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 |
|---|---|---|---|---|---|
| Cove Street Capital, LLC | 17,759 | $20.4M | 2.95% | −5,711−24.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,112 | $20.8M | 0.05% | −4,309−19.2% | Reduced |
| Madison Avenue Partners, LP | 20,745 | $23.8M | 7.11% | −11,771−36.2% | Reduced |
| Elkhorn Partners Limited Partnership | 22,081 | $25.4M | 15.52% | −59−0.3% | Reduced |
| Federated Hermes, Inc. | 22,251 | $25.5M | 0.05% | +2,426+12.2% | Added |
| Mraz, Amerine & Associates, Inc. | 23,220 | $26.7M | 7.23% | −475−2.0% | Reduced |
| First Trust Advisors LP | 25,324 | $29.1M | 0.03% | +6,545+34.9% | Added |
| Charles Schwab Investment Management Inc | 25,386 | $29.1M | 0.01% | +847+3.5% | Added |
| Wells Fargo & Company | 26,646 | $30.6M | 0.01% | −10,063−27.4% | Reduced |
| Northern Trust Corp | 27,583 | $31.7M | 0.01% | +64+0.2% | Added |
| Norges Bank | 27,778 | $31.9M | 0.01% | −1,715−5.8% | Reduced |
| AQR Capital Management LLC | 28,344 | $32.4M | 0.06% | +18,059+175.6% | Added |
| Thompson Siegel & Walmsley LLC | 30,725 | $35.3M | 0.48% | −263−0.8% | Reduced |
| Raymond James & Associates | 35,187 | $40.4M | 0.04% | −9,703−21.6% | Reduced |
| Fiduciary Management Inc | 35,248 | $40.5M | 0.30% | −974−2.7% | Reduced |
| Cannell Peter B & Co Inc | 35,411 | $40.7M | 1.22% | −240−0.7% | Reduced |
| Geode Capital Management, LLC | 37,126 | $42.6M | 0.01% | +871+2.4% | Added |
| Victory Capital Management Inc | 54,314 | $62.4M | 0.06% | −10,658−16.4% | Reduced |
| Scout Investments, Inc. | 56,390 | $64.7M | 0.96% | +36,628+185.3% | Added |
| Reinhart Partners, Inc. | 58,441 | $67.1M | 3.33% | +2,678+4.8% | Added |
| Bank of America Corp | 58,594 | $67.3M | 0.01% | +4,306+7.9% | Added |
| State Street Corp | 60,784 | $69.8M | 0.00% | +12,904+27.0% | Added |
| Artisan Partners Limited Partnership | 65,487 | $75.2M | 0.09% | +12,527+23.7% | Added |
| Wallace Capital Management Inc. | 74,178 | $85.2M | 11.17% | +1,253+1.7% | Added |
| London Co of Virginia | 77,768 | $89.3M | 0.48% | +5,431+7.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 96,609 | $110.9M | 0.72% | +27,376+39.5% | Added |
| BlackRock Inc. | 128,391 | $147.4M | 0.00% | −13,096−9.3% | Reduced |
| Boston Partners | 140,459 | $161.4M | 0.21% | +3,264+2.4% | Added |
| Dimensional Fund Advisors LP | 143,572 | $164.8M | 0.05% | +9,274+6.9% | Added |
| River Road Asset Management, LLC | 166,922 | $191.6M | 2.06% | −2,937−1.7% | Reduced |
| Atlanta Capital Management Co L L C | 194,972 | $223.8M | 0.77% | −6,758−3.4% | Reduced |
| Wellington Management Group LLP | 236,668 | $271.7M | 0.05% | +703+0.3% | Added |
| Vanguard Group Inc | 289,314 | $332.1M | 0.01% | −6,038−2.0% | Reduced |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −11,084−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| San Francisco Sentry Investment Group (Ca) | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |