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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 3,840 | $4.79M | 0.01% | −1,345−25.9% | Reduced |
| Citadel Advisors LLC | 3,936 | $4.91M | 0.01% | −2,766−41.3% | Reduced |
| Credit Suisse AG | 4,137 | $5.16M | 0.01% | −623−13.1% | Reduced |
| First Trust Advisors LP | 4,405 | $5.49M | 0.01% | −9,203−67.6% | Reduced |
| D. E. Shaw & Co., Inc. | 4,497 | $5.60M | 0.01% | +4,069+950.7% | Added |
| Rhumbline Advisers | 4,508 | $5.62M | 0.01% | −228−4.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $6.66M | 0.11% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,449 | $6.79M | 0.00% | −73−1.3% | Reduced |
| UBS Asset Management Americas Inc | 5,452 | $6.79M | 0.00% | −1,725−24.0% | Reduced |
| Brandywine Global Investment Management, LLC | 5,662 | $7.06M | 0.06% | −381−6.3% | Reduced |
| American Century Companies Inc | 6,261 | $7.80M | 0.01% | −602−8.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,297 | $7.85M | 0.03% | −1,203−16.0% | Reduced |
| Phocas Financial Corp. | 6,423 | $8.00M | 1.20% | −66−1.0% | Reduced |
| New York State Common Retirement Fund | 6,853 | $8.54M | 0.01% | −1,223−15.1% | Reduced |
| Swiss National Bank | 7,146 | $8.90M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,277 | $9.07M | 0.02% | +6,450+779.9% | Added |
| Envestnet Asset Management Inc | 7,392 | $9.21M | 0.01% | +472+6.8% | Added |
| Eagle Asset Management Inc | 7,712 | $9.61M | 0.06% | +28+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 10,309 | $12.8M | 0.04% | −44−0.4% | Reduced |
| Royce & Associates LP | 10,466 | $13.0M | 0.13% | −2,050−16.4% | Reduced |
| California Public Employees Retirement System | 10,650 | $13.3M | 0.01% | +4,358+69.3% | Added |
| Nuveen Asset Management, LLC | 11,349 | $14.1M | 0.01% | −309−2.7% | Reduced |
| Bank of New York Mellon Corp | 12,518 | $15.6M | 0.00% | −106−0.8% | Reduced |
| Goldman Sachs Group Inc | 13,587 | $16.9M | 0.00% | +6,396+88.9% | Added |
| Federated Hermes, Inc. | 14,088 | $17.6M | 0.05% | −1,051−6.9% | Reduced |
| Wells Fargo & Company | 15,475 | $19.3M | 0.01% | −283−1.8% | Reduced |
| Speece Thorson Capital Group Inc | 15,628 | $19.5M | 4.59% | −903−5.5% | Reduced |
| Northern Trust Corp | 15,886 | $19.8M | 0.00% | +326+2.1% | Added |
| Cove Street Capital, LLC | 16,299 | $20.3M | 5.12% | −2,855−14.9% | Reduced |
| Pendal Group Limited | 21,413 | $26.7M | 0.26% | −6,233−22.5% | Reduced |
| Elkhorn Partners Limited Partnership | 21,905 | $27.3M | 17.48% | −115−0.5% | Reduced |
| Morgan Stanley | 22,648 | $28.2M | 0.00% | +18,662+468.2% | Added |
| Mraz, Amerine & Associates, Inc. | 22,671 | $28.3M | 7.26% | −102−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 22,779 | $28.4M | 0.46% | −6,249−21.5% | Reduced |
| Norges Bank | 26,393 | $32.9M | 0.01% | −1,649−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 27,247 | $34.0M | 0.01% | +562+2.1% | Added |
| Victory Capital Management Inc | 30,195 | $37.6M | 0.04% | +25,791+585.6% | Added |
| Madison Avenue Partners, LP | 31,496 | $39.2M | 8.03% | +21,496+215.0% | Added |
| Cannell Peter B & Co Inc | 33,271 | $41.5M | 1.49% | −109−0.3% | Reduced |
| Raymond James & Associates | 34,604 | $43.1M | 0.04% | +867+2.6% | Added |
| Fiduciary Management Inc | 36,267 | $45.2M | 0.43% | +375+1.0% | Added |
| Geode Capital Management, LLC | 37,538 | $46.8M | 0.01% | −827−2.2% | Reduced |
| Scout Investments, Inc. | 40,261 | $50.2M | 0.99% | −802−2.0% | Reduced |
| Bank of America Corp | 40,894 | $51.0M | 0.01% | −11,606−22.1% | Reduced |
| Reinhart Partners, Inc. | 44,344 | $55.3M | 3.03% | +29,464+198.0% | Added |
| State Street Corp | 54,279 | $67.6M | 0.00% | −1,545−2.8% | Reduced |
| Select Equity Group, L.P. | 60,022 | $74.8M | 0.28% | +18,815+45.7% | Added |
| London Co of Virginia | 68,331 | $85.1M | 0.52% | −1,448−2.1% | Reduced |
| Wallace Capital Management Inc. | 73,108 | $91.8M | 13.83% | +1,237+1.7% | Added |
| Artisan Partners Limited Partnership | 110,917 | $138.2M | 0.23% | −7,844−6.6% | Reduced |
| BlackRock Inc. | 119,076 | $148.4M | 0.00% | −278−0.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 125,603 | $156.5M | 3.30% | +100+0.1% | Added |
| Boston Partners | 133,215 | $166.1M | 0.23% | −2,193−1.6% | Reduced |
| Atlanta Capital Management Co L L C | 135,189 | $168.5M | 0.73% | −15,553−10.3% | Reduced |
| River Road Asset Management, LLC | 139,230 | $173.5M | 2.43% | −12,062−8.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 140,911 | $175.6M | 1.21% | +994+0.7% | Added |
| Dimensional Fund Advisors LP | 160,404 | $199.9M | 0.07% | +5,851+3.8% | Added |
| Wellington Management Group LLP | 186,098 | $231.9M | 0.05% | −26,924−12.6% | Reduced |
| Vanguard Group Inc | 279,554 | $348.4M | 0.01% | −1,005−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −13,635−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |