Back to WTM
Avior Wealth Management, LLC → WTM
Avior Wealth Management, LLC WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 619 | — | — |
| Q2 2026 | $1.3M | 619 | — | — |
| Q1 2026 | $1.4M | 617 | — | — |
| Q4 2025 | $1.3M | 617 | — | — |
| Q3 2025 | $1M | 617 | — | — |
Other funds holding WTM
$271.9M
$271.9M
$245.1M
$245.1M
$230.4M
$221.5M