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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,060 | $1.38M | 0.00% | +118+12.5% | Added |
| Brave Asset Management Inc | 1,041 | $1.36M | 0.70% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,014 | $1.32M | 0.02% | +839+479.4% | Added |
| Autumn Glory Partners, LLC | 995 | $1.30M | 0.87% | 00.0% | Unchanged |
| Dean Capital Management | 978 | $1.27M | 1.91% | −571−36.9% | Reduced |
| Avalon Investment & Advisory | 933 | $1.22M | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 924 | $1.20M | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 900 | $1.17M | 0.00% | −2,600−74.3% | Reduced |
| Arizona State Retirement System | 809 | $1.05M | 0.01% | −9−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 750 | $977.0K | 0.00% | +670+837.5% | Added |
| Captrust Financial Advisors | 744 | $969.0K | 0.01% | +128+20.8% | Added |
| Icon Wealth Advisors, LLC | 714 | $930.0K | 0.11% | +714 | New |
| O'Shaughnessy Asset Management, LLC | 706 | $920.0K | 0.02% | +348+97.2% | Added |
| Karpas Strategies, LLC | 702 | $914.0K | 0.35% | 00.0% | Unchanged |
| Citigroup Inc | 685 | $893.0K | 0.00% | −473−40.8% | Reduced |
| Parsons Capital Management Inc | 660 | $860.0K | 0.08% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 650 | $846.0K | 0.03% | +316+94.6% | Added |
| Gratus Capital LLC | 618 | $805.0K | 0.09% | −107−14.8% | Reduced |
| Handelsbanken Fonder AB | 593 | $773.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 585 | $762.0K | 0.00% | −181−23.6% | Reduced |
| MML Investors Services, LLC | 583 | $760.0K | 0.01% | +110+23.3% | Added |
| Parker Investment Management, LLC | 573 | $747.0K | 0.24% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $745.0K | 0.03% | −3−0.5% | Reduced |
| Two Sigma Investments, LP | 569 | $741.0K | 0.00% | +569 | New |
| M&T Bank Corp | 546 | $712.0K | 0.00% | +112+25.8% | Added |
| 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 |
| Aquatic Capital Management LLC | 500 | $652.0K | 0.06% | +500 | New |
| Glenmede Trust Co NA | 492 | $641.0K | 0.00% | −9−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 479 | $623.0K | 0.00% | −230−32.4% | Reduced |
| Vestcor Inc | 477 | $622.0K | 0.02% | +477 | New |
| State of Wisconsin Investment Board | 476 | $620.0K | 0.00% | −277−36.8% | Reduced |
| Chicago Partners Investment Group LLC | 450 | $601.0K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 444 | $579.0K | 0.03% | +269+153.7% | Added |
| SG Americas Securities, LLC | 442 | $576.0K | 0.01% | +442 | New |
| Quantinno Capital Management LP | 438 | $571.0K | 0.07% | −31−6.6% | Reduced |
| HighTower Advisors, LLC | 436 | $569.0K | 0.00% | +143+48.8% | Added |
| Bank of Montreal | 412 | $568.0K | 0.00% | −123−23.0% | Reduced |
| First Trust Advisors LP | 423 | $551.0K | 0.00% | −3,982−90.4% | Reduced |
| Teacher Retirement System of Texas | 422 | $550.0K | 0.00% | −56−11.7% | Reduced |
| Roundview Capital LLC | 400 | $521.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $511.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $509.0K | 0.03% | +63+19.2% | Added |
| Kathleen S. Wright Associates Inc. | 380 | $495.0K | 0.40% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 376 | $490.0K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 375 | $489.0K | 0.00% | +375 | New |
| Raymond James Financial Services Advisors, Inc. | 371 | $483.0K | 0.00% | +13+3.6% | Added |
| Keybank National Association | 365 | $476.0K | 0.00% | −32−8.1% | Reduced |
| KCM Investment Advisors LLC | 363 | $473.0K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 363 | $473.0K | 0.00% | −19−5.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 358 | $466.0K | 0.20% | −35−8.9% | Reduced |
| Intech Investment Management LLC | 351 | $457.4K | 0.00% | −263−42.8% | Reduced |
| Hyman Charles D | 350 | $456.0K | 0.04% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 340 | $443.0K | 0.42% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 325 | $423.5K | 0.00% | −490−60.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 324 | $422.0K | 0.00% | −176−35.2% | Reduced |
| The PNC Financial Services Group, Inc. | 317 | $414.0K | 0.00% | +15+5.0% | Added |
| Principal Financial Group Inc | 316 | $412.0K | 0.00% | +19+6.4% | Added |
| Mariner, LLC | 314 | $409.0K | 0.00% | +314 | New |
| Ellsworth Advisors, LLC | 302 | $394.0K | 0.17% | +302 | New |
| Chapman Investment Management, LLC | 300 | $391.0K | 0.29% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $390.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $388.0K | 0.28% | 00.0% | Unchanged |
| Essex Savings Bank | 297 | $387.0K | 0.15% | +297 | New |
| Jane Street Group, LLC | 293 | $382.0K | 0.00% | −657−69.2% | Reduced |
| 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 |
| Cerity Partners LLC | 277 | $361.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 270 | $352.0K | 0.01% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 270 | $352.0K | 0.52% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 261 | $340.0K | 0.00% | +5+2.0% | Added |
| Mercer Global Advisors Inc | 260 | $339.0K | 0.00% | −392−60.1% | Reduced |
| Soltis Investment Advisors LLC | 256 | $334.0K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $330.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 250 | $325.0K | 0.01% | −22−8.1% | Reduced |
| Opal Wealth Advisors, LLC | 246 | $321.0K | 0.23% | −3−1.2% | Reduced |
| JustInvest LLC | 244 | $318.0K | 0.01% | −8−3.2% | Reduced |
| Connable Office Inc | 232 | $302.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Athena Investment Management | 228 | $297.0K | 0.25% | +1+0.4% | Added |
| One Wealth Advisors, LLC | 207 | $270.0K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 205 | $267.0K | 0.00% | −136−39.9% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $261.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $261.0K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $259.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 193 | $252.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 193 | $251.0K | 0.00% | −18−8.5% | Reduced |
| Ethic Inc. | 183 | $238.0K | 0.02% | +183 | New |
| Investment Management of Virginia LLC | 181 | $236.0K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 179 | $230.0K | 0.00% | −3−1.6% | Reduced |
| Mirabella Financial Services LLP | 178 | $229.0K | 0.02% | +178 | New |
| US Bancorp | 174 | $227.0K | 0.00% | +13+8.1% | Added |
| CSS LLC | 171 | $223.0K | 0.01% | +171 | New |
| Isthmus Partners, LLC | 164 | $214.0K | 0.04% | +164 | New |
| First Manhattan Co | 156 | $203.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 156 | $203.0K | 0.00% | +156 | New |
| Lindbrook Capital, LLC | 131 | $171.0K | 0.03% | +6+4.8% | Added |
| SRS Capital Advisors, Inc. | 114 | $149.0K | 0.02% | +5+4.6% | Added |
| Central Trust Co | 110 | $143.0K | 0.00% | 00.0% | Unchanged |