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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $2.00K | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $3.00K | 0.00% | +3 | New |
| Dark Forest Capital Management LP | 5 | $5.00K | 0.00% | +5 | New |
| O'Dell Group, LLC | 7 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $7.00K | 0.00% | +2+40.0% | Added |
| Rockefeller Capital Management L.P. | 8 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8 | $8.00K | 0.00% | +8 | New |
| Benjamin F. Edwards & Company, Inc. | 9 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $9.00K | 0.00% | +9 | New |
| American Portfolios Advisors | 9 | $9.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $11.0K | 0.00% | −6−35.3% | Reduced |
| NEXT Financial Group, Inc | 11 | $11.0K | 0.00% | +11 | New |
| Exchange Traded Concepts, LLC | 14 | $14.0K | 0.00% | +14 | New |
| Proequities, Inc. | 16 | $16.0K | 0.00% | −3−15.8% | Reduced |
| Lindbrook Capital, LLC | 17 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 20 | $20.0K | 0.01% | +20 | New |
| Private Capital Group, LLC | 25 | $25.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $25.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 25 | $26.0K | 0.00% | −2−7.4% | Reduced |
| Strategic Asset Management, LLC | 28 | $28.0K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 31 | $31.0K | 0.00% | −3−8.8% | Reduced |
| Lazard Asset Management LLC | 38 | $38.0K | 0.00% | −3,981−99.1% | Reduced |
| Fifth Third Bancorp | 39 | $40.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 39 | $40.0K | 0.00% | +4+11.4% | Added |
| Valley National Advisers Inc | 40 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 41 | $42.0K | 0.00% | −137−77.0% | Reduced |
| Quent Capital, LLC | 41 | $42.0K | 0.01% | +41 | New |
| Anchor Investment Management, LLC | 50 | $50.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $53.0K | 0.01% | −5−8.8% | Reduced |
| Metropolitan Life Insurance Co | 59 | $59.8K | 0.00% | −1−1.7% | Reduced |
| Community Bank, N.A. | 67 | $67.0K | 0.01% | −33−33.0% | Reduced |
| TD Private Client Wealth LLC | 71 | $72.0K | 0.00% | −5−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 80 | $81.0K | 0.00% | +80 | New |
| Johnson Financial Group, Inc. | 75 | $84.0K | 0.01% | +75 | New |
| John W. Brooker & Co., CPAs | 90 | $91.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $101.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 103 | $104.0K | 0.00% | −2−1.9% | Reduced |
| Smithfield Trust Co | 104 | $105.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $109.0K | 0.01% | +1+0.9% | Added |
| Central Trust Co | 110 | $112.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 117 | $119.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 131 | $133.0K | 0.20% | +131 | New |
| Outfitter Financial LLC | 150 | $152.0K | 0.11% | +150 | New |
| First Manhattan Co | 156 | $158.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 156 | $158.0K | 0.00% | +156 | New |
| Tower Research Capital LLC (TRC) | 162 | $164.0K | 0.00% | +12+8.0% | Added |
| Markston International LLC | 170 | $172.0K | 0.17% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 171 | $173.0K | 0.01% | −44−20.5% | Reduced |
| Macquarie Group Ltd | 187 | $189.0K | 0.00% | −3−1.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $202.0K | 0.02% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $203.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $203.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 201 | $204.0K | 0.00% | −491−71.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 206 | $209.0K | 0.00% | +80+63.5% | Added |
| Commonwealth Equity Services, LLC | 221 | $224.0K | 0.00% | +5+2.3% | Added |
| Hudson Value Partners, LLC | 225 | $228.0K | 0.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 225 | $228.0K | 0.01% | +225 | New |
| Federation des caisses Desjardins du Quebec | 227 | $230.2K | 0.00% | +216+1,963.6% | Added |
| Susquehanna International Group, LLP | 232 | $235.0K | 0.00% | −152−39.6% | Reduced |
| Connable Office Inc | 232 | $235.0K | 0.03% | +21+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 235 | $238.0K | 0.00% | +23+10.8% | Added |
| Personal Capital Advisors Corp | 249 | $252.0K | 0.00% | +5+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $257.0K | 0.00% | +60+31.1% | Added |
| Soltis Investment Advisors LLC | 256 | $260.0K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 258 | $261.0K | 0.00% | +43+20.0% | Added |
| ProShare Advisors LLC | 258 | $262.0K | 0.00% | −23−8.2% | Reduced |
| Highlander Partners, L.P. | 270 | $274.0K | 0.33% | +270 | New |
| Opal Wealth Advisors, LLC | 286 | $290.0K | 0.18% | −29−9.2% | Reduced |
| Bokf, NA | 297 | $301.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $302.0K | 0.17% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $304.0K | 0.00% | −1,000−76.9% | Reduced |
| Chapman Investment Management, LLC | 300 | $304.0K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 337 | $341.0K | 0.00% | +39+13.1% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $345.0K | 0.27% | +340 | New |
| Regentatlantic Capital LLC | 350 | $355.0K | 0.01% | −9−2.5% | Reduced |
| Hyman Charles D | 350 | $355.0K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 359 | $364.0K | 0.00% | −19−5.0% | Reduced |
| KCM Investment Advisors LLC | 363 | $368.0K | 0.01% | −80−18.1% | Reduced |
| Two Sigma Securities, LLC | 371 | $376.0K | 0.07% | +371 | New |
| Agf Investments Inc. | 374 | $379.0K | 0.00% | +174+87.0% | Added |
| Kathleen S. Wright Associates Inc. | 380 | $385.0K | 0.28% | +380 | New |
| Public Employees Retirement Association of Colorado | 392 | $397.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 393 | $398.0K | 0.31% | +393 | New |
| M&T Bank Corp | 396 | $401.0K | 0.00% | +25+6.7% | Added |
| ExodusPoint Capital Management, LP | 403 | $409.0K | 0.01% | −1,391−77.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 405 | $411.0K | 0.14% | +30+8.0% | Added |
| Victory Capital Management Inc | 415 | $421.0K | 0.00% | −18,393−97.8% | Reduced |
| Avalon Investment & Advisory | 425 | $431.0K | 0.01% | −41−8.8% | Reduced |
| Roundview Capital LLC | 425 | $431.0K | 0.04% | 00.0% | Unchanged |