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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,698 | $6.12M | 0.01% | +4,698 | New |
| Legal & General Group Plc | 5,137 | $6.69M | 0.00% | −312−5.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $6.96M | 0.12% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 5,360 | $6.98M | 0.02% | +1,520+39.6% | Added |
| Brandywine Global Investment Management, LLC | 5,365 | $6.99M | 0.07% | −297−5.2% | Reduced |
| Goldman Sachs Group Inc | 5,821 | $7.58M | 0.00% | −7,766−57.2% | Reduced |
| Swiss National Bank | 6,046 | $7.88M | 0.01% | −1,100−15.4% | Reduced |
| American Century Companies Inc | 6,080 | $7.92M | 0.01% | −181−2.9% | Reduced |
| Phocas Financial Corp. | 6,637 | $8.65M | 1.34% | +214+3.3% | Added |
| Envestnet Asset Management Inc | 6,663 | $8.68M | 0.00% | −729−9.9% | Reduced |
| Eagle Asset Management Inc | 8,288 | $10.8M | 0.07% | +576+7.5% | Added |
| Millennium Management LLC | 8,894 | $11.6M | 0.01% | +6,212+231.6% | Added |
| Robeco Institutional Asset Management B.V. | 9,874 | $12.9M | 0.04% | −435−4.2% | Reduced |
| Nuveen Asset Management, LLC | 11,452 | $14.9M | 0.01% | +103+0.9% | Added |
| Bank of New York Mellon Corp | 12,270 | $16.0M | 0.00% | −248−2.0% | Reduced |
| California Public Employees Retirement System | 12,312 | $16.0M | 0.01% | +1,662+15.6% | Added |
| Royce & Associates LP | 12,506 | $16.3M | 0.18% | +2,040+19.5% | Added |
| Select Equity Group, L.P. | 13,099 | $17.1M | 0.07% | −46,923−78.2% | Reduced |
| Federated Hermes, Inc. | 13,483 | $17.6M | 0.05% | −605−4.3% | Reduced |
| Northern Trust Corp | 14,685 | $19.1M | 0.00% | −1,201−7.6% | Reduced |
| FMR LLC | 15,178 | $19.8M | 0.00% | +15,090+17,147.7% | Added |
| Wells Fargo & Company | 15,316 | $20.0M | 0.01% | −159−1.0% | Reduced |
| Cove Street Capital, LLC | 15,637 | $20.4M | 5.69% | −662−4.1% | Reduced |
| Speece Thorson Capital Group Inc | 16,143 | $21.0M | 4.80% | +515+3.3% | Added |
| Pendal Group Limited | 17,788 | $23.2M | 0.23% | −3,625−16.9% | Reduced |
| Elkhorn Partners Limited Partnership | 18,510 | $24.1M | 17.45% | −3,395−15.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 19,157 | $25.0M | 0.43% | −3,622−15.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,510 | $29.3M | 7.87% | −161−0.7% | Reduced |
| Morgan Stanley | 23,351 | $30.4M | 0.00% | +703+3.1% | Added |
| Victory Capital Management Inc | 23,375 | $30.5M | 0.04% | −6,820−22.6% | Reduced |
| Charles Schwab Investment Management Inc | 25,051 | $32.6M | 0.01% | −2,196−8.1% | Reduced |
| Norges Bank | 26,393 | $34.4M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 30,381 | $39.6M | 0.04% | −4,223−12.2% | Reduced |
| Cannell Peter B & Co Inc | 32,791 | $42.7M | 1.64% | −480−1.4% | Reduced |
| Geode Capital Management, LLC | 34,805 | $45.4M | 0.01% | −2,733−7.3% | Reduced |
| Scout Investments, Inc. | 35,887 | $46.8M | 0.97% | −4,374−10.9% | Reduced |
| Fiduciary Management Inc | 35,965 | $46.9M | 0.49% | −302−0.8% | Reduced |
| Reinhart Partners, Inc. | 41,713 | $54.4M | 3.35% | −2,631−5.9% | Reduced |
| Bank of America Corp | 41,765 | $54.4M | 0.01% | +871+2.1% | Added |
| State Street Corp | 52,281 | $68.1M | 0.00% | −1,998−3.7% | Reduced |
| London Co of Virginia | 67,416 | $87.8M | 0.56% | −915−1.3% | Reduced |
| Wallace Capital Management Inc. | 73,823 | $96.2M | 16.03% | +715+1.0% | Added |
| Wellington Management Group LLP | 90,010 | $117.3M | 0.02% | −96,088−51.6% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 112,597 | $146.7M | 3.69% | −13,006−10.4% | Reduced |
| BlackRock Inc. | 115,234 | $150.2M | 0.01% | −3,842−3.2% | Reduced |
| Atlanta Capital Management Co L L C | 127,468 | $166.1M | 0.74% | −7,721−5.7% | Reduced |
| Boston Partners | 128,012 | $167.7M | 0.25% | −5,203−3.9% | Reduced |
| River Road Asset Management, LLC | 135,384 | $176.4M | 2.63% | −3,846−2.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 143,958 | $187.6M | 1.35% | +3,047+2.2% | Added |
| Dimensional Fund Advisors LP | 160,965 | $209.7M | 0.08% | +561+0.3% | Added |
| Vanguard Group Inc | 249,232 | $324.8M | 0.01% | −30,322−10.8% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −110,917−100.0% | Sold out |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −31,496−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −6,297−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Dodge & Cox | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |