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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 18,808 | $20.1M | 0.02% | −35,506−65.4% | Reduced |
| Cove Street Capital, LLC | 21,437 | $22.9M | 3.40% | +3,678+20.7% | Added |
| Northern Trust Corp | 21,557 | $23.1M | 0.00% | −6,026−21.8% | Reduced |
| Federated Hermes, Inc. | 21,792 | $23.3M | 0.04% | −459−2.1% | Reduced |
| Elkhorn Partners Limited Partnership | 22,086 | $23.6M | 14.28% | +50.0% | Added |
| Mraz, Amerine & Associates, Inc. | 22,942 | $24.5M | 6.70% | −278−1.2% | Reduced |
| Norges Bank | 25,044 | $26.8M | 0.01% | −2,734−9.8% | Reduced |
| Wells Fargo & Company | 25,256 | $27.0M | 0.01% | −1,390−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 25,529 | $27.3M | 0.01% | +143+0.6% | Added |
| First Trust Advisors LP | 26,036 | $27.8M | 0.03% | +712+2.8% | Added |
| Pendal Group Limited | 29,421 | $31.5M | 0.26% | +29,421 | New |
| Thompson Siegel & Walmsley LLC | 30,752 | $32.9M | 0.47% | +27+0.1% | Added |
| AQR Capital Management LLC | 31,341 | $33.5M | 0.06% | +2,997+10.6% | Added |
| Cannell Peter B & Co Inc | 35,329 | $37.8M | 1.15% | −82−0.2% | Reduced |
| Raymond James & Associates | 35,512 | $38.0M | 0.03% | +325+0.9% | Added |
| Fiduciary Management Inc | 36,043 | $38.6M | 0.29% | +795+2.3% | Added |
| Geode Capital Management, LLC | 36,478 | $39.0M | 0.01% | −648−1.7% | Reduced |
| Scout Investments, Inc. | 54,606 | $58.4M | 0.87% | −1,784−3.2% | Reduced |
| Reinhart Partners, Inc. | 55,760 | $59.6M | 3.03% | −2,681−4.6% | Reduced |
| State Street Corp | 55,918 | $59.8M | 0.00% | −4,866−8.0% | Reduced |
| Bank of America Corp | 62,867 | $67.2M | 0.01% | +4,273+7.3% | Added |
| Wallace Capital Management Inc. | 75,345 | $80.6M | 10.94% | +1,167+1.6% | Added |
| London Co of Virginia | 76,050 | $81.3M | 0.45% | −1,718−2.2% | Reduced |
| Artisan Partners Limited Partnership | 83,011 | $88.8M | 0.11% | +17,524+26.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 95,599 | $102.3M | 0.66% | −1,010−1.0% | Reduced |
| BlackRock Inc. | 124,680 | $133.4M | 0.00% | −3,711−2.9% | Reduced |
| Boston Partners | 143,832 | $154.0M | 0.20% | +3,373+2.4% | Added |
| Dimensional Fund Advisors LP | 150,113 | $160.6M | 0.05% | +6,541+4.6% | Added |
| River Road Asset Management, LLC | 169,077 | $180.8M | 2.00% | +2,155+1.3% | Added |
| Atlanta Capital Management Co L L C | 176,418 | $188.7M | 0.67% | −18,554−9.5% | Reduced |
| Wellington Management Group LLP | 223,860 | $239.4M | 0.04% | −12,808−5.4% | Reduced |
| Vanguard Group Inc | 286,062 | $306.0M | 0.01% | −3,252−1.1% | Reduced |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −20,745−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Investment Management of Virginia LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| QS Investors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |