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, Q1 2023
Institutional positions in White Mountains Insurance Group Ltd as of Mar 31, 2023. 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
- 262
- +3 vs. Q4 2022
- Shares held
- 2.24M
- +6.41K (+0.3%) vs. Q4 2022
- Total value
- $3.09B
- −$71.8M (−2.3%) vs. Q4 2022
- New holders
- 24
- 76 more added
- Sold out
- 21
- 90 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 257,977 | $355.4M | 0.01% | +4,056+1.6% | Added |
| Morgan Stanley | 200,899 | $276.7M | 0.03% | +11,228+5.9% | Added |
| Dimensional Fund Advisors LP | 159,938 | $220.3M | 0.07% | −141−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 143,738 | $198.0M | 1.14% | −9,532−6.2% | Reduced |
| River Road Asset Management, LLC | 138,689 | $191.0M | 2.60% | −734−0.5% | Reduced |
| Boston Partners | 125,537 | $173.6M | 0.24% | +1,217+1.0% | Added |
| BlackRock Inc. | 111,532 | $153.6M | 0.00% | −223−0.2% | Reduced |
| Wallace Capital Management Inc. | 73,128 | $100.7M | 16.51% | −483−0.7% | Reduced |
| Wellington Management Group LLP | 70,724 | $97.4M | 0.02% | −12,650−15.2% | Reduced |
| London Co of Virginia | 65,034 | $89.6M | 0.52% | −696−1.1% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 53,533 | $73.7M | 2.49% | −1,960−3.5% | Reduced |
| State Street Corp | 47,873 | $65.9M | 0.00% | −2,476−4.9% | Reduced |
| Bank of America Corp | 42,387 | $58.4M | 0.01% | −219−0.5% | Reduced |
| Reinhart Partners, Inc. | 40,119 | $55.3M | 2.99% | −943−2.3% | Reduced |
| Geode Capital Management, LLC | 35,223 | $48.5M | 0.01% | +1,259+3.7% | Added |
| Fiduciary Management Inc | 34,424 | $47.4M | 0.48% | −773−2.2% | Reduced |
| Cannell Peter B & Co Inc | 33,240 | $45.8M | 1.64% | −112−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 32,167 | $44.3M | 0.12% | +9,569+42.3% | Added |
| Scout Investments, Inc. | 30,611 | $42.2M | 0.86% | −4,458−12.7% | Reduced |
| Raymond James & Associates | 29,186 | $40.2M | 0.03% | −1,282−4.2% | Reduced |
| Norges Bank | 26,381 | $36.3M | 0.01% | −1,016−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 23,140 | $31.9M | 0.01% | −498−2.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,362 | $30.8M | 7.58% | −310−1.4% | Reduced |
| FMR LLC | 22,111 | $30.5M | 0.00% | −6,534−22.8% | Reduced |
| Elkhorn Partners Limited Partnership | 18,020 | $24.8M | 16.42% | −330−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,417 | $24.0M | 0.39% | −2,412−12.2% | Reduced |
| Victory Capital Management Inc | 16,097 | $22.2M | 0.02% | −5,206−24.4% | Reduced |
| Perpetual Ltd | 15,476 | $21.3M | 0.18% | +15,476 | New |
| Northern Trust Corp | 15,121 | $20.8M | 0.00% | +205+1.4% | Added |
| Wells Fargo & Company | 14,481 | $19.9M | 0.01% | −282−1.9% | Reduced |
| California Public Employees Retirement System | 13,875 | $19.1M | 0.02% | +1,542+12.5% | Added |
| Royce & Associates LP | 13,656 | $18.8M | 0.19% | +1,150+9.2% | Added |
| Speece Thorson Capital Group Inc | 13,095 | $18.0M | 3.80% | −2,278−14.8% | Reduced |
| Bank of New York Mellon Corp | 11,794 | $16.2M | 0.00% | +227+2.0% | Added |
| Cove Street Capital, LLC | 10,945 | $15.1M | 4.50% | −3,980−26.7% | Reduced |
| Brown Advisory Inc | 10,072 | $13.9M | 0.02% | +6,905+218.0% | Added |
| Nuveen Asset Management, LLC | 9,224 | $12.7M | 0.00% | −205−2.2% | Reduced |
| Federated Hermes, Inc. | 8,922 | $12.3M | 0.03% | +61+0.7% | Added |
| Brookfield Asset Management Inc. | 8,687 | $12.0M | 0.05% | +3,954+83.5% | Added |
| Envestnet Asset Management Inc | 7,022 | $9.67M | 0.00% | +435+6.6% | Added |
| AQR Capital Management LLC | 6,697 | $9.22M | 0.02% | +2,926+77.6% | Added |
| Eagle Asset Management Inc | 6,575 | $9.06M | 0.05% | −1,278−16.3% | Reduced |
| American Century Companies Inc | 5,953 | $8.20M | 0.01% | −34−0.6% | Reduced |
| Lazard Asset Management LLC | 5,926 | $8.16M | 0.01% | −1,275−17.7% | Reduced |
| GW&K Investment Management, LLC | 5,806 | $8.00M | 0.08% | +736+14.5% | Added |
| Swiss National Bank | 5,546 | $7.64M | 0.01% | −700−11.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 5,543 | $7.64M | 0.03% | +200+3.7% | Added |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.36M | 0.12% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 5,209 | $7.18M | 0.06% | −3−0.1% | Reduced |
| Phocas Financial Corp. | 5,057 | $6.97M | 1.00% | +51+1.0% | Added |
| D. E. Shaw & Co., Inc. | 5,006 | $6.90M | 0.01% | +100+2.0% | Added |
| Legal & General Group Plc | 4,953 | $6.82M | 0.00% | −53−1.1% | Reduced |
| Invesco Ltd. | 4,857 | $6.69M | 0.00% | +2,041+72.5% | Added |
| UBS Asset Management Americas Inc | 4,699 | $6.47M | 0.00% | −95−2.0% | Reduced |
| Rhumbline Advisers | 4,392 | $6.05M | 0.01% | −97−2.2% | Reduced |
| Credit Suisse AG | 3,975 | $5.48M | 0.01% | +109+2.8% | Added |
| Martingale Asset Management L P | 3,811 | $5.25M | 0.10% | −14−0.4% | Reduced |
| Lee Danner & Bass Inc | 3,683 | $5.07M | 0.47% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,621 | $4.99M | 0.00% | +231+6.8% | Added |
| New York State Common Retirement Fund | 3,562 | $4.91M | 0.01% | −500−12.3% | Reduced |
| We Are One Seven, LLC | 3,531 | $4.86M | 0.31% | +3,531 | New |
| TCWP LLC | 3,524 | $4.85M | 0.92% | +99+2.9% | Added |
| Allianz Asset Management GmbH | 3,235 | $4.46M | 0.01% | +3,235 | New |
| California State Teachers Retirement System | 3,199 | $4.41M | 0.01% | −41−1.3% | Reduced |
| First Trust Advisors LP | 3,189 | $4.39M | 0.01% | +757+31.1% | Added |
| State Board of Administration of Florida Retirement System | 3,070 | $4.23M | 0.01% | +250+8.9% | Added |
| Agf Management Ltd | 2,615 | $3.60M | 0.02% | −28−1.1% | Reduced |
| Qube Research & Technologies Ltd | 2,451 | $3.38M | 0.02% | +867+54.7% | Added |
| STRS Ohio | 2,401 | $3.31M | 0.01% | −54−2.2% | Reduced |
| Goldman Sachs Group Inc | 2,394 | $3.30M | 0.00% | −1,619−40.3% | Reduced |
| JPMorgan Chase & Co | 2,356 | $3.25M | 0.00% | +1,093+86.5% | Added |
| Prospector Partners LLC | 2,257 | $3.11M | 0.45% | −823−26.7% | Reduced |
| Davenport & Co LLC | 2,232 | $3.07M | 0.02% | −16−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,083 | $2.87M | 0.03% | −287−12.1% | Reduced |
| Autumn Glory Partners, LLC | 2,040 | $2.81M | 2.40% | +50+2.5% | Added |
| Creative Planning | 1,941 | $2.67M | 0.00% | +197+11.3% | Added |
| UBS Group AG | 1,910 | $2.63M | 0.00% | +566+42.1% | Added |
| State of New Jersey Common Pension Fund D | 1,827 | $2.52M | 0.01% | −90−4.7% | Reduced |
| Stifel Financial Corp | 1,799 | $2.48M | 0.00% | −10−0.6% | Reduced |
| SEI Investments Co | 1,775 | $2.45M | 0.00% | +155+9.6% | Added |
| Oppenheimer Asset Management Inc. | 1,732 | $2.39M | 0.04% | −255−12.8% | Reduced |
| Triad Investment Management | 1,729 | $2.38M | 3.46% | −1−0.1% | Reduced |
| CM Wealth Advisors LLC | 1,590 | $2.35M | 0.45% | +1,590 | New |
| Renaissance Technologies LLC | 1,700 | $2.34M | 0.00% | +600+54.5% | Added |
| Royal Bank of Canada | 1,649 | $2.27M | 0.00% | −700−29.8% | Reduced |
| Cerity Partners LLC | 1,581 | $2.18M | 0.01% | +1,284+432.3% | Added |
| Russell Investments Group, Ltd. | 1,335 | $1.84M | 0.00% | +1,035+345.0% | Added |
| Price T Rowe Associates Inc | 1,294 | $1.78M | 0.00% | −12−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,285 | $1.77M | 0.01% | −42−3.2% | Reduced |
| Millennium Management LLC | 1,258 | $1.73M | 0.00% | −332−20.9% | Reduced |
| Truist Financial Corp | 1,253 | $1.73M | 0.00% | −115−8.4% | Reduced |
| Janus Henderson Group PLC | 1,239 | $1.70M | 0.00% | +711+134.7% | Added |
| Pecaut & Co. | 1,179 | $1.62M | 0.74% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $1.62M | 0.19% | 00.0% | Unchanged |
| LPL Financial LLC | 1,148 | $1.58M | 0.00% | +38+3.4% | Added |
| Alliancebernstein L.P. | 1,102 | $1.52M | 0.00% | −65−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,101 | $1.52M | 0.00% | +20+1.9% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.51M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,095 | $1.51M | 0.01% | +10+0.9% | Added |
| Main Street Financial Solutions, LLC | 1,090 | $1.50M | 0.22% | +46+4.4% | Added |