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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 7,904 | $8.02M | 0.10% | −2,001−20.2% | Reduced |
| Eagle Asset Management Inc | 8,010 | $8.11M | 0.04% | −1,090−12.0% | Reduced |
| Citadel Advisors LLC | 8,375 | $8.49M | 0.01% | −51−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,882 | $9.01M | 0.01% | +8,882 | New |
| Robeco Institutional Asset Management B.V. | 12,079 | $12.2M | 0.03% | −6,033−33.3% | Reduced |
| Parametric Portfolio Associates LLC | 12,108 | $12.3M | 0.01% | −318−2.6% | Reduced |
| Bank of New York Mellon Corp | 12,725 | $12.9M | 0.00% | +12+0.1% | Added |
| Royce & Associates LP | 13,046 | $13.2M | 0.10% | +6,149+89.2% | Added |
| Renaissance Technologies LLC | 13,100 | $13.3M | 0.02% | +800+6.5% | Added |
| Nuveen Asset Management, LLC | 13,905 | $14.0M | 0.00% | −894−6.0% | Reduced |
| Wells Fargo & Company | 15,420 | $15.6M | 0.00% | −9,836−38.9% | Reduced |
| Cove Street Capital, LLC | 16,205 | $16.4M | 2.88% | −5,232−24.4% | Reduced |
| AQR Capital Management LLC | 16,461 | $16.7M | 0.03% | −14,880−47.5% | Reduced |
| Speece Thorson Capital Group Inc | 17,942 | $18.2M | 3.48% | +63+0.4% | Added |
| Northern Trust Corp | 21,416 | $21.7M | 0.00% | −141−0.7% | Reduced |
| Elkhorn Partners Limited Partnership | 22,100 | $22.4M | 12.61% | +14+0.1% | Added |
| Federated Hermes, Inc. | 22,467 | $22.8M | 0.04% | +675+3.1% | Added |
| Mraz, Amerine & Associates, Inc. | 22,634 | $22.9M | 5.89% | −308−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 25,342 | $25.7M | 0.01% | −187−0.7% | Reduced |
| Norges Bank | 26,862 | $27.2M | 0.01% | +1,818+7.3% | Added |
| First Trust Advisors LP | 27,104 | $27.5M | 0.03% | +1,068+4.1% | Added |
| Pendal Group Limited | 28,421 | $28.8M | 0.23% | −1,000−3.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,223 | $29.6M | 0.41% | −1,529−5.0% | Reduced |
| Cannell Peter B & Co Inc | 34,059 | $34.5M | 0.98% | −1,270−3.6% | Reduced |
| Raymond James & Associates | 34,583 | $35.1M | 0.03% | −929−2.6% | Reduced |
| Fiduciary Management Inc | 35,432 | $35.9M | 0.26% | −611−1.7% | Reduced |
| Geode Capital Management, LLC | 36,853 | $37.4M | 0.00% | +375+1.0% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 51,602 | $52.3M | 0.88% | +51,602 | New |
| Scout Investments, Inc. | 52,571 | $53.3M | 0.77% | −2,035−3.7% | Reduced |
| State Street Corp | 53,459 | $54.2M | 0.00% | −2,459−4.4% | Reduced |
| Reinhart Partners, Inc. | 54,562 | $56.6M | 2.72% | −1,198−2.1% | Reduced |
| Bank of America Corp | 58,967 | $59.8M | 0.01% | −3,900−6.2% | Reduced |
| Wallace Capital Management Inc. | 71,340 | $72.3M | 10.14% | −4,005−5.3% | Reduced |
| London Co of Virginia | 72,625 | $73.6M | 0.37% | −3,425−4.5% | Reduced |
| Artisan Partners Limited Partnership | 93,491 | $94.8M | 0.11% | +10,480+12.6% | Added |
| BlackRock Inc. | 119,698 | $121.4M | 0.00% | −4,982−4.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 133,707 | $135.6M | 0.79% | +38,108+39.9% | Added |
| Boston Partners | 137,836 | $139.8M | 0.17% | −5,996−4.2% | Reduced |
| Dimensional Fund Advisors LP | 149,502 | $151.6M | 0.05% | −611−0.4% | Reduced |
| River Road Asset Management, LLC | 166,729 | $169.0M | 1.80% | −2,348−1.4% | Reduced |
| Atlanta Capital Management Co L L C | 173,278 | $175.7M | 0.59% | −3,140−1.8% | Reduced |
| Wellington Management Group LLP | 221,559 | $224.6M | 0.04% | −2,301−1.0% | Reduced |
| Vanguard Group Inc | 279,362 | $283.2M | 0.01% | −6,700−2.3% | Reduced |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Green Harvest Asset Management LLC | – | – | – | – | Not filed |