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, Q1 2022
Institutional positions in White Mountains Insurance Group Ltd as of Mar 31, 2022. 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
- 244
- +4 vs. Q4 2021
- Shares held
- 2.69M
- +16.8K (+0.6%) vs. Q4 2021
- Total value
- $3.09B
- +$373.0M (+13.7%) vs. Q4 2021
- New holders
- 26
- 63 more added
- Sold out
- 22
- 94 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 280,559 | $318.8M | 0.01% | +1,197+0.4% | Added |
| Wellington Management Group LLP | 213,022 | $242.0M | 0.04% | −8,537−3.9% | Reduced |
| Dimensional Fund Advisors LP | 154,553 | $175.6M | 0.05% | +5,051+3.4% | Added |
| River Road Asset Management, LLC | 151,292 | $171.9M | 1.90% | −15,437−9.3% | Reduced |
| Atlanta Capital Management Co L L C | 150,742 | $171.3M | 0.63% | −22,536−13.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 139,917 | $159.0M | 0.94% | +6,210+4.6% | Added |
| Boston Partners | 135,408 | $153.7M | 0.19% | −2,428−1.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 125,503 | $142.6M | 2.52% | +73,901+143.2% | Added |
| BlackRock Inc. | 119,354 | $135.6M | 0.00% | −344−0.3% | Reduced |
| Artisan Partners Limited Partnership | 118,761 | $134.9M | 0.18% | +25,270+27.0% | Added |
| London Co of Virginia | 69,779 | $79.3M | 0.42% | −2,846−3.9% | Reduced |
| Wallace Capital Management Inc. | 71,871 | $75.5M | 11.37% | +531+0.7% | Added |
| Reinhart Partners, Inc. | 14,880 | $64.3M | 3.11% | −39,682−72.7% | Reduced |
| State Street Corp | 55,824 | $63.4M | 0.00% | +2,365+4.4% | Added |
| Bank of America Corp | 52,500 | $59.7M | 0.01% | −6,467−11.0% | Reduced |
| Select Equity Group, L.P. | 41,207 | $46.8M | 0.15% | +41,207 | New |
| Scout Investments, Inc. | 41,063 | $46.7M | 0.75% | −11,508−21.9% | Reduced |
| Geode Capital Management, LLC | 38,365 | $43.6M | 0.01% | +1,512+4.1% | Added |
| Fiduciary Management Inc | 35,892 | $40.8M | 0.33% | +460+1.3% | Added |
| Raymond James & Associates | 33,737 | $38.3M | 0.03% | −846−2.4% | Reduced |
| Cannell Peter B & Co Inc | 33,380 | $37.9M | 1.14% | −679−2.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,028 | $33.0M | 0.47% | −195−0.7% | Reduced |
| Norges Bank | 28,042 | $31.9M | 0.01% | +1,180+4.4% | Added |
| Pendal Group Limited | 27,646 | $31.4M | 0.26% | −775−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 26,685 | $30.3M | 0.01% | +1,343+5.3% | Added |
| Mraz, Amerine & Associates, Inc. | 22,773 | $25.9M | 6.15% | +139+0.6% | Added |
| Elkhorn Partners Limited Partnership | 22,020 | $25.0M | 13.44% | −80−0.4% | Reduced |
| Cove Street Capital, LLC | 19,154 | $21.8M | 3.85% | +2,949+18.2% | Added |
| Speece Thorson Capital Group Inc | 16,531 | $18.8M | 4.02% | −1,411−7.9% | Reduced |
| Wells Fargo & Company | 15,758 | $17.9M | 0.00% | +338+2.2% | Added |
| Northern Trust Corp | 15,560 | $17.7M | 0.00% | −5,856−27.3% | Reduced |
| Federated Hermes, Inc. | 15,139 | $17.2M | 0.04% | −7,328−32.6% | Reduced |
| First Trust Advisors LP | 13,608 | $15.5M | 0.02% | −13,496−49.8% | Reduced |
| Bank of New York Mellon Corp | 12,624 | $14.3M | 0.00% | −101−0.8% | Reduced |
| Royce & Associates LP | 12,516 | $14.2M | 0.12% | −530−4.1% | Reduced |
| Parametric Portfolio Associates LLC | 12,513 | $14.2M | 0.01% | +405+3.3% | Added |
| Nuveen Asset Management, LLC | 11,658 | $12.3M | 0.00% | −2,247−16.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,353 | $11.8M | 0.03% | −1,726−14.3% | Reduced |
| Madison Avenue Partners, LP | 10,000 | $11.4M | 2.12% | +10,000 | New |
| Millennium Management LLC | 8,740 | $9.93M | 0.01% | +7,328+519.0% | Added |
| New York State Common Retirement Fund | 8,076 | $9.18M | 0.01% | +1,687+26.4% | Added |
| Eagle Asset Management Inc | 7,684 | $8.73M | 0.04% | −326−4.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,500 | $8.52M | 0.03% | +660+9.6% | Added |
| Martingale Asset Management L P | 7,350 | $8.35M | 0.13% | −554−7.0% | Reduced |
| Goldman Sachs Group Inc | 7,191 | $8.17M | 0.00% | +739+11.5% | Added |
| UBS Asset Management Americas Inc | 7,177 | $8.15M | 0.00% | −69−1.0% | Reduced |
| Swiss National Bank | 7,146 | $8.12M | 0.00% | +300+4.4% | Added |
| Envestnet Asset Management Inc | 6,920 | $7.86M | 0.00% | −442−6.0% | Reduced |
| American Century Companies Inc | 6,863 | $7.80M | 0.01% | +641+10.3% | Added |
| Citadel Advisors LLC | 6,702 | $7.62M | 0.01% | −1,673−20.0% | Reduced |
| Phocas Financial Corp. | 6,489 | $7.37M | 0.93% | −104−1.6% | Reduced |
| California Public Employees Retirement System | 6,292 | $7.15M | 0.01% | +100+1.6% | Added |
| Brandywine Global Investment Management, LLC | 6,043 | $6.87M | 0.05% | +273+4.7% | Added |
| Legal & General Group Plc | 5,522 | $6.28M | 0.00% | −61−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $6.07M | 0.08% | −23−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 5,185 | $5.89M | 0.01% | −20−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,016 | $5.85M | 0.01% | −5−0.2% | Reduced |
| Credit Suisse AG | 4,760 | $5.41M | 0.00% | +560+13.3% | Added |
| Rhumbline Advisers | 4,736 | $5.38M | 0.01% | −225−4.5% | Reduced |
| Renaissance Technologies LLC | 4,700 | $5.34M | 0.01% | −8,400−64.1% | Reduced |
| ExodusPoint Capital Management, LP | 4,699 | $5.34M | 0.08% | +4,296+1,066.0% | Added |
| Victory Capital Management Inc | 4,404 | $4.97M | 0.00% | +3,989+961.2% | Added |
| Comerica Bank | 4,229 | $4.55M | 0.03% | −488−10.3% | Reduced |
| Morgan Stanley | 3,986 | $4.53M | 0.00% | +253+6.8% | Added |
| California State Teachers Retirement System | 3,826 | $4.35M | 0.01% | −394−9.3% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $4.18M | 0.36% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 3,661 | $4.16M | 0.10% | −815−18.2% | Reduced |
| Ameriprise Financial Inc | 3,626 | $4.12M | 0.00% | −8−0.2% | Reduced |
| Invesco Ltd. | 3,595 | $4.09M | 0.00% | −1,723−32.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.80M | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,433 | $3.79M | 0.01% | −13,028−79.1% | Reduced |
| Brown Advisory Inc | 3,229 | $3.67M | 0.01% | −217−6.3% | Reduced |
| Prospector Partners LLC | 2,970 | $3.38M | 0.42% | +2,970 | New |
| Holocene Advisors, LP | 2,590 | $2.94M | 0.02% | +119+4.8% | Added |
| State of New Jersey Common Pension Fund D | 2,453 | $2.79M | 0.01% | −209−7.9% | Reduced |
| Oppenheimer Asset Management Inc. | 2,394 | $2.72M | 0.04% | +29+1.2% | Added |
| Triad Investment Management | 2,340 | $2.66M | 2.52% | +1,537+191.4% | Added |
| Dean Investment Associates, LLC | 2,296 | $2.61M | 0.47% | −72−3.0% | Reduced |
| Qube Research & Technologies Ltd | 2,262 | $2.57M | 0.02% | −3,665−61.8% | Reduced |
| Davenport & Co LLC | 2,192 | $2.49M | 0.02% | −70−3.1% | Reduced |
| JPMorgan Chase & Co | 2,171 | $2.47M | 0.00% | +127+6.2% | Added |
| HRT Financial LP | 2,135 | $2.42M | 0.02% | +923+76.2% | Added |
| Natixis | 2,086 | $2.37M | 0.01% | +108+5.5% | Added |
| Royal Bank of Canada | 2,050 | $2.33M | 0.00% | −1,015−33.1% | Reduced |
| First Republic Investment Management, Inc. | 2,027 | $2.30M | 0.00% | +10+0.5% | Added |
| Stifel Financial Corp | 2,012 | $2.29M | 0.00% | +19+1.0% | Added |
| Autumn Glory Partners, LLC | 1,990 | $2.26M | 1.31% | +995+100.0% | Added |
| STRS Ohio | 1,924 | $2.19M | 0.01% | −104−5.1% | Reduced |
| Creative Planning | 1,869 | $2.12M | 0.00% | +227+13.8% | Added |
| UBS Group AG | 1,776 | $2.02M | 0.00% | −1,184−40.0% | Reduced |
| Pecaut & Co. | 1,746 | $1.98M | 0.97% | −150−7.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,723 | $1.96M | 0.01% | −45−2.5% | Reduced |
| Barclays PLC | 1,637 | $1.86M | 0.00% | −301−15.5% | Reduced |
| SEI Investments Co | 1,656 | $1.83M | 0.00% | −372−18.3% | Reduced |
| Dean Capital Management | 1,563 | $1.78M | 1.54% | −35−2.2% | Reduced |
| Truist Financial Corp | 1,475 | $1.68M | 0.00% | −673−31.3% | Reduced |
| Rafferty Asset Management, LLC | 1,475 | $1.68M | 0.01% | −72−4.7% | Reduced |
| Eaton Vance Management | 1,471 | $1.67M | 0.00% | +1+0.1% | Added |
| Price T Rowe Associates Inc | 1,430 | $1.63M | 0.00% | +57+4.2% | Added |
| Citigroup Inc | 1,363 | $1.55M | 0.00% | −1,063−43.8% | Reduced |