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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

WTM holding history

White Mountains Insurance Group Ltd in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTM overviewAll 13F holders of WTMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of WTM by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−200−100.0%Sold outHolders
Q1 2026200$439.4K<0.1%00.0%UnchangedHolders
Q4 2025200$415.6K<0.1%00.0%UnchangedHolders
Q3 2025200$334.3K<0.1%00.0%UnchangedHolders
Q2 2025200$359.1K<0.1%00.0%UnchangedHolders
Q1 2025200$385.2K<0.1%00.0%UnchangedHolders
Q4 2024200$389.0K<0.1%00.0%UnchangedHolders
Q3 2024200$339.2K<0.1%00.0%UnchangedHolders
Q2 2024200$363.5K<0.1%00.0%UnchangedHolders
Q1 2024200$358.9K<0.1%00.0%UnchangedHolders
Q4 2023200$301.0K<0.1%00.0%UnchangedHolders
Q3 2023200$299.1K<0.1%00.0%UnchangedHolders
Q2 2023200$277.8K<0.1%00.0%UnchangedHolders
Q1 2023200$275.5K<0.1%00.0%UnchangedHolders
Q4 2022200$282.9K<0.1%00.0%UnchangedHolders
Q3 2022200$261.0K<0.1%00.0%UnchangedHolders
Q2 2022200$249.0K<0.1%00.0%UnchangedHolders
Q1 2022200$227.0K<0.1%00.0%UnchangedHolders
Q4 2021200$203.0K<0.1%00.0%UnchangedHolders
Q3 2021200$214.0K<0.1%00.0%UnchangedHolders
Q2 2021200$230.0K<0.1%00.0%UnchangedHolders
Q1 2021200$223.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.