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 |
|---|---|---|---|---|---|
| Green Harvest Asset Management LLC | 500 | $0 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.00K | 0.00% | −6−75.0% | Reduced |
| IFP Advisors, Inc | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $5.00K | 0.00% | −1−20.0% | Reduced |
| CWM, LLC | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8 | $9.00K | 0.00% | −8−50.0% | Reduced |
| Whittier Trust Co | 8 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $9.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9 | $10.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $11.0K | 0.00% | −9−47.4% | Reduced |
| Bessemer Group Inc | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $11.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16 | $18.0K | 0.00% | +16 | New |
| Lindbrook Capital, LLC | 17 | $20.0K | 0.00% | −14−45.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18 | $21.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $22.0K | 0.00% | −2−9.5% | Reduced |
| First Horizon Advisors, Inc. | 24 | $26.0K | 0.00% | −1−4.0% | Reduced |
| Private Capital Group, LLC | 25 | $29.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $29.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 26 | $30.0K | 0.00% | +26 | New |
| Signaturefd, LLC | 29 | $33.0K | 0.00% | −13−31.0% | Reduced |
| American International Group, Inc. | 38 | $44.0K | 0.00% | +2+5.6% | Added |
| Tower Research Capital LLC (TRC) | 39 | $45.0K | 0.00% | −367−90.4% | Reduced |
| Fifth Third Bancorp | 39 | $45.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $46.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $57.4K | 0.01% | +50 | New |
| US Bancorp | 52 | $60.0K | 0.00% | +3+6.1% | Added |
| Parkside Financial Bank & Trust | 56 | $64.0K | 0.02% | −2−3.4% | Reduced |
| Metropolitan Life Insurance Co | 63 | $72.3K | 0.00% | +1+1.6% | Added |
| TD Private Client Wealth LLC | 65 | $74.6K | 0.00% | −3−4.4% | Reduced |
| Essex Investment Management Co LLC | 70 | $80.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $86.0K | 0.00% | −13−14.8% | Reduced |
| John W. Brooker & Co., CPAs | 90 | $103.0K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $114.0K | 0.02% | +99 | New |
| Baldwin Brothers Inc | 100 | $115.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $115.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $119.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 110 | $126.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 117 | $135.0K | 0.00% | −12−9.3% | Reduced |
| SG Americas Securities, LLC | 124 | $142.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $183.0K | 0.00% | +4+2.6% | Added |
| Markston International LLC | 170 | $195.0K | 0.12% | 00.0% | Unchanged |
| Sageworth Trust Co | 178 | $204.0K | 0.02% | +178 | New |
| Investment Management of Virginia LLC | 181 | $208.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 183 | $210.0K | 0.01% | −133−42.1% | Reduced |
| First Mercantile Trust Co | 184 | $211.0K | 0.02% | −22−10.7% | Reduced |
| Prudential Financial Inc | 184 | $212.0K | 0.00% | +184 | New |
| Pitcairn Co | 188 | $216.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 189 | $217.0K | 0.00% | −14−6.9% | Reduced |
| Ergoteles LLC | 192 | $220.0K | 0.01% | +192 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193 | $222.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 194 | $223.0K | 0.00% | +8+4.3% | Added |
| Macquarie Group Ltd | 198 | $227.0K | 0.00% | −15−7.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $228.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 200 | $230.0K | 0.00% | −50−20.0% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $230.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $230.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 200 | $230.0K | 0.18% | +200 | New |
| Summit Global Investments | 200 | $230.0K | 0.01% | +200 | New |
| Gsa Capital Partners LLP | 212 | $243.0K | 0.03% | +2+1.0% | Added |
| One Wealth Advisors, LLC | 212 | $243.0K | 0.08% | +212 | New |
| Jane Street Group, LLC | 213 | $245.0K | 0.00% | +213 | New |
| Cerity Partners LLC | 215 | $247.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 224 | $257.0K | 0.00% | −2,410−91.5% | Reduced |
| Hudson Value Partners, LLC | 225 | $258.0K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 234 | $269.0K | 0.00% | −3−1.3% | Reduced |
| Principal Financial Group Inc | 241 | $277.0K | 0.00% | +33+15.9% | Added |
| Assenagon Asset Management S.A. | 243 | $279.0K | 0.00% | +23+10.5% | Added |
| Personal Capital Advisors Corp | 244 | $280.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 245 | $281.0K | 0.00% | +40+19.5% | Added |
| Soltis Investment Advisors LLC | 256 | $294.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 268 | $308.0K | 0.00% | −69−20.5% | Reduced |
| Opal Wealth Advisors, LLC | 275 | $316.0K | 0.29% | −15−5.2% | Reduced |
| ProShare Advisors LLC | 281 | $323.0K | 0.00% | +25+9.8% | Added |
| Allianz Asset Management GmbH | 292 | $335.0K | 0.00% | −692−70.3% | Reduced |
| Commonwealth Equity Services, LLC | 294 | $337.0K | 0.00% | +82+38.7% | Added |
| Brown Miller Wealth Management, LLC | 298 | $342.0K | 0.22% | −1−0.3% | Reduced |
| Adams Wealth Management | 299 | $343.0K | 0.15% | +13+4.5% | Added |
| Gyon Technologies Capital Management, LP | 305 | $350.0K | 0.11% | +305 | New |
| Verition Fund Management LLC | 314 | $360.0K | 0.01% | −329−51.2% | Reduced |
| Hyman Charles D | 350 | $402.0K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 360 | $413.0K | 0.00% | −22−5.8% | Reduced |
| Financial Engines Advisors L.L.C. | 372 | $427.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 374 | $429.0K | 0.19% | −19−4.8% | Reduced |
| M&T Bank Corp | 387 | $444.0K | 0.00% | −15−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $450.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 394 | $452.0K | 0.01% | −272−40.8% | Reduced |
| Regentatlantic Capital LLC | 401 | $460.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 410 | $471.0K | 0.00% | +60+17.1% | Added |
| Tudor Investment Corp Et Al | 420 | $482.0K | 0.01% | −427−50.4% | Reduced |
| D. E. Shaw & Co., Inc. | 428 | $491.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 431 | $495.0K | 0.06% | −20−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 450 | $507.0K | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 442 | $509.0K | 0.00% | −123−21.8% | Reduced |
| KCM Investment Advisors LLC | 443 | $509.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 450 | $516.0K | 0.01% | −450−50.0% | Reduced |
| Glenmede Trust Co NA | 470 | $539.0K | 0.00% | 00.0% | Unchanged |