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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 400 | $455.0K | 0.05% | −25−5.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 405 | $460.0K | 0.16% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 409 | $465.0K | 0.04% | +409 | New |
| Keybank National Association | 411 | $467.0K | 0.00% | −700−63.0% | Reduced |
| Bank of Montreal | 425 | $470.0K | 0.00% | −8−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 428 | $486.0K | 0.00% | 00.0% | Unchanged |
| Adams Wealth Management | 459 | $522.0K | 0.17% | +15+3.4% | Added |
| M&T Bank Corp | 460 | $522.0K | 0.00% | +64+16.2% | Added |
| Chicago Partners Investment Group LLC | 450 | $526.0K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 472 | $536.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 500 | $568.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 512 | $582.0K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 517 | $587.0K | 0.03% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $651.0K | 0.11% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $653.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 593 | $674.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 605 | $687.0K | 0.01% | −23−3.7% | Reduced |
| Amalgamated Financial Corp. | 605 | $687.0K | 0.01% | +605 | New |
| Teacher Retirement System of Texas | 628 | $714.0K | 0.00% | +28+4.7% | Added |
| Janus Henderson Group PLC | 628 | $716.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 635 | $722.0K | 0.01% | −199−23.9% | Reduced |
| Bank of Nova Scotia | 656 | $745.0K | 0.00% | −260−28.4% | Reduced |
| Parsons Capital Management Inc | 680 | $773.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 695 | $790.0K | 0.01% | +11+1.6% | Added |
| Mercer Global Advisors Inc | 698 | $793.0K | 0.00% | +10+1.5% | Added |
| Karpas Strategies, LLC | 702 | $797.0K | 0.25% | −49−6.5% | Reduced |
| Forum Financial Management, LP | 710 | $806.0K | 0.04% | +104+17.2% | Added |
| Icon Wealth Partners, LLC | 714 | $811.0K | 0.08% | 00.0% | Unchanged |
| Gratus Capital LLC | 725 | $824.0K | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 816 | $927.0K | 0.01% | −20−2.4% | Reduced |
| Susquehanna International Group, LLP | 827 | $940.0K | 0.00% | +595+256.5% | Added |
| AGF Investments LLC | 857 | $974.0K | 0.08% | −1−0.1% | Reduced |
| Neuberger Berman Group LLC | 941 | $1.07M | 0.00% | −4−0.4% | Reduced |
| LPL Financial LLC | 963 | $1.09M | 0.00% | +1+0.1% | Added |
| BNP Paribas Arbitrage, SA | 983 | $1.12M | 0.00% | −212−17.7% | Reduced |
| Jane Street Group, LLC | 1,014 | $1.15M | 0.00% | +1,014 | New |
| Brave Asset Management Inc | 1,041 | $1.18M | 0.41% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,076 | $1.22M | 0.01% | +14+1.3% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.25M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,100 | $1.25M | 0.04% | +129+13.3% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $1.34M | 0.16% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,241 | $1.41M | 0.00% | −7,641−86.0% | Reduced |
| Alliancebernstein L.P. | 1,277 | $1.45M | 0.00% | −103−7.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,295 | $1.47M | 0.00% | −218−14.4% | Reduced |
| Citigroup Inc | 1,363 | $1.55M | 0.00% | −1,063−43.8% | Reduced |
| Price T Rowe Associates Inc | 1,430 | $1.63M | 0.00% | +57+4.2% | Added |
| Eaton Vance Management | 1,471 | $1.67M | 0.00% | +1+0.1% | Added |
| 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 |
| Dean Capital Management | 1,563 | $1.78M | 1.54% | −35−2.2% | Reduced |
| SEI Investments Co | 1,656 | $1.83M | 0.00% | −372−18.3% | Reduced |
| Barclays PLC | 1,637 | $1.86M | 0.00% | −301−15.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,723 | $1.96M | 0.01% | −45−2.5% | Reduced |
| Pecaut & Co. | 1,746 | $1.98M | 0.97% | −150−7.9% | Reduced |
| UBS Group AG | 1,776 | $2.02M | 0.00% | −1,184−40.0% | Reduced |
| Creative Planning | 1,869 | $2.12M | 0.00% | +227+13.8% | Added |
| STRS Ohio | 1,924 | $2.19M | 0.01% | −104−5.1% | Reduced |
| Autumn Glory Partners, LLC | 1,990 | $2.26M | 1.31% | +995+100.0% | Added |
| Stifel Financial Corp | 2,012 | $2.29M | 0.00% | +19+1.0% | Added |
| First Republic Investment Management, Inc. | 2,027 | $2.30M | 0.00% | +10+0.5% | Added |
| Royal Bank of Canada | 2,050 | $2.33M | 0.00% | −1,015−33.1% | Reduced |
| Natixis | 2,086 | $2.37M | 0.01% | +108+5.5% | Added |
| HRT Financial LP | 2,135 | $2.42M | 0.02% | +923+76.2% | Added |
| JPMorgan Chase & Co | 2,171 | $2.47M | 0.00% | +127+6.2% | Added |
| Davenport & Co LLC | 2,192 | $2.49M | 0.02% | −70−3.1% | Reduced |
| Qube Research & Technologies Ltd | 2,262 | $2.57M | 0.02% | −3,665−61.8% | Reduced |
| Dean Investment Associates, LLC | 2,296 | $2.61M | 0.47% | −72−3.0% | Reduced |
| Triad Investment Management | 2,340 | $2.66M | 2.52% | +1,537+191.4% | Added |
| Oppenheimer Asset Management Inc. | 2,394 | $2.72M | 0.04% | +29+1.2% | Added |
| State of New Jersey Common Pension Fund D | 2,453 | $2.79M | 0.01% | −209−7.9% | Reduced |
| Holocene Advisors, LP | 2,590 | $2.94M | 0.02% | +119+4.8% | Added |
| Prospector Partners LLC | 2,970 | $3.38M | 0.42% | +2,970 | New |
| Brown Advisory Inc | 3,229 | $3.67M | 0.01% | −217−6.3% | Reduced |
| AQR Capital Management LLC | 3,433 | $3.79M | 0.01% | −13,028−79.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,345 | $3.80M | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 3,595 | $4.09M | 0.00% | −1,723−32.4% | Reduced |
| Ameriprise Financial Inc | 3,626 | $4.12M | 0.00% | −8−0.2% | Reduced |
| Fenimore Asset Management Inc | 3,661 | $4.16M | 0.10% | −815−18.2% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $4.18M | 0.36% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,826 | $4.35M | 0.01% | −394−9.3% | Reduced |
| Morgan Stanley | 3,986 | $4.53M | 0.00% | +253+6.8% | Added |
| Comerica Bank | 4,229 | $4.55M | 0.03% | −488−10.3% | Reduced |
| Victory Capital Management Inc | 4,404 | $4.97M | 0.00% | +3,989+961.2% | Added |
| ExodusPoint Capital Management, LP | 4,699 | $5.34M | 0.08% | +4,296+1,066.0% | Added |
| Renaissance Technologies LLC | 4,700 | $5.34M | 0.01% | −8,400−64.1% | Reduced |
| Rhumbline Advisers | 4,736 | $5.38M | 0.01% | −225−4.5% | Reduced |
| Credit Suisse AG | 4,760 | $5.41M | 0.00% | +560+13.3% | Added |
| Advisor Group Holdings, Inc. | 2,016 | $5.85M | 0.01% | −5−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 5,185 | $5.89M | 0.01% | −20−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $6.07M | 0.08% | −23−0.4% | Reduced |
| Legal & General Group Plc | 5,522 | $6.28M | 0.00% | −61−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 6,043 | $6.87M | 0.05% | +273+4.7% | Added |
| California Public Employees Retirement System | 6,292 | $7.15M | 0.01% | +100+1.6% | Added |
| Phocas Financial Corp. | 6,489 | $7.37M | 0.93% | −104−1.6% | Reduced |
| Citadel Advisors LLC | 6,702 | $7.62M | 0.01% | −1,673−20.0% | Reduced |
| American Century Companies Inc | 6,863 | $7.80M | 0.01% | +641+10.3% | Added |
| Envestnet Asset Management Inc | 6,920 | $7.86M | 0.00% | −442−6.0% | Reduced |
| Swiss National Bank | 7,146 | $8.12M | 0.00% | +300+4.4% | Added |
| UBS Asset Management Americas Inc | 7,177 | $8.15M | 0.00% | −69−1.0% | Reduced |
| Goldman Sachs Group Inc | 7,191 | $8.17M | 0.00% | +739+11.5% | Added |