Ever Source Wealth Advisors, LLC White Mountains Insurance Group LTD Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 13 shares of WTM stock, worth $23,232. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13
Previous 10
30.0%
Holding current value
$23,232
Previous $19,000
31.58%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding WTM
# of Institutions
354Shares Held
2.64MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA250KShares$447 Million0.01% of portfolio
-
Morgan Stanley New York, NY171KShares$305 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX157KShares$280 Million0.08% of portfolio
-
Gamma Investing LLC Foster City, CA146KShares$262 Million0.0% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA127KShares$228 Million0.74% of portfolio
About WHITE MOUNTAINS INSURANCE GROUP LTD
- Ticker WTM
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 2,576,230
- Market Cap $4.6B
- Description
- White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through five segments: HG Global/BAM, Ark, NSM, Kudu, and Other Operations. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools,...