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EQUITABLE TRUST CO WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
10
Latest value
$171K
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $251K |
| Q3 2025 | $1.1M |
| Q4 2025 | $312K |
| Q4 2025 | $1.4M |
| Q1 2026 | $330K |
| Q1 2026 | $1.5M |
| Q2 2026 | $326K |
| Q2 2026 | $176K |
| Q3 2026 | $315K |
| Q3 2026 | $171K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $171K | 85 | — | — |
| Q3 2026 | $315K | 157 | — | — |
| Q2 2026 | $176K | 85 | — | — |
| Q2 2026 | $326K | 157 | — | — |
| Q1 2026 | $1.5M | 680 | — | — |
| Q1 2026 | $330K | 150 | — | — |
| Q4 2025 | $1.4M | 690 | — | — |
| Q4 2025 | $312K | 150 | — | — |
| Q3 2025 | $1.1M | 637 | — | — |
| Q3 2025 | $251K | 150 | — | — |
Other funds holding WTM
$271.9M
$271.9M
$245.1M
$245.1M
$230.4M
$221.5M