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 |
|---|---|---|---|---|---|
| Brave Asset Management Inc | 1,041 | $1.30M | 0.58% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,019 | $1.29M | 0.17% | +1,019 | New |
| Autumn Glory Partners, LLC | 995 | $1.24M | 0.92% | −995−50.0% | Reduced |
| Jane Street Group, LLC | 950 | $1.18M | 0.00% | −64−6.3% | Reduced |
| Neuberger Berman Group LLC | 942 | $1.17M | 0.00% | +1+0.1% | Added |
| Avalon Investment & Advisory | 933 | $1.16M | 0.03% | +615+193.4% | Added |
| Forum Financial Management, LP | 924 | $1.15M | 0.06% | +214+30.1% | Added |
| Rafferty Asset Management, LLC | 920 | $1.15M | 0.01% | −555−37.6% | Reduced |
| AGF Investments LLC | 882 | $1.10M | 0.10% | +25+2.9% | Added |
| Brookfield Asset Management Inc. | 860 | $1.07M | 0.00% | +860 | New |
| Arizona State Retirement System | 818 | $1.02M | 0.01% | +2+0.2% | Added |
| BNP Paribas Arbitrage, SA | 815 | $1.02M | 0.00% | −168−17.1% | Reduced |
| Bank of Nova Scotia | 766 | $955.0K | 0.00% | +110+16.8% | Added |
| State of Wisconsin Investment Board | 753 | $938.0K | 0.00% | +539+251.9% | Added |
| Gratus Capital LLC | 725 | $903.0K | 0.10% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 716 | $892.0K | 0.01% | −1,546−68.3% | Reduced |
| Icon Wealth Partners, LLC | 714 | $890.0K | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 709 | $883.0K | 0.00% | −532−42.9% | Reduced |
| Karpas Strategies, LLC | 702 | $874.0K | 0.31% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 660 | $822.0K | 0.07% | −20−2.9% | Reduced |
| Mercer Global Advisors Inc | 652 | $812.0K | 0.00% | −46−6.6% | Reduced |
| Janus Henderson Group PLC | 626 | $781.0K | 0.00% | −2−0.3% | Reduced |
| Captrust Financial Advisors | 616 | $768.0K | 0.00% | −79−11.4% | Reduced |
| Intech Investment Management LLC | 614 | $765.0K | 0.00% | +614 | New |
| Handelsbanken Fonder AB | 593 | $739.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 575 | $717.0K | 0.03% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $714.0K | 0.16% | 00.0% | Unchanged |
| Bank of Montreal | 535 | $685.0K | 0.00% | +110+25.9% | Added |
| Adams Wealth Management | 543 | $677.0K | 0.26% | +84+18.3% | Added |
| Amalgamated Bank | 522 | $650.0K | 0.01% | −83−13.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 519 | $647.0K | 0.03% | +7+1.4% | Added |
| Glenmede Trust Co NA | 501 | $624.0K | 0.00% | +1+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 500 | $623.0K | 0.01% | +500 | New |
| Gsa Capital Partners LLP | 494 | $616.0K | 0.09% | +494 | New |
| Teacher Retirement System of Texas | 478 | $596.0K | 0.00% | −150−23.9% | Reduced |
| MML Investors Services, LLC | 473 | $589.0K | 0.00% | +83+21.3% | Added |
| Quantinno Capital Management LP | 469 | $584.0K | 0.08% | +469 | New |
| Chicago Partners Investment Group LLC | 450 | $558.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 434 | $524.0K | 0.00% | −26−5.7% | Reduced |
| Holocene Advisors, LP | 415 | $517.0K | 0.00% | −2,175−84.0% | Reduced |
| Roundview Capital LLC | 400 | $499.0K | 0.06% | 00.0% | Unchanged |
| Keybank National Association | 397 | $495.0K | 0.00% | −14−3.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 393 | $490.0K | 0.20% | −12−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $488.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 382 | $476.0K | 0.00% | −90−19.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $474.0K | 0.40% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 376 | $469.0K | 0.03% | +34+9.9% | Added |
| KCM Investment Advisors LLC | 363 | $452.0K | 0.02% | 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 |
| Hyman Charles D | 350 | $436.0K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 341 | $425.0K | 0.00% | +341 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $424.0K | 0.40% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 334 | $416.0K | 0.01% | −12−3.5% | Reduced |
| Klingenstein Fields & Co LP | 328 | $409.0K | 0.02% | −189−36.6% | Reduced |
| Two Sigma Securities, LLC | 318 | $396.0K | 0.07% | +36+12.8% | Added |
| The PNC Financial Services Group, Inc. | 302 | $376.0K | 0.00% | −52−14.7% | Reduced |
| Chapman Investment Management, LLC | 300 | $374.0K | 0.26% | 00.0% | Unchanged |
| Dodge & Cox | 300 | $374.0K | 0.00% | +300 | New |
| Russell Investments Group, Ltd. | 300 | $373.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $371.0K | 0.25% | 00.0% | Unchanged |
| Principal Financial Group Inc | 297 | $370.0K | 0.00% | +14+4.9% | Added |
| HighTower Advisors, LLC | 293 | $363.0K | 0.00% | +108+58.4% | Added |
| Point72 Hong Kong Ltd | 285 | $355.0K | 0.02% | +154+117.6% | Added |
| ETF Managers Group, LLC | 282 | $347.0K | 0.01% | +282 | New |
| Cerity Partners LLC | 277 | $345.0K | 0.00% | +77+38.5% | Added |
| Bokf, NA | 272 | $339.0K | 0.01% | −19−6.5% | Reduced |
| 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 |
| Virtu Financial LLC | 268 | $334.0K | 0.03% | +268 | New |
| 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 |
| Cubist Systematic Strategies, LLC | 255 | $318.0K | 0.00% | −4−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $315.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 252 | $314.0K | 0.01% | +39+18.3% | Added |
| Opal Wealth Advisors, LLC | 249 | $310.0K | 0.20% | −34−12.0% | Reduced |
| Boston Private Wealth LLC | 247 | $307.0K | 0.00% | +247 | New |
| Park Avenue Securities LLC | 243 | $303.0K | 0.01% | +243 | New |
| Centiva Capital, LP | 237 | $295.0K | 0.02% | +237 | New |
| Horizon Kinetics Asset Management LLC | 235 | $293.0K | 0.01% | −400−63.0% | Reduced |
| Connable Office Inc | 232 | $289.0K | 0.04% | 00.0% | Unchanged |
| Athena Investment Management | 227 | $283.0K | 0.22% | +227 | New |
| Hudson Value Partners, LLC | 225 | $280.0K | 0.18% | 00.0% | Unchanged |
| ProShare Advisors LLC | 211 | $263.0K | 0.00% | −43−16.9% | Reduced |
| One Wealth Advisors, LLC | 207 | $258.0K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 203 | $253.0K | 0.03% | +203 | New |
| Neville Rodie & Shaw Inc | 200 | $249.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $249.0K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $248.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 193 | $240.0K | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 181 | $226.0K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 182 | $224.0K | 0.00% | −14−7.1% | Reduced |
| Algert Global LLC | 175 | $218.0K | 0.02% | +175 | New |
| Verition Fund Management LLC | 175 | $218.0K | 0.00% | +175 | New |
| Blueshift Asset Management, LLC | 171 | $213.0K | 0.04% | −238−58.2% | Reduced |
| Pictet Asset Management SA | 170 | $212.0K | 0.00% | −20−10.5% | Reduced |
| Macquarie Group Ltd | 166 | $207.0K | 0.00% | −22−11.7% | Reduced |
| US Bancorp | 161 | $200.0K | 0.00% | +28+21.1% | Added |
| First Manhattan Co | 156 | $194.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 125 | $156.0K | 0.03% | +108+635.3% | Added |