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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 428 | $434.0K | 0.00% | −245−36.4% | Reduced |
| Bank of Montreal | 433 | $440.0K | 0.00% | −6−1.4% | Reduced |
| Adams Wealth Management | 444 | $450.0K | 0.14% | +128+40.5% | Added |
| Chicago Partners Investment Group LLC | 450 | $472.0K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 472 | $479.0K | 0.00% | −144−23.4% | Reduced |
| Cubist Systematic Strategies, LLC | 487 | $494.0K | 0.00% | +163+50.3% | Added |
| Glenmede Trust Co NA | 500 | $506.0K | 0.00% | −23−4.4% | Reduced |
| Deutsche Bank AG | 502 | $509.0K | 0.00% | −4−0.8% | Reduced |
| Fragasso Group Inc. | 505 | $512.0K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 512 | $519.0K | 0.03% | +512 | New |
| Klingenstein Fields & Co LP | 517 | $524.0K | 0.02% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $581.0K | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $583.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 593 | $601.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 600 | $608.0K | 0.00% | +99+19.8% | Added |
| Forum Financial Management, LP | 606 | $614.0K | 0.03% | +606 | New |
| Schonfeld Strategic Advisors LLC | 615 | $623.0K | 0.01% | −112−15.4% | Reduced |
| Amalgamated Bank | 628 | $637.0K | 0.00% | −5−0.8% | Reduced |
| Janus Henderson Group PLC | 628 | $638.0K | 0.00% | +316+101.3% | Added |
| Alpine Global Management, LLC | 648 | $657.0K | 0.10% | +648 | New |
| Virtu Financial LLC | 670 | $679.0K | 0.07% | +670 | New |
| Parsons Capital Management Inc | 680 | $689.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 684 | $694.0K | 0.00% | +450+192.3% | Added |
| Mercer Global Advisors Inc | 688 | $698.0K | 0.00% | +79+13.0% | Added |
| Icon Wealth Partners, LLC | 714 | $724.0K | 0.07% | 00.0% | Unchanged |
| Gratus Capital LLC | 725 | $735.0K | 0.07% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 751 | $761.0K | 0.24% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 780 | $791.0K | 0.00% | +780 | New |
| Triad Investment Management | 803 | $814.0K | 0.74% | +803 | New |
| Horizon Kinetics Asset Management LLC | 834 | $846.0K | 0.02% | −251−23.1% | Reduced |
| Arizona State Retirement System | 836 | $848.0K | 0.01% | −10−1.2% | Reduced |
| AGF Investments LLC | 858 | $870.0K | 0.07% | +310+56.6% | Added |
| Neuberger Berman Group LLC | 945 | $924.0K | 0.00% | +205+27.7% | Added |
| Bank of Nova Scotia | 916 | $929.0K | 0.00% | −1,547−62.8% | Reduced |
| LPL Financial LLC | 962 | $975.0K | 0.00% | +89+10.2% | Added |
| AMG National Trust Bank | 971 | $985.0K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 995 | $1.01M | 0.42% | +995 | New |
| Brave Asset Management Inc | 1,041 | $1.05M | 0.29% | −15−1.4% | Reduced |
| Treasurer of the State of North Carolina | 1,062 | $1.08M | 0.01% | −30−2.7% | Reduced |
| Keybank National Association | 1,111 | $1.13M | 0.00% | −278−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,100 | $1.15M | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $1.19M | 0.13% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,195 | $1.21M | 0.00% | −1,875−61.1% | Reduced |
| HRT Financial LP | 1,212 | $1.23M | 0.01% | −157−11.5% | Reduced |
| LMR Partners LLP | 1,230 | $1.25M | 0.02% | +1,230 | New |
| Price T Rowe Associates Inc | 1,373 | $1.39M | 0.00% | −53−3.7% | Reduced |
| Alliancebernstein L.P. | 1,380 | $1.40M | 0.00% | −93−6.3% | Reduced |
| Millennium Management LLC | 1,412 | $1.43M | 0.00% | −83−5.6% | Reduced |
| Nuance Investments, LLC | 1,431 | $1.45M | 0.03% | +139+10.8% | Added |
| Eaton Vance Management | 1,470 | $1.49M | 0.00% | −5−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,513 | $1.53M | 0.00% | +64+4.4% | Added |
| Rafferty Asset Management, LLC | 1,547 | $1.57M | 0.01% | +95+6.5% | Added |
| Dean Capital Management | 1,598 | $1.62M | 1.39% | +825+106.7% | Added |
| Creative Planning | 1,642 | $1.67M | 0.00% | +8+0.5% | Added |
| Public Employees Retirement System of Ohio | 1,768 | $1.79M | 0.01% | −249−12.3% | Reduced |
| Pecaut & Co. | 1,896 | $1.92M | 0.98% | −95−4.8% | Reduced |
| Barclays PLC | 1,938 | $1.97M | 0.00% | −1,421−42.3% | Reduced |
| Natixis | 1,978 | $2.00M | 0.01% | −1,000−33.6% | Reduced |
| Stifel Financial Corp | 1,993 | $2.02M | 0.00% | +7+0.4% | Added |
| SEI Investments Co | 2,028 | $2.04M | 0.00% | +378+22.9% | Added |
| First Republic Investment Management, Inc. | 2,017 | $2.04M | 0.00% | +88+4.6% | Added |
| Advisor Group Holdings, Inc. | 2,021 | $2.05M | 0.00% | +354+21.2% | Added |
| STRS Ohio | 2,028 | $2.06M | 0.01% | +47+2.4% | Added |
| JPMorgan Chase & Co | 2,044 | $2.07M | 0.00% | −402−16.4% | Reduced |
| Truist Financial Corp | 2,148 | $2.18M | 0.00% | −726−25.3% | Reduced |
| Allianz Asset Management GmbH | 2,257 | $2.29M | 0.00% | −88−3.8% | Reduced |
| Davenport & Co LLC | 2,262 | $2.29M | 0.02% | −30−1.3% | Reduced |
| State of Alaska, Department of Revenue | 2,297 | $2.33M | 0.02% | −4,064−63.9% | Reduced |
| Oppenheimer Asset Management Inc. | 2,365 | $2.40M | 0.03% | −201−7.8% | Reduced |
| Dean Investment Associates, LLC | 2,368 | $2.40M | 0.42% | +1,176+98.7% | Added |
| Citigroup Inc | 2,426 | $2.46M | 0.00% | −315−11.5% | Reduced |
| Holocene Advisors, LP | 2,471 | $2.50M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 2,662 | $2.70M | 0.01% | +323+13.8% | Added |
| UBS Group AG | 2,960 | $3.00M | 0.00% | −416−12.3% | Reduced |
| Royal Bank of Canada | 3,065 | $3.11M | 0.00% | +692+29.2% | Added |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.39M | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,446 | $3.49M | 0.00% | −71−2.0% | Reduced |
| Ameriprise Financial Inc | 3,634 | $3.68M | 0.00% | +866+31.3% | Added |
| Lee Danner & Bass Inc | 3,683 | $3.73M | 0.32% | 00.0% | Unchanged |
| Morgan Stanley | 3,733 | $3.79M | 0.00% | −1,143−23.4% | Reduced |
| Credit Suisse AG | 4,200 | $4.26M | 0.00% | −524−11.1% | Reduced |
| California State Teachers Retirement System | 4,220 | $4.28M | 0.01% | −925−18.0% | Reduced |
| Fenimore Asset Management Inc | 4,476 | $4.54M | 0.10% | −1,292−22.4% | Reduced |
| Comerica Bank | 4,717 | $4.75M | 0.03% | −634−11.8% | Reduced |
| Rhumbline Advisers | 4,961 | $5.03M | 0.01% | +40+0.8% | Added |
| State Board of Administration of Florida Retirement System | 5,205 | $5.28M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 5,318 | $5.39M | 0.00% | +71+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 5,366 | $5.44M | 0.07% | +23+0.4% | Added |
| Legal & General Group Plc | 5,583 | $5.66M | 0.00% | −18−0.3% | Reduced |
| Brandywine Global Investment Management, LLC | 5,770 | $5.85M | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,927 | $6.01M | 0.05% | +1,380+30.3% | Added |
| California Public Employees Retirement System | 6,192 | $6.28M | 0.00% | −701−10.2% | Reduced |
| American Century Companies Inc | 6,222 | $6.31M | 0.00% | +1,796+40.6% | Added |
| New York State Common Retirement Fund | 6,389 | $6.48M | 0.01% | +1,779+38.6% | Added |
| Goldman Sachs Group Inc | 6,452 | $6.54M | 0.00% | −2,391−27.0% | Reduced |
| Phocas Financial Corp. | 6,593 | $6.68M | 0.85% | +6,593 | New |
| Hotchkis & Wiley Capital Management LLC | 6,840 | $6.93M | 0.02% | +6,840 | New |
| Swiss National Bank | 6,846 | $6.94M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7,246 | $7.35M | 0.00% | −326−4.3% | Reduced |
| Envestnet Asset Management Inc | 7,362 | $7.46M | 0.00% | +153+2.1% | Added |