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, Q3 2022
Institutional positions in White Mountains Insurance Group Ltd as of Sep 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
- 251
- −4 vs. Q2 2022
- Shares held
- 2.28M
- −376.1K (−14.1%) vs. Q2 2022
- Total value
- $2.98B
- −$338.5M (−10.2%) vs. Q2 2022
- New holders
- 24
- 67 more added
- Sold out
- 28
- 94 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 249,232 | $324.8M | 0.01% | −30,322−10.8% | Reduced |
| Dimensional Fund Advisors LP | 160,965 | $209.7M | 0.08% | +561+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 143,958 | $187.6M | 1.35% | +3,047+2.2% | Added |
| River Road Asset Management, LLC | 135,384 | $176.4M | 2.63% | −3,846−2.8% | Reduced |
| Boston Partners | 128,012 | $167.7M | 0.25% | −5,203−3.9% | Reduced |
| Atlanta Capital Management Co L L C | 127,468 | $166.1M | 0.74% | −7,721−5.7% | Reduced |
| BlackRock Inc. | 115,234 | $150.2M | 0.01% | −3,842−3.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 112,597 | $146.7M | 3.69% | −13,006−10.4% | Reduced |
| Wellington Management Group LLP | 90,010 | $117.3M | 0.02% | −96,088−51.6% | Reduced |
| Wallace Capital Management Inc. | 73,823 | $96.2M | 16.03% | +715+1.0% | Added |
| London Co of Virginia | 67,416 | $87.8M | 0.56% | −915−1.3% | Reduced |
| State Street Corp | 52,281 | $68.1M | 0.00% | −1,998−3.7% | Reduced |
| Bank of America Corp | 41,765 | $54.4M | 0.01% | +871+2.1% | Added |
| Reinhart Partners, Inc. | 41,713 | $54.4M | 3.35% | −2,631−5.9% | Reduced |
| Fiduciary Management Inc | 35,965 | $46.9M | 0.49% | −302−0.8% | Reduced |
| Scout Investments, Inc. | 35,887 | $46.8M | 0.97% | −4,374−10.9% | Reduced |
| Geode Capital Management, LLC | 34,805 | $45.4M | 0.01% | −2,733−7.3% | Reduced |
| Cannell Peter B & Co Inc | 32,791 | $42.7M | 1.64% | −480−1.4% | Reduced |
| Raymond James & Associates | 30,381 | $39.6M | 0.04% | −4,223−12.2% | Reduced |
| Norges Bank | 26,393 | $34.4M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 25,051 | $32.6M | 0.01% | −2,196−8.1% | Reduced |
| Victory Capital Management Inc | 23,375 | $30.5M | 0.04% | −6,820−22.6% | Reduced |
| Morgan Stanley | 23,351 | $30.4M | 0.00% | +703+3.1% | Added |
| Mraz, Amerine & Associates, Inc. | 22,510 | $29.3M | 7.87% | −161−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 19,157 | $25.0M | 0.43% | −3,622−15.9% | Reduced |
| Elkhorn Partners Limited Partnership | 18,510 | $24.1M | 17.45% | −3,395−15.5% | Reduced |
| Pendal Group Limited | 17,788 | $23.2M | 0.23% | −3,625−16.9% | Reduced |
| Speece Thorson Capital Group Inc | 16,143 | $21.0M | 4.80% | +515+3.3% | Added |
| Cove Street Capital, LLC | 15,637 | $20.4M | 5.69% | −662−4.1% | Reduced |
| Wells Fargo & Company | 15,316 | $20.0M | 0.01% | −159−1.0% | Reduced |
| FMR LLC | 15,178 | $19.8M | 0.00% | +15,090+17,147.7% | Added |
| Northern Trust Corp | 14,685 | $19.1M | 0.00% | −1,201−7.6% | Reduced |
| Federated Hermes, Inc. | 13,483 | $17.6M | 0.05% | −605−4.3% | Reduced |
| Select Equity Group, L.P. | 13,099 | $17.1M | 0.07% | −46,923−78.2% | Reduced |
| Royce & Associates LP | 12,506 | $16.3M | 0.18% | +2,040+19.5% | Added |
| California Public Employees Retirement System | 12,312 | $16.0M | 0.01% | +1,662+15.6% | Added |
| Bank of New York Mellon Corp | 12,270 | $16.0M | 0.00% | −248−2.0% | Reduced |
| Nuveen Asset Management, LLC | 11,452 | $14.9M | 0.01% | +103+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 9,874 | $12.9M | 0.04% | −435−4.2% | Reduced |
| Millennium Management LLC | 8,894 | $11.6M | 0.01% | +6,212+231.6% | Added |
| Eagle Asset Management Inc | 8,288 | $10.8M | 0.07% | +576+7.5% | Added |
| Envestnet Asset Management Inc | 6,663 | $8.68M | 0.00% | −729−9.9% | Reduced |
| Phocas Financial Corp. | 6,637 | $8.65M | 1.34% | +214+3.3% | Added |
| American Century Companies Inc | 6,080 | $7.92M | 0.01% | −181−2.9% | Reduced |
| Swiss National Bank | 6,046 | $7.88M | 0.01% | −1,100−15.4% | Reduced |
| Goldman Sachs Group Inc | 5,821 | $7.58M | 0.00% | −7,766−57.2% | Reduced |
| Brandywine Global Investment Management, LLC | 5,365 | $6.99M | 0.07% | −297−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 5,360 | $6.98M | 0.02% | +1,520+39.6% | Added |
| Williams Jones Wealth Management, LLC. | 5,343 | $6.96M | 0.12% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,137 | $6.69M | 0.00% | −312−5.7% | Reduced |
| Lazard Asset Management LLC | 4,698 | $6.12M | 0.01% | +4,698 | New |
| Rhumbline Advisers | 4,591 | $5.98M | 0.01% | +83+1.8% | Added |
| UBS Asset Management Americas Inc | 4,584 | $5.97M | 0.00% | −868−15.9% | Reduced |
| D. E. Shaw & Co., Inc. | 4,485 | $5.84M | 0.01% | −12−0.3% | Reduced |
| Alaska Permanent Fund Corp | 4,442 | $5.79M | 0.10% | +1,202+37.1% | Added |
| New York State Common Retirement Fund | 4,263 | $5.55M | 0.01% | −2,590−37.8% | Reduced |
| Credit Suisse AG | 4,161 | $5.42M | 0.01% | +24+0.6% | Added |
| Brookfield Asset Management Inc. | 3,944 | $5.14M | 0.02% | +3,084+358.6% | Added |
| Barclays PLC | 3,838 | $5.00M | 0.01% | +2,369+161.3% | Added |
| Lee Danner & Bass Inc | 3,683 | $4.80M | 0.51% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,613 | $4.71M | 0.01% | +591+19.6% | Added |
| Martingale Asset Management L P | 3,611 | $4.71M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 3,505 | $4.63M | 0.04% | +100+2.9% | Added |
| TCWP LLC | 3,535 | $4.61M | 0.98% | +3,535 | New |
| California State Teachers Retirement System | 3,333 | $4.34M | 0.01% | −486−12.7% | Reduced |
| Prospector Partners LLC | 3,080 | $4.01M | 0.62% | −20−0.6% | Reduced |
| Brown Advisory Inc | 3,075 | $4.01M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,671 | $3.48M | 0.00% | −755−22.0% | Reduced |
| Invesco Ltd. | 2,553 | $3.33M | 0.00% | −76−2.9% | Reduced |
| GW&K Investment Management, LLC | 2,482 | $3.23M | 0.04% | +2,482 | New |
| Teachers Retirement System of the State of Kentucky | 2,370 | $3.09M | 0.04% | +2,370 | New |
| Dean Investment Associates, LLC | 2,350 | $3.06M | 0.62% | +108+4.8% | Added |
| Davenport & Co LLC | 2,248 | $2.93M | 0.03% | +36+1.6% | Added |
| STRS Ohio | 2,103 | $2.74M | 0.01% | +116+5.8% | Added |
| Qube Research & Technologies Ltd | 2,091 | $2.73M | 0.02% | +1,375+192.0% | Added |
| Oppenheimer Asset Management Inc. | 2,061 | $2.69M | 0.05% | −45−2.1% | Reduced |
| Royal Bank of Canada | 2,046 | $2.67M | 0.00% | +29+1.4% | Added |
| UBS Group AG | 1,994 | $2.60M | 0.00% | +655+48.9% | Added |
| Stifel Financial Corp | 1,930 | $2.52M | 0.00% | −15−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 1,917 | $2.50M | 0.01% | −37−1.9% | Reduced |
| Creative Planning | 1,912 | $2.49M | 0.00% | −8−0.4% | Reduced |
| Triad Investment Management | 1,768 | $2.30M | 4.00% | +176+11.1% | Added |
| Citadel Advisors LLC | 1,683 | $2.19M | 0.00% | −2,253−57.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,587 | $2.07M | 0.01% | −39−2.4% | Reduced |
| Price T Rowe Associates Inc | 1,491 | $1.94M | 0.00% | +115+8.4% | Added |
| Eaton Vance Management | 1,480 | $1.93M | 0.00% | +10+0.7% | Added |
| Truist Financial Corp | 1,463 | $1.91M | 0.00% | −156−9.6% | Reduced |
| SEI Investments Co | 1,428 | $1.86M | 0.00% | −171−10.7% | Reduced |
| Caxton Associates LP | 1,356 | $1.77M | 0.30% | +1,356 | New |
| JPMorgan Chase & Co | 1,291 | $1.68M | 0.00% | −310−19.4% | Reduced |
| Pecaut & Co. | 1,277 | $1.66M | 0.88% | −439−25.6% | Reduced |
| AGF Investments LLC | 1,214 | $1.58M | 0.15% | +332+37.6% | Added |
| Treasurer of the State of North Carolina | 1,204 | $1.57M | 0.01% | −20−1.6% | Reduced |
| Alliancebernstein L.P. | 1,193 | $1.55M | 0.00% | −49−3.9% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.53M | 0.23% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,103 | $1.44M | 0.00% | +45+4.3% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.43M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,097 | $1.43M | 0.05% | +16+1.5% | Added |
| LPL Financial LLC | 1,088 | $1.42M | 0.00% | +28+2.6% | Added |
| Main Street Financial Solutions, LLC | 1,058 | $1.40M | 0.23% | +39+3.8% | Added |