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 |
|---|---|---|---|---|---|
| Prospector Partners LLC | 3,080 | $4.36M | 0.60% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,167 | $4.48M | 0.01% | +92+3.0% | Added |
| California State Teachers Retirement System | 3,240 | $4.58M | 0.01% | −93−2.8% | Reduced |
| Ameriprise Financial Inc | 3,390 | $4.79M | 0.00% | +719+26.9% | Added |
| TCWP LLC | 3,425 | $4.84M | 0.98% | −110−3.1% | Reduced |
| Comerica Bank | 3,557 | $5.16M | 0.04% | +52+1.5% | Added |
| Lee Danner & Bass Inc | 3,683 | $5.21M | 0.49% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,771 | $5.32M | 0.01% | +3,771 | New |
| Martingale Asset Management L P | 3,825 | $5.41M | 0.11% | +214+5.9% | Added |
| Credit Suisse AG | 3,866 | $5.47M | 0.01% | −295−7.1% | Reduced |
| Goldman Sachs Group Inc | 4,013 | $5.68M | 0.00% | −1,808−31.1% | Reduced |
| New York State Common Retirement Fund | 4,062 | $5.75M | 0.01% | −201−4.7% | Reduced |
| Alaska Permanent Fund Corp | 4,381 | $6.20M | 0.10% | −61−1.4% | Reduced |
| Rhumbline Advisers | 4,489 | $6.35M | 0.01% | −102−2.2% | Reduced |
| Brookfield Asset Management Inc. | 4,733 | $6.69M | 0.03% | +789+20.0% | Added |
| UBS Asset Management Americas Inc | 4,794 | $6.78M | 0.00% | +210+4.6% | Added |
| D. E. Shaw & Co., Inc. | 4,906 | $6.94M | 0.01% | +421+9.4% | Added |
| Phocas Financial Corp. | 5,006 | $7.08M | 1.02% | −1,631−24.6% | Reduced |
| Legal & General Group Plc | 5,006 | $7.08M | 0.00% | −131−2.6% | Reduced |
| GW&K Investment Management, LLC | 5,070 | $7.17M | 0.07% | +2,588+104.3% | Added |
| Brandywine Global Investment Management, LLC | 5,212 | $7.37M | 0.06% | −153−2.9% | 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 |
| American Century Companies Inc | 5,987 | $8.47M | 0.01% | −93−1.5% | Reduced |
| Swiss National Bank | 6,246 | $8.83M | 0.01% | +200+3.3% | Added |
| Envestnet Asset Management Inc | 6,587 | $9.32M | 0.00% | −76−1.1% | Reduced |
| Lazard Asset Management LLC | 7,201 | $10.2M | 0.01% | +2,503+53.3% | Added |
| Eagle Asset Management Inc | 7,853 | $11.0M | 0.07% | −435−5.2% | Reduced |
| Federated Hermes, Inc. | 8,861 | $12.5M | 0.03% | −4,622−34.3% | Reduced |
| Nuveen Asset Management, LLC | 9,429 | $13.3M | 0.01% | −2,023−17.7% | Reduced |
| Bank of New York Mellon Corp | 11,567 | $16.4M | 0.00% | −703−5.7% | Reduced |
| California Public Employees Retirement System | 12,333 | $17.4M | 0.01% | +21+0.2% | Added |
| Royce & Associates LP | 12,506 | $17.7M | 0.19% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,763 | $20.9M | 0.01% | −553−3.6% | Reduced |
| Northern Trust Corp | 14,916 | $21.1M | 0.00% | +231+1.6% | Added |
| Cove Street Capital, LLC | 14,925 | $21.1M | 5.76% | −712−4.6% | Reduced |
| Speece Thorson Capital Group Inc | 15,373 | $21.7M | 4.67% | −770−4.8% | Reduced |
| Pendal Group Limited | 17,788 | $25.2M | 0.22% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 18,350 | $26.0M | 17.76% | −160−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 19,829 | $28.0M | 0.45% | +672+3.5% | Added |
| Victory Capital Management Inc | 21,303 | $30.1M | 0.03% | −2,072−8.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 22,598 | $32.0M | 0.09% | +12,724+128.9% | Added |
| Mraz, Amerine & Associates, Inc. | 22,672 | $32.1M | 7.56% | +162+0.7% | Added |
| Charles Schwab Investment Management Inc | 23,638 | $33.4M | 0.01% | −1,413−5.6% | Reduced |
| Norges Bank | 27,397 | $38.7M | 0.01% | +1,004+3.8% | Added |
| FMR LLC | 28,645 | $40.5M | 0.00% | +13,467+88.7% | Added |
| Raymond James & Associates | 30,468 | $43.1M | 0.04% | +87+0.3% | Added |
| Cannell Peter B & Co Inc | 33,352 | $47.2M | 1.69% | +561+1.7% | Added |
| Geode Capital Management, LLC | 33,964 | $48.0M | 0.01% | −841−2.4% | Reduced |
| Scout Investments, Inc. | 35,069 | $49.6M | 1.01% | −818−2.3% | Reduced |
| Fiduciary Management Inc | 35,197 | $49.8M | 0.50% | −768−2.1% | Reduced |
| Reinhart Partners, Inc. | 41,062 | $58.1M | 3.15% | −651−1.6% | Reduced |
| Bank of America Corp | 42,606 | $60.3M | 0.01% | +841+2.0% | Added |
| State Street Corp | 50,349 | $71.2M | 0.00% | −1,932−3.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 55,493 | $78.5M | 2.75% | −57,104−50.7% | Reduced |
| London Co of Virginia | 65,730 | $93.0M | 0.55% | −1,686−2.5% | Reduced |
| Wallace Capital Management Inc. | 73,611 | $104.1M | 16.31% | −212−0.3% | Reduced |
| Wellington Management Group LLP | 83,374 | $117.9M | 0.02% | −6,636−7.4% | Reduced |
| BlackRock Inc. | 111,755 | $158.1M | 0.00% | −3,479−3.0% | Reduced |
| Boston Partners | 124,320 | $176.5M | 0.24% | −3,692−2.9% | Reduced |
| River Road Asset Management, LLC | 139,423 | $197.2M | 2.70% | +4,039+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 153,270 | $216.8M | 1.38% | +9,312+6.5% | Added |
| Dimensional Fund Advisors LP | 160,079 | $226.4M | 0.08% | −886−0.6% | Reduced |
| Morgan Stanley | 189,671 | $268.3M | 0.03% | +166,320+712.3% | Added |
| Vanguard Group Inc | 253,921 | $359.1M | 0.01% | +4,689+1.9% | Added |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −13,099−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| John W. Brooker & Co., CPAs | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| AGF Investments LLC | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |