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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 358 | $466.0K | 0.20% | −35−8.9% | Reduced |
| Voya Investment Management LLC | 363 | $473.0K | 0.00% | −19−5.0% | Reduced |
| KCM Investment Advisors LLC | 363 | $473.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 365 | $476.0K | 0.00% | −32−8.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 371 | $483.0K | 0.00% | +13+3.6% | Added |
| AE Wealth Management LLC | 375 | $489.0K | 0.00% | +375 | New |
| Zeke Capital Advisors, LLC | 376 | $490.0K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $495.0K | 0.40% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $509.0K | 0.03% | +63+19.2% | Added |
| Public Employees Retirement Association of Colorado | 392 | $511.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 400 | $521.0K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 422 | $550.0K | 0.00% | −56−11.7% | Reduced |
| First Trust Advisors LP | 423 | $551.0K | 0.00% | −3,982−90.4% | Reduced |
| Bank of Montreal | 412 | $568.0K | 0.00% | −123−23.0% | Reduced |
| HighTower Advisors, LLC | 436 | $569.0K | 0.00% | +143+48.8% | Added |
| Quantinno Capital Management LP | 438 | $571.0K | 0.07% | −31−6.6% | Reduced |
| SG Americas Securities, LLC | 442 | $576.0K | 0.01% | +442 | New |
| Algert Global LLC | 444 | $579.0K | 0.03% | +269+153.7% | Added |
| Chicago Partners Investment Group LLC | 450 | $601.0K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 476 | $620.0K | 0.00% | −277−36.8% | Reduced |
| Vestcor Inc | 477 | $622.0K | 0.02% | +477 | New |
| Allspring Global Investments Holdings, LLC | 479 | $623.0K | 0.00% | −230−32.4% | Reduced |
| Glenmede Trust Co NA | 492 | $641.0K | 0.00% | −9−1.8% | Reduced |
| Aquatic Capital Management LLC | 500 | $652.0K | 0.06% | +500 | New |
| Amalgamated Bank | 519 | $676.0K | 0.01% | −3−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 519 | $676.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 546 | $712.0K | 0.00% | +112+25.8% | Added |
| Two Sigma Investments, LP | 569 | $741.0K | 0.00% | +569 | New |
| First Hawaiian Bank | 572 | $745.0K | 0.03% | −3−0.5% | Reduced |
| Parker Investment Management, LLC | 573 | $747.0K | 0.24% | 00.0% | Unchanged |
| MML Investors Services, LLC | 583 | $760.0K | 0.01% | +110+23.3% | Added |
| Bank of Nova Scotia | 585 | $762.0K | 0.00% | −181−23.6% | Reduced |
| Handelsbanken Fonder AB | 593 | $773.0K | 0.01% | 00.0% | Unchanged |
| Gratus Capital LLC | 618 | $805.0K | 0.09% | −107−14.8% | Reduced |
| Regentatlantic Capital LLC | 650 | $846.0K | 0.03% | +316+94.6% | Added |
| Parsons Capital Management Inc | 660 | $860.0K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 685 | $893.0K | 0.00% | −473−40.8% | Reduced |
| Karpas Strategies, LLC | 702 | $914.0K | 0.35% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 706 | $920.0K | 0.02% | +348+97.2% | Added |
| Icon Wealth Advisors, LLC | 714 | $930.0K | 0.11% | +714 | New |
| Captrust Financial Advisors | 744 | $969.0K | 0.01% | +128+20.8% | Added |
| Ensign Peak Advisors, Inc | 750 | $977.0K | 0.00% | +670+837.5% | Added |
| Arizona State Retirement System | 809 | $1.05M | 0.01% | −9−1.1% | Reduced |
| Renaissance Technologies LLC | 900 | $1.17M | 0.00% | −2,600−74.3% | Reduced |
| Forum Financial Management, LP | 924 | $1.20M | 0.06% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 933 | $1.22M | 0.04% | 00.0% | Unchanged |
| Dean Capital Management | 978 | $1.27M | 1.91% | −571−36.9% | Reduced |
| Autumn Glory Partners, LLC | 995 | $1.30M | 0.87% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,014 | $1.32M | 0.02% | +839+479.4% | Added |
| Brave Asset Management Inc | 1,041 | $1.36M | 0.70% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,060 | $1.38M | 0.00% | +118+12.5% | Added |
| Main Street Financial Solutions, LLC | 1,058 | $1.40M | 0.23% | +39+3.8% | Added |
| LPL Financial LLC | 1,088 | $1.42M | 0.00% | +28+2.6% | Added |
| AMG National Trust Bank | 1,097 | $1.43M | 0.05% | +16+1.5% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.43M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,103 | $1.44M | 0.00% | +45+4.3% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $1.53M | 0.23% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,193 | $1.55M | 0.00% | −49−3.9% | Reduced |
| Treasurer of the State of North Carolina | 1,204 | $1.57M | 0.01% | −20−1.6% | Reduced |
| AGF Investments LLC | 1,214 | $1.58M | 0.15% | +332+37.6% | Added |
| Pecaut & Co. | 1,277 | $1.66M | 0.88% | −439−25.6% | Reduced |
| JPMorgan Chase & Co | 1,291 | $1.68M | 0.00% | −310−19.4% | Reduced |
| Caxton Associates LP | 1,356 | $1.77M | 0.30% | +1,356 | New |
| SEI Investments Co | 1,428 | $1.86M | 0.00% | −171−10.7% | Reduced |
| Truist Financial Corp | 1,463 | $1.91M | 0.00% | −156−9.6% | Reduced |
| Eaton Vance Management | 1,480 | $1.93M | 0.00% | +10+0.7% | Added |
| Price T Rowe Associates Inc | 1,491 | $1.94M | 0.00% | +115+8.4% | Added |
| Public Employees Retirement System of Ohio | 1,587 | $2.07M | 0.01% | −39−2.4% | Reduced |
| Citadel Advisors LLC | 1,683 | $2.19M | 0.00% | −2,253−57.2% | Reduced |
| Triad Investment Management | 1,768 | $2.30M | 4.00% | +176+11.1% | Added |
| Creative Planning | 1,912 | $2.49M | 0.00% | −8−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 1,917 | $2.50M | 0.01% | −37−1.9% | Reduced |
| Stifel Financial Corp | 1,930 | $2.52M | 0.00% | −15−0.8% | Reduced |
| UBS Group AG | 1,994 | $2.60M | 0.00% | +655+48.9% | Added |
| Royal Bank of Canada | 2,046 | $2.67M | 0.00% | +29+1.4% | Added |
| Oppenheimer Asset Management Inc. | 2,061 | $2.69M | 0.05% | −45−2.1% | Reduced |
| Qube Research & Technologies Ltd | 2,091 | $2.73M | 0.02% | +1,375+192.0% | Added |
| STRS Ohio | 2,103 | $2.74M | 0.01% | +116+5.8% | Added |
| Davenport & Co LLC | 2,248 | $2.93M | 0.03% | +36+1.6% | Added |
| Dean Investment Associates, LLC | 2,350 | $3.06M | 0.62% | +108+4.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,370 | $3.09M | 0.04% | +2,370 | New |
| GW&K Investment Management, LLC | 2,482 | $3.23M | 0.04% | +2,482 | New |
| Invesco Ltd. | 2,553 | $3.33M | 0.00% | −76−2.9% | Reduced |
| Ameriprise Financial Inc | 2,671 | $3.48M | 0.00% | −755−22.0% | Reduced |
| Brown Advisory Inc | 3,075 | $4.01M | 0.01% | 00.0% | Unchanged |
| Prospector Partners LLC | 3,080 | $4.01M | 0.62% | −20−0.6% | Reduced |
| California State Teachers Retirement System | 3,333 | $4.34M | 0.01% | −486−12.7% | Reduced |
| TCWP LLC | 3,535 | $4.61M | 0.98% | +3,535 | New |
| Comerica Bank | 3,505 | $4.63M | 0.04% | +100+2.9% | Added |
| Martingale Asset Management L P | 3,611 | $4.71M | 0.09% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,613 | $4.71M | 0.01% | +591+19.6% | Added |
| Lee Danner & Bass Inc | 3,683 | $4.80M | 0.51% | 00.0% | Unchanged |
| Barclays PLC | 3,838 | $5.00M | 0.01% | +2,369+161.3% | Added |
| Brookfield Asset Management Inc. | 3,944 | $5.14M | 0.02% | +3,084+358.6% | Added |
| Credit Suisse AG | 4,161 | $5.42M | 0.01% | +24+0.6% | Added |
| New York State Common Retirement Fund | 4,263 | $5.55M | 0.01% | −2,590−37.8% | Reduced |
| Alaska Permanent Fund Corp | 4,442 | $5.79M | 0.10% | +1,202+37.1% | Added |
| D. E. Shaw & Co., Inc. | 4,485 | $5.84M | 0.01% | −12−0.3% | Reduced |
| UBS Asset Management Americas Inc | 4,584 | $5.97M | 0.00% | −868−15.9% | Reduced |
| Rhumbline Advisers | 4,591 | $5.98M | 0.01% | +83+1.8% | Added |