Skip to main content

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.

Institutional holdersQ4 2022: 265 institutions
Q1 2021: 245 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 243 institutionsQ1 2022: 244 institutionsQ2 2022: 259 institutionsQ3 2022: 251 institutionsQ4 2022: 265 institutionsQ1 2023: 262 institutionsQ2 2023: 258 institutionsQ3 2023: 272 institutionsQ4 2023: 295 institutionsQ1 2024: 303 institutionsQ2 2024: 306 institutionsQ3 2024: 304 institutionsQ4 2024: 325 institutionsQ1 2025: 322 institutionsQ2 2025: 325 institutionsQ3 2025: 338 institutionsQ4 2025: 353 institutionsQ1 2026: 368 institutionsQ2 2026: 356 institutions
Value heldQ4 2022: $3.20B
Q1 2021: $3.02BQ2 2021: $3.11BQ3 2021: $2.86BQ4 2021: $2.71BQ1 2022: $3.09BQ2 2022: $3.32BQ3 2022: $2.98BQ4 2022: $3.20BQ1 2023: $3.09BQ2 2023: $3.13BQ3 2023: $3.40BQ4 2023: $3.42BQ1 2024: $4.06BQ2 2024: $4.14BQ3 2024: $3.78BQ4 2024: $4.43BQ1 2025: $4.44BQ2 2025: $4.17BQ3 2025: $3.89BQ4 2025: $4.67BQ1 2026: $4.86BQ2 2026: $4.57B
Institutions holding WTM and their total value by quarter
QuarterHoldersValue
Q2 2026356$4.57B
Q1 2026368$4.86B
Q4 2025353$4.67B
Q3 2025338$3.89B
Q2 2025325$4.17B
Q1 2025322$4.44B
Q4 2024325$4.43B
Q3 2024304$3.78B
Q2 2024306$4.14B
Q1 2024303$4.06B
Q4 2023295$3.42B
Q3 2023272$3.40B
Q2 2023258$3.13B
Q1 2023262$3.09B
Q4 2022265$3.20B
Q3 2022251$2.98B
Q2 2022259$3.32B
Q1 2022244$3.09B
Q4 2021243$2.71B
Q3 2021232$2.86B
Q2 2021233$3.11B
Q1 2021245$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.

Institutions holding WTM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Healthcare of Ontario Pension Plan Trust Fund160$226.3K0.00%+160New
First Manhattan Co156$220.6K0.00%00.0%Unchanged
Prudential Financial Inc154$217.9K0.00%−25−14.0%Reduced
Personal Capital Advisors Corp151$213.6K0.00%+151New
Equitable Trust Co150$212.2K0.02%+150New
Moneta Group Investment Advisors LLC139$212.2K0.01%+139New
Outfitter Financial LLC150$212.2K0.19%+150New
Two Sigma Securities, LLC144$203.7K0.03%+144New
Lindbrook Capital, LLC131$185.3K0.02%00.0%Unchanged
Deutsche Bank AG120$169.7K0.00%+120New
SRS Capital Advisors, Inc.116$164.5K0.02%+2+1.8%Added
Central Trust Co110$155.6K0.00%00.0%Unchanged
Baldwin Brothers Inc100$141.4K0.01%00.0%Unchanged
Smithfield Trust Co97$136.0K0.01%−7−6.7%Reduced
Steward Partners Investment Advisory, LLC75$106.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.73$95.0K0.00%+28+62.2%Added
Community Bank, N.A.67$94.8K0.01%00.0%Unchanged
TD Private Client Wealth LLC61$86.3K0.00%+2+3.4%Added
Colonial Trust Co61$86.3K0.02%+61New
Quent Capital, LLC57$80.6K0.01%00.0%Unchanged
Signaturefd, LLC55$77.8K0.00%+8+17.0%Added
MetLife Investment Management52$73.5K0.00%−6−10.3%Reduced
Parkside Financial Bank & Trust51$72.1K0.02%+1+2.0%Added
Anchor Investment Management, LLC50$70.7K0.01%00.0%Unchanged
Valley National Advisers Inc40$57.0K0.01%00.0%Unchanged
IFP Advisors, Inc42$40.0K0.00%+2+5.0%Added
Federation des caisses Desjardins du Quebec27$38.2K0.00%00.0%Unchanged
Loomis Sayles & Co L P27$38.0K0.00%+26+2,600.0%Added
American International Group, Inc.26$36.8K0.00%−4−13.3%Reduced
Nomura Asset Management Co Ltd26$36.8K0.00%00.0%Unchanged
First Horizon Advisors, Inc.25$35.4K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)25$35.0K0.00%−53−67.9%Reduced
Centerpoint Advisors, LLC25$35.0K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co24$33.9K0.00%+14+140.0%Added
CWM, LLC22$31.0K0.00%+5+29.4%Added
Sageworth Trust Co of South Dakota21$30.0K0.07%00.0%Unchanged
Delta Asset Management LLC19$26.9K0.00%+19New
Balyasny Asset Management LLC18$25.5K0.00%+18New
Comerica Securities,inc.16$22.6K0.00%+16New
Quadrant Capital Group LLC16$22.6K0.00%+1+6.7%Added
Zullo Investment Group, Inc.14$19.8K0.01%−2−12.5%Reduced
Parallel Advisors, LLC11$15.6K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.11$15.0K0.00%+1+10.0%Added
Bessemer Group Inc10$14.0K0.00%−25−71.4%Reduced
Capital Advisors, Ltd. LLC9$13.0K0.00%00.0%Unchanged
Proequities, Inc.9$12.7K0.00%+9New
Raleigh Capital Management Inc.8$11.3K0.01%00.0%Unchanged
Advisory Services Network, LLC8$11.3K0.00%+8New
Bartlett & Co. Wealth Management LLC8$11.3K0.00%+8New
Bartlett & Co. LLC8$11.0K0.00%+8New
Bell Investment Advisors, Inc7$9.90K0.00%00.0%Unchanged
Covestor Ltd6$9.00K0.01%+6New
EverSource Wealth Advisors, LLC6$8.49K0.00%00.0%Unchanged
Private Trust Co NA6$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$7.07K0.00%−1−16.7%Reduced
TCI Wealth Advisors, Inc.3$4.24K0.00%−1−25.0%Reduced
Exchange Traded Concepts, LLC2$2.83K0.00%−21−91.3%Reduced
Versant Capital Management, Inc2$2.83K0.00%00.0%Unchanged
Steward Financial Group LLC2$2.00K0.00%+2New
AdvisorNet Financial, Inc1$1.41K0.00%−1−50.0%Reduced
Earnest Partners LLC1$1.41K0.00%00.0%Unchanged
SJS Investment Consulting Inc.1$1.41K0.00%00.0%Unchanged
Schubert & Co1$1.41K0.00%00.0%Unchanged
Huntington National Bank1$1.41K0.00%+1New
GWM Advisors LLC2$30.00%+2New
Select Equity Group, L.P.0$00.00%−13,099−100.0%Sold out
Citadel Advisors LLC0$00.00%−1,683−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−500−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−324−100.0%Sold out
Horizon Kinetics Asset Management LLC0$00.00%−285−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−178−100.0%Sold out
Utah Retirement Systems0$00.00%−156−100.0%Sold out
John W. Brooker & Co., CPAs0$00.00%−90−100.0%Sold out
Macquarie Group Ltd0$00.00%−34−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−35−100.0%Sold out
O'Dell Group, LLC0$00.00%−7−100.0%Sold out
Fifth Third Bancorp0$00.00%−3−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−2−100.0%Sold out
Allworth Financial LP0$00.00%−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