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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 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 |
| Disciplined Investments, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2 | $2.00K | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Fifth Third Bancorp | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3 | $4.00K | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| Schubert & Co | 5 | $6.00K | 0.01% | +4+400.0% | Added |
| JFS Wealth Advisors, LLC | 6 | $7.00K | 0.00% | +4+200.0% | Added |
| Private Trust Co NA | 6 | $7.00K | 0.00% | +6 | New |
| O'Dell Group, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $9.00K | 0.00% | +1+16.7% | Added |
| Raleigh Capital Management Inc. | 8 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $10.0K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 9 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $12.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 10 | $12.0K | 0.00% | +1+11.1% | Added |
| Total Clarity Wealth Management, Inc. | 10 | $12.0K | 0.01% | +10 | New |
| Exchange Traded Concepts, LLC | 11 | $14.0K | 0.00% | −10−47.6% | Reduced |
| Zullo Investment Group, Inc. | 14 | $17.0K | 0.01% | −3−17.6% | Reduced |
| CWM, LLC | 16 | $20.0K | 0.00% | +1+6.7% | Added |
| Quadrant Capital Group LLC | 16 | $20.0K | 0.00% | +16 | New |
| Private Capital Group, LLC | 23 | $29.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $30.0K | 0.00% | +25 | New |
| Centerpoint Advisors, LLC | 25 | $31.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 26 | $32.4K | 0.00% | +10+62.5% | Added |
| Federation des caisses Desjardins du Quebec | 27 | $33.6K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 28 | $35.0K | 0.06% | 00.0% | Unchanged |
| American International Group, Inc. | 30 | $37.0K | 0.00% | −1−3.2% | Reduced |
| IFP Advisors, Inc | 40 | $38.0K | 0.00% | −3−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 31 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $47.0K | 0.00% | +41 | New |
| Altshuler Shaham Ltd | 40 | $50.0K | 0.00% | −16−28.6% | Reduced |
| Valley National Advisers Inc | 40 | $50.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $52.0K | 0.00% | +10+31.3% | Added |
| Sageworth Trust Co of South Dakota | 42 | $52.0K | 0.11% | +21+100.0% | Added |
| Tower Research Capital LLC (TRC) | 45 | $56.0K | 0.00% | −70−60.9% | Reduced |
| Anchor Investment Management, LLC | 50 | $62.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $64.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $71.0K | 0.02% | +5+9.6% | Added |
| MetLife Investment Management | 61 | $76.0K | 0.00% | +2+3.4% | Added |
| TD Private Client Wealth LLC | 64 | $79.8K | 0.00% | −8−11.1% | Reduced |
| Community Bank, N.A. | 67 | $83.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 75 | $84.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $93.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 80 | $100.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 88 | $110.0K | 0.00% | −3−3.3% | Reduced |
| John W. Brooker & Co., CPAs | 90 | $112.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $125.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $129.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $136.0K | 0.02% | +4+3.8% | Added |
| Central Trust Co | 110 | $137.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 114 | $142.0K | 0.00% | −206−64.4% | Reduced |
| Lindbrook Capital, LLC | 125 | $156.0K | 0.03% | +108+635.3% | Added |
| First Manhattan Co | 156 | $194.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 161 | $200.0K | 0.00% | +28+21.1% | Added |
| Macquarie Group Ltd | 166 | $207.0K | 0.00% | −22−11.7% | Reduced |
| Pictet Asset Management SA | 170 | $212.0K | 0.00% | −20−10.5% | Reduced |
| Blueshift Asset Management, LLC | 171 | $213.0K | 0.04% | −238−58.2% | Reduced |
| Algert Global LLC | 175 | $218.0K | 0.02% | +175 | New |
| Verition Fund Management LLC | 175 | $218.0K | 0.00% | +175 | New |
| Prudential Financial Inc | 182 | $224.0K | 0.00% | −14−7.1% | Reduced |
| Investment Management of Virginia LLC | 181 | $226.0K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 193 | $240.0K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $248.0K | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $249.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $249.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 203 | $253.0K | 0.03% | +203 | New |
| One Wealth Advisors, LLC | 207 | $258.0K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 211 | $263.0K | 0.00% | −43−16.9% | Reduced |
| Hudson Value Partners, LLC | 225 | $280.0K | 0.18% | 00.0% | Unchanged |
| Athena Investment Management | 227 | $283.0K | 0.22% | +227 | New |
| Connable Office Inc | 232 | $289.0K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 235 | $293.0K | 0.01% | −400−63.0% | Reduced |
| Centiva Capital, LP | 237 | $295.0K | 0.02% | +237 | New |
| Park Avenue Securities LLC | 243 | $303.0K | 0.01% | +243 | New |
| Boston Private Wealth LLC | 247 | $307.0K | 0.00% | +247 | New |
| Opal Wealth Advisors, LLC | 249 | $310.0K | 0.20% | −34−12.0% | Reduced |
| JustInvest LLC | 252 | $314.0K | 0.01% | +39+18.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $315.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 255 | $318.0K | 0.00% | −4−1.5% | Reduced |
| Soltis Investment Advisors LLC | 256 | $319.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 256 | $319.0K | 0.00% | +39+18.0% | Added |
| Virtu Financial LLC | 268 | $334.0K | 0.03% | +268 | New |
| Gotham Asset Management, LLC | 270 | $336.0K | 0.01% | −55−16.9% | Reduced |
| Highlander Partners, L.P. | 270 | $336.0K | 0.44% | 00.0% | Unchanged |
| Bokf, NA | 272 | $339.0K | 0.01% | −19−6.5% | Reduced |
| Cerity Partners LLC | 277 | $345.0K | 0.00% | +77+38.5% | Added |
| ETF Managers Group, LLC | 282 | $347.0K | 0.01% | +282 | New |
| Point72 Hong Kong Ltd | 285 | $355.0K | 0.02% | +154+117.6% | Added |
| HighTower Advisors, LLC | 293 | $363.0K | 0.00% | +108+58.4% | Added |
| Principal Financial Group Inc | 297 | $370.0K | 0.00% | +14+4.9% | Added |
| Brown Miller Wealth Management, LLC | 298 | $371.0K | 0.25% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $373.0K | 0.00% | 00.0% | Unchanged |