Calvert Small Cap Fund WTM Holdings History
Calvert Small Cap Fund's White Mountains Insurance Group Ltd Holding Summary
As of 2025-03-31, Calvert Small Cap Fund held 33,607.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $64.72 Mil. This investment constitutes 2.6% of their stock portfolio, and Calvert Small Cap Fund now holds 1.31% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.
The initial trade took place in 2022Q4. And since then Calvert Small Cap Fund has made 5 purchases of WTM, at an average price of $1,386.34, for a total of 46,233.00 shares. In addition, there have been 3 sales at an average price of $1,699.02 for 12,626.00 shares. Based on historical transaction data and WTM's current price of $1785.30, Calvert Small Cap Fund's estimated gain on his WTM holdings is $17.36 Mil, reflecting a 27.08% gain to date.
Calvert Small Cap Fund WTM ($1785.30) Holding Chart
Calvert Small Cap Fund WTM ($1785.30) 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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