Q4	$301K	Hold	200	–	–	0.01%	348
2023 Q3	$299K	Hold	200	–	–	0.01%	320
2023 Q2	$278K	Hold	200	–	–	0.01%	351
2023 Q1	$275K	Hold	200	–	–	0.01%	341
2022 Q4	$283K	Hold	200	–	–	0.01%	327
2022 Q3	$261K	Hold	200	–	–	0.01%	333
2022 Q2	$249K	Hold	200	–	–	0.01%	344
2022 Q1	$227K	Hold	200	–	–	﹤0.01%	400
2021 Q4	$203K	Hold	200	–	–	﹤0.01%	412
2021 Q3	$214K	Hold	200	–	–	﹤0.01%	404
2021 Q2	$230K	Hold	200	–	–	﹤0.01%	402
2021 Q1	$223K	Hold	200	–	–	﹤0.01%	410
2020 Q4	$200K	Buy	+200	New	+$188K	﹤0.01%	417
2020 Q1	–	Sell	-200	Closed	-$223K	–	417
2019 Q4	$223K	Hold	200	–	–	0.01%	374
2019 Q3	$216K	Sell	200 -200	-50%	-$213K	0.01%	379
2019 Q2	$409K	Hold	400	–	–	0.01%	303
2019 Q1	$370K	Hold	400	–	–	0.01%	308
2018 Q4	$343K	Hold	400	–	–	0.01%	290
2018 Q3	$374K	Hold	400	–	–	0.01%	311
2018 Q2	$363K	Hold	400	–	–	0.01%	304
2018 Q1	$329K	Hold	400	–	–	0.01%	291
2017 Q4	$341K	Hold	400	–	–	0.01%	292
2017 Q3	$343K	Hold	400	–	–	0.01%	296
2017 Q2	$347K	Hold	400	–	–	0.01%	301
2017 Q1	$352K	Hold	400	–	–	0.01%	301
2016 Q4	$334K	Hold	400	–	–	0.01%	298
2016 Q3	$332K	Hold	400	–	–	0.01%	300
2016 Q2	$337K	Sell	400 -100	-20%	-$81.6K	0.01%	289
2016 Q1	$401K	Hold	500	–	–	0.02%	267
2015 Q4	$363K	Hold	500	–	–	0.02%	291
2015 Q3	$374K	Hold	500	–	–	0.02%	293
2015 Q2	$327K	Hold	500	–	–	0.01%	339
2015 Q1	$342K	Hold	500	–	–	0.02%	329
2014 Q4	$315K	Hold	500	–	–	0.02%	305
2014 Q3	$315K	Hold	500	–	–	0.02%	333
2014 Q2	$304K	Hold	500	–	–	0.02%	338
2014 Q1	$300K	Hold	500	–	–	0.02%	323
2013 Q4	$302K	Hold	500	–	–	0.02%	328
2013 Q3	$284K	Hold	500	–	–	0.02%	358
2013 Q2	$287K	Buy	+500	New	+$292K	0.02%	355

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Evercore Wealth Management's WTM Position: Q2 2026 in Review

Evercore Wealth Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 200 shares — an estimated $439K sold.

Evercore Wealth Management first reported a position in WTM in Q2 2013 and held it in 49 quarters. The position peaked at $439K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Evercore Wealth Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
Evercore Wealth Management sold 200 White Mountains Insurance shares in Q2 2026, an estimated $439K.
Evercore Wealth Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 49 quarters.
Evercore Wealth Management's White Mountains Insurance position peaked at $439K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.