Evercore Wealth Management, LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1482689
New York, NY
Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$439,392
+$23,786 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $204,263,990 across 6 Insurance - Property & Casualty names. WTM ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
420,570 | $137,076,379 | |
| 2 | PGR |
Progressive Corp/Oh/
|
317,370 | $62,915,428 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,447 | $3,047,180 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
This page
|
200 | $439,392 | |
| 5 | ALL |
Allstate Corp
|
1,915 | $397,055 | |
| 6 | MKL |
Markel Group Inc.
|
203 | $388,556 |
All Filings in WTM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,392 | 200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $415,606 | 200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,304 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $359,144 | 200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $385,162 | 200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $389,012 | 200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $339,240 | 200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $363,490 | 200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $358,860 | 200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $301,002 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,137 | 200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $277,782 | 200 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $275,498 | 200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $282,866 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $260,604 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,226 | 200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $227,248 | 200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $202,780 | 200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $213,922 | 200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $229,606 | 200 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $222,980 | 200 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $200,132 | 200 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||