White Mountains Insurance Group Ltd

WTM

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000776867

SEC filings (opens in a new tab)

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.

Q1 2023 vs. Q4 2022

How the institutions holding White Mountains Insurance Group Ltd changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of WTM: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	265	6	262	+3
Shares	2.26M	26.5K	2.24M	+6.41K (+0.3%)
Value	$3.20B	$37.6M	$3.09B	−$71.8M (−2.3%)

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held White Mountains Insurance Group Ltd at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WTM in Q1 2023
Institution	Shares	Value	% of portfolio
Perpetual Ltd	15,476	$21.3M	0.18%
We Are One Seven, LLC	3,531	$4.86M	0.31%
Allianz Asset Management GmbH	3,235	$4.46M	0.01%
CM Wealth Advisors LLC	1,590	$2.35M	0.45%
Man Group plc	–	$1.37M	0.00%
Citadel Advisors LLC	692	$953.2K	0.00%
Ambassador Advisors, LLC	396	$562.9K	0.13%
Gsa Capital Partners LLP	309	$426.0K	0.04%
Virtu Financial LLC	279	$384.0K	0.04%
Mutual Advisors, LLC	266	$366.4K	0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	252	$347.1K	0.00%
Y-Intercept (Hong Kong) Ltd	228	$314.1K	0.04%
Icon Wealth Partners, LLC	222	$305.8K	0.03%
Contravisory Investment Management, Inc.	165	$227.3K	0.06%
Triasima Portfolio Management inc.	160	$220.4K	0.02%
Equity Investment Corp	159	$219.0K	0.01%
Empower Advisory Group, LLC	151	$207.9K	0.00%
Blueshift Asset Management, LLC	148	$203.9K	0.09%
Johnson Financial Group, Inc.	120	$165.3K	0.01%
Dark Forest Capital Management LP	104	$143.3K	0.03%
Venturi Wealth Management, LLC	37	$51.0K	0.00%
Grey Fox Wealth Advisors, LLC	5	$6.89K	0.00%
International Assets Investment Management, LLC	3	$4.13K	0.00%
Clearview Wealth Advisors LLC	1	$1.38K	0.00%

Sold out (21)

Institutions that held White Mountains Insurance Group Ltd at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WTM in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Caxton Associates LP	1,356	$1.92M
HRT Financial LP	851	$1.20M
Duality Advisers, LP	737	$1.04M
Capula Management Ltd	680	$961.7K
Vestcor Inc	477	$675.0K
Kathleen S. Wright Associates Inc.	380	$537.0K
Allspring Global Investments Holdings, LLC	374	$529.0K
Park Avenue Securities LLC	306	$433.0K
Gotham Asset Management, LLC	270	$381.9K
HBK Sorce Advisory LLC	248	$351.0K
Bokf, NA	238	$336.6K
Kestra Advisory Services, LLC	198	$280.0K
ProShare Advisors LLC	194	$274.4K
CSS LLC	171	$241.8K
Glenview Trust Co	163	$230.5K
Healthcare of Ontario Pension Plan Trust Fund	160	$226.3K
Two Sigma Securities, LLC	144	$203.7K
Balyasny Asset Management LLC	18	$25.5K
Comerica Securities,inc.	16	$22.6K
Zullo Investment Group, Inc.	14	$19.8K
Rockefeller Capital Management L.P.	11	$15.0K

Not filed for Q1 2023 yet (6)

Institutions that held White Mountains Insurance Group Ltd at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTM in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Pendal Group Limited	17,788	$25.2M
Alaska Permanent Fund Corp	4,381	$6.20M
Comerica Bank	3,557	$5.16M
Zeke Capital Advisors, LLC	370	$523.3K
Icon Wealth Advisors, LLC	222	$314.0K
Personal Capital Advisors Corp	151	$213.6K