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 |
|---|---|---|---|---|---|
| Klingenstein Fields & Co LP | 517 | $553.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 523 | $559.0K | 0.00% | +53+11.3% | Added |
| AGF Investments LLC | 548 | $586.0K | 0.06% | −132−19.4% | Reduced |
| Parker Investment Management, LLC | 573 | $613.0K | 0.10% | −430−42.9% | Reduced |
| First Hawaiian Bank | 575 | $615.0K | 0.03% | −16−2.7% | Reduced |
| Handelsbanken Fonder AB | 593 | $634.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 609 | $651.0K | 0.00% | −535−46.8% | Reduced |
| Voya Investment Management LLC | 616 | $659.0K | 0.00% | −2−0.3% | Reduced |
| Amalgamated Bank | 633 | $677.0K | 0.01% | −27−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 673 | $720.0K | 0.00% | +245+57.2% | Added |
| Parsons Capital Management Inc | 680 | $727.0K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 692 | $740.0K | 0.00% | −24−3.4% | Reduced |
| Neuberger Berman Group LLC | 740 | $755.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 714 | $764.0K | 0.08% | −1−0.1% | Reduced |
| Gratus Capital LLC | 725 | $775.0K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 727 | $778.0K | 0.01% | +27+3.9% | Added |
| Karpas Strategies, LLC | 751 | $826.0K | 0.27% | 00.0% | Unchanged |
| Dean Capital Management | 773 | $827.0K | 0.76% | +773 | New |
| Arizona State Retirement System | 846 | $905.0K | 0.01% | +3+0.4% | Added |
| LPL Financial LLC | 873 | $934.0K | 0.00% | +329+60.5% | Added |
| Kovitz Investment Group Partners, LLC | 900 | $963.0K | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 971 | $1.04M | 0.03% | +369+61.3% | Added |
| Brave Asset Management Inc | 1,056 | $1.13M | 0.33% | −30−2.8% | Reduced |
| Jane Street Group, LLC | 1,067 | $1.14M | 0.00% | +854+400.9% | Added |
| Horizon Kinetics Asset Management LLC | 1,085 | $1.16M | 0.03% | +52+5.0% | Added |
| Treasurer of the State of North Carolina | 1,092 | $1.17M | 0.01% | +39+3.7% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.18M | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $1.26M | 0.15% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,192 | $1.27M | 0.24% | +1,192 | New |
| Nuance Investments, LLC | 1,292 | $1.38M | 0.03% | +220+20.5% | Added |
| Russell Investments Group, Ltd. | 1,300 | $1.39M | 0.00% | −500−27.8% | Reduced |
| HRT Financial LP | 1,369 | $1.46M | 0.01% | +1,369 | New |
| Keybank National Association | 1,389 | $1.49M | 0.01% | −360−20.6% | Reduced |
| Price T Rowe Associates Inc | 1,426 | $1.52M | 0.00% | +16+1.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,449 | $1.55M | 0.00% | +400+38.1% | Added |
| Rafferty Asset Management, LLC | 1,452 | $1.55M | 0.01% | −259−15.1% | Reduced |
| Alliancebernstein L.P. | 1,473 | $1.58M | 0.00% | −147−9.1% | Reduced |
| Eaton Vance Management | 1,475 | $1.58M | 0.00% | −7−0.5% | Reduced |
| Millennium Management LLC | 1,495 | $1.60M | 0.00% | +1,271+567.4% | Added |
| SEI Investments Co | 1,650 | $1.72M | 0.00% | −23−1.4% | Reduced |
| Creative Planning | 1,634 | $1.75M | 0.00% | −3−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,667 | $1.78M | 0.00% | −374−18.3% | Reduced |
| ExodusPoint Capital Management, LP | 1,794 | $1.92M | 0.03% | +276+18.2% | Added |
| First Republic Investment Management, Inc. | 1,929 | $2.06M | 0.01% | +108+5.9% | Added |
| STRS Ohio | 1,981 | $2.12M | 0.01% | −237−10.7% | Reduced |
| Stifel Financial Corp | 1,986 | $2.12M | 0.00% | +61+3.2% | Added |
| Pecaut & Co. | 1,991 | $2.13M | 1.27% | −333−14.3% | Reduced |
| Public Employees Retirement System of Ohio | 2,017 | $2.16M | 0.01% | +10+0.5% | Added |
| Franklin Resources Inc | 2,270 | $2.43M | 0.00% | +2,270 | New |
| Davenport & Co LLC | 2,292 | $2.45M | 0.02% | +20+0.9% | Added |
| CIBC Asset Management Inc | 2,310 | $2.47M | 0.01% | +1,092+89.7% | Added |
| State of New Jersey Common Pension Fund D | 2,339 | $2.50M | 0.01% | +246+11.8% | Added |
| Allianz Asset Management GmbH | 2,345 | $2.51M | 0.00% | +2,053+703.1% | Added |
| Royal Bank of Canada | 2,373 | $2.54M | 0.00% | +31+1.3% | Added |
| JPMorgan Chase & Co | 2,446 | $2.62M | 0.00% | −951−28.0% | Reduced |
| Bank of Nova Scotia | 2,463 | $2.63M | 0.00% | −2,328−48.6% | Reduced |
| Holocene Advisors, LP | 2,471 | $2.64M | 0.02% | −602−19.6% | Reduced |
| Oppenheimer Asset Management Inc. | 2,566 | $2.74M | 0.04% | +401+18.5% | Added |
| Citigroup Inc | 2,741 | $2.93M | 0.00% | −870−24.1% | Reduced |
| Ameriprise Financial Inc | 2,768 | $2.96M | 0.00% | −4−0.1% | Reduced |
| Truist Financial Corp | 2,874 | $3.07M | 0.01% | +186+6.9% | Added |
| Natixis | 2,978 | $3.19M | 0.01% | +1,000+50.6% | Added |
| BNP Paribas Arbitrage, SA | 3,070 | $3.28M | 0.01% | −2,502−44.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.58M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 3,359 | $3.59M | 0.00% | +663+24.6% | Added |
| UBS Group AG | 3,376 | $3.61M | 0.00% | −293−8.0% | Reduced |
| Winton Group Ltd | 3,415 | $3.65M | 0.20% | +370+12.2% | Added |
| Brown Advisory Inc | 3,517 | $3.76M | 0.01% | −4−0.1% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $3.94M | 0.36% | −300−7.5% | Reduced |
| Lazard Asset Management LLC | 4,019 | $4.30M | 0.00% | −860−17.6% | Reduced |
| American Century Companies Inc | 4,426 | $4.73M | 0.00% | +1,123+34.0% | Added |
| Qube Research & Technologies Ltd | 4,547 | $4.86M | 0.06% | +774+20.5% | Added |
| New York State Common Retirement Fund | 4,610 | $4.93M | 0.01% | −4−0.1% | Reduced |
| Credit Suisse AG | 4,724 | $5.05M | 0.00% | −34−0.7% | Reduced |
| Morgan Stanley | 4,876 | $5.22M | 0.00% | +282+6.1% | Added |
| Rhumbline Advisers | 4,921 | $5.26M | 0.01% | +293+6.3% | Added |
| California State Teachers Retirement System | 5,145 | $5.50M | 0.01% | +7+0.1% | Added |
| State Board of Administration of Florida Retirement System | 5,205 | $5.57M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 5,247 | $5.61M | 0.00% | +478+10.0% | Added |
| Williams Jones Wealth Management, LLC. | 5,343 | $5.71M | 0.08% | −259−4.6% | Reduced |
| Comerica Bank | 5,351 | $5.91M | 0.04% | +4,592+605.0% | Added |
| Legal & General Group Plc | 5,601 | $5.99M | 0.00% | +352+6.7% | Added |
| Fenimore Asset Management Inc | 5,768 | $6.17M | 0.15% | −5,396−48.3% | Reduced |
| Brandywine Global Investment Management, LLC | 5,770 | $6.17M | 0.05% | −512−8.2% | Reduced |
| State of Alaska, Department of Revenue | 6,361 | $6.80M | 0.07% | +2,128+50.3% | Added |
| Swiss National Bank | 6,846 | $7.32M | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 6,893 | $7.37M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 6,897 | $7.38M | 0.06% | +6,897 | New |
| Envestnet Asset Management Inc | 7,209 | $7.71M | 0.00% | −56−0.8% | Reduced |
| UBS Asset Management Americas Inc | 7,572 | $8.10M | 0.00% | +538+7.6% | Added |
| Citadel Advisors LLC | 8,426 | $9.01M | 0.01% | −490−5.5% | Reduced |
| Goldman Sachs Group Inc | 8,843 | $9.46M | 0.00% | +2,595+41.5% | Added |
| Eagle Asset Management Inc | 9,100 | $9.73M | 0.04% | +6,600+264.0% | Added |
| Martingale Asset Management L P | 9,905 | $10.6M | 0.14% | −1,761−15.1% | Reduced |
| Renaissance Technologies LLC | 12,300 | $13.2M | 0.02% | −3,000−19.6% | Reduced |
| Parametric Portfolio Associates LLC | 12,426 | $13.3M | 0.01% | −1,408−10.2% | Reduced |
| Bank of New York Mellon Corp | 12,713 | $13.6M | 0.00% | +472+3.9% | Added |
| Nuveen Asset Management, LLC | 14,799 | $15.9M | 0.00% | −737−4.7% | Reduced |
| Speece Thorson Capital Group Inc | 17,879 | $19.1M | 4.01% | +2,074+13.1% | Added |
| Robeco Institutional Asset Management B.V. | 18,112 | $19.4M | 0.04% | 00.0% | Unchanged |