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 |
|---|---|---|---|---|---|
| Schubert & Co | 1 | $1.00K | 0.00% | −4−80.0% | Reduced |
| Loomis Sayles & Co L P | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Earnest Partners LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $1.00K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.00K | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $3.00K | 0.00% | +2 | New |
| Fifth Third Bancorp | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $5.00K | 0.00% | +1+33.3% | Added |
| Wipfli Financial Advisors LLC, | 5 | $7.00K | 0.00% | +5 | New |
| Private Trust Co NA | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $8.00K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $9.00K | 0.00% | −1−12.5% | Reduced |
| O'Dell Group, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $10.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 8 | $10.4K | 0.00% | −1−11.1% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10 | $13.0K | 0.00% | −21−67.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $14.0K | 0.00% | +4+57.1% | Added |
| Quadrant Capital Group LLC | 15 | $20.0K | 0.00% | −1−6.3% | Reduced |
| Zullo Investment Group, Inc. | 16 | $21.0K | 0.01% | +2+14.3% | Added |
| CWM, LLC | 17 | $22.0K | 0.00% | +1+6.3% | Added |
| Sageworth Trust Co of South Dakota | 21 | $27.0K | 0.07% | −21−50.0% | Reduced |
| Exchange Traded Concepts, LLC | 23 | $30.0K | 0.00% | +12+109.1% | Added |
| First Horizon Advisors, Inc. | 25 | $32.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $33.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 26 | $33.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $35.2K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 28 | $37.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40 | $38.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 30 | $39.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 35 | $45.0K | 0.00% | −5−12.5% | Reduced |
| Bessemer Group Inc | 35 | $46.0K | 0.00% | +25+250.0% | Added |
| Valley National Advisers Inc | 40 | $55.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 45 | $56.0K | 0.00% | +4+9.8% | Added |
| Signaturefd, LLC | 47 | $61.0K | 0.00% | +5+11.9% | Added |
| Parkside Financial Bank & Trust | 50 | $65.0K | 0.02% | −1−2.0% | Reduced |
| Anchor Investment Management, LLC | 50 | $65.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $74.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 58 | $75.6K | 0.00% | −3−4.9% | Reduced |
| TD Private Client Wealth LLC | 59 | $76.9K | 0.00% | −5−7.8% | Reduced |
| Community Bank, N.A. | 67 | $87.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $98.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 78 | $102.0K | 0.00% | +33+73.3% | Added |
| Macquarie Group Ltd | 34 | $109.0K | 0.00% | −132−79.5% | Reduced |
| John W. Brooker & Co., CPAs | 90 | $117.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $130.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $136.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 110 | $143.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 114 | $149.0K | 0.02% | +5+4.6% | Added |
| Lindbrook Capital, LLC | 131 | $171.0K | 0.03% | +6+4.8% | Added |
| First Manhattan Co | 156 | $203.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 156 | $203.0K | 0.00% | +156 | New |
| Isthmus Partners, LLC | 164 | $214.0K | 0.04% | +164 | New |
| CSS LLC | 171 | $223.0K | 0.01% | +171 | New |
| US Bancorp | 174 | $227.0K | 0.00% | +13+8.1% | Added |
| Mirabella Financial Services LLP | 178 | $229.0K | 0.02% | +178 | New |
| Prudential Financial Inc | 179 | $230.0K | 0.00% | −3−1.6% | Reduced |
| Investment Management of Virginia LLC | 181 | $236.0K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 183 | $238.0K | 0.02% | +183 | New |
| ProShare Advisors LLC | 193 | $251.0K | 0.00% | −18−8.5% | Reduced |
| Glenview Trust Co | 193 | $252.0K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $259.0K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $261.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $261.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 205 | $267.0K | 0.00% | −136−39.9% | Reduced |
| One Wealth Advisors, LLC | 207 | $270.0K | 0.09% | 00.0% | Unchanged |
| Athena Investment Management | 228 | $297.0K | 0.25% | +1+0.4% | Added |
| Hudson Value Partners, LLC | 230 | $300.0K | 0.20% | +5+2.2% | Added |
| Pictet Asset Management SA | 230 | $300.0K | 0.00% | +60+35.3% | Added |
| Connable Office Inc | 232 | $302.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 244 | $318.0K | 0.01% | −8−3.2% | Reduced |
| Opal Wealth Advisors, LLC | 246 | $321.0K | 0.23% | −3−1.2% | Reduced |
| Bokf, NA | 250 | $325.0K | 0.01% | −22−8.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $330.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 256 | $334.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 260 | $339.0K | 0.00% | −392−60.1% | Reduced |
| Commonwealth Equity Services, LLC | 261 | $340.0K | 0.00% | +5+2.0% | Added |
| Gotham Asset Management, LLC | 270 | $352.0K | 0.01% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 270 | $352.0K | 0.52% | 00.0% | Unchanged |
| Cerity Partners LLC | 277 | $361.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 285 | $371.0K | 0.01% | +42+17.3% | Added |
| Horizon Kinetics Asset Management LLC | 285 | $371.0K | 0.01% | +50+21.3% | Added |
| Jane Street Group, LLC | 293 | $382.0K | 0.00% | −657−69.2% | Reduced |
| Essex Savings Bank | 297 | $387.0K | 0.15% | +297 | New |
| Brown Miller Wealth Management, LLC | 298 | $388.0K | 0.28% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $390.0K | 0.00% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 300 | $391.0K | 0.29% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 302 | $394.0K | 0.17% | +302 | New |
| Mariner, LLC | 314 | $409.0K | 0.00% | +314 | New |
| Principal Financial Group Inc | 316 | $412.0K | 0.00% | +19+6.4% | Added |
| The PNC Financial Services Group, Inc. | 317 | $414.0K | 0.00% | +15+5.0% | Added |
| Schonfeld Strategic Advisors LLC | 324 | $422.0K | 0.00% | −176−35.2% | Reduced |
| BNP Paribas Arbitrage, SA | 325 | $423.5K | 0.00% | −490−60.1% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $443.0K | 0.42% | 00.0% | Unchanged |
| Hyman Charles D | 350 | $456.0K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 351 | $457.4K | 0.00% | −263−42.8% | Reduced |