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, Q2 2022
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 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
- 259
- +18 vs. Q1 2022
- Shares held
- 2.66M
- −16.4K (−0.6%) vs. Q1 2022
- Total value
- $3.32B
- +$246.7M (+8.0%) vs. Q1 2022
- New holders
- 30
- 62 more added
- Sold out
- 12
- 105 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 279,554 | $348.4M | 0.01% | −1,005−0.4% | Reduced |
| Wellington Management Group LLP | 186,098 | $231.9M | 0.05% | −26,924−12.6% | Reduced |
| Dimensional Fund Advisors LP | 160,404 | $199.9M | 0.07% | +5,851+3.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 140,911 | $175.6M | 1.21% | +994+0.7% | Added |
| River Road Asset Management, LLC | 139,230 | $173.5M | 2.43% | −12,062−8.0% | Reduced |
| Atlanta Capital Management Co L L C | 135,189 | $168.5M | 0.73% | −15,553−10.3% | Reduced |
| Boston Partners | 133,215 | $166.1M | 0.23% | −2,193−1.6% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 125,603 | $156.5M | 3.30% | +100+0.1% | Added |
| BlackRock Inc. | 119,076 | $148.4M | 0.00% | −278−0.2% | Reduced |
| Artisan Partners Limited Partnership | 110,917 | $138.2M | 0.23% | −7,844−6.6% | Reduced |
| Wallace Capital Management Inc. | 73,108 | $91.8M | 13.83% | +1,237+1.7% | Added |
| London Co of Virginia | 68,331 | $85.1M | 0.52% | −1,448−2.1% | Reduced |
| Select Equity Group, L.P. | 60,022 | $74.8M | 0.28% | +18,815+45.7% | Added |
| State Street Corp | 54,279 | $67.6M | 0.00% | −1,545−2.8% | Reduced |
| Reinhart Partners, Inc. | 44,344 | $55.3M | 3.03% | +29,464+198.0% | Added |
| Bank of America Corp | 40,894 | $51.0M | 0.01% | −11,606−22.1% | Reduced |
| Scout Investments, Inc. | 40,261 | $50.2M | 0.99% | −802−2.0% | Reduced |
| Geode Capital Management, LLC | 37,538 | $46.8M | 0.01% | −827−2.2% | Reduced |
| Fiduciary Management Inc | 36,267 | $45.2M | 0.43% | +375+1.0% | Added |
| Raymond James & Associates | 34,604 | $43.1M | 0.04% | +867+2.6% | Added |
| Cannell Peter B & Co Inc | 33,271 | $41.5M | 1.49% | −109−0.3% | Reduced |
| Madison Avenue Partners, LP | 31,496 | $39.2M | 8.03% | +21,496+215.0% | Added |
| Victory Capital Management Inc | 30,195 | $37.6M | 0.04% | +25,791+585.6% | Added |
| Charles Schwab Investment Management Inc | 27,247 | $34.0M | 0.01% | +562+2.1% | Added |
| Norges Bank | 26,393 | $32.9M | 0.01% | −1,649−5.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 22,779 | $28.4M | 0.46% | −6,249−21.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,671 | $28.3M | 7.26% | −102−0.4% | Reduced |
| Morgan Stanley | 22,648 | $28.2M | 0.00% | +18,662+468.2% | Added |
| Elkhorn Partners Limited Partnership | 21,905 | $27.3M | 17.48% | −115−0.5% | Reduced |
| Pendal Group Limited | 21,413 | $26.7M | 0.26% | −6,233−22.5% | Reduced |
| Cove Street Capital, LLC | 16,299 | $20.3M | 5.12% | −2,855−14.9% | Reduced |
| Northern Trust Corp | 15,886 | $19.8M | 0.00% | +326+2.1% | Added |
| Speece Thorson Capital Group Inc | 15,628 | $19.5M | 4.59% | −903−5.5% | Reduced |
| Wells Fargo & Company | 15,475 | $19.3M | 0.01% | −283−1.8% | Reduced |
| Federated Hermes, Inc. | 14,088 | $17.6M | 0.05% | −1,051−6.9% | Reduced |
| Goldman Sachs Group Inc | 13,587 | $16.9M | 0.00% | +6,396+88.9% | Added |
| Bank of New York Mellon Corp | 12,518 | $15.6M | 0.00% | −106−0.8% | Reduced |
| Nuveen Asset Management, LLC | 11,349 | $14.1M | 0.01% | −309−2.7% | Reduced |
| California Public Employees Retirement System | 10,650 | $13.3M | 0.01% | +4,358+69.3% | Added |
| Royce & Associates LP | 10,466 | $13.0M | 0.13% | −2,050−16.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,309 | $12.8M | 0.04% | −44−0.4% | Reduced |
| Eagle Asset Management Inc | 7,712 | $9.61M | 0.06% | +28+0.4% | Added |
| Envestnet Asset Management Inc | 7,392 | $9.21M | 0.01% | +472+6.8% | Added |
| Susquehanna International Group, LLP | 7,277 | $9.07M | 0.02% | +6,450+779.9% | Added |
| Swiss National Bank | 7,146 | $8.90M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,853 | $8.54M | 0.01% | −1,223−15.1% | Reduced |
| Phocas Financial Corp. | 6,423 | $8.00M | 1.20% | −66−1.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,297 | $7.85M | 0.03% | −1,203−16.0% | Reduced |
| American Century Companies Inc | 6,261 | $7.80M | 0.01% | −602−8.8% | Reduced |
| Brandywine Global Investment Management, LLC | 5,662 | $7.06M | 0.06% | −381−6.3% | Reduced |
| UBS Asset Management Americas Inc | 5,452 | $6.79M | 0.00% | −1,725−24.0% | Reduced |
| Legal & General Group Plc | 5,449 | $6.79M | 0.00% | −73−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $6.66M | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,508 | $5.62M | 0.01% | −228−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,497 | $5.60M | 0.01% | +4,069+950.7% | Added |
| First Trust Advisors LP | 4,405 | $5.49M | 0.01% | −9,203−67.6% | Reduced |
| Credit Suisse AG | 4,137 | $5.16M | 0.01% | −623−13.1% | Reduced |
| Citadel Advisors LLC | 3,936 | $4.91M | 0.01% | −2,766−41.3% | Reduced |
| State Board of Administration of Florida Retirement System | 3,840 | $4.79M | 0.01% | −1,345−25.9% | Reduced |
| California State Teachers Retirement System | 3,819 | $4.76M | 0.01% | −7−0.2% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $4.59M | 0.46% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,611 | $4.50M | 0.08% | −3,739−50.9% | Reduced |
| Renaissance Technologies LLC | 3,500 | $4.36M | 0.01% | −1,200−25.5% | Reduced |
| Ameriprise Financial Inc | 3,426 | $4.27M | 0.00% | −200−5.5% | Reduced |
| Comerica Bank | 3,405 | $4.23M | 0.03% | −824−19.5% | Reduced |
| Alaska Permanent Fund Corp | 3,240 | $4.04M | 0.06% | +3,240 | New |
| Prospector Partners LLC | 3,100 | $3.86M | 0.56% | +130+4.4% | Added |
| Brown Advisory Inc | 3,075 | $3.83M | 0.01% | −154−4.8% | Reduced |
| First Republic Investment Management, Inc. | 3,022 | $3.77M | 0.01% | +995+49.1% | Added |
| Millennium Management LLC | 2,682 | $3.34M | 0.00% | −6,058−69.3% | Reduced |
| Invesco Ltd. | 2,629 | $3.28M | 0.00% | −966−26.9% | Reduced |
| AQR Capital Management LLC | 2,422 | $2.98M | 0.01% | −1,011−29.4% | Reduced |
| Dean Investment Associates, LLC | 2,242 | $2.79M | 0.54% | −54−2.4% | Reduced |
| Davenport & Co LLC | 2,212 | $2.76M | 0.02% | +20+0.9% | Added |
| Oppenheimer Asset Management Inc. | 2,106 | $2.63M | 0.04% | −288−12.0% | Reduced |
| Royal Bank of Canada | 2,017 | $2.51M | 0.00% | −33−1.6% | Reduced |
| STRS Ohio | 1,987 | $2.48M | 0.01% | +63+3.3% | Added |
| State of New Jersey Common Pension Fund D | 1,954 | $2.44M | 0.01% | −499−20.3% | Reduced |
| Stifel Financial Corp | 1,945 | $2.42M | 0.00% | −67−3.3% | Reduced |
| Creative Planning | 1,920 | $2.39M | 0.00% | +51+2.7% | Added |
| Pecaut & Co. | 1,716 | $2.14M | 1.20% | −30−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,626 | $2.03M | 0.01% | −97−5.6% | Reduced |
| Truist Financial Corp | 1,619 | $2.02M | 0.00% | +144+9.8% | Added |
| JPMorgan Chase & Co | 1,601 | $2.00M | 0.00% | −570−26.3% | Reduced |
| Triad Investment Management | 1,592 | $1.98M | 2.94% | −748−32.0% | Reduced |
| Dean Capital Management | 1,549 | $1.93M | 1.69% | −14−0.9% | Reduced |
| SEI Investments Co | 1,599 | $1.91M | 0.00% | −57−3.4% | Reduced |
| Eaton Vance Management | 1,470 | $1.83M | 0.00% | −1−0.1% | Reduced |
| Barclays PLC | 1,469 | $1.83M | 0.00% | −168−10.3% | Reduced |
| Quadrature Capital Ltd | 1,449 | $1.81M | 0.08% | +1,449 | New |
| Price T Rowe Associates Inc | 1,376 | $1.72M | 0.00% | −54−3.8% | Reduced |
| UBS Group AG | 1,339 | $1.67M | 0.00% | −437−24.6% | Reduced |
| Alliancebernstein L.P. | 1,242 | $1.55M | 0.00% | −35−2.7% | Reduced |
| Treasurer of the State of North Carolina | 1,224 | $1.52M | 0.01% | +148+13.8% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $1.47M | 0.21% | 00.0% | Unchanged |
| Citigroup Inc | 1,158 | $1.44M | 0.00% | −205−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,100 | $1.37M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,081 | $1.35M | 0.05% | −19−1.7% | Reduced |
| LPL Financial LLC | 1,060 | $1.32M | 0.00% | +97+10.1% | Added |
| Advisor Group Holdings, Inc. | 1,058 | $1.32M | 0.00% | −958−47.5% | Reduced |