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 |
|---|---|---|---|---|---|
| Highlander Partners, L.P. | 270 | $371.9K | 0.50% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 279 | $384.0K | 0.00% | +9+3.3% | Added |
| Virtu Financial LLC | 279 | $384.0K | 0.04% | +279 | New |
| KCM Investment Advisors LLC | 288 | $396.7K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 297 | $409.1K | 0.00% | −75−20.2% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $411.1K | 0.24% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 300 | $413.2K | 0.34% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 307 | $423.2K | 0.15% | +8+2.7% | Added |
| Gsa Capital Partners LLP | 309 | $426.0K | 0.04% | +309 | New |
| Voya Investment Management LLC | 319 | $439.4K | 0.00% | −4−1.2% | Reduced |
| State of Wisconsin Investment Board | 323 | $444.9K | 0.00% | +4+1.3% | Added |
| CI Private Wealth, LLC | 323 | $444.9K | 0.00% | +12+3.9% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $468.3K | 0.36% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 345 | $475.2K | 0.17% | −4−1.1% | Reduced |
| Mariner, LLC | 347 | $478.0K | 0.00% | +7+2.1% | Added |
| Hyman Charles D | 350 | $482.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 350 | $482.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 351 | $483.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 361 | $497.3K | 0.00% | −57−13.6% | Reduced |
| AE Wealth Management LLC | 375 | $516.9K | 0.00% | 00.0% | Unchanged |
| Kula Investments, LLC | 387 | $533.1K | 0.13% | +149+62.6% | Added |
| Klingenstein Fields & Co LP | 391 | $538.6K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $540.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 400 | $551.1K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 403 | $555.1K | 0.02% | +6+1.5% | Added |
| Ambassador Advisors, LLC | 396 | $562.9K | 0.13% | +396 | New |
| Glenmede Trust Co NA | 410 | $564.8K | 0.00% | −45−9.9% | Reduced |
| Amalgamated Bank | 415 | $572.0K | 0.00% | −77−15.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 451 | $621.2K | 0.03% | −5−1.1% | Reduced |
| Bank of Montreal | 434 | $668.4K | 0.00% | +4+0.9% | Added |
| HighTower Advisors, LLC | 487 | $670.0K | 0.00% | +27+5.9% | Added |
| Chicago Partners Investment Group LLC | 450 | $676.8K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 493 | $679.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 542 | $746.6K | 0.04% | +98+22.1% | Added |
| First Hawaiian Bank | 572 | $787.9K | 0.03% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $789.3K | 0.18% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 589 | $811.0K | 0.01% | +67+12.8% | Added |
| Gratus Capital LLC | 608 | $837.5K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 640 | $882.0K | 0.01% | −73−10.2% | Reduced |
| Citigroup Inc | 643 | $885.7K | 0.00% | −27−4.0% | Reduced |
| Dean Investment Associates, LLC | 644 | $887.1K | 0.14% | −92−12.5% | Reduced |
| Karpas Strategies, LLC | 674 | $928.5K | 0.33% | −25−3.6% | Reduced |
| Citadel Advisors LLC | 692 | $953.2K | 0.00% | +692 | New |
| The PNC Financial Services Group, Inc. | 702 | $967.0K | 0.00% | +276+64.8% | Added |
| Jane Street Group, LLC | 704 | $969.8K | 0.00% | −538−43.3% | Reduced |
| Barclays PLC | 721 | $993.2K | 0.00% | −41−5.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 721 | $993.2K | 0.02% | +15+2.1% | Added |
| Verition Fund Management LLC | 741 | $1.02M | 0.02% | +430+138.3% | Added |
| Captrust Financial Advisors | 742 | $1.02M | 0.00% | −2−0.3% | Reduced |
| Arizona State Retirement System | 746 | $1.03M | 0.01% | +21+2.9% | Added |
| Parsons Capital Management Inc | 755 | $1.04M | 0.08% | +10+1.3% | Added |
| Quantinno Capital Management LP | 768 | $1.06M | 0.07% | +329+74.9% | Added |
| Two Sigma Investments, LP | 769 | $1.06M | 0.00% | +200+35.1% | Added |
| Avalon Investment & Advisory | 780 | $1.07M | 0.03% | −277−26.2% | Reduced |
| First Republic Investment Management, Inc. | 834 | $1.15M | 0.00% | −1,423−63.0% | Reduced |
| Ensign Peak Advisors, Inc | 850 | $1.17M | 0.00% | +50+6.3% | Added |
| AMG National Trust Bank | 957 | $1.32M | 0.05% | −153−13.8% | Reduced |
| Man Group plc | – | $1.37M | 0.00% | – | New |
| Forum Financial Management, LP | 1,003 | $1.38M | 0.04% | +79+8.5% | Added |
| Brave Asset Management Inc | 1,041 | $1.43M | 0.46% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,072 | $1.48M | 0.00% | +21+2.0% | Added |
| SYSTM Wealth Solutions LLC | 1,075 | $1.48M | 0.23% | −96−8.2% | Reduced |
| Main Street Financial Solutions, LLC | 1,090 | $1.50M | 0.22% | +46+4.4% | Added |
| Treasurer of the State of North Carolina | 1,095 | $1.51M | 0.01% | +10+0.9% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.51M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,101 | $1.52M | 0.00% | +20+1.9% | Added |
| Alliancebernstein L.P. | 1,102 | $1.52M | 0.00% | −65−5.6% | Reduced |
| LPL Financial LLC | 1,148 | $1.58M | 0.00% | +38+3.4% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $1.62M | 0.19% | 00.0% | Unchanged |
| Pecaut & Co. | 1,179 | $1.62M | 0.74% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,239 | $1.70M | 0.00% | +711+134.7% | Added |
| Truist Financial Corp | 1,253 | $1.73M | 0.00% | −115−8.4% | Reduced |
| Millennium Management LLC | 1,258 | $1.73M | 0.00% | −332−20.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,285 | $1.77M | 0.01% | −42−3.2% | Reduced |
| Price T Rowe Associates Inc | 1,294 | $1.78M | 0.00% | −12−0.9% | Reduced |
| Russell Investments Group, Ltd. | 1,335 | $1.84M | 0.00% | +1,035+345.0% | Added |
| Cerity Partners LLC | 1,581 | $2.18M | 0.01% | +1,284+432.3% | Added |
| Royal Bank of Canada | 1,649 | $2.27M | 0.00% | −700−29.8% | Reduced |
| Renaissance Technologies LLC | 1,700 | $2.34M | 0.00% | +600+54.5% | Added |
| CM Wealth Advisors LLC | 1,590 | $2.35M | 0.45% | +1,590 | New |
| Triad Investment Management | 1,729 | $2.38M | 3.46% | −1−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 1,732 | $2.39M | 0.04% | −255−12.8% | Reduced |
| SEI Investments Co | 1,775 | $2.45M | 0.00% | +155+9.6% | Added |
| Stifel Financial Corp | 1,799 | $2.48M | 0.00% | −10−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 1,827 | $2.52M | 0.01% | −90−4.7% | Reduced |
| UBS Group AG | 1,910 | $2.63M | 0.00% | +566+42.1% | Added |
| Creative Planning | 1,941 | $2.67M | 0.00% | +197+11.3% | Added |
| Autumn Glory Partners, LLC | 2,040 | $2.81M | 2.40% | +50+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 2,083 | $2.87M | 0.03% | −287−12.1% | Reduced |
| Davenport & Co LLC | 2,232 | $3.07M | 0.02% | −16−0.7% | Reduced |
| Prospector Partners LLC | 2,257 | $3.11M | 0.45% | −823−26.7% | Reduced |
| JPMorgan Chase & Co | 2,356 | $3.25M | 0.00% | +1,093+86.5% | Added |
| Goldman Sachs Group Inc | 2,394 | $3.30M | 0.00% | −1,619−40.3% | Reduced |
| STRS Ohio | 2,401 | $3.31M | 0.01% | −54−2.2% | Reduced |
| Qube Research & Technologies Ltd | 2,451 | $3.38M | 0.02% | +867+54.7% | Added |
| Agf Management Ltd | 2,615 | $3.60M | 0.02% | −28−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 3,070 | $4.23M | 0.01% | +250+8.9% | Added |
| First Trust Advisors LP | 3,189 | $4.39M | 0.01% | +757+31.1% | Added |
| California State Teachers Retirement System | 3,199 | $4.41M | 0.01% | −41−1.3% | Reduced |
| Allianz Asset Management GmbH | 3,235 | $4.46M | 0.01% | +3,235 | New |