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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Patriot Financial Group Insurance Agency, LLC | 3 | $3.00K | 0.00% | −1−25.0% | Reduced |
| IFP Advisors, Inc | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $5.00K | 0.00% | +5 | New |
| Rockefeller Capital Management L.P. | 8 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7 | $8.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 9 | $9.63K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $10.0K | 0.00% | +9 | New |
| Bessemer Group Inc | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 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 |
| Federation des caisses Desjardins du Quebec | 11 | $11.8K | 0.00% | +11 | New |
| Lindbrook Capital, LLC | 17 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $18.0K | 0.00% | +9+112.5% | Added |
| Proequities, Inc. | 19 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 20 | $21.0K | 0.00% | +20 | New |
| First Horizon Advisors, Inc. | 25 | $26.0K | 0.00% | +1+4.2% | Added |
| Private Capital Group, LLC | 25 | $27.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $27.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 27 | $29.0K | 0.00% | −2,504−98.9% | Reduced |
| Strategic Asset Management, LLC | 28 | $31.0K | 0.04% | +28 | New |
| American International Group, Inc. | 34 | $36.0K | 0.00% | −4−10.5% | Reduced |
| Green Harvest Asset Management LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 35 | $37.0K | 0.00% | +6+20.7% | Added |
| Fifth Third Bancorp | 39 | $42.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $43.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $53.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $61.0K | 0.02% | +1+1.8% | Added |
| Metropolitan Life Insurance Co | 60 | $64.2K | 0.00% | −3−4.8% | Reduced |
| Essex Investment Management Co LLC | 70 | $75.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $80.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 76 | $81.3K | 0.00% | +11+16.9% | Added |
| John W. Brooker & Co., CPAs | 90 | $96.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $107.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $107.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $109.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 105 | $112.0K | 0.00% | +53+101.9% | Added |
| SRS Capital Advisors, Inc. | 106 | $114.0K | 0.02% | +7+7.1% | Added |
| Central Trust Co | 110 | $118.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 117 | $126.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 126 | $135.0K | 0.00% | +108+600.0% | Added |
| Tower Research Capital LLC (TRC) | 150 | $160.0K | 0.00% | +111+284.6% | Added |
| First Manhattan Co | 156 | $166.0K | 0.00% | −4−2.5% | Reduced |
| Markston International LLC | 170 | $182.0K | 0.17% | 00.0% | Unchanged |
| Sageworth Trust Co | 178 | $190.0K | 0.02% | 00.0% | Unchanged |
| First Mercantile Trust Co | 181 | $194.0K | 0.03% | −3−1.6% | Reduced |
| Regions Financial Corp | 189 | $202.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 190 | $203.0K | 0.00% | −8−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193 | $206.0K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 193 | $207.0K | 0.01% | +193 | New |
| Panagora Asset Management Inc | 196 | $210.0K | 0.00% | −38−16.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $213.0K | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $214.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $214.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 200 | $214.0K | 0.00% | +6+3.1% | Added |
| Connable Office Inc | 211 | $226.0K | 0.03% | +211 | New |
| One Wealth Advisors, LLC | 212 | $227.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 212 | $227.0K | 0.00% | +212 | New |
| Cerity Partners LLC | 215 | $230.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 215 | $230.0K | 0.02% | +215 | New |
| Commonwealth Equity Services, LLC | 216 | $231.0K | 0.00% | −78−26.5% | Reduced |
| Hudson Value Partners, LLC | 225 | $241.0K | 0.13% | 00.0% | Unchanged |
| Principal Financial Group Inc | 232 | $248.0K | 0.00% | −9−3.7% | Reduced |
| Captrust Financial Advisors | 234 | $250.0K | 0.00% | −34−12.7% | Reduced |
| Gyon Technologies Capital Management, LP | 236 | $252.0K | 0.07% | −69−22.6% | Reduced |
| Pictet Asset Management SA | 240 | $257.0K | 0.00% | +240 | New |
| Personal Capital Advisors Corp | 244 | $261.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 256 | $274.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 281 | $301.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 298 | $318.0K | 0.00% | +53+21.6% | Added |
| Bokf, NA | 297 | $318.0K | 0.01% | +297 | New |
| Brown Miller Wealth Management, LLC | 298 | $319.0K | 0.20% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 300 | $321.0K | 0.17% | +300 | New |
| Janus Henderson Group PLC | 312 | $334.0K | 0.00% | +312 | New |
| Opal Wealth Advisors, LLC | 315 | $337.0K | 0.32% | +40+14.5% | Added |
| Adams Wealth Management | 316 | $338.0K | 0.13% | +17+5.7% | Added |
| Cubist Systematic Strategies, LLC | 324 | $347.0K | 0.00% | −70−17.8% | Reduced |
| Marshall Wace North America L.P. | 326 | $349.0K | 0.00% | +326 | New |
| HighTower Advisors, LLC | 350 | $370.0K | 0.00% | +350 | New |
| Hyman Charles D | 350 | $374.0K | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 359 | $384.0K | 0.01% | −42−10.5% | Reduced |
| M&T Bank Corp | 371 | $396.0K | 0.00% | −16−4.1% | Reduced |
| Financial Engines Advisors L.L.C. | 372 | $397.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 375 | $401.0K | 0.18% | +1+0.3% | Added |
| State of Wisconsin Investment Board | 378 | $404.0K | 0.00% | +18+5.0% | Added |
| Susquehanna International Group, LLP | 384 | $411.0K | 0.00% | −450−54.0% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $419.0K | 0.00% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 402 | $430.0K | 0.36% | −197−32.9% | Reduced |
| Roundview Capital LLC | 425 | $455.0K | 0.05% | −6−1.4% | Reduced |
| KCM Investment Advisors LLC | 443 | $474.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 439 | $489.0K | 0.00% | −3−0.7% | Reduced |
| Avalon Investment & Advisory | 466 | $498.0K | 0.01% | −103−18.1% | Reduced |
| Chicago Partners Investment Group LLC | 450 | $507.0K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 501 | $536.0K | 0.00% | +91+22.2% | Added |
| Fragasso Group Inc. | 505 | $540.0K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 506 | $542.0K | 0.00% | −321−38.8% | Reduced |