Number of Shares
2,192.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
2.45%
Total Estimate Gain
$916,148.80
% of Total Estimate Gain
23.82%

Eaton Vance Small-Cap Fund's White Mountains Insurance Group Ltd Holding Summary

As of 2025-03-31, EATON VANCE SPECIAL INVESTMENT TRUST held 2,192.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $4.22 Mil. This investment constitutes 2.45% of their stock portfolio, and EATON VANCE SPECIAL INVESTMENT TRUST now holds 0.09% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.

The initial trade took place in 2022Q4. And since then Eaton Vance Small-Cap Fund has made 8 purchases of WTM, at an average price of $1,446.99, for a total of 2,658.00 shares. In addition, there have been 1 sales at an average price of $1,676.26 for 466.00 shares. Based on historical transaction data and WTM's current price of $1816.20, Eaton Vance Small-Cap Fund's estimated gain on his WTM holdings is $916,148.80, reflecting a 23.82% gain to date.

Eaton Vance Small-Cap Fund WTM ($1816.20) Holding Chart

Eaton Vance Small-Cap Fund WTM ($1816.20) 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 %

Top Ranked Articles

  • 1