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 |
|---|---|---|---|---|---|
| Chapman Investment Management, LLC | 300 | $374.0K | 0.26% | 00.0% | Unchanged |
| Dodge & Cox | 300 | $374.0K | 0.00% | +300 | New |
| The PNC Financial Services Group, Inc. | 302 | $376.0K | 0.00% | −52−14.7% | Reduced |
| Two Sigma Securities, LLC | 318 | $396.0K | 0.07% | +36+12.8% | Added |
| Klingenstein Fields & Co LP | 328 | $409.0K | 0.02% | −189−36.6% | Reduced |
| Regentatlantic Capital LLC | 334 | $416.0K | 0.01% | −12−3.5% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $424.0K | 0.40% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 341 | $425.0K | 0.00% | +341 | New |
| Hyman Charles D | 350 | $436.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 358 | $446.0K | 0.01% | +47+15.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 358 | $446.0K | 0.00% | +65+22.2% | Added |
| KCM Investment Advisors LLC | 363 | $452.0K | 0.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 376 | $469.0K | 0.03% | +34+9.9% | Added |
| Kathleen S. Wright Associates Inc. | 380 | $474.0K | 0.40% | 00.0% | Unchanged |
| Voya Investment Management LLC | 382 | $476.0K | 0.00% | −90−19.1% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $488.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 393 | $490.0K | 0.20% | −12−3.0% | Reduced |
| Keybank National Association | 397 | $495.0K | 0.00% | −14−3.4% | Reduced |
| Roundview Capital LLC | 400 | $499.0K | 0.06% | 00.0% | Unchanged |
| Holocene Advisors, LP | 415 | $517.0K | 0.00% | −2,175−84.0% | Reduced |
| M&T Bank Corp | 434 | $524.0K | 0.00% | −26−5.7% | Reduced |
| Chicago Partners Investment Group LLC | 450 | $558.0K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 469 | $584.0K | 0.08% | +469 | New |
| MML Investors Services, LLC | 473 | $589.0K | 0.00% | +83+21.3% | Added |
| Teacher Retirement System of Texas | 478 | $596.0K | 0.00% | −150−23.9% | Reduced |
| Gsa Capital Partners LLP | 494 | $616.0K | 0.09% | +494 | New |
| Schonfeld Strategic Advisors LLC | 500 | $623.0K | 0.01% | +500 | New |
| Glenmede Trust Co NA | 501 | $624.0K | 0.00% | +1+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 519 | $647.0K | 0.03% | +7+1.4% | Added |
| Amalgamated Bank | 522 | $650.0K | 0.01% | −83−13.7% | Reduced |
| Adams Wealth Management | 543 | $677.0K | 0.26% | +84+18.3% | Added |
| Bank of Montreal | 535 | $685.0K | 0.00% | +110+25.9% | Added |
| Parker Investment Management, LLC | 573 | $714.0K | 0.16% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $717.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 593 | $739.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 614 | $765.0K | 0.00% | +614 | New |
| Captrust Financial Advisors | 616 | $768.0K | 0.00% | −79−11.4% | Reduced |
| Janus Henderson Group PLC | 626 | $781.0K | 0.00% | −2−0.3% | Reduced |
| Mercer Global Advisors Inc | 652 | $812.0K | 0.00% | −46−6.6% | Reduced |
| Parsons Capital Management Inc | 660 | $822.0K | 0.07% | −20−2.9% | Reduced |
| Karpas Strategies, LLC | 702 | $874.0K | 0.31% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 709 | $883.0K | 0.00% | −532−42.9% | Reduced |
| Icon Wealth Partners, LLC | 714 | $890.0K | 0.11% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 716 | $892.0K | 0.01% | −1,546−68.3% | Reduced |
| Gratus Capital LLC | 725 | $903.0K | 0.10% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 753 | $938.0K | 0.00% | +539+251.9% | Added |
| Bank of Nova Scotia | 766 | $955.0K | 0.00% | +110+16.8% | Added |
| BNP Paribas Arbitrage, SA | 815 | $1.02M | 0.00% | −168−17.1% | Reduced |
| Arizona State Retirement System | 818 | $1.02M | 0.01% | +2+0.2% | Added |
| Brookfield Asset Management Inc. | 860 | $1.07M | 0.00% | +860 | New |
| AGF Investments LLC | 882 | $1.10M | 0.10% | +25+2.9% | Added |
| Rafferty Asset Management, LLC | 920 | $1.15M | 0.01% | −555−37.6% | Reduced |
| Forum Financial Management, LP | 924 | $1.15M | 0.06% | +214+30.1% | Added |
| Avalon Investment & Advisory | 933 | $1.16M | 0.03% | +615+193.4% | Added |
| Neuberger Berman Group LLC | 942 | $1.17M | 0.00% | +1+0.1% | Added |
| Jane Street Group, LLC | 950 | $1.18M | 0.00% | −64−6.3% | Reduced |
| Autumn Glory Partners, LLC | 995 | $1.24M | 0.92% | −995−50.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,019 | $1.29M | 0.17% | +1,019 | New |
| Brave Asset Management Inc | 1,041 | $1.30M | 0.58% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,058 | $1.32M | 0.00% | −958−47.5% | Reduced |
| LPL Financial LLC | 1,060 | $1.32M | 0.00% | +97+10.1% | Added |
| AMG National Trust Bank | 1,081 | $1.35M | 0.05% | −19−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,100 | $1.37M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,158 | $1.44M | 0.00% | −205−15.0% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.47M | 0.21% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,224 | $1.52M | 0.01% | +148+13.8% | Added |
| Alliancebernstein L.P. | 1,242 | $1.55M | 0.00% | −35−2.7% | Reduced |
| UBS Group AG | 1,339 | $1.67M | 0.00% | −437−24.6% | Reduced |
| Price T Rowe Associates Inc | 1,376 | $1.72M | 0.00% | −54−3.8% | Reduced |
| Quadrature Capital Ltd | 1,449 | $1.81M | 0.08% | +1,449 | New |
| Barclays PLC | 1,469 | $1.83M | 0.00% | −168−10.3% | Reduced |
| Eaton Vance Management | 1,470 | $1.83M | 0.00% | −1−0.1% | Reduced |
| SEI Investments Co | 1,599 | $1.91M | 0.00% | −57−3.4% | Reduced |
| Dean Capital Management | 1,549 | $1.93M | 1.69% | −14−0.9% | Reduced |
| Triad Investment Management | 1,592 | $1.98M | 2.94% | −748−32.0% | Reduced |
| JPMorgan Chase & Co | 1,601 | $2.00M | 0.00% | −570−26.3% | Reduced |
| Truist Financial Corp | 1,619 | $2.02M | 0.00% | +144+9.8% | Added |
| Public Employees Retirement System of Ohio | 1,626 | $2.03M | 0.01% | −97−5.6% | Reduced |
| Pecaut & Co. | 1,716 | $2.14M | 1.20% | −30−1.7% | Reduced |
| Creative Planning | 1,920 | $2.39M | 0.00% | +51+2.7% | Added |
| Stifel Financial Corp | 1,945 | $2.42M | 0.00% | −67−3.3% | Reduced |
| State of New Jersey Common Pension Fund D | 1,954 | $2.44M | 0.01% | −499−20.3% | Reduced |
| STRS Ohio | 1,987 | $2.48M | 0.01% | +63+3.3% | Added |
| Royal Bank of Canada | 2,017 | $2.51M | 0.00% | −33−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 2,106 | $2.63M | 0.04% | −288−12.0% | Reduced |
| Davenport & Co LLC | 2,212 | $2.76M | 0.02% | +20+0.9% | Added |
| Dean Investment Associates, LLC | 2,242 | $2.79M | 0.54% | −54−2.4% | Reduced |
| AQR Capital Management LLC | 2,422 | $2.98M | 0.01% | −1,011−29.4% | Reduced |
| Invesco Ltd. | 2,629 | $3.28M | 0.00% | −966−26.9% | Reduced |
| Millennium Management LLC | 2,682 | $3.34M | 0.00% | −6,058−69.3% | Reduced |
| First Republic Investment Management, Inc. | 3,022 | $3.77M | 0.01% | +995+49.1% | Added |
| Brown Advisory Inc | 3,075 | $3.83M | 0.01% | −154−4.8% | Reduced |
| Prospector Partners LLC | 3,100 | $3.86M | 0.56% | +130+4.4% | Added |
| Alaska Permanent Fund Corp | 3,240 | $4.04M | 0.06% | +3,240 | New |
| Comerica Bank | 3,405 | $4.23M | 0.03% | −824−19.5% | Reduced |
| Ameriprise Financial Inc | 3,426 | $4.27M | 0.00% | −200−5.5% | Reduced |
| Renaissance Technologies LLC | 3,500 | $4.36M | 0.01% | −1,200−25.5% | Reduced |
| Martingale Asset Management L P | 3,611 | $4.50M | 0.08% | −3,739−50.9% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $4.59M | 0.46% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,819 | $4.76M | 0.01% | −7−0.2% | Reduced |