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 |
|---|---|---|---|---|---|
| Avalon Investment & Advisory | 1,057 | $1.50M | 0.04% | +124+13.3% | Added |
| Neuberger Berman Group LLC | 1,051 | $1.49M | 0.00% | −9−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 1,044 | $1.48M | 0.23% | −14−1.3% | Reduced |
| Brave Asset Management Inc | 1,041 | $1.47M | 0.50% | 00.0% | Unchanged |
| Forum Financial Management, LP | 924 | $1.31M | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 851 | $1.20M | 0.02% | +851 | New |
| Ensign Peak Advisors, Inc | 800 | $1.13M | 0.00% | +50+6.7% | Added |
| Barclays PLC | 762 | $1.08M | 0.00% | −3,076−80.1% | Reduced |
| Parsons Capital Management Inc | 745 | $1.05M | 0.09% | +85+12.9% | Added |
| Captrust Financial Advisors | 744 | $1.05M | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 737 | $1.04M | 0.12% | +737 | New |
| Dean Investment Associates, LLC | 736 | $1.04M | 0.18% | −1,614−68.7% | Reduced |
| Arizona State Retirement System | 725 | $1.03M | 0.01% | −84−10.4% | Reduced |
| MML Investors Services, LLC | 713 | $1.01M | 0.01% | +130+22.3% | Added |
| O'Shaughnessy Asset Management, LLC | 706 | $998.5K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 699 | $988.0K | 0.35% | −3−0.4% | Reduced |
| Capula Management Ltd | 680 | $961.7K | 0.10% | +680 | New |
| Citigroup Inc | 670 | $947.6K | 0.00% | −15−2.2% | Reduced |
| Gratus Capital LLC | 608 | $859.9K | 0.07% | −10−1.6% | Reduced |
| Parker Investment Management, LLC | 573 | $810.0K | 0.21% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $809.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 569 | $804.8K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 528 | $745.3K | 0.00% | +528 | New |
| Teacher Retirement System of Texas | 522 | $738.0K | 0.01% | +100+23.7% | Added |
| Handelsbanken Fonder AB | 493 | $697.0K | 0.00% | −100−16.9% | Reduced |
| Amalgamated Bank | 492 | $696.0K | 0.01% | −27−5.2% | Reduced |
| Acrisure Capital Management, LLC | 486 | $687.4K | 0.76% | +486 | New |
| Vestcor Inc | 477 | $675.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 450 | $673.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 460 | $646.0K | 0.00% | +24+5.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 456 | $644.9K | 0.03% | −63−12.1% | Reduced |
| Glenmede Trust Co NA | 455 | $643.5K | 0.00% | −37−7.5% | Reduced |
| Algert Global LLC | 444 | $628.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 439 | $621.0K | 0.05% | +1+0.2% | Added |
| Bank of Montreal | 430 | $616.2K | 0.00% | +18+4.4% | Added |
| The PNC Financial Services Group, Inc. | 426 | $602.5K | 0.00% | +109+34.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 418 | $591.2K | 0.00% | +47+12.7% | Added |
| Roundview Capital LLC | 400 | $565.9K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 397 | $561.5K | 0.03% | +214+116.9% | Added |
| Public Employees Retirement Association of Colorado | 392 | $554.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $553.0K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $537.0K | 0.36% | 00.0% | Unchanged |
| AE Wealth Management LLC | 375 | $530.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 374 | $529.0K | 0.00% | −105−21.9% | Reduced |
| Keybank National Association | 372 | $526.1K | 0.00% | +7+1.9% | Added |
| Zeke Capital Advisors, LLC | 370 | $523.3K | 0.03% | −6−1.6% | Reduced |
| Intech Investment Management LLC | 351 | $496.4K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 350 | $495.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 350 | $495.0K | 0.00% | +120+52.2% | Added |
| Legacy Wealth Asset Management, LLC | 349 | $493.6K | 0.19% | −9−2.5% | Reduced |
| Mariner, LLC | 340 | $481.0K | 0.00% | +26+8.3% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $480.9K | 0.41% | 00.0% | Unchanged |
| Voya Investment Management LLC | 323 | $456.8K | 0.00% | −40−11.0% | Reduced |
| State of Wisconsin Investment Board | 319 | $451.2K | 0.00% | −157−33.0% | Reduced |
| SG Americas Securities, LLC | 313 | $443.0K | 0.01% | −129−29.2% | Reduced |
| Susquehanna International Group, LLP | 313 | $442.7K | 0.00% | +313 | New |
| Verition Fund Management LLC | 311 | $439.9K | 0.01% | −703−69.3% | Reduced |
| CI Private Wealth, LLC | 311 | $439.9K | 0.00% | +311 | New |
| Park Avenue Securities LLC | 306 | $433.0K | 0.01% | +21+7.4% | Added |
| Ellsworth Advisors, LLC | 299 | $427.5K | 0.16% | −3−1.0% | Reduced |
| Chapman Investment Management, LLC | 300 | $424.3K | 0.39% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 300 | $424.3K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $422.1K | 0.27% | 00.0% | Unchanged |
| Cerity Partners LLC | 297 | $420.1K | 0.00% | +20+7.2% | Added |
| Dean Capital Management | 291 | $411.6K | 0.55% | −687−70.2% | Reduced |
| Legato Capital Management LLC | 291 | $411.6K | 0.08% | +291 | New |
| KCM Investment Advisors LLC | 288 | $407.0K | 0.02% | −75−20.7% | Reduced |
| Commonwealth Equity Services, LLC | 270 | $382.0K | 0.00% | +9+3.4% | Added |
| Gotham Asset Management, LLC | 270 | $381.9K | 0.01% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 270 | $381.9K | 0.52% | 00.0% | Unchanged |
| Essex Savings Bank | 269 | $380.5K | 0.13% | −28−9.4% | Reduced |
| Soltis Investment Advisors LLC | 256 | $362.1K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $357.8K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 252 | $356.4K | 0.00% | −64−20.3% | Reduced |
| HBK Sorce Advisory LLC | 248 | $351.0K | 0.01% | +248 | New |
| Mercer Global Advisors Inc | 242 | $342.0K | 0.00% | −18−6.9% | Reduced |
| Kula Investments, LLC | 238 | $336.6K | 0.12% | +238 | New |
| Bokf, NA | 238 | $336.6K | 0.01% | −12−4.8% | Reduced |
| Connable Office Inc | 237 | $335.0K | 0.05% | +5+2.2% | Added |
| Bank of Nova Scotia | 236 | $333.8K | 0.00% | −349−59.7% | Reduced |
| Athena Investment Management | 234 | $331.0K | 0.24% | +6+2.6% | Added |
| Hudson Value Partners, LLC | 225 | $318.2K | 0.20% | −5−2.2% | Reduced |
| Icon Wealth Advisors, LLC | 222 | $314.0K | 0.04% | −492−68.9% | Reduced |
| JustInvest LLC | 221 | $312.6K | 0.01% | −23−9.4% | Reduced |
| M&T Bank Corp | 217 | $306.9K | 0.00% | −329−60.3% | Reduced |
| Squarepoint Ops LLC | 215 | $304.1K | 0.00% | +10+4.9% | Added |
| One Wealth Advisors, LLC | 208 | $294.2K | 0.07% | +1+0.5% | Added |
| Opal Wealth Advisors, LLC | 207 | $292.8K | 0.16% | −39−15.9% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $283.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $282.9K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $281.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 198 | $280.0K | 0.00% | +198 | New |
| BNP Paribas Arbitrage, SA | 196 | $277.2K | 0.00% | −129−39.7% | Reduced |
| Sequoia Financial Advisors, LLC | 196 | $277.2K | 0.01% | +196 | New |
| ProShare Advisors LLC | 194 | $274.4K | 0.00% | +1+0.5% | Added |
| Investment Management of Virginia LLC | 181 | $256.0K | 0.05% | 00.0% | Unchanged |
| CSS LLC | 171 | $241.8K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 164 | $231.9K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 163 | $230.5K | 0.00% | −11−6.3% | Reduced |
| Glenview Trust Co | 163 | $230.5K | 0.01% | −30−15.5% | Reduced |