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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 291 | $411.6K | 0.08% | +291 | New |
| Cerity Partners LLC | 297 | $420.1K | 0.00% | +20+7.2% | Added |
| Brown Miller Wealth Management, LLC | 298 | $422.1K | 0.27% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 300 | $424.3K | 0.39% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $424.3K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 299 | $427.5K | 0.16% | −3−1.0% | Reduced |
| Park Avenue Securities LLC | 306 | $433.0K | 0.01% | +21+7.4% | Added |
| Verition Fund Management LLC | 311 | $439.9K | 0.01% | −703−69.3% | Reduced |
| CI Private Wealth, LLC | 311 | $439.9K | 0.00% | +311 | New |
| Susquehanna International Group, LLP | 313 | $442.7K | 0.00% | +313 | New |
| SG Americas Securities, LLC | 313 | $443.0K | 0.01% | −129−29.2% | Reduced |
| State of Wisconsin Investment Board | 319 | $451.2K | 0.00% | −157−33.0% | Reduced |
| Voya Investment Management LLC | 323 | $456.8K | 0.00% | −40−11.0% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $480.9K | 0.41% | 00.0% | Unchanged |
| Mariner, LLC | 340 | $481.0K | 0.00% | +26+8.3% | Added |
| Legacy Wealth Asset Management, LLC | 349 | $493.6K | 0.19% | −9−2.5% | Reduced |
| Hyman Charles D | 350 | $495.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 350 | $495.0K | 0.00% | +120+52.2% | Added |
| Intech Investment Management LLC | 351 | $496.4K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 370 | $523.3K | 0.03% | −6−1.6% | Reduced |
| Keybank National Association | 372 | $526.1K | 0.00% | +7+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 374 | $529.0K | 0.00% | −105−21.9% | Reduced |
| AE Wealth Management LLC | 375 | $530.4K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $537.0K | 0.36% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $553.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $554.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 397 | $561.5K | 0.03% | +214+116.9% | Added |
| Roundview Capital LLC | 400 | $565.9K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 418 | $591.2K | 0.00% | +47+12.7% | Added |
| The PNC Financial Services Group, Inc. | 426 | $602.5K | 0.00% | +109+34.4% | Added |
| Bank of Montreal | 430 | $616.2K | 0.00% | +18+4.4% | Added |
| Quantinno Capital Management LP | 439 | $621.0K | 0.05% | +1+0.2% | Added |
| Algert Global LLC | 444 | $628.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 455 | $643.5K | 0.00% | −37−7.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 456 | $644.9K | 0.03% | −63−12.1% | Reduced |
| HighTower Advisors, LLC | 460 | $646.0K | 0.00% | +24+5.5% | Added |
| Chicago Partners Investment Group LLC | 450 | $673.0K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 477 | $675.0K | 0.02% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 486 | $687.4K | 0.76% | +486 | New |
| Amalgamated Bank | 492 | $696.0K | 0.01% | −27−5.2% | Reduced |
| Handelsbanken Fonder AB | 493 | $697.0K | 0.00% | −100−16.9% | Reduced |
| Teacher Retirement System of Texas | 522 | $738.0K | 0.01% | +100+23.7% | Added |
| Janus Henderson Group PLC | 528 | $745.3K | 0.00% | +528 | New |
| Two Sigma Investments, LP | 569 | $804.8K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $809.0K | 0.03% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $810.0K | 0.21% | 00.0% | Unchanged |
| Gratus Capital LLC | 608 | $859.9K | 0.07% | −10−1.6% | Reduced |
| Citigroup Inc | 670 | $947.6K | 0.00% | −15−2.2% | Reduced |
| Capula Management Ltd | 680 | $961.7K | 0.10% | +680 | New |
| Karpas Strategies, LLC | 699 | $988.0K | 0.35% | −3−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 706 | $998.5K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 713 | $1.01M | 0.01% | +130+22.3% | Added |
| Arizona State Retirement System | 725 | $1.03M | 0.01% | −84−10.4% | Reduced |
| Dean Investment Associates, LLC | 736 | $1.04M | 0.18% | −1,614−68.7% | Reduced |
| Duality Advisers, LP | 737 | $1.04M | 0.12% | +737 | New |
| Captrust Financial Advisors | 744 | $1.05M | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 745 | $1.05M | 0.09% | +85+12.9% | Added |
| Barclays PLC | 762 | $1.08M | 0.00% | −3,076−80.1% | Reduced |
| Ensign Peak Advisors, Inc | 800 | $1.13M | 0.00% | +50+6.7% | Added |
| HRT Financial LP | 851 | $1.20M | 0.02% | +851 | New |
| Forum Financial Management, LP | 924 | $1.31M | 0.04% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,041 | $1.47M | 0.50% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,044 | $1.48M | 0.23% | −14−1.3% | Reduced |
| Neuberger Berman Group LLC | 1,051 | $1.49M | 0.00% | −9−0.8% | Reduced |
| Avalon Investment & Advisory | 1,057 | $1.50M | 0.04% | +124+13.3% | Added |
| Advisor Group Holdings, Inc. | 1,081 | $1.53M | 0.00% | −22−2.0% | Reduced |
| Treasurer of the State of North Carolina | 1,085 | $1.53M | 0.01% | −119−9.9% | Reduced |
| 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 |
| AMG National Trust Bank | 1,110 | $1.57M | 0.06% | +13+1.2% | Added |
| LPL Financial LLC | 1,110 | $1.57M | 0.00% | +22+2.0% | Added |
| Alliancebernstein L.P. | 1,167 | $1.65M | 0.00% | −26−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 1,171 | $1.66M | 0.21% | +1,171 | New |
| Northern Oak Wealth Management Inc | 1,176 | $1.66M | 0.24% | 00.0% | Unchanged |
| Pecaut & Co. | 1,179 | $1.67M | 0.79% | −98−7.7% | Reduced |
| Jane Street Group, LLC | 1,242 | $1.76M | 0.00% | +949+323.9% | Added |
| JPMorgan Chase & Co | 1,263 | $1.79M | 0.00% | −28−2.2% | Reduced |
| Price T Rowe Associates Inc | 1,306 | $1.85M | 0.00% | −185−12.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,327 | $1.88M | 0.01% | −260−16.4% | Reduced |
| UBS Group AG | 1,344 | $1.90M | 0.00% | −650−32.6% | Reduced |
| Caxton Associates LP | 1,356 | $1.92M | 0.14% | 00.0% | Unchanged |
| Truist Financial Corp | 1,368 | $1.93M | 0.00% | −95−6.5% | Reduced |
| Qube Research & Technologies Ltd | 1,584 | $2.24M | 0.01% | −507−24.2% | Reduced |
| Millennium Management LLC | 1,590 | $2.25M | 0.00% | −7,304−82.1% | Reduced |
| SEI Investments Co | 1,620 | $2.29M | 0.01% | +192+13.4% | Added |
| Triad Investment Management | 1,730 | $2.45M | 3.83% | −38−2.1% | Reduced |
| Creative Planning | 1,744 | $2.47M | 0.00% | −168−8.8% | Reduced |
| Stifel Financial Corp | 1,809 | $2.56M | 0.00% | −121−6.3% | Reduced |
| State of New Jersey Common Pension Fund D | 1,917 | $2.71M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,987 | $2.81M | 0.05% | −74−3.6% | Reduced |
| Autumn Glory Partners, LLC | 1,990 | $2.81M | 1.50% | +995+100.0% | Added |
| Davenport & Co LLC | 2,248 | $3.18M | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,257 | $3.19M | 0.01% | −1,356−37.5% | Reduced |
| Royal Bank of Canada | 2,349 | $3.32M | 0.00% | +303+14.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,370 | $3.35M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 2,432 | $3.44M | 0.00% | +2,009+474.9% | Added |
| STRS Ohio | 2,455 | $3.47M | 0.02% | +352+16.7% | Added |
| Agf Management Ltd | 2,643 | $3.74M | 0.03% | +2,643 | New |
| Invesco Ltd. | 2,816 | $3.98M | 0.00% | +263+10.3% | Added |
| State Board of Administration of Florida Retirement System | 2,820 | $3.99M | 0.01% | −2,540−47.4% | Reduced |