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, Q4 2022
Institutional positions in White Mountains Insurance Group Ltd as of Dec 31, 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
- 265
- +21 vs. Q3 2022
- Shares held
- 2.26M
- +112.1K (+5.2%) vs. Q3 2022
- Total value
- $3.20B
- +$397.7M (+14.2%) vs. Q3 2022
- New holders
- 35
- 67 more added
- Sold out
- 14
- 97 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,921 | $359.1M | 0.01% | +4,689+1.9% | Added |
| Morgan Stanley | 189,671 | $268.3M | 0.03% | +166,320+712.3% | Added |
| Dimensional Fund Advisors LP | 160,079 | $226.4M | 0.08% | −886−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 153,270 | $216.8M | 1.38% | +9,312+6.5% | Added |
| River Road Asset Management, LLC | 139,423 | $197.2M | 2.70% | +4,039+3.0% | Added |
| Boston Partners | 124,320 | $176.5M | 0.24% | −3,692−2.9% | Reduced |
| BlackRock Inc. | 111,755 | $158.1M | 0.00% | −3,479−3.0% | Reduced |
| Wellington Management Group LLP | 83,374 | $117.9M | 0.02% | −6,636−7.4% | Reduced |
| Wallace Capital Management Inc. | 73,611 | $104.1M | 16.31% | −212−0.3% | Reduced |
| London Co of Virginia | 65,730 | $93.0M | 0.55% | −1,686−2.5% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 55,493 | $78.5M | 2.75% | −57,104−50.7% | Reduced |
| State Street Corp | 50,349 | $71.2M | 0.00% | −1,932−3.7% | Reduced |
| Bank of America Corp | 42,606 | $60.3M | 0.01% | +841+2.0% | Added |
| Reinhart Partners, Inc. | 41,062 | $58.1M | 3.15% | −651−1.6% | Reduced |
| Fiduciary Management Inc | 35,197 | $49.8M | 0.50% | −768−2.1% | Reduced |
| Scout Investments, Inc. | 35,069 | $49.6M | 1.01% | −818−2.3% | Reduced |
| Geode Capital Management, LLC | 33,964 | $48.0M | 0.01% | −841−2.4% | Reduced |
| Cannell Peter B & Co Inc | 33,352 | $47.2M | 1.69% | +561+1.7% | Added |
| Raymond James & Associates | 30,468 | $43.1M | 0.04% | +87+0.3% | Added |
| FMR LLC | 28,645 | $40.5M | 0.00% | +13,467+88.7% | Added |
| Norges Bank | 27,397 | $38.7M | 0.01% | +1,004+3.8% | Added |
| Charles Schwab Investment Management Inc | 23,638 | $33.4M | 0.01% | −1,413−5.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,672 | $32.1M | 7.56% | +162+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 22,598 | $32.0M | 0.09% | +12,724+128.9% | Added |
| Victory Capital Management Inc | 21,303 | $30.1M | 0.03% | −2,072−8.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 19,829 | $28.0M | 0.45% | +672+3.5% | Added |
| Elkhorn Partners Limited Partnership | 18,350 | $26.0M | 17.76% | −160−0.9% | Reduced |
| Pendal Group Limited | 17,788 | $25.2M | 0.22% | 00.0% | Unchanged |
| Speece Thorson Capital Group Inc | 15,373 | $21.7M | 4.67% | −770−4.8% | Reduced |
| Cove Street Capital, LLC | 14,925 | $21.1M | 5.76% | −712−4.6% | Reduced |
| Northern Trust Corp | 14,916 | $21.1M | 0.00% | +231+1.6% | Added |
| Wells Fargo & Company | 14,763 | $20.9M | 0.01% | −553−3.6% | Reduced |
| Royce & Associates LP | 12,506 | $17.7M | 0.19% | 00.0% | Unchanged |
| California Public Employees Retirement System | 12,333 | $17.4M | 0.01% | +21+0.2% | Added |
| Bank of New York Mellon Corp | 11,567 | $16.4M | 0.00% | −703−5.7% | Reduced |
| Nuveen Asset Management, LLC | 9,429 | $13.3M | 0.01% | −2,023−17.7% | Reduced |
| Federated Hermes, Inc. | 8,861 | $12.5M | 0.03% | −4,622−34.3% | Reduced |
| Eagle Asset Management Inc | 7,853 | $11.0M | 0.07% | −435−5.2% | Reduced |
| Lazard Asset Management LLC | 7,201 | $10.2M | 0.01% | +2,503+53.3% | Added |
| Envestnet Asset Management Inc | 6,587 | $9.32M | 0.00% | −76−1.1% | Reduced |
| Swiss National Bank | 6,246 | $8.83M | 0.01% | +200+3.3% | Added |
| American Century Companies Inc | 5,987 | $8.47M | 0.01% | −93−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.56M | 0.13% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 5,343 | $7.56M | 0.03% | +5,343 | New |
| Brandywine Global Investment Management, LLC | 5,212 | $7.37M | 0.06% | −153−2.9% | Reduced |
| GW&K Investment Management, LLC | 5,070 | $7.17M | 0.07% | +2,588+104.3% | Added |
| Legal & General Group Plc | 5,006 | $7.08M | 0.00% | −131−2.6% | Reduced |
| Phocas Financial Corp. | 5,006 | $7.08M | 1.02% | −1,631−24.6% | Reduced |
| D. E. Shaw & Co., Inc. | 4,906 | $6.94M | 0.01% | +421+9.4% | Added |
| UBS Asset Management Americas Inc | 4,794 | $6.78M | 0.00% | +210+4.6% | Added |
| Brookfield Asset Management Inc. | 4,733 | $6.69M | 0.03% | +789+20.0% | Added |
| Rhumbline Advisers | 4,489 | $6.35M | 0.01% | −102−2.2% | Reduced |
| Alaska Permanent Fund Corp | 4,381 | $6.20M | 0.10% | −61−1.4% | Reduced |
| New York State Common Retirement Fund | 4,062 | $5.75M | 0.01% | −201−4.7% | Reduced |
| Goldman Sachs Group Inc | 4,013 | $5.68M | 0.00% | −1,808−31.1% | Reduced |
| Credit Suisse AG | 3,866 | $5.47M | 0.01% | −295−7.1% | Reduced |
| Martingale Asset Management L P | 3,825 | $5.41M | 0.11% | +214+5.9% | Added |
| AQR Capital Management LLC | 3,771 | $5.32M | 0.01% | +3,771 | New |
| Lee Danner & Bass Inc | 3,683 | $5.21M | 0.49% | 00.0% | Unchanged |
| Comerica Bank | 3,557 | $5.16M | 0.04% | +52+1.5% | Added |
| TCWP LLC | 3,425 | $4.84M | 0.98% | −110−3.1% | Reduced |
| Ameriprise Financial Inc | 3,390 | $4.79M | 0.00% | +719+26.9% | Added |
| California State Teachers Retirement System | 3,240 | $4.58M | 0.01% | −93−2.8% | Reduced |
| Brown Advisory Inc | 3,167 | $4.48M | 0.01% | +92+3.0% | Added |
| Prospector Partners LLC | 3,080 | $4.36M | 0.60% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,820 | $3.99M | 0.01% | −2,540−47.4% | Reduced |
| Invesco Ltd. | 2,816 | $3.98M | 0.00% | +263+10.3% | Added |
| Agf Management Ltd | 2,643 | $3.74M | 0.03% | +2,643 | New |
| STRS Ohio | 2,455 | $3.47M | 0.02% | +352+16.7% | Added |
| First Trust Advisors LP | 2,432 | $3.44M | 0.00% | +2,009+474.9% | Added |
| Teachers Retirement System of the State of Kentucky | 2,370 | $3.35M | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,349 | $3.32M | 0.00% | +303+14.8% | Added |
| First Republic Investment Management, Inc. | 2,257 | $3.19M | 0.01% | −1,356−37.5% | Reduced |
| Davenport & Co LLC | 2,248 | $3.18M | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,990 | $2.81M | 1.50% | +995+100.0% | Added |
| Oppenheimer Asset Management Inc. | 1,987 | $2.81M | 0.05% | −74−3.6% | Reduced |
| State of New Jersey Common Pension Fund D | 1,917 | $2.71M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,809 | $2.56M | 0.00% | −121−6.3% | Reduced |
| Creative Planning | 1,744 | $2.47M | 0.00% | −168−8.8% | Reduced |
| Triad Investment Management | 1,730 | $2.45M | 3.83% | −38−2.1% | Reduced |
| SEI Investments Co | 1,620 | $2.29M | 0.01% | +192+13.4% | Added |
| Millennium Management LLC | 1,590 | $2.25M | 0.00% | −7,304−82.1% | Reduced |
| Qube Research & Technologies Ltd | 1,584 | $2.24M | 0.01% | −507−24.2% | Reduced |
| Truist Financial Corp | 1,368 | $1.93M | 0.00% | −95−6.5% | Reduced |
| Caxton Associates LP | 1,356 | $1.92M | 0.14% | 00.0% | Unchanged |
| UBS Group AG | 1,344 | $1.90M | 0.00% | −650−32.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,327 | $1.88M | 0.01% | −260−16.4% | Reduced |
| Price T Rowe Associates Inc | 1,306 | $1.85M | 0.00% | −185−12.4% | Reduced |
| JPMorgan Chase & Co | 1,263 | $1.79M | 0.00% | −28−2.2% | Reduced |
| Jane Street Group, LLC | 1,242 | $1.76M | 0.00% | +949+323.9% | Added |
| Pecaut & Co. | 1,179 | $1.67M | 0.79% | −98−7.7% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.66M | 0.24% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,171 | $1.66M | 0.21% | +1,171 | New |
| Alliancebernstein L.P. | 1,167 | $1.65M | 0.00% | −26−2.2% | Reduced |
| LPL Financial LLC | 1,110 | $1.57M | 0.00% | +22+2.0% | Added |
| AMG National Trust Bank | 1,110 | $1.57M | 0.06% | +13+1.2% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.56M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,100 | $1.56M | 0.00% | +200+22.2% | Added |
| Treasurer of the State of North Carolina | 1,085 | $1.53M | 0.01% | −119−9.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,081 | $1.53M | 0.00% | −22−2.0% | Reduced |