White Mountains Insurance Group Ltd

WTM

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000776867

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding White Mountains Insurance Group Ltd changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of WTM: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	251	7	265	+21
Shares	2.28M	130.9K	2.26M	+112.1K (+5.2%)
Value	$2.98B	$170.5M	$3.20B	+$397.7M (+14.2%)

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held White Mountains Insurance Group Ltd at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WTM in Q4 2022
Institution	Shares	Value	% of portfolio
Hotchkis & Wiley Capital Management LLC	5,343	$7.56M	0.03%
AQR Capital Management LLC	3,771	$5.32M	0.01%
Agf Management Ltd	2,643	$3.74M	0.03%
SYSTM Wealth Solutions LLC	1,171	$1.66M	0.21%
HRT Financial LP	851	$1.20M	0.02%
Duality Advisers, LP	737	$1.04M	0.12%
Capula Management Ltd	680	$961.7K	0.10%
Janus Henderson Group PLC	528	$745.3K	0.00%
Acrisure Capital Management, LLC	486	$687.4K	0.76%
Susquehanna International Group, LLP	313	$442.7K	0.00%
CI Private Wealth, LLC	311	$439.9K	0.00%
Legato Capital Management LLC	291	$411.6K	0.08%
HBK Sorce Advisory LLC	248	$351.0K	0.01%
Kula Investments, LLC	238	$336.6K	0.12%
Kestra Advisory Services, LLC	198	$280.0K	0.00%
Sequoia Financial Advisors, LLC	196	$277.2K	0.01%
Healthcare of Ontario Pension Plan Trust Fund	160	$226.3K	0.00%
Personal Capital Advisors Corp	151	$213.6K	0.00%
Equitable Trust Co	150	$212.2K	0.02%
Moneta Group Investment Advisors LLC	139	$212.2K	0.01%
Outfitter Financial LLC	150	$212.2K	0.19%
Two Sigma Securities, LLC	144	$203.7K	0.03%
Deutsche Bank AG	120	$169.7K	0.00%
Colonial Trust Co	61	$86.3K	0.02%
Delta Asset Management LLC	19	$26.9K	0.00%
Balyasny Asset Management LLC	18	$25.5K	0.00%
Comerica Securities,inc.	16	$22.6K	0.00%
Proequities, Inc.	9	$12.7K	0.00%
Advisory Services Network, LLC	8	$11.3K	0.00%
Bartlett & Co. Wealth Management LLC	8	$11.3K	0.00%
Bartlett & Co. LLC	8	$11.0K	0.00%
Covestor Ltd	6	$9.00K	0.01%
Steward Financial Group LLC	2	$2.00K	0.00%
Huntington National Bank	1	$1.41K	0.00%
GWM Advisors LLC	2	$3	0.00%

Sold out (14)

Institutions that held White Mountains Insurance Group Ltd at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WTM in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Select Equity Group, L.P.	13,099	$17.1M
Citadel Advisors LLC	1,683	$2.19M
Aquatic Capital Management LLC	500	$652.0K
Schonfeld Strategic Advisors LLC	324	$422.0K
Horizon Kinetics Asset Management LLC	285	$371.0K
Mirabella Financial Services LLP	178	$229.0K
Utah Retirement Systems	156	$203.0K
John W. Brooker & Co., CPAs	90	$117.0K
Macquarie Group Ltd	34	$109.0K
Altshuler Shaham Ltd	35	$45.0K
O'Dell Group, LLC	7	$9.00K
Fifth Third Bancorp	3	$4.00K
Stonebridge Capital Advisors LLC	2	$3.00K
Allworth Financial LP	1	$1.00K

Not filed for Q4 2022 yet (7)

Institutions that held White Mountains Insurance Group Ltd at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTM in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Atlanta Capital Management Co L L C	127,468	$166.1M
Eaton Vance Management	1,480	$1.93M
AGF Investments LLC	1,214	$1.58M
Regentatlantic Capital LLC	650	$846.0K
Strategic Asset Management, LLC	28	$37.0K
American Portfolios Advisors	8	$10.4K
Wipfli Financial Advisors LLC,	5	$7.00K