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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 1 | $1.38K | 0.00% | −1−50.0% | Reduced |
| Earnest Partners LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.38K | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $2.75K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 2 | $2.75K | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $2.76K | 0.00% | +1+100.0% | Added |
| International Assets Investment Management, LLC | 3 | $4.13K | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 3 | $4.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $4.53K | 0.00% | −37−88.1% | Reduced |
| Steward Financial Group LLC | 4 | $5.00K | 0.00% | +2+100.0% | Added |
| Loomis Sayles & Co L P | 4 | $6.00K | 0.00% | −23−85.2% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $6.89K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5 | $6.89K | 0.00% | +5 | New |
| GWM Advisors LLC | 6 | $8.26K | 0.00% | +4+200.0% | Added |
| EverSource Wealth Advisors, LLC | 6 | $8.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $8.27K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $9.00K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $9.64K | 0.00% | +6+600.0% | Added |
| Bell Investment Advisors, Inc | 7 | $9.64K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $11.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 10 | $13.8K | 0.00% | +1+11.1% | Added |
| Bessemer Group Inc | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $14.0K | 0.00% | +1+11.1% | Added |
| Parallel Advisors, LLC | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $16.5K | 0.00% | −14−53.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 14 | $19.3K | 0.00% | −10−41.7% | Reduced |
| CWM, LLC | 16 | $22.0K | 0.00% | −6−27.3% | Reduced |
| Quadrant Capital Group LLC | 16 | $22.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $26.2K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $28.9K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $34.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26 | $35.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $37.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $51.0K | 0.00% | +37 | New |
| Valley National Advisers Inc | 40 | $60.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $68.9K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 52 | $71.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 53 | $73.0K | 0.00% | −2−3.6% | Reduced |
| Parkside Financial Bank & Trust | 56 | $77.1K | 0.02% | +5+9.8% | Added |
| Quent Capital, LLC | 57 | $78.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 60 | $82.6K | 0.00% | −1−1.6% | Reduced |
| Colonial Trust Co | 61 | $84.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 67 | $92.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $103.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 95 | $130.9K | 0.00% | −101−51.5% | Reduced |
| Smithfield Trust Co | 97 | $134.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $137.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 104 | $143.3K | 0.03% | +104 | New |
| Central Trust Co | 110 | $151.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 120 | $165.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $165.3K | 0.01% | +120 | New |
| SRS Capital Advisors, Inc. | 120 | $165.8K | 0.02% | +4+3.4% | Added |
| Ronald Blue Trust, Inc. | 119 | $168.0K | 0.00% | +46+63.0% | Added |
| Lindbrook Capital, LLC | 134 | $184.6K | 0.02% | +3+2.3% | Added |
| Tower Research Capital LLC (TRC) | 139 | $192.0K | 0.01% | +114+456.0% | Added |
| Blueshift Asset Management, LLC | 148 | $203.9K | 0.09% | +148 | New |
| Equitable Trust Co | 150 | $206.6K | 0.02% | 00.0% | Unchanged |
| Outfitter Financial LLC | 150 | $206.6K | 0.19% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 151 | $207.9K | 0.00% | +151 | New |
| Moneta Group Investment Advisors LLC | 153 | $210.8K | 0.01% | +14+10.1% | Added |
| Squarepoint Ops LLC | 155 | $213.5K | 0.00% | −60−27.9% | Reduced |
| US Bancorp | 156 | $214.9K | 0.00% | −7−4.3% | Reduced |
| First Manhattan Co | 156 | $214.9K | 0.00% | 00.0% | Unchanged |
| Equity Investment Corp | 159 | $219.0K | 0.01% | +159 | New |
| Triasima Portfolio Management inc. | 160 | $220.4K | 0.02% | +160 | New |
| Isthmus Partners, LLC | 164 | $225.9K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 165 | $227.3K | 0.06% | +165 | New |
| Prudential Financial Inc | 165 | $227.4K | 0.00% | +11+7.1% | Added |
| Investment Management of Virginia LLC | 181 | $249.3K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 196 | $270.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 198 | $272.7K | 0.00% | −115−36.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $274.0K | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $275.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $275.5K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 208 | $286.5K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 210 | $289.3K | 0.17% | +3+1.4% | Added |
| M&T Bank Corp | 210 | $289.3K | 0.00% | −7−3.2% | Reduced |
| SG Americas Securities, LLC | 211 | $291.0K | 0.00% | −102−32.6% | Reduced |
| Connable Office Inc | 216 | $297.5K | 0.04% | −21−8.9% | Reduced |
| Mercer Global Advisors Inc | 216 | $298.0K | 0.00% | −26−10.7% | Reduced |
| JustInvest LLC | 221 | $304.4K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 222 | $305.8K | 0.03% | +222 | New |
| Hudson Value Partners, LLC | 225 | $309.9K | 0.18% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 228 | $314.1K | 0.04% | +228 | New |
| Athena Investment Management | 234 | $322.3K | 0.23% | 00.0% | Unchanged |
| Legato Capital Management LLC | 242 | $333.4K | 0.06% | −49−16.8% | Reduced |
| Dean Capital Management | 242 | $333.4K | 0.44% | −49−16.8% | Reduced |
| Acrisure Capital Management, LLC | 244 | $336.1K | 0.34% | −242−49.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 252 | $347.1K | 0.00% | +252 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $348.5K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 254 | $349.9K | 0.00% | +2+0.8% | Added |
| Soltis Investment Advisors LLC | 256 | $352.6K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 260 | $358.1K | 0.00% | +24+10.2% | Added |
| Mutual Advisors, LLC | 266 | $366.4K | 0.02% | +266 | New |
| Essex Savings Bank | 269 | $370.5K | 0.13% | 00.0% | Unchanged |