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, Q4 2021
Institutional positions in White Mountains Insurance Group Ltd as of Dec 31, 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
- 243
- +14 vs. Q3 2021
- Shares held
- 2.68M
- +5.38K (+0.2%) vs. Q3 2021
- Total value
- $2.71B
- −$142.6M (−5.0%) vs. Q3 2021
- New holders
- 33
- 57 more added
- Sold out
- 19
- 95 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 279,362 | $283.2M | 0.01% | −6,700−2.3% | Reduced |
| Wellington Management Group LLP | 221,559 | $224.6M | 0.04% | −2,301−1.0% | Reduced |
| Atlanta Capital Management Co L L C | 173,278 | $175.7M | 0.59% | −3,140−1.8% | Reduced |
| River Road Asset Management, LLC | 166,729 | $169.0M | 1.80% | −2,348−1.4% | Reduced |
| Dimensional Fund Advisors LP | 149,502 | $151.6M | 0.05% | −611−0.4% | Reduced |
| Boston Partners | 137,836 | $139.8M | 0.17% | −5,996−4.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 133,707 | $135.6M | 0.79% | +38,108+39.9% | Added |
| BlackRock Inc. | 119,698 | $121.4M | 0.00% | −4,982−4.0% | Reduced |
| Artisan Partners Limited Partnership | 93,491 | $94.8M | 0.11% | +10,480+12.6% | Added |
| London Co of Virginia | 72,625 | $73.6M | 0.37% | −3,425−4.5% | Reduced |
| Wallace Capital Management Inc. | 71,340 | $72.3M | 10.14% | −4,005−5.3% | Reduced |
| Bank of America Corp | 58,967 | $59.8M | 0.01% | −3,900−6.2% | Reduced |
| Reinhart Partners, Inc. | 54,562 | $56.6M | 2.72% | −1,198−2.1% | Reduced |
| State Street Corp | 53,459 | $54.2M | 0.00% | −2,459−4.4% | Reduced |
| Scout Investments, Inc. | 52,571 | $53.3M | 0.77% | −2,035−3.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 51,602 | $52.3M | 0.88% | +51,602 | New |
| Geode Capital Management, LLC | 36,853 | $37.4M | 0.00% | +375+1.0% | Added |
| Fiduciary Management Inc | 35,432 | $35.9M | 0.26% | −611−1.7% | Reduced |
| Raymond James & Associates | 34,583 | $35.1M | 0.03% | −929−2.6% | Reduced |
| Cannell Peter B & Co Inc | 34,059 | $34.5M | 0.98% | −1,270−3.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,223 | $29.6M | 0.41% | −1,529−5.0% | Reduced |
| Pendal Group Limited | 28,421 | $28.8M | 0.23% | −1,000−3.4% | Reduced |
| First Trust Advisors LP | 27,104 | $27.5M | 0.03% | +1,068+4.1% | Added |
| Norges Bank | 26,862 | $27.2M | 0.01% | +1,818+7.3% | Added |
| Charles Schwab Investment Management Inc | 25,342 | $25.7M | 0.01% | −187−0.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,634 | $22.9M | 5.89% | −308−1.3% | Reduced |
| Federated Hermes, Inc. | 22,467 | $22.8M | 0.04% | +675+3.1% | Added |
| Elkhorn Partners Limited Partnership | 22,100 | $22.4M | 12.61% | +14+0.1% | Added |
| Northern Trust Corp | 21,416 | $21.7M | 0.00% | −141−0.7% | Reduced |
| Speece Thorson Capital Group Inc | 17,942 | $18.2M | 3.48% | +63+0.4% | Added |
| AQR Capital Management LLC | 16,461 | $16.7M | 0.03% | −14,880−47.5% | Reduced |
| Cove Street Capital, LLC | 16,205 | $16.4M | 2.88% | −5,232−24.4% | Reduced |
| Wells Fargo & Company | 15,420 | $15.6M | 0.00% | −9,836−38.9% | Reduced |
| Nuveen Asset Management, LLC | 13,905 | $14.0M | 0.00% | −894−6.0% | Reduced |
| Renaissance Technologies LLC | 13,100 | $13.3M | 0.02% | +800+6.5% | Added |
| Royce & Associates LP | 13,046 | $13.2M | 0.10% | +6,149+89.2% | Added |
| Bank of New York Mellon Corp | 12,725 | $12.9M | 0.00% | +12+0.1% | Added |
| Parametric Portfolio Associates LLC | 12,108 | $12.3M | 0.01% | −318−2.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,079 | $12.2M | 0.03% | −6,033−33.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,882 | $9.01M | 0.01% | +8,882 | New |
| Citadel Advisors LLC | 8,375 | $8.49M | 0.01% | −51−0.6% | Reduced |
| Eagle Asset Management Inc | 8,010 | $8.11M | 0.04% | −1,090−12.0% | Reduced |
| Martingale Asset Management L P | 7,904 | $8.02M | 0.10% | −2,001−20.2% | Reduced |
| Envestnet Asset Management Inc | 7,362 | $7.46M | 0.00% | +153+2.1% | Added |
| UBS Asset Management Americas Inc | 7,246 | $7.35M | 0.00% | −326−4.3% | Reduced |
| Swiss National Bank | 6,846 | $6.94M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 6,840 | $6.93M | 0.02% | +6,840 | New |
| Phocas Financial Corp. | 6,593 | $6.68M | 0.85% | +6,593 | New |
| Goldman Sachs Group Inc | 6,452 | $6.54M | 0.00% | −2,391−27.0% | Reduced |
| New York State Common Retirement Fund | 6,389 | $6.48M | 0.01% | +1,779+38.6% | Added |
| American Century Companies Inc | 6,222 | $6.31M | 0.00% | +1,796+40.6% | Added |
| California Public Employees Retirement System | 6,192 | $6.28M | 0.00% | −701−10.2% | Reduced |
| Qube Research & Technologies Ltd | 5,927 | $6.01M | 0.05% | +1,380+30.3% | Added |
| Brandywine Global Investment Management, LLC | 5,770 | $5.85M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,583 | $5.66M | 0.00% | −18−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,366 | $5.44M | 0.07% | +23+0.4% | Added |
| Invesco Ltd. | 5,318 | $5.39M | 0.00% | +71+1.4% | Added |
| State Board of Administration of Florida Retirement System | 5,205 | $5.28M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,961 | $5.03M | 0.01% | +40+0.8% | Added |
| Comerica Bank | 4,717 | $4.75M | 0.03% | −634−11.8% | Reduced |
| Fenimore Asset Management Inc | 4,476 | $4.54M | 0.10% | −1,292−22.4% | Reduced |
| California State Teachers Retirement System | 4,220 | $4.28M | 0.01% | −925−18.0% | Reduced |
| Credit Suisse AG | 4,200 | $4.26M | 0.00% | −524−11.1% | Reduced |
| Morgan Stanley | 3,733 | $3.79M | 0.00% | −1,143−23.4% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $3.73M | 0.32% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,634 | $3.68M | 0.00% | +866+31.3% | Added |
| Brown Advisory Inc | 3,446 | $3.49M | 0.00% | −71−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.39M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,065 | $3.11M | 0.00% | +692+29.2% | Added |
| UBS Group AG | 2,960 | $3.00M | 0.00% | −416−12.3% | Reduced |
| State of New Jersey Common Pension Fund D | 2,662 | $2.70M | 0.01% | +323+13.8% | Added |
| Holocene Advisors, LP | 2,471 | $2.50M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,426 | $2.46M | 0.00% | −315−11.5% | Reduced |
| Dean Investment Associates, LLC | 2,368 | $2.40M | 0.42% | +1,176+98.7% | Added |
| Oppenheimer Asset Management Inc. | 2,365 | $2.40M | 0.03% | −201−7.8% | Reduced |
| State of Alaska, Department of Revenue | 2,297 | $2.33M | 0.02% | −4,064−63.9% | Reduced |
| Davenport & Co LLC | 2,262 | $2.29M | 0.02% | −30−1.3% | Reduced |
| Allianz Asset Management GmbH | 2,257 | $2.29M | 0.00% | −88−3.8% | Reduced |
| Truist Financial Corp | 2,148 | $2.18M | 0.00% | −726−25.3% | Reduced |
| JPMorgan Chase & Co | 2,044 | $2.07M | 0.00% | −402−16.4% | Reduced |
| STRS Ohio | 2,028 | $2.06M | 0.01% | +47+2.4% | Added |
| Advisor Group Holdings, Inc. | 2,021 | $2.05M | 0.00% | +354+21.2% | Added |
| First Republic Investment Management, Inc. | 2,017 | $2.04M | 0.00% | +88+4.6% | Added |
| SEI Investments Co | 2,028 | $2.04M | 0.00% | +378+22.9% | Added |
| Stifel Financial Corp | 1,993 | $2.02M | 0.00% | +7+0.4% | Added |
| Natixis | 1,978 | $2.00M | 0.01% | −1,000−33.6% | Reduced |
| Barclays PLC | 1,938 | $1.97M | 0.00% | −1,421−42.3% | Reduced |
| Pecaut & Co. | 1,896 | $1.92M | 0.98% | −95−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,768 | $1.79M | 0.01% | −249−12.3% | Reduced |
| Creative Planning | 1,642 | $1.67M | 0.00% | +8+0.5% | Added |
| Dean Capital Management | 1,598 | $1.62M | 1.39% | +825+106.7% | Added |
| Rafferty Asset Management, LLC | 1,547 | $1.57M | 0.01% | +95+6.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,513 | $1.53M | 0.00% | +64+4.4% | Added |
| Eaton Vance Management | 1,470 | $1.49M | 0.00% | −5−0.3% | Reduced |
| Nuance Investments, LLC | 1,431 | $1.45M | 0.03% | +139+10.8% | Added |
| Millennium Management LLC | 1,412 | $1.43M | 0.00% | −83−5.6% | Reduced |
| Alliancebernstein L.P. | 1,380 | $1.40M | 0.00% | −93−6.3% | Reduced |
| Price T Rowe Associates Inc | 1,373 | $1.39M | 0.00% | −53−3.7% | Reduced |
| LMR Partners LLP | 1,230 | $1.25M | 0.02% | +1,230 | New |
| HRT Financial LP | 1,212 | $1.23M | 0.01% | −157−11.5% | Reduced |