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EverSource Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

EverSource Wealth Advisors’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 		$6.22K Sell
3
-8
-73% -$17.1K ﹤0.01% 3177
2026
Q1 		$24.2K Buy
11
+1
+10% +$2.14K ﹤0.01% 2386
2025
Q4 		$20.8K Sell
10
-20
-67% -$39.1K ﹤0.01% 2359
2025
Q3 		$50.1K Sell
30
-13
-30% -$23.2K ﹤0.01% 1708
2025
Q2 		$77.2K Buy
43
+30
+231% +$53.4K ﹤0.01% 1349
2025
Q1 		$25K Buy
13
+3
+30% +$5.65K ﹤0.01% 1571
2024
Q4 		$19.4K Buy
10
+1
+11% +$1.89K ﹤0.01% 1640
2024
Q3 		$15.3K Hold
9
– – ﹤0.01% 1632
2024
Q2 		$16.1K Hold
9
– – ﹤0.01% 1609
2024
Q1 		$16K Hold
9
– – ﹤0.01% 1471
2023
Q4 		$13.5K Hold
9
– – ﹤0.01% 1421
2023
Q3 		$13.5K Hold
9
– – ﹤0.01% 1287
2023
Q2 		$12.5K Buy
9
+3
+50% +$4.22K ﹤0.01% 1346
2023
Q1 		$8.27K Hold
6
– – ﹤0.01% 1444
2022
Q4 		$8.49K Hold
6
– – ﹤0.01% 1392
2022
Q3 		$8K Buy
+6
New +$7.76K ﹤0.01% 1216

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

EverSource Wealth Advisors's WTM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its White Mountains Insurance (WTM) stake by 73% in Q2 2026, selling an estimated $17.1K and leaving 3 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

EverSource Wealth Advisors first reported a position in WTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $77.2K in Q2 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • EverSource Wealth Advisors held 3 shares of White Mountains Insurance worth $6.22K as of Q2 2026.
  • EverSource Wealth Advisors sold 8 White Mountains Insurance shares in Q2 2026, an estimated $17.1K.
  • White Mountains Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3177 holding.
  • EverSource Wealth Advisors first reported a position in White Mountains Insurance in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's White Mountains Insurance position peaked at $77.2K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.