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 |
|---|---|---|---|---|---|
| HRT Financial LP | 1,369 | $1.46M | 0.01% | +1,369 | New |
| Russell Investments Group, Ltd. | 1,300 | $1.39M | 0.00% | −500−27.8% | Reduced |
| Nuance Investments, LLC | 1,292 | $1.38M | 0.03% | +220+20.5% | Added |
| Dean Investment Associates, LLC | 1,192 | $1.27M | 0.24% | +1,192 | New |
| Northern Oak Wealth Management Inc | 1,176 | $1.26M | 0.15% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $1.18M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,092 | $1.17M | 0.01% | +39+3.7% | Added |
| Horizon Kinetics Asset Management LLC | 1,085 | $1.16M | 0.03% | +52+5.0% | Added |
| Jane Street Group, LLC | 1,067 | $1.14M | 0.00% | +854+400.9% | Added |
| Brave Asset Management Inc | 1,056 | $1.13M | 0.33% | −30−2.8% | Reduced |
| AMG National Trust Bank | 971 | $1.04M | 0.03% | +369+61.3% | Added |
| Kovitz Investment Group Partners, LLC | 900 | $963.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 873 | $934.0K | 0.00% | +329+60.5% | Added |
| Arizona State Retirement System | 846 | $905.0K | 0.01% | +3+0.4% | Added |
| Dean Capital Management | 773 | $827.0K | 0.76% | +773 | New |
| Karpas Strategies, LLC | 751 | $826.0K | 0.27% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 727 | $778.0K | 0.01% | +27+3.9% | Added |
| Gratus Capital LLC | 725 | $775.0K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 714 | $764.0K | 0.08% | −1−0.1% | Reduced |
| Neuberger Berman Group LLC | 740 | $755.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 692 | $740.0K | 0.00% | −24−3.4% | Reduced |
| Parsons Capital Management Inc | 680 | $727.0K | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 673 | $720.0K | 0.00% | +245+57.2% | Added |
| Amalgamated Bank | 633 | $677.0K | 0.01% | −27−4.1% | Reduced |
| Voya Investment Management LLC | 616 | $659.0K | 0.00% | −2−0.3% | Reduced |
| Mercer Global Advisors Inc | 609 | $651.0K | 0.00% | −535−46.8% | Reduced |
| Handelsbanken Fonder AB | 593 | $634.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $615.0K | 0.03% | −16−2.7% | Reduced |
| Parker Investment Management, LLC | 573 | $613.0K | 0.10% | −430−42.9% | Reduced |
| AGF Investments LLC | 548 | $586.0K | 0.06% | −132−19.4% | Reduced |
| Glenmede Trust Co NA | 523 | $559.0K | 0.00% | +53+11.3% | Added |
| Klingenstein Fields & Co LP | 517 | $553.0K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 506 | $542.0K | 0.00% | −321−38.8% | Reduced |
| Fragasso Group Inc. | 505 | $540.0K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 501 | $536.0K | 0.00% | +91+22.2% | Added |
| Chicago Partners Investment Group LLC | 450 | $507.0K | 0.04% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 466 | $498.0K | 0.01% | −103−18.1% | Reduced |
| Bank of Montreal | 439 | $489.0K | 0.00% | −3−0.7% | Reduced |
| KCM Investment Advisors LLC | 443 | $474.0K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 425 | $455.0K | 0.05% | −6−1.4% | Reduced |
| Alphasimplex Group, LLC | 402 | $430.0K | 0.36% | −197−32.9% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $419.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 384 | $411.0K | 0.00% | −450−54.0% | Reduced |
| State of Wisconsin Investment Board | 378 | $404.0K | 0.00% | +18+5.0% | Added |
| Legacy Wealth Asset Management, LLC | 375 | $401.0K | 0.18% | +1+0.3% | Added |
| Financial Engines Advisors L.L.C. | 372 | $397.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 371 | $396.0K | 0.00% | −16−4.1% | Reduced |
| Regentatlantic Capital LLC | 359 | $384.0K | 0.01% | −42−10.5% | Reduced |
| Hyman Charles D | 350 | $374.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 350 | $370.0K | 0.00% | +350 | New |
| Marshall Wace North America L.P. | 326 | $349.0K | 0.00% | +326 | New |
| Cubist Systematic Strategies, LLC | 324 | $347.0K | 0.00% | −70−17.8% | Reduced |
| Adams Wealth Management | 316 | $338.0K | 0.13% | +17+5.7% | Added |
| Opal Wealth Advisors, LLC | 315 | $337.0K | 0.32% | +40+14.5% | Added |
| Janus Henderson Group PLC | 312 | $334.0K | 0.00% | +312 | New |
| Chapman Investment Management, LLC | 300 | $321.0K | 0.17% | +300 | New |
| Brown Miller Wealth Management, LLC | 298 | $319.0K | 0.20% | 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 |
| ProShare Advisors LLC | 281 | $301.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 256 | $274.0K | 0.04% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 244 | $261.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 240 | $257.0K | 0.00% | +240 | New |
| Gyon Technologies Capital Management, LP | 236 | $252.0K | 0.07% | −69−22.6% | Reduced |
| Captrust Financial Advisors | 234 | $250.0K | 0.00% | −34−12.7% | Reduced |
| Principal Financial Group Inc | 232 | $248.0K | 0.00% | −9−3.7% | Reduced |
| Hudson Value Partners, LLC | 225 | $241.0K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 216 | $231.0K | 0.00% | −78−26.5% | Reduced |
| Cerity Partners LLC | 215 | $230.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 215 | $230.0K | 0.02% | +215 | 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 |
| Connable Office Inc | 211 | $226.0K | 0.03% | +211 | New |
| 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 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $213.0K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 196 | $210.0K | 0.00% | −38−16.2% | Reduced |
| Glenview Trust Co | 193 | $207.0K | 0.01% | +193 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193 | $206.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 190 | $203.0K | 0.00% | −8−4.0% | Reduced |
| Regions Financial Corp | 189 | $202.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 181 | $194.0K | 0.03% | −3−1.6% | Reduced |
| Sageworth Trust Co | 178 | $190.0K | 0.02% | 00.0% | Unchanged |
| Markston International LLC | 170 | $182.0K | 0.17% | 00.0% | Unchanged |
| First Manhattan Co | 156 | $166.0K | 0.00% | −4−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 150 | $160.0K | 0.00% | +111+284.6% | Added |
| O'Shaughnessy Asset Management, LLC | 126 | $135.0K | 0.00% | +108+600.0% | Added |
| The PNC Financial Services Group, Inc. | 117 | $126.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $118.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $114.0K | 0.02% | +7+7.1% | Added |
| US Bancorp | 105 | $112.0K | 0.00% | +53+101.9% | Added |
| Smithfield Trust Co | 104 | $109.0K | 0.01% | 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 |
| John W. Brooker & Co., CPAs | 90 | $96.0K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 76 | $81.3K | 0.00% | +11+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $80.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 70 | $75.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 60 | $64.2K | 0.00% | −3−4.8% | Reduced |