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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 491 | $564.0K | 0.00% | +114+30.2% | Added |
| Fragasso Group Inc. | 505 | $580.0K | 0.08% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 517 | $594.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 544 | $625.0K | 0.00% | +37+7.3% | Added |
| Avalon Investment & Advisory | 569 | $653.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 591 | $678.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 593 | $681.0K | 0.00% | +593 | New |
| Alphasimplex Group, LLC | 599 | $688.0K | 0.34% | −155−20.6% | Reduced |
| AXA S.A. | 600 | $689.0K | 0.00% | −300−33.3% | Reduced |
| AMG National Trust Bank | 602 | $691.0K | 0.02% | +1+0.2% | Added |
| Voya Investment Management LLC | 618 | $709.0K | 0.00% | +147+31.2% | Added |
| Amalgamated Bank | 660 | $758.0K | 0.01% | +301+83.8% | Added |
| Parsons Capital Management Inc | 680 | $781.0K | 0.06% | 00.0% | Unchanged |
| AGF Investments LLC | 680 | $781.0K | 0.08% | +146+27.3% | Added |
| Brandes Investment Partners, LP | 681 | $782.0K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 700 | $804.0K | 0.01% | +700 | New |
| Icon Wealth Partners, LLC | 715 | $821.0K | 0.09% | 00.0% | Unchanged |
| KBC Group NV | 716 | $822.0K | 0.00% | −229−24.2% | Reduced |
| Gratus Capital LLC | 725 | $832.0K | 0.09% | −900−55.4% | Reduced |
| Neuberger Berman Group LLC | 740 | $849.0K | 0.00% | −1−0.1% | Reduced |
| Comerica Bank | 759 | $854.0K | 0.01% | +215+39.5% | Added |
| Karpas Strategies, LLC | 751 | $862.0K | 0.31% | 00.0% | Unchanged |
| Deutsche Bank AG | 827 | $948.0K | 0.00% | +454+121.7% | Added |
| Susquehanna International Group, LLP | 834 | $958.0K | 0.00% | +539+182.7% | Added |
| Arizona State Retirement System | 843 | $968.0K | 0.01% | −60−6.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 900 | $1.03M | 0.02% | +900 | New |
| Parker Investment Management, LLC | 1,003 | $1.15M | 0.20% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 1,033 | $1.19M | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,049 | $1.20M | 0.00% | −58−5.2% | Reduced |
| Treasurer of the State of North Carolina | 1,053 | $1.21M | 0.01% | −50−4.5% | Reduced |
| Nuance Investments, LLC | 1,072 | $1.23M | 0.02% | −31,451−96.7% | Reduced |
| Brave Asset Management Inc | 1,086 | $1.25M | 0.37% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $1.26M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,144 | $1.31M | 0.01% | +30+2.7% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $1.35M | 0.16% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,218 | $1.40M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,410 | $1.62M | 0.00% | −178−11.2% | Reduced |
| Eaton Vance Management | 1,482 | $1.70M | 0.00% | −1−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 1,518 | $1.74M | 0.03% | −281−15.6% | Reduced |
| SEI Investments Co | 1,673 | $1.84M | 0.00% | −470−21.9% | Reduced |
| Alliancebernstein L.P. | 1,620 | $1.86M | 0.00% | −100−5.8% | Reduced |
| Creative Planning | 1,637 | $1.88M | 0.00% | −77−4.5% | Reduced |
| Rafferty Asset Management, LLC | 1,711 | $1.96M | 0.01% | +193+12.7% | Added |
| Keybank National Association | 1,749 | $2.01M | 0.01% | +433+32.9% | Added |
| Russell Investments Group, Ltd. | 1,800 | $2.07M | 0.00% | −500−21.7% | Reduced |
| First Republic Investment Management, Inc. | 1,821 | $2.09M | 0.01% | +39+2.2% | Added |
| Stifel Financial Corp | 1,925 | $2.21M | 0.00% | −81−4.0% | Reduced |
| Natixis | 1,978 | $2.27M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,007 | $2.30M | 0.01% | +55+2.8% | Added |
| Advisor Group Holdings, Inc. | 2,041 | $2.35M | 0.01% | +114+5.9% | Added |
| State of New Jersey Common Pension Fund D | 2,093 | $2.40M | 0.01% | +2,093 | New |
| Oppenheimer Asset Management Inc. | 2,165 | $2.49M | 0.04% | −398−15.5% | Reduced |
| STRS Ohio | 2,218 | $2.55M | 0.01% | +414+22.9% | Added |
| Davenport & Co LLC | 2,272 | $2.61M | 0.02% | +116+5.4% | Added |
| Pecaut & Co. | 2,324 | $2.67M | 1.74% | −12−0.5% | Reduced |
| Royal Bank of Canada | 2,342 | $2.69M | 0.00% | +227+10.7% | Added |
| Eagle Asset Management Inc | 2,500 | $2.87M | 0.01% | −175−6.5% | Reduced |
| FMR LLC | 2,531 | $2.90M | 0.00% | −38−1.5% | Reduced |
| Truist Financial Corp | 2,688 | $3.09M | 0.01% | −100−3.6% | Reduced |
| Barclays PLC | 2,696 | $3.09M | 0.00% | −1,328−33.0% | Reduced |
| Ameriprise Financial Inc | 2,772 | $3.18M | 0.00% | −1,685−37.8% | Reduced |
| Winton Group Ltd | 3,045 | $3.50M | 0.19% | +292+10.6% | Added |
| Holocene Advisors, LP | 3,073 | $3.53M | 0.02% | +2,267+281.3% | Added |
| American Century Companies Inc | 3,303 | $3.79M | 0.00% | +2,115+178.0% | Added |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.84M | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,397 | $3.90M | 0.00% | +153+4.7% | Added |
| Brown Advisory Inc | 3,521 | $4.04M | 0.01% | +4+0.1% | Added |
| Citigroup Inc | 3,611 | $4.14M | 0.00% | −708−16.4% | Reduced |
| UBS Group AG | 3,669 | $4.21M | 0.00% | −222−5.7% | Reduced |
| Qube Research & Technologies Ltd | 3,773 | $4.33M | 0.05% | −995−20.9% | Reduced |
| Lee Danner & Bass Inc | 3,983 | $4.57M | 0.41% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,233 | $4.86M | 0.05% | +1,354+47.0% | Added |
| Balyasny Asset Management LLC | 4,394 | $5.04M | 0.03% | +113+2.6% | Added |
| Morgan Stanley | 4,594 | $5.27M | 0.00% | −758−14.2% | Reduced |
| New York State Common Retirement Fund | 4,614 | $5.30M | 0.01% | +672+17.0% | Added |
| Rhumbline Advisers | 4,628 | $5.31M | 0.01% | −110−2.3% | Reduced |
| Credit Suisse AG | 4,758 | $5.46M | 0.00% | −838−15.0% | Reduced |
| Invesco Ltd. | 4,769 | $5.47M | 0.00% | +833+21.2% | Added |
| Bank of Nova Scotia | 4,791 | $5.50M | 0.01% | −4,329−47.5% | Reduced |
| Lazard Asset Management LLC | 4,879 | $5.60M | 0.01% | +4,597+1,630.1% | Added |
| QS Investors, LLC | 4,947 | $5.68M | 0.07% | +4,700+1,902.8% | Added |
| California State Teachers Retirement System | 5,138 | $5.90M | 0.01% | −112−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 5,205 | $5.97M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,249 | $6.03M | 0.00% | +102+2.0% | Added |
| BNP Paribas Arbitrage, SA | 5,572 | $6.40M | 0.01% | −3,090−35.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,602 | $6.43M | 0.09% | +9+0.2% | Added |
| Goldman Sachs Group Inc | 6,248 | $7.17M | 0.00% | −3,672−37.0% | Reduced |
| Brandywine Global Investment Management, LLC | 6,282 | $7.21M | 0.05% | +6,282 | New |
| Swiss National Bank | 6,846 | $7.86M | 0.00% | −200−2.8% | Reduced |
| California Public Employees Retirement System | 6,893 | $7.91M | 0.01% | −606−8.1% | Reduced |
| UBS Asset Management Americas Inc | 7,034 | $8.08M | 0.00% | +1,348+23.7% | Added |
| Envestnet Asset Management Inc | 7,265 | $8.34M | 0.00% | +264+3.8% | Added |
| Citadel Advisors LLC | 8,916 | $10.2M | 0.01% | −3,428−27.8% | Reduced |
| Fenimore Asset Management Inc | 11,164 | $12.8M | 0.31% | −624−5.3% | Reduced |
| Martingale Asset Management L P | 11,666 | $13.4M | 0.15% | −4,839−29.3% | Reduced |
| Bank of New York Mellon Corp | 12,241 | $14.1M | 0.00% | +642+5.5% | Added |
| Parametric Portfolio Associates LLC | 13,834 | $15.9M | 0.01% | −560−3.9% | Reduced |
| Renaissance Technologies LLC | 15,300 | $17.6M | 0.02% | −3,000−16.4% | Reduced |
| Nuveen Asset Management, LLC | 15,536 | $17.8M | 0.01% | −990−6.0% | Reduced |
| Speece Thorson Capital Group Inc | 15,805 | $18.1M | 3.79% | −82−0.5% | Reduced |