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Evolve Private Wealth’s White Mountains Insurance WTM Stock Holding History

Evolve Private Wealth’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 		$241K Buy
+116
New +$248K 0.01% 848

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

Evolve Private Wealth's WTM Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in White Mountains Insurance (WTM) in Q2 2026: 116 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #848 among its holdings.

356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Evolve Private Wealth held 116 shares of White Mountains Insurance worth $241K as of Q2 2026.
  • White Mountains Insurance was a new Evolve Private Wealth position in Q2 2026.
  • White Mountains Insurance made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #848 holding.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.