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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 13,635 | $0 | 0.00% | +13,635 | New |
| Earnest Partners LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Schubert & Co | 1 | $1.00K | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Fifth Third Bancorp | 3 | $3.00K | 0.00% | −36−92.3% | Reduced |
| Parallel Advisors, LLC | 6 | $7.00K | 0.00% | −5−45.5% | Reduced |
| O'Dell Group, LLC | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $9.00K | 0.00% | +8 | New |
| Proequities, Inc. | 9 | $10.0K | 0.00% | −7−43.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $11.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 15 | $17.0K | 0.00% | +7+87.5% | Added |
| Nomura Asset Management Co Ltd | 16 | $18.2K | 0.00% | +16 | New |
| Zullo Investment Group, Inc. | 17 | $19.0K | 0.01% | −3−15.0% | Reduced |
| Lindbrook Capital, LLC | 17 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $24.0K | 0.04% | −110−84.0% | Reduced |
| Exchange Traded Concepts, LLC | 21 | $24.0K | 0.00% | +7+50.0% | Added |
| Private Capital Group, LLC | 23 | $26.0K | 0.01% | −2−8.0% | Reduced |
| Centerpoint Advisors, LLC | 25 | $28.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $30.7K | 0.00% | −200−88.1% | Reduced |
| Strategic Asset Management, LLC | 28 | $32.0K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 31 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 31 | $35.0K | 0.00% | +23+287.5% | Added |
| Signaturefd, LLC | 32 | $36.0K | 0.00% | −7−17.9% | Reduced |
| IFP Advisors, Inc | 43 | $41.0K | 0.00% | +40+1,333.3% | Added |
| Valley National Advisers Inc | 40 | $45.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $56.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $58.0K | 0.02% | −1−1.9% | Reduced |
| Quent Capital, LLC | 52 | $59.0K | 0.01% | +11+26.8% | Added |
| Altshuler Shaham Ltd | 56 | $64.0K | 0.00% | +56 | New |
| MetLife Investment Management | 59 | $67.0K | 0.00% | +59 | New |
| Quantbot Technologies LP | 62 | $70.0K | 0.01% | +62 | New |
| Community Bank, N.A. | 67 | $76.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 72 | $81.8K | 0.00% | +1+1.4% | Added |
| Johnson Financial Group, Inc. | 75 | $84.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 80 | $91.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 90 | $102.0K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 91 | $104.0K | 0.00% | +66+264.0% | Added |
| Baldwin Brothers Inc | 100 | $114.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $119.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 105 | $120.0K | 0.02% | −2−1.9% | Reduced |
| Central Trust Co | 110 | $125.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 115 | $131.0K | 0.00% | −47−29.0% | Reduced |
| Point72 Hong Kong Ltd | 131 | $149.0K | 0.01% | −40−23.4% | Reduced |
| US Bancorp | 133 | $151.0K | 0.00% | +30+29.1% | Added |
| First Manhattan Co | 156 | $177.0K | 0.00% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 181 | $206.0K | 0.04% | +181 | New |
| HighTower Advisors, LLC | 185 | $211.0K | 0.00% | +185 | New |
| Macquarie Group Ltd | 188 | $214.0K | 0.00% | +1+0.5% | Added |
| Regions Financial Corp | 189 | $215.0K | 0.00% | +189 | New |
| Pictet Asset Management SA | 190 | $216.0K | 0.00% | +190 | New |
| Glenview Trust Co | 193 | $219.0K | 0.01% | +193 | New |
| Prudential Financial Inc | 196 | $223.0K | 0.00% | +196 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $226.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 200 | $227.0K | 0.00% | −58−22.5% | Reduced |
| Evercore Wealth Management, LLC | 200 | $227.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 201 | $228.0K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $229.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 207 | $235.0K | 0.06% | +207 | New |
| JustInvest LLC | 213 | $242.0K | 0.01% | +213 | New |
| State of Wisconsin Investment Board | 214 | $243.0K | 0.00% | −145−40.4% | Reduced |
| Commonwealth Equity Services, LLC | 217 | $246.0K | 0.00% | −4−1.8% | Reduced |
| Hudson Value Partners, LLC | 225 | $256.0K | 0.13% | 00.0% | Unchanged |
| Connable Office Inc | 232 | $264.0K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $287.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 254 | $289.0K | 0.00% | −4−1.6% | Reduced |
| Soltis Investment Advisors LLC | 256 | $291.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 259 | $294.0K | 0.00% | −228−46.8% | Reduced |
| Highlander Partners, L.P. | 270 | $307.0K | 0.39% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 282 | $320.0K | 0.04% | −89−24.0% | Reduced |
| Opal Wealth Advisors, LLC | 283 | $322.0K | 0.28% | −3−1.0% | Reduced |
| Principal Financial Group Inc | 283 | $322.0K | 0.00% | +283 | New |
| Bokf, NA | 291 | $331.0K | 0.01% | −6−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 293 | $333.0K | 0.00% | +58+24.7% | Added |
| Brown Miller Wealth Management, LLC | 298 | $339.0K | 0.20% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $340.0K | 0.00% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 300 | $341.0K | 0.18% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 311 | $353.0K | 0.01% | +105+51.0% | Added |
| Avalon Investment & Advisory | 318 | $361.0K | 0.01% | −107−25.2% | Reduced |
| Deutsche Bank AG | 320 | $364.0K | 0.00% | −182−36.3% | Reduced |
| Gotham Asset Management, LLC | 325 | $369.0K | 0.01% | +325 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $386.0K | 0.31% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 342 | $389.0K | 0.02% | +342 | New |
| Regentatlantic Capital LLC | 346 | $393.0K | 0.01% | −4−1.1% | Reduced |
| Hyman Charles D | 350 | $398.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 354 | $403.0K | 0.00% | +237+202.6% | Added |
| Nuance Investments, LLC | 360 | $409.0K | 0.01% | −1,071−74.8% | Reduced |
| KCM Investment Advisors LLC | 363 | $412.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $432.0K | 0.32% | 00.0% | Unchanged |
| MML Investors Services, LLC | 390 | $443.0K | 0.00% | +53+15.7% | Added |
| Public Employees Retirement Association of Colorado | 392 | $445.0K | 0.00% | 00.0% | Unchanged |