EWM

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

Evercore Wealth Management’s Portfolio WTM Stock Details WTM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$359K	Hold	200	–	–	0.01%	320
2025 Q1	$385K	Hold	200	–	–	0.01%	304
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	+$200K	﹤0.01%	416
2020 Q1	–	Sell	-200	Closed	-$223K	–	417
2019 Q4	$223K	Hold	200	–	–	0.01%	374
2019 Q3	$216K	Sell	200 -200	-50%	-$216K	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%	299
2017 Q1	$352K	Hold	400	–	–	0.01%	300
2016 Q4	$334K	Hold	400	–	–	0.01%	297
2016 Q3	$332K	Hold	400	–	–	0.01%	300
2016 Q2	$337K	Sell	400 -100	-20%	-$84.3K	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	+$287K	0.02%	355