Number of Shares
162.00
Current Holdings Value*
$311,980.00
% of Portfolio
1.51%
Total Estimate Gain
$52,554.16
% of Total Estimate Gain
16.54%

Calvert Global Small-Cap Equity Fund's White Mountains Insurance Group Ltd Holding Summary

As of 2025-03-31, Calvert Global Small-Cap Equity Fund held 162.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $311,980.00. This investment constitutes 1.51% of their stock portfolio, and Calvert Global Small-Cap Equity Fund now holds 0.01% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.

The initial trade took place in 2023Q3. And since then Calvert Global Small-Cap Equity Fund has made 2 purchases of WTM, at an average price of $1,535.37, for a total of 207.00 shares. In addition, there have been 3 sales at an average price of $1,718.87 for 45.00 shares. Based on historical transaction data and WTM's current price of $1808.81, Calvert Global Small-Cap Equity Fund's estimated gain on his WTM holdings is $52,554.16, reflecting a 16.54% gain to date.

Calvert Global Small-Cap Equity Fund WTM ($1808.81) Holding Chart

Calvert Global Small-Cap Equity Fund WTM ($1808.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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