White Mountains Insurance Group Ltd
WTM- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000776867
No open-market purchases or sales by White Mountains Insurance Group Ltd insiders were filed in the last 90 days; 356 institutions reported holding it in 13F filings for Q2 2026, worth $4.57B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 233
- −11 vs. Q1 2021
- Shares held
- 2.71M
- +4.07K (+0.2%) vs. Q1 2021
- Total value
- $3.11B
- +$89.6M (+3.0%) vs. Q1 2021
- New holders
- 17
- 64 more added
- Sold out
- 28
- 92 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 356 | $4.57B |
| Q1 2026 | 368 | $4.86B |
| Q4 2025 | 353 | $4.67B |
| Q3 2025 | 338 | $3.89B |
| Q2 2025 | 325 | $4.17B |
| Q1 2025 | 322 | $4.44B |
| Q4 2024 | 325 | $4.43B |
| Q3 2024 | 304 | $3.78B |
| Q2 2024 | 306 | $4.14B |
| Q1 2024 | 303 | $4.06B |
| Q4 2023 | 295 | $3.42B |
| Q3 2023 | 272 | $3.40B |
| Q2 2023 | 258 | $3.13B |
| Q1 2023 | 262 | $3.09B |
| Q4 2022 | 265 | $3.20B |
| Q3 2022 | 251 | $2.98B |
| Q2 2022 | 259 | $3.32B |
| Q1 2022 | 244 | $3.09B |
| Q4 2021 | 243 | $2.71B |
| Q3 2021 | 232 | $2.86B |
| Q2 2021 | 233 | $3.11B |
| Q1 2021 | 245 | $3.02B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 289,314 | $332.1M | 0.01% | −6,038−2.0% | Reduced |
| Wellington Management Group LLP | 236,668 | $271.7M | 0.05% | +703+0.3% | Added |
| Atlanta Capital Management Co L L C | 194,972 | $223.8M | 0.77% | −6,758−3.4% | Reduced |
| River Road Asset Management, LLC | 166,922 | $191.6M | 2.06% | −2,937−1.7% | Reduced |
| Dimensional Fund Advisors LP | 143,572 | $164.8M | 0.05% | +9,274+6.9% | Added |
| Boston Partners | 140,459 | $161.4M | 0.21% | +3,264+2.4% | Added |
| BlackRock Inc. | 128,391 | $147.4M | 0.00% | −13,096−9.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 96,609 | $110.9M | 0.72% | +27,376+39.5% | Added |
| London Co of Virginia | 77,768 | $89.3M | 0.48% | +5,431+7.5% | Added |
| Wallace Capital Management Inc. | 74,178 | $85.2M | 11.17% | +1,253+1.7% | Added |
| Artisan Partners Limited Partnership | 65,487 | $75.2M | 0.09% | +12,527+23.7% | Added |
| State Street Corp | 60,784 | $69.8M | 0.00% | +12,904+27.0% | Added |
| Bank of America Corp | 58,594 | $67.3M | 0.01% | +4,306+7.9% | Added |
| Reinhart Partners, Inc. | 58,441 | $67.1M | 3.33% | +2,678+4.8% | Added |
| Scout Investments, Inc. | 56,390 | $64.7M | 0.96% | +36,628+185.3% | Added |
| Victory Capital Management Inc | 54,314 | $62.4M | 0.06% | −10,658−16.4% | Reduced |
| Geode Capital Management, LLC | 37,126 | $42.6M | 0.01% | +871+2.4% | Added |
| Cannell Peter B & Co Inc | 35,411 | $40.7M | 1.22% | −240−0.7% | Reduced |
| Fiduciary Management Inc | 35,248 | $40.5M | 0.30% | −974−2.7% | Reduced |
| Raymond James & Associates | 35,187 | $40.4M | 0.04% | −9,703−21.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 30,725 | $35.3M | 0.48% | −263−0.8% | Reduced |
| AQR Capital Management LLC | 28,344 | $32.4M | 0.06% | +18,059+175.6% | Added |
| Norges Bank | 27,778 | $31.9M | 0.01% | −1,715−5.8% | Reduced |
| Northern Trust Corp | 27,583 | $31.7M | 0.01% | +64+0.2% | Added |
| Wells Fargo & Company | 26,646 | $30.6M | 0.01% | −10,063−27.4% | Reduced |
| Charles Schwab Investment Management Inc | 25,386 | $29.1M | 0.01% | +847+3.5% | Added |
| First Trust Advisors LP | 25,324 | $29.1M | 0.03% | +6,545+34.9% | Added |
| Mraz, Amerine & Associates, Inc. | 23,220 | $26.7M | 7.23% | −475−2.0% | Reduced |
| Federated Hermes, Inc. | 22,251 | $25.5M | 0.05% | +2,426+12.2% | Added |
| Elkhorn Partners Limited Partnership | 22,081 | $25.4M | 15.52% | −59−0.3% | Reduced |
| Madison Avenue Partners, LP | 20,745 | $23.8M | 7.11% | −11,771−36.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,112 | $20.8M | 0.05% | −4,309−19.2% | Reduced |
| Cove Street Capital, LLC | 17,759 | $20.4M | 2.95% | −5,711−24.3% | Reduced |
| Speece Thorson Capital Group Inc | 15,805 | $18.1M | 3.79% | −82−0.5% | Reduced |
| Nuveen Asset Management, LLC | 15,536 | $17.8M | 0.01% | −990−6.0% | Reduced |
| Renaissance Technologies LLC | 15,300 | $17.6M | 0.02% | −3,000−16.4% | Reduced |
| Parametric Portfolio Associates LLC | 13,834 | $15.9M | 0.01% | −560−3.9% | Reduced |
| Bank of New York Mellon Corp | 12,241 | $14.1M | 0.00% | +642+5.5% | Added |
| Martingale Asset Management L P | 11,666 | $13.4M | 0.15% | −4,839−29.3% | Reduced |
| Fenimore Asset Management Inc | 11,164 | $12.8M | 0.31% | −624−5.3% | Reduced |
| Citadel Advisors LLC | 8,916 | $10.2M | 0.01% | −3,428−27.8% | Reduced |
| Envestnet Asset Management Inc | 7,265 | $8.34M | 0.00% | +264+3.8% | Added |
| UBS Asset Management Americas Inc | 7,034 | $8.08M | 0.00% | +1,348+23.7% | Added |
| California Public Employees Retirement System | 6,893 | $7.91M | 0.01% | −606−8.1% | Reduced |
| Swiss National Bank | 6,846 | $7.86M | 0.00% | −200−2.8% | Reduced |
| Brandywine Global Investment Management, LLC | 6,282 | $7.21M | 0.05% | +6,282 | New |
| Goldman Sachs Group Inc | 6,248 | $7.17M | 0.00% | −3,672−37.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,602 | $6.43M | 0.09% | +9+0.2% | Added |
| BNP Paribas Arbitrage, SA | 5,572 | $6.40M | 0.01% | −3,090−35.7% | Reduced |
| Legal & General Group Plc | 5,249 | $6.03M | 0.00% | +102+2.0% | Added |
| State Board of Administration of Florida Retirement System | 5,205 | $5.97M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,138 | $5.90M | 0.01% | −112−2.1% | Reduced |
| QS Investors, LLC | 4,947 | $5.68M | 0.07% | +4,700+1,902.8% | Added |
| Lazard Asset Management LLC | 4,879 | $5.60M | 0.01% | +4,597+1,630.1% | Added |
| Bank of Nova Scotia | 4,791 | $5.50M | 0.01% | −4,329−47.5% | Reduced |
| Invesco Ltd. | 4,769 | $5.47M | 0.00% | +833+21.2% | Added |
| Credit Suisse AG | 4,758 | $5.46M | 0.00% | −838−15.0% | Reduced |
| Rhumbline Advisers | 4,628 | $5.31M | 0.01% | −110−2.3% | Reduced |
| New York State Common Retirement Fund | 4,614 | $5.30M | 0.01% | +672+17.0% | Added |
| Morgan Stanley | 4,594 | $5.27M | 0.00% | −758−14.2% | Reduced |
| Balyasny Asset Management LLC | 4,394 | $5.04M | 0.03% | +113+2.6% | Added |
| State of Alaska, Department of Revenue | 4,233 | $4.86M | 0.05% | +1,354+47.0% | Added |
| Lee Danner & Bass Inc | 3,983 | $4.57M | 0.41% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,773 | $4.33M | 0.05% | −995−20.9% | Reduced |
| UBS Group AG | 3,669 | $4.21M | 0.00% | −222−5.7% | Reduced |
| Citigroup Inc | 3,611 | $4.14M | 0.00% | −708−16.4% | Reduced |
| Brown Advisory Inc | 3,521 | $4.04M | 0.01% | +4+0.1% | Added |
| JPMorgan Chase & Co | 3,397 | $3.90M | 0.00% | +153+4.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.84M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 3,303 | $3.79M | 0.00% | +2,115+178.0% | Added |
| Holocene Advisors, LP | 3,073 | $3.53M | 0.02% | +2,267+281.3% | Added |
| Winton Group Ltd | 3,045 | $3.50M | 0.19% | +292+10.6% | Added |
| Ameriprise Financial Inc | 2,772 | $3.18M | 0.00% | −1,685−37.8% | Reduced |
| Barclays PLC | 2,696 | $3.09M | 0.00% | −1,328−33.0% | Reduced |
| Truist Financial Corp | 2,688 | $3.09M | 0.01% | −100−3.6% | Reduced |
| FMR LLC | 2,531 | $2.90M | 0.00% | −38−1.5% | Reduced |
| Eagle Asset Management Inc | 2,500 | $2.87M | 0.01% | −175−6.5% | Reduced |
| Royal Bank of Canada | 2,342 | $2.69M | 0.00% | +227+10.7% | Added |
| Pecaut & Co. | 2,324 | $2.67M | 1.74% | −12−0.5% | Reduced |
| Davenport & Co LLC | 2,272 | $2.61M | 0.02% | +116+5.4% | Added |
| STRS Ohio | 2,218 | $2.55M | 0.01% | +414+22.9% | Added |
| Oppenheimer Asset Management Inc. | 2,165 | $2.49M | 0.04% | −398−15.5% | Reduced |
| State of New Jersey Common Pension Fund D | 2,093 | $2.40M | 0.01% | +2,093 | New |
| Advisor Group Holdings, Inc. | 2,041 | $2.35M | 0.01% | +114+5.9% | Added |
| Public Employees Retirement System of Ohio | 2,007 | $2.30M | 0.01% | +55+2.8% | Added |
| Natixis | 1,978 | $2.27M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,925 | $2.21M | 0.00% | −81−4.0% | Reduced |
| First Republic Investment Management, Inc. | 1,821 | $2.09M | 0.01% | +39+2.2% | Added |
| Russell Investments Group, Ltd. | 1,800 | $2.07M | 0.00% | −500−21.7% | Reduced |
| Keybank National Association | 1,749 | $2.01M | 0.01% | +433+32.9% | Added |
| Rafferty Asset Management, LLC | 1,711 | $1.96M | 0.01% | +193+12.7% | Added |
| Creative Planning | 1,637 | $1.88M | 0.00% | −77−4.5% | Reduced |
| Alliancebernstein L.P. | 1,620 | $1.86M | 0.00% | −100−5.8% | Reduced |
| SEI Investments Co | 1,673 | $1.84M | 0.00% | −470−21.9% | Reduced |
| ExodusPoint Capital Management, LP | 1,518 | $1.74M | 0.03% | −281−15.6% | Reduced |
| Eaton Vance Management | 1,482 | $1.70M | 0.00% | −1−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,410 | $1.62M | 0.00% | −178−11.2% | Reduced |
| CIBC Asset Management Inc | 1,218 | $1.40M | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $1.35M | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,144 | $1.31M | 0.01% | +30+2.7% | Added |