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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 1,195 | $1.21M | 0.00% | −1,875−61.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.19M | 0.13% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $1.15M | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 1,111 | $1.13M | 0.00% | −278−20.0% | Reduced |
| Treasurer of the State of North Carolina | 1,062 | $1.08M | 0.01% | −30−2.7% | Reduced |
| Brave Asset Management Inc | 1,041 | $1.05M | 0.29% | −15−1.4% | Reduced |
| Autumn Glory Partners, LLC | 995 | $1.01M | 0.42% | +995 | New |
| AMG National Trust Bank | 971 | $985.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 962 | $975.0K | 0.00% | +89+10.2% | Added |
| Bank of Nova Scotia | 916 | $929.0K | 0.00% | −1,547−62.8% | Reduced |
| Neuberger Berman Group LLC | 945 | $924.0K | 0.00% | +205+27.7% | Added |
| AGF Investments LLC | 858 | $870.0K | 0.07% | +310+56.6% | Added |
| Arizona State Retirement System | 836 | $848.0K | 0.01% | −10−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 834 | $846.0K | 0.02% | −251−23.1% | Reduced |
| Triad Investment Management | 803 | $814.0K | 0.74% | +803 | New |
| Squarepoint Ops LLC | 780 | $791.0K | 0.00% | +780 | New |
| Karpas Strategies, LLC | 751 | $761.0K | 0.24% | 00.0% | Unchanged |
| Gratus Capital LLC | 725 | $735.0K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 714 | $724.0K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 688 | $698.0K | 0.00% | +79+13.0% | Added |
| Captrust Financial Advisors | 684 | $694.0K | 0.00% | +450+192.3% | Added |
| Parsons Capital Management Inc | 680 | $689.0K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 670 | $679.0K | 0.07% | +670 | New |
| Alpine Global Management, LLC | 648 | $657.0K | 0.10% | +648 | New |
| Janus Henderson Group PLC | 628 | $638.0K | 0.00% | +316+101.3% | Added |
| Amalgamated Bank | 628 | $637.0K | 0.00% | −5−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 615 | $623.0K | 0.01% | −112−15.4% | Reduced |
| Forum Financial Management, LP | 606 | $614.0K | 0.03% | +606 | New |
| Teacher Retirement System of Texas | 600 | $608.0K | 0.00% | +99+19.8% | Added |
| Handelsbanken Fonder AB | 593 | $601.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $583.0K | 0.02% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $581.0K | 0.09% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 517 | $524.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 512 | $519.0K | 0.03% | +512 | New |
| Fragasso Group Inc. | 505 | $512.0K | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 502 | $509.0K | 0.00% | −4−0.8% | Reduced |
| Glenmede Trust Co NA | 500 | $506.0K | 0.00% | −23−4.4% | Reduced |
| Cubist Systematic Strategies, LLC | 487 | $494.0K | 0.00% | +163+50.3% | Added |
| Voya Investment Management LLC | 472 | $479.0K | 0.00% | −144−23.4% | Reduced |
| Chicago Partners Investment Group LLC | 450 | $472.0K | 0.03% | 00.0% | Unchanged |
| Adams Wealth Management | 444 | $450.0K | 0.14% | +128+40.5% | Added |
| Bank of Montreal | 433 | $440.0K | 0.00% | −6−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 428 | $434.0K | 0.00% | −245−36.4% | Reduced |
| Avalon Investment & Advisory | 425 | $431.0K | 0.01% | −41−8.8% | Reduced |
| Roundview Capital LLC | 425 | $431.0K | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 415 | $421.0K | 0.00% | −18,393−97.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 405 | $411.0K | 0.14% | +30+8.0% | Added |
| ExodusPoint Capital Management, LP | 403 | $409.0K | 0.01% | −1,391−77.5% | Reduced |
| M&T Bank Corp | 396 | $401.0K | 0.00% | +25+6.7% | Added |
| Oak Thistle LLC | 393 | $398.0K | 0.31% | +393 | New |
| Public Employees Retirement Association of Colorado | 392 | $397.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $385.0K | 0.28% | +380 | New |
| Agf Investments Inc. | 374 | $379.0K | 0.00% | +174+87.0% | Added |
| Two Sigma Securities, LLC | 371 | $376.0K | 0.07% | +371 | New |
| KCM Investment Advisors LLC | 363 | $368.0K | 0.01% | −80−18.1% | Reduced |
| State of Wisconsin Investment Board | 359 | $364.0K | 0.00% | −19−5.0% | Reduced |
| Regentatlantic Capital LLC | 350 | $355.0K | 0.01% | −9−2.5% | Reduced |
| Hyman Charles D | 350 | $355.0K | 0.02% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 340 | $345.0K | 0.27% | +340 | New |
| MML Investors Services, LLC | 337 | $341.0K | 0.00% | +39+13.1% | Added |
| 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 |
| Brown Miller Wealth Management, LLC | 298 | $302.0K | 0.17% | 00.0% | Unchanged |
| Bokf, NA | 297 | $301.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 286 | $290.0K | 0.18% | −29−9.2% | Reduced |
| Highlander Partners, L.P. | 270 | $274.0K | 0.33% | +270 | New |
| ProShare Advisors LLC | 258 | $262.0K | 0.00% | −23−8.2% | Reduced |
| Cerity Partners LLC | 258 | $261.0K | 0.00% | +43+20.0% | Added |
| Soltis Investment Advisors LLC | 256 | $260.0K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $257.0K | 0.00% | +60+31.1% | Added |
| Personal Capital Advisors Corp | 249 | $252.0K | 0.00% | +5+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 235 | $238.0K | 0.00% | +23+10.8% | 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 |
| Federation des caisses Desjardins du Quebec | 227 | $230.2K | 0.00% | +216+1,963.6% | Added |
| Hudson Value Partners, LLC | 225 | $228.0K | 0.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 225 | $228.0K | 0.01% | +225 | New |
| Commonwealth Equity Services, LLC | 221 | $224.0K | 0.00% | +5+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 206 | $209.0K | 0.00% | +80+63.5% | Added |
| KBC Group NV | 201 | $204.0K | 0.00% | −491−71.0% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $203.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $203.0K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $202.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 187 | $189.0K | 0.00% | −3−1.6% | Reduced |
| Point72 Hong Kong Ltd | 171 | $173.0K | 0.01% | −44−20.5% | Reduced |
| Markston International LLC | 170 | $172.0K | 0.17% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 162 | $164.0K | 0.00% | +12+8.0% | Added |
| First Manhattan Co | 156 | $158.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 156 | $158.0K | 0.00% | +156 | New |
| Outfitter Financial LLC | 150 | $152.0K | 0.11% | +150 | New |
| Sageworth Trust Co of South Dakota | 131 | $133.0K | 0.20% | +131 | New |
| The PNC Financial Services Group, Inc. | 117 | $119.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $112.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $109.0K | 0.01% | +1+0.9% | Added |
| Smithfield Trust Co | 104 | $105.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 103 | $104.0K | 0.00% | −2−1.9% | Reduced |
| Baldwin Brothers Inc | 100 | $101.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 90 | $91.0K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 75 | $84.0K | 0.01% | +75 | New |
| Ensign Peak Advisors, Inc | 80 | $81.0K | 0.00% | +80 | New |