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Evergreen Capital Management’s White Mountains Insurance WTM Stock Holding History

Evergreen Capital 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 		$311K Sell
150
-52
-26% -$111K 0.01% 1196
2026
Q1 		$444K Buy
202
+59
+41% +$126K 0.01% 870
2025
Q4 		$297K Sell
143
-3
-2% -$5.87K 0.01% 1046
2025
Q3 		$244K Buy
146
+31
+27% +$55.3K 0.01% 1118
2025
Q2 		$207K Sell
115
-17
-13% -$30.2K 0.01% 1019
2025
Q1 		$254K Buy
132
+29
+28% +$54.6K 0.01% 850
2024
Q4 		$200K Buy
+103
New +$195K 0.01% 1001

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
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

Evergreen Capital Management's WTM Position: Q2 2026 in Review

Evergreen Capital Management reduced its White Mountains Insurance (WTM) stake by 26% in Q2 2026, selling an estimated $111K and leaving 150 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1196.

Evergreen Capital Management first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Evergreen Capital Management held 150 shares of White Mountains Insurance worth $311K as of Q2 2026.
  • Evergreen Capital Management sold 52 White Mountains Insurance shares in Q2 2026, an estimated $111K.
  • White Mountains Insurance made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1196 holding.
  • Evergreen Capital Management first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's White Mountains Insurance position peaked at $444K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.