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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.

Institutional holdersQ4 2021: 243 institutions
Q1 2021: 245 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 243 institutionsQ1 2022: 244 institutionsQ2 2022: 259 institutionsQ3 2022: 251 institutionsQ4 2022: 265 institutionsQ1 2023: 262 institutionsQ2 2023: 258 institutionsQ3 2023: 272 institutionsQ4 2023: 295 institutionsQ1 2024: 303 institutionsQ2 2024: 306 institutionsQ3 2024: 304 institutionsQ4 2024: 325 institutionsQ1 2025: 322 institutionsQ2 2025: 325 institutionsQ3 2025: 338 institutionsQ4 2025: 353 institutionsQ1 2026: 368 institutionsQ2 2026: 356 institutions
Value heldQ4 2021: $2.71B
Q1 2021: $3.02BQ2 2021: $3.11BQ3 2021: $2.86BQ4 2021: $2.71BQ1 2022: $3.09BQ2 2022: $3.32BQ3 2022: $2.98BQ4 2022: $3.20BQ1 2023: $3.09BQ2 2023: $3.13BQ3 2023: $3.40BQ4 2023: $3.42BQ1 2024: $4.06BQ2 2024: $4.14BQ3 2024: $3.78BQ4 2024: $4.43BQ1 2025: $4.44BQ2 2025: $4.17BQ3 2025: $3.89BQ4 2025: $4.67BQ1 2026: $4.86BQ2 2026: $4.57B
Institutions holding WTM and their total value by quarter
QuarterHoldersValue
Q2 2026356$4.57B
Q1 2026368$4.86B
Q4 2025353$4.67B
Q3 2025338$3.89B
Q2 2025325$4.17B
Q1 2025322$4.44B
Q4 2024325$4.43B
Q3 2024304$3.78B
Q2 2024306$4.14B
Q1 2024303$4.06B
Q4 2023295$3.42B
Q3 2023272$3.40B
Q2 2023258$3.13B
Q1 2023262$3.09B
Q4 2022265$3.20B
Q3 2022251$2.98B
Q2 2022259$3.32B
Q1 2022244$3.09B
Q4 2021243$2.71B
Q3 2021232$2.86B
Q2 2021233$3.11B
Q1 2021245$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.

Institutions holding WTM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC75$76.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC71$72.0K0.00%−5−6.6%Reduced
Community Bank, N.A.67$67.0K0.01%−33−33.0%Reduced
Metropolitan Life Insurance Co59$59.8K0.00%−1−1.7%Reduced
Parkside Financial Bank & Trust52$53.0K0.01%−5−8.8%Reduced
Anchor Investment Management, LLC50$50.7K0.01%00.0%Unchanged
Sageworth Trust Co41$42.0K0.00%−137−77.0%Reduced
Quent Capital, LLC41$42.0K0.01%+41New
Valley National Advisers Inc40$41.0K0.01%00.0%Unchanged
Fifth Third Bancorp39$40.0K0.00%00.0%Unchanged
Signaturefd, LLC39$40.0K0.00%+4+11.4%Added
Lazard Asset Management LLC38$38.0K0.00%−3,981−99.1%Reduced
American International Group, Inc.31$31.0K0.00%−3−8.8%Reduced
Strategic Asset Management, LLC28$28.0K0.04%00.0%Unchanged
FMR LLC25$26.0K0.00%−2−7.4%Reduced
Private Capital Group, LLC25$25.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC25$25.0K0.01%00.0%Unchanged
First Horizon Advisors, Inc.25$25.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.20$20.0K0.01%+20New
Lindbrook Capital, LLC17$17.0K0.00%00.0%Unchanged
Proequities, Inc.16$16.0K0.00%−3−15.8%Reduced
Exchange Traded Concepts, LLC14$14.0K0.00%+14New
Parallel Advisors, LLC11$11.0K0.00%−6−35.3%Reduced
NEXT Financial Group, Inc11$11.0K0.00%+11New
Bessemer Group Inc10$10.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$10.0K0.00%00.0%Unchanged
Cordasco Financial Network10$10.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$10.0K0.00%00.0%Unchanged
American Portfolios Advisors9$9.13K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.9$9.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$9.00K0.00%+9New
Rockefeller Capital Management L.P.8$8.00K0.00%00.0%Unchanged
CWM, LLC8$8.00K0.00%+8New
O'Dell Group, LLC7$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc7$7.00K0.00%+2+40.0%Added
Dark Forest Capital Management LP5$5.00K0.00%+5New
IFP Advisors, Inc3$3.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC3$3.00K0.00%00.0%Unchanged
Spire Wealth Management3$3.00K0.00%+3New
Versant Capital Management, Inc2$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc2$2.00K0.00%+2New
Earnest Partners LLC1$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC1$1.00K0.00%+1New
Winton Group Ltd0$00.00%−3,415−100.0%Sold out
CIBC Asset Management Inc0$00.00%−2,310−100.0%Sold out
Franklin Resources Inc0$00.00%−2,270−100.0%Sold out
Jane Street Group, LLC0$00.00%−1,067−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−900−100.0%Sold out
Alphasimplex Group, LLC0$00.00%−402−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−372−100.0%Sold out
HighTower Advisors, LLC0$00.00%−350−100.0%Sold out
Pictet Asset Management SA0$00.00%−240−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−236−100.0%Sold out
Principal Financial Group Inc0$00.00%−232−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−212−100.0%Sold out
Panagora Asset Management Inc0$00.00%−196−100.0%Sold out
Glenview Trust Co0$00.00%−193−100.0%Sold out
Regions Financial Corp0$00.00%−189−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−70−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−20−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−9−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−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