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, Q3 2021
Institutional positions in White Mountains Insurance Group Ltd as of Sep 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
- 232
- +2 vs. Q2 2021
- Shares held
- 2.67M
- −35.7K (−1.3%) vs. Q2 2021
- Total value
- $2.86B
- −$250.0M (−8.0%) vs. Q2 2021
- New holders
- 23
- 71 more added
- Sold out
- 21
- 78 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 286,062 | $306.0M | 0.01% | −3,252−1.1% | Reduced |
| Wellington Management Group LLP | 223,860 | $239.4M | 0.04% | −12,808−5.4% | Reduced |
| Atlanta Capital Management Co L L C | 176,418 | $188.7M | 0.67% | −18,554−9.5% | Reduced |
| River Road Asset Management, LLC | 169,077 | $180.8M | 2.00% | +2,155+1.3% | Added |
| Dimensional Fund Advisors LP | 150,113 | $160.6M | 0.05% | +6,541+4.6% | Added |
| Boston Partners | 143,832 | $154.0M | 0.20% | +3,373+2.4% | Added |
| BlackRock Inc. | 124,680 | $133.4M | 0.00% | −3,711−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 95,599 | $102.3M | 0.66% | −1,010−1.0% | Reduced |
| Artisan Partners Limited Partnership | 83,011 | $88.8M | 0.11% | +17,524+26.8% | Added |
| London Co of Virginia | 76,050 | $81.3M | 0.45% | −1,718−2.2% | Reduced |
| Wallace Capital Management Inc. | 75,345 | $80.6M | 10.94% | +1,167+1.6% | Added |
| Bank of America Corp | 62,867 | $67.2M | 0.01% | +4,273+7.3% | Added |
| State Street Corp | 55,918 | $59.8M | 0.00% | −4,866−8.0% | Reduced |
| Reinhart Partners, Inc. | 55,760 | $59.6M | 3.03% | −2,681−4.6% | Reduced |
| Scout Investments, Inc. | 54,606 | $58.4M | 0.87% | −1,784−3.2% | Reduced |
| Geode Capital Management, LLC | 36,478 | $39.0M | 0.01% | −648−1.7% | Reduced |
| Fiduciary Management Inc | 36,043 | $38.6M | 0.29% | +795+2.3% | Added |
| Raymond James & Associates | 35,512 | $38.0M | 0.03% | +325+0.9% | Added |
| Cannell Peter B & Co Inc | 35,329 | $37.8M | 1.15% | −82−0.2% | Reduced |
| AQR Capital Management LLC | 31,341 | $33.5M | 0.06% | +2,997+10.6% | Added |
| Thompson Siegel & Walmsley LLC | 30,752 | $32.9M | 0.47% | +27+0.1% | Added |
| Pendal Group Limited | 29,421 | $31.5M | 0.26% | +29,421 | New |
| First Trust Advisors LP | 26,036 | $27.8M | 0.03% | +712+2.8% | Added |
| Charles Schwab Investment Management Inc | 25,529 | $27.3M | 0.01% | +143+0.6% | Added |
| Wells Fargo & Company | 25,256 | $27.0M | 0.01% | −1,390−5.2% | Reduced |
| Norges Bank | 25,044 | $26.8M | 0.01% | −2,734−9.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,942 | $24.5M | 6.70% | −278−1.2% | Reduced |
| Elkhorn Partners Limited Partnership | 22,086 | $23.6M | 14.28% | +50.0% | Added |
| Federated Hermes, Inc. | 21,792 | $23.3M | 0.04% | −459−2.1% | Reduced |
| Northern Trust Corp | 21,557 | $23.1M | 0.00% | −6,026−21.8% | Reduced |
| Cove Street Capital, LLC | 21,437 | $22.9M | 3.40% | +3,678+20.7% | Added |
| Victory Capital Management Inc | 18,808 | $20.1M | 0.02% | −35,506−65.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,112 | $19.4M | 0.04% | 00.0% | Unchanged |
| Speece Thorson Capital Group Inc | 17,879 | $19.1M | 4.01% | +2,074+13.1% | Added |
| Nuveen Asset Management, LLC | 14,799 | $15.9M | 0.00% | −737−4.7% | Reduced |
| Bank of New York Mellon Corp | 12,713 | $13.6M | 0.00% | +472+3.9% | Added |
| Parametric Portfolio Associates LLC | 12,426 | $13.3M | 0.01% | −1,408−10.2% | Reduced |
| Renaissance Technologies LLC | 12,300 | $13.2M | 0.02% | −3,000−19.6% | Reduced |
| Martingale Asset Management L P | 9,905 | $10.6M | 0.14% | −1,761−15.1% | Reduced |
| Eagle Asset Management Inc | 9,100 | $9.73M | 0.04% | +6,600+264.0% | Added |
| Goldman Sachs Group Inc | 8,843 | $9.46M | 0.00% | +2,595+41.5% | Added |
| Citadel Advisors LLC | 8,426 | $9.01M | 0.01% | −490−5.5% | Reduced |
| UBS Asset Management Americas Inc | 7,572 | $8.10M | 0.00% | +538+7.6% | Added |
| Envestnet Asset Management Inc | 7,209 | $7.71M | 0.00% | −56−0.8% | Reduced |
| Royce & Associates LP | 6,897 | $7.38M | 0.06% | +6,897 | New |
| California Public Employees Retirement System | 6,893 | $7.37M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 6,846 | $7.32M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,361 | $6.80M | 0.07% | +2,128+50.3% | Added |
| Brandywine Global Investment Management, LLC | 5,770 | $6.17M | 0.05% | −512−8.2% | Reduced |
| Fenimore Asset Management Inc | 5,768 | $6.17M | 0.15% | −5,396−48.3% | Reduced |
| Legal & General Group Plc | 5,601 | $5.99M | 0.00% | +352+6.7% | Added |
| Comerica Bank | 5,351 | $5.91M | 0.04% | +4,592+605.0% | Added |
| Williams Jones Wealth Management, LLC. | 5,343 | $5.71M | 0.08% | −259−4.6% | Reduced |
| Invesco Ltd. | 5,247 | $5.61M | 0.00% | +478+10.0% | Added |
| State Board of Administration of Florida Retirement System | 5,205 | $5.57M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,145 | $5.50M | 0.01% | +7+0.1% | Added |
| Rhumbline Advisers | 4,921 | $5.26M | 0.01% | +293+6.3% | Added |
| Morgan Stanley | 4,876 | $5.22M | 0.00% | +282+6.1% | Added |
| Credit Suisse AG | 4,724 | $5.05M | 0.00% | −34−0.7% | Reduced |
| New York State Common Retirement Fund | 4,610 | $4.93M | 0.01% | −4−0.1% | Reduced |
| Qube Research & Technologies Ltd | 4,547 | $4.86M | 0.06% | +774+20.5% | Added |
| American Century Companies Inc | 4,426 | $4.73M | 0.00% | +1,123+34.0% | Added |
| Lazard Asset Management LLC | 4,019 | $4.30M | 0.00% | −860−17.6% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $3.94M | 0.36% | −300−7.5% | Reduced |
| Brown Advisory Inc | 3,517 | $3.76M | 0.01% | −4−0.1% | Reduced |
| Winton Group Ltd | 3,415 | $3.65M | 0.20% | +370+12.2% | Added |
| UBS Group AG | 3,376 | $3.61M | 0.00% | −293−8.0% | Reduced |
| Barclays PLC | 3,359 | $3.59M | 0.00% | +663+24.6% | Added |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.58M | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,070 | $3.28M | 0.01% | −2,502−44.9% | Reduced |
| Natixis | 2,978 | $3.19M | 0.01% | +1,000+50.6% | Added |
| Truist Financial Corp | 2,874 | $3.07M | 0.01% | +186+6.9% | Added |
| Ameriprise Financial Inc | 2,768 | $2.96M | 0.00% | −4−0.1% | Reduced |
| Citigroup Inc | 2,741 | $2.93M | 0.00% | −870−24.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,566 | $2.74M | 0.04% | +401+18.5% | Added |
| Holocene Advisors, LP | 2,471 | $2.64M | 0.02% | −602−19.6% | Reduced |
| Bank of Nova Scotia | 2,463 | $2.63M | 0.00% | −2,328−48.6% | Reduced |
| JPMorgan Chase & Co | 2,446 | $2.62M | 0.00% | −951−28.0% | Reduced |
| Royal Bank of Canada | 2,373 | $2.54M | 0.00% | +31+1.3% | Added |
| Allianz Asset Management GmbH | 2,345 | $2.51M | 0.00% | +2,053+703.1% | Added |
| State of New Jersey Common Pension Fund D | 2,339 | $2.50M | 0.01% | +246+11.8% | Added |
| CIBC Asset Management Inc | 2,310 | $2.47M | 0.01% | +1,092+89.7% | Added |
| Davenport & Co LLC | 2,292 | $2.45M | 0.02% | +20+0.9% | Added |
| Franklin Resources Inc | 2,270 | $2.43M | 0.00% | +2,270 | New |
| Public Employees Retirement System of Ohio | 2,017 | $2.16M | 0.01% | +10+0.5% | Added |
| Pecaut & Co. | 1,991 | $2.13M | 1.27% | −333−14.3% | Reduced |
| Stifel Financial Corp | 1,986 | $2.12M | 0.00% | +61+3.2% | Added |
| STRS Ohio | 1,981 | $2.12M | 0.01% | −237−10.7% | Reduced |
| First Republic Investment Management, Inc. | 1,929 | $2.06M | 0.01% | +108+5.9% | Added |
| ExodusPoint Capital Management, LP | 1,794 | $1.92M | 0.03% | +276+18.2% | Added |
| Advisor Group Holdings, Inc. | 1,667 | $1.78M | 0.00% | −374−18.3% | Reduced |
| Creative Planning | 1,634 | $1.75M | 0.00% | −3−0.2% | Reduced |
| SEI Investments Co | 1,650 | $1.72M | 0.00% | −23−1.4% | Reduced |
| Millennium Management LLC | 1,495 | $1.60M | 0.00% | +1,271+567.4% | Added |
| Eaton Vance Management | 1,475 | $1.58M | 0.00% | −7−0.5% | Reduced |
| Alliancebernstein L.P. | 1,473 | $1.58M | 0.00% | −147−9.1% | Reduced |
| Rafferty Asset Management, LLC | 1,452 | $1.55M | 0.01% | −259−15.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,449 | $1.55M | 0.00% | +400+38.1% | Added |
| Price T Rowe Associates Inc | 1,426 | $1.52M | 0.00% | +16+1.1% | Added |
| Keybank National Association | 1,389 | $1.49M | 0.01% | −360−20.6% | Reduced |