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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 1,295 | $1.47M | 0.00% | −218−14.4% | Reduced |
| Alliancebernstein L.P. | 1,277 | $1.45M | 0.00% | −103−7.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,241 | $1.41M | 0.00% | −7,641−86.0% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.34M | 0.16% | 00.0% | Unchanged |
| 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 |
| Treasurer of the State of North Carolina | 1,076 | $1.22M | 0.01% | +14+1.3% | Added |
| Brave Asset Management Inc | 1,041 | $1.18M | 0.41% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,014 | $1.15M | 0.00% | +1,014 | New |
| BNP Paribas Arbitrage, SA | 983 | $1.12M | 0.00% | −212−17.7% | Reduced |
| LPL Financial LLC | 963 | $1.09M | 0.00% | +1+0.1% | Added |
| Neuberger Berman Group LLC | 941 | $1.07M | 0.00% | −4−0.4% | Reduced |
| AGF Investments LLC | 857 | $974.0K | 0.08% | −1−0.1% | Reduced |
| Susquehanna International Group, LLP | 827 | $940.0K | 0.00% | +595+256.5% | Added |
| Arizona State Retirement System | 816 | $927.0K | 0.01% | −20−2.4% | Reduced |
| Gratus Capital LLC | 725 | $824.0K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 714 | $811.0K | 0.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 710 | $806.0K | 0.04% | +104+17.2% | Added |
| Karpas Strategies, LLC | 702 | $797.0K | 0.25% | −49−6.5% | Reduced |
| Mercer Global Advisors Inc | 698 | $793.0K | 0.00% | +10+1.5% | Added |
| Captrust Financial Advisors | 695 | $790.0K | 0.01% | +11+1.6% | Added |
| Parsons Capital Management Inc | 680 | $773.0K | 0.06% | 00.0% | Unchanged |
| Bank of Nova Scotia | 656 | $745.0K | 0.00% | −260−28.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 635 | $722.0K | 0.01% | −199−23.9% | Reduced |
| Janus Henderson Group PLC | 628 | $716.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 628 | $714.0K | 0.00% | +28+4.7% | Added |
| Amalgamated Bank | 605 | $687.0K | 0.01% | −23−3.7% | Reduced |
| Amalgamated Financial Corp. | 605 | $687.0K | 0.01% | +605 | New |
| Handelsbanken Fonder AB | 593 | $674.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $653.0K | 0.02% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $651.0K | 0.11% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 517 | $587.0K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 512 | $582.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 500 | $568.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 472 | $536.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 450 | $526.0K | 0.04% | 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 |
| D. E. Shaw & Co., Inc. | 428 | $486.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 425 | $470.0K | 0.00% | −8−1.8% | Reduced |
| Keybank National Association | 411 | $467.0K | 0.00% | −700−63.0% | Reduced |
| Blueshift Asset Management, LLC | 409 | $465.0K | 0.04% | +409 | New |
| Legacy Wealth Asset Management, LLC | 405 | $460.0K | 0.16% | 00.0% | Unchanged |
| Roundview Capital LLC | 400 | $455.0K | 0.05% | −25−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $445.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 390 | $443.0K | 0.00% | +53+15.7% | Added |
| Kathleen S. Wright Associates Inc. | 380 | $432.0K | 0.32% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 363 | $412.0K | 0.02% | 00.0% | Unchanged |
| Nuance Investments, LLC | 360 | $409.0K | 0.01% | −1,071−74.8% | Reduced |
| The PNC Financial Services Group, Inc. | 354 | $403.0K | 0.00% | +237+202.6% | Added |
| Hyman Charles D | 350 | $398.0K | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 346 | $393.0K | 0.01% | −4−1.1% | Reduced |
| Zeke Capital Advisors, LLC | 342 | $389.0K | 0.02% | +342 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $386.0K | 0.31% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 325 | $369.0K | 0.01% | +325 | New |
| Deutsche Bank AG | 320 | $364.0K | 0.00% | −182−36.3% | Reduced |
| Avalon Investment & Advisory | 318 | $361.0K | 0.01% | −107−25.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 311 | $353.0K | 0.01% | +105+51.0% | Added |
| Chapman Investment Management, LLC | 300 | $341.0K | 0.18% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $340.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $339.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 293 | $333.0K | 0.00% | +58+24.7% | Added |
| Bokf, NA | 291 | $331.0K | 0.01% | −6−2.0% | 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 |
| Two Sigma Securities, LLC | 282 | $320.0K | 0.04% | −89−24.0% | Reduced |
| Highlander Partners, L.P. | 270 | $307.0K | 0.39% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 259 | $294.0K | 0.00% | −228−46.8% | Reduced |
| Soltis Investment Advisors LLC | 256 | $291.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 254 | $289.0K | 0.00% | −4−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $287.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 232 | $264.0K | 0.04% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 225 | $256.0K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 217 | $246.0K | 0.00% | −4−1.8% | Reduced |
| State of Wisconsin Investment Board | 214 | $243.0K | 0.00% | −145−40.4% | Reduced |
| JustInvest LLC | 213 | $242.0K | 0.01% | +213 | New |
| One Wealth Advisors, LLC | 207 | $235.0K | 0.06% | +207 | New |
| Neville Rodie & Shaw Inc | 200 | $229.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 201 | $228.0K | 0.00% | 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 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $226.0K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 196 | $223.0K | 0.00% | +196 | New |
| Glenview Trust Co | 193 | $219.0K | 0.01% | +193 | New |
| Pictet Asset Management SA | 190 | $216.0K | 0.00% | +190 | New |
| Regions Financial Corp | 189 | $215.0K | 0.00% | +189 | New |
| Macquarie Group Ltd | 188 | $214.0K | 0.00% | +1+0.5% | Added |
| HighTower Advisors, LLC | 185 | $211.0K | 0.00% | +185 | New |
| Investment Management of Virginia LLC | 181 | $206.0K | 0.04% | +181 | New |
| First Manhattan Co | 156 | $177.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 133 | $151.0K | 0.00% | +30+29.1% | Added |
| Point72 Hong Kong Ltd | 131 | $149.0K | 0.01% | −40−23.4% | Reduced |
| Tower Research Capital LLC (TRC) | 115 | $131.0K | 0.00% | −47−29.0% | Reduced |
| Central Trust Co | 110 | $125.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 105 | $120.0K | 0.02% | −2−1.9% | Reduced |
| Smithfield Trust Co | 104 | $119.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $114.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 91 | $104.0K | 0.00% | +66+264.0% | Added |
| John W. Brooker & Co., CPAs | 90 | $102.0K | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 80 | $91.0K | 0.00% | 00.0% | Unchanged |