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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 2 | $3 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $1.41K | 0.00% | −1−50.0% | Reduced |
| Earnest Partners LLC | 1 | $1.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1 | $1.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $1.41K | 0.00% | +1 | New |
| Steward Financial Group LLC | 2 | $2.00K | 0.00% | +2 | New |
| Exchange Traded Concepts, LLC | 2 | $2.83K | 0.00% | −21−91.3% | Reduced |
| Versant Capital Management, Inc | 2 | $2.83K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $4.24K | 0.00% | −1−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $7.07K | 0.00% | −1−16.7% | Reduced |
| Private Trust Co NA | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $8.49K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $9.00K | 0.01% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $9.90K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $11.0K | 0.00% | +8 | New |
| Advisory Services Network, LLC | 8 | $11.3K | 0.00% | +8 | New |
| Bartlett & Co. Wealth Management LLC | 8 | $11.3K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 8 | $11.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 9 | $12.7K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $14.0K | 0.00% | −25−71.4% | Reduced |
| Rockefeller Capital Management L.P. | 11 | $15.0K | 0.00% | +1+10.0% | Added |
| Parallel Advisors, LLC | 11 | $15.6K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 14 | $19.8K | 0.01% | −2−12.5% | Reduced |
| Quadrant Capital Group LLC | 16 | $22.6K | 0.00% | +1+6.7% | Added |
| Comerica Securities,inc. | 16 | $22.6K | 0.00% | +16 | New |
| Balyasny Asset Management LLC | 18 | $25.5K | 0.00% | +18 | New |
| Delta Asset Management LLC | 19 | $26.9K | 0.00% | +19 | New |
| Sageworth Trust Co of South Dakota | 21 | $30.0K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 22 | $31.0K | 0.00% | +5+29.4% | Added |
| Northwestern Mutual Wealth Management Co | 24 | $33.9K | 0.00% | +14+140.0% | Added |
| Tower Research Capital LLC (TRC) | 25 | $35.0K | 0.00% | −53−67.9% | Reduced |
| Centerpoint Advisors, LLC | 25 | $35.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $35.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26 | $36.8K | 0.00% | −4−13.3% | Reduced |
| Nomura Asset Management Co Ltd | 26 | $36.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 27 | $38.0K | 0.00% | +26+2,600.0% | Added |
| Federation des caisses Desjardins du Quebec | 27 | $38.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $40.0K | 0.00% | +2+5.0% | Added |
| Valley National Advisers Inc | 40 | $57.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $70.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $72.1K | 0.02% | +1+2.0% | Added |
| MetLife Investment Management | 52 | $73.5K | 0.00% | −6−10.3% | Reduced |
| Signaturefd, LLC | 55 | $77.8K | 0.00% | +8+17.0% | Added |
| Quent Capital, LLC | 57 | $80.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 61 | $86.3K | 0.00% | +2+3.4% | Added |
| Colonial Trust Co | 61 | $86.3K | 0.02% | +61 | New |
| Community Bank, N.A. | 67 | $94.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $95.0K | 0.00% | +28+62.2% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $106.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 97 | $136.0K | 0.01% | −7−6.7% | Reduced |
| Baldwin Brothers Inc | 100 | $141.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 110 | $155.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $164.5K | 0.02% | +2+1.8% | Added |
| Deutsche Bank AG | 120 | $169.7K | 0.00% | +120 | New |
| Lindbrook Capital, LLC | 131 | $185.3K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 144 | $203.7K | 0.03% | +144 | New |
| Equitable Trust Co | 150 | $212.2K | 0.02% | +150 | New |
| Moneta Group Investment Advisors LLC | 139 | $212.2K | 0.01% | +139 | New |
| Outfitter Financial LLC | 150 | $212.2K | 0.19% | +150 | New |
| Personal Capital Advisors Corp | 151 | $213.6K | 0.00% | +151 | New |
| Prudential Financial Inc | 154 | $217.9K | 0.00% | −25−14.0% | Reduced |
| First Manhattan Co | 156 | $220.6K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 160 | $226.3K | 0.00% | +160 | New |
| Glenview Trust Co | 163 | $230.5K | 0.01% | −30−15.5% | Reduced |
| US Bancorp | 163 | $230.5K | 0.00% | −11−6.3% | Reduced |
| Isthmus Partners, LLC | 164 | $231.9K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 171 | $241.8K | 0.02% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 181 | $256.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 194 | $274.4K | 0.00% | +1+0.5% | Added |
| BNP Paribas Arbitrage, SA | 196 | $277.2K | 0.00% | −129−39.7% | Reduced |
| Sequoia Financial Advisors, LLC | 196 | $277.2K | 0.01% | +196 | New |
| Kestra Advisory Services, LLC | 198 | $280.0K | 0.00% | +198 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $281.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $282.9K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $283.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 207 | $292.8K | 0.16% | −39−15.9% | Reduced |
| One Wealth Advisors, LLC | 208 | $294.2K | 0.07% | +1+0.5% | Added |
| Squarepoint Ops LLC | 215 | $304.1K | 0.00% | +10+4.9% | Added |
| M&T Bank Corp | 217 | $306.9K | 0.00% | −329−60.3% | Reduced |
| JustInvest LLC | 221 | $312.6K | 0.01% | −23−9.4% | Reduced |
| Icon Wealth Advisors, LLC | 222 | $314.0K | 0.04% | −492−68.9% | Reduced |
| Hudson Value Partners, LLC | 225 | $318.2K | 0.20% | −5−2.2% | Reduced |
| Athena Investment Management | 234 | $331.0K | 0.24% | +6+2.6% | Added |
| Bank of Nova Scotia | 236 | $333.8K | 0.00% | −349−59.7% | Reduced |
| Connable Office Inc | 237 | $335.0K | 0.05% | +5+2.2% | Added |
| Bokf, NA | 238 | $336.6K | 0.01% | −12−4.8% | Reduced |
| Kula Investments, LLC | 238 | $336.6K | 0.12% | +238 | New |
| Mercer Global Advisors Inc | 242 | $342.0K | 0.00% | −18−6.9% | Reduced |
| HBK Sorce Advisory LLC | 248 | $351.0K | 0.01% | +248 | New |
| Principal Financial Group Inc | 252 | $356.4K | 0.00% | −64−20.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $357.8K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 256 | $362.1K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 269 | $380.5K | 0.13% | −28−9.4% | Reduced |
| Gotham Asset Management, LLC | 270 | $381.9K | 0.01% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 270 | $381.9K | 0.52% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 270 | $382.0K | 0.00% | +9+3.4% | Added |
| KCM Investment Advisors LLC | 288 | $407.0K | 0.02% | −75−20.7% | Reduced |
| Dean Capital Management | 291 | $411.6K | 0.55% | −687−70.2% | Reduced |