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 |
|---|---|---|---|---|---|
| TCWP LLC | 3,524 | $4.85M | 0.92% | +99+2.9% | Added |
| We Are One Seven, LLC | 3,531 | $4.86M | 0.31% | +3,531 | New |
| New York State Common Retirement Fund | 3,562 | $4.91M | 0.01% | −500−12.3% | Reduced |
| Ameriprise Financial Inc | 3,621 | $4.99M | 0.00% | +231+6.8% | Added |
| Lee Danner & Bass Inc | 3,683 | $5.07M | 0.47% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,811 | $5.25M | 0.10% | −14−0.4% | Reduced |
| Credit Suisse AG | 3,975 | $5.48M | 0.01% | +109+2.8% | Added |
| Rhumbline Advisers | 4,392 | $6.05M | 0.01% | −97−2.2% | Reduced |
| UBS Asset Management Americas Inc | 4,699 | $6.47M | 0.00% | −95−2.0% | Reduced |
| Invesco Ltd. | 4,857 | $6.69M | 0.00% | +2,041+72.5% | Added |
| Legal & General Group Plc | 4,953 | $6.82M | 0.00% | −53−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 5,006 | $6.90M | 0.01% | +100+2.0% | Added |
| Phocas Financial Corp. | 5,057 | $6.97M | 1.00% | +51+1.0% | Added |
| Brandywine Global Investment Management, LLC | 5,209 | $7.18M | 0.06% | −3−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.36M | 0.12% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 5,543 | $7.64M | 0.03% | +200+3.7% | Added |
| Swiss National Bank | 5,546 | $7.64M | 0.01% | −700−11.2% | Reduced |
| GW&K Investment Management, LLC | 5,806 | $8.00M | 0.08% | +736+14.5% | Added |
| Lazard Asset Management LLC | 5,926 | $8.16M | 0.01% | −1,275−17.7% | Reduced |
| American Century Companies Inc | 5,953 | $8.20M | 0.01% | −34−0.6% | Reduced |
| Eagle Asset Management Inc | 6,575 | $9.06M | 0.05% | −1,278−16.3% | Reduced |
| AQR Capital Management LLC | 6,697 | $9.22M | 0.02% | +2,926+77.6% | Added |
| Envestnet Asset Management Inc | 7,022 | $9.67M | 0.00% | +435+6.6% | Added |
| Brookfield Asset Management Inc. | 8,687 | $12.0M | 0.05% | +3,954+83.5% | Added |
| Federated Hermes, Inc. | 8,922 | $12.3M | 0.03% | +61+0.7% | Added |
| Nuveen Asset Management, LLC | 9,224 | $12.7M | 0.00% | −205−2.2% | Reduced |
| Brown Advisory Inc | 10,072 | $13.9M | 0.02% | +6,905+218.0% | Added |
| Cove Street Capital, LLC | 10,945 | $15.1M | 4.50% | −3,980−26.7% | Reduced |
| Bank of New York Mellon Corp | 11,794 | $16.2M | 0.00% | +227+2.0% | Added |
| Speece Thorson Capital Group Inc | 13,095 | $18.0M | 3.80% | −2,278−14.8% | Reduced |
| Royce & Associates LP | 13,656 | $18.8M | 0.19% | +1,150+9.2% | Added |
| California Public Employees Retirement System | 13,875 | $19.1M | 0.02% | +1,542+12.5% | Added |
| Wells Fargo & Company | 14,481 | $19.9M | 0.01% | −282−1.9% | Reduced |
| Northern Trust Corp | 15,121 | $20.8M | 0.00% | +205+1.4% | Added |
| Perpetual Ltd | 15,476 | $21.3M | 0.18% | +15,476 | New |
| Victory Capital Management Inc | 16,097 | $22.2M | 0.02% | −5,206−24.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,417 | $24.0M | 0.39% | −2,412−12.2% | Reduced |
| Elkhorn Partners Limited Partnership | 18,020 | $24.8M | 16.42% | −330−1.8% | Reduced |
| FMR LLC | 22,111 | $30.5M | 0.00% | −6,534−22.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,362 | $30.8M | 7.58% | −310−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 23,140 | $31.9M | 0.01% | −498−2.1% | Reduced |
| Norges Bank | 26,381 | $36.3M | 0.01% | −1,016−3.7% | Reduced |
| Raymond James & Associates | 29,186 | $40.2M | 0.03% | −1,282−4.2% | Reduced |
| Scout Investments, Inc. | 30,611 | $42.2M | 0.86% | −4,458−12.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 32,167 | $44.3M | 0.12% | +9,569+42.3% | Added |
| Cannell Peter B & Co Inc | 33,240 | $45.8M | 1.64% | −112−0.3% | Reduced |
| Fiduciary Management Inc | 34,424 | $47.4M | 0.48% | −773−2.2% | Reduced |
| Geode Capital Management, LLC | 35,223 | $48.5M | 0.01% | +1,259+3.7% | Added |
| Reinhart Partners, Inc. | 40,119 | $55.3M | 2.99% | −943−2.3% | Reduced |
| Bank of America Corp | 42,387 | $58.4M | 0.01% | −219−0.5% | Reduced |
| State Street Corp | 47,873 | $65.9M | 0.00% | −2,476−4.9% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 53,533 | $73.7M | 2.49% | −1,960−3.5% | Reduced |
| London Co of Virginia | 65,034 | $89.6M | 0.52% | −696−1.1% | Reduced |
| Wellington Management Group LLP | 70,724 | $97.4M | 0.02% | −12,650−15.2% | Reduced |
| Wallace Capital Management Inc. | 73,128 | $100.7M | 16.51% | −483−0.7% | Reduced |
| BlackRock Inc. | 111,532 | $153.6M | 0.00% | −223−0.2% | Reduced |
| Boston Partners | 125,537 | $173.6M | 0.24% | +1,217+1.0% | Added |
| River Road Asset Management, LLC | 138,689 | $191.0M | 2.60% | −734−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 143,738 | $198.0M | 1.14% | −9,532−6.2% | Reduced |
| Dimensional Fund Advisors LP | 159,938 | $220.3M | 0.07% | −141−0.1% | Reduced |
| Morgan Stanley | 200,899 | $276.7M | 0.03% | +11,228+5.9% | Added |
| Vanguard Group Inc | 257,977 | $355.4M | 0.01% | +4,056+1.6% | Added |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Kathleen S. Wright Associates Inc. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |