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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 1,075 | $1.48M | 0.23% | −96−8.2% | Reduced |
| Neuberger Berman Group LLC | 1,072 | $1.48M | 0.00% | +21+2.0% | Added |
| Brave Asset Management Inc | 1,041 | $1.43M | 0.46% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,003 | $1.38M | 0.04% | +79+8.5% | Added |
| Man Group plc | – | $1.37M | 0.00% | – | New |
| AMG National Trust Bank | 957 | $1.32M | 0.05% | −153−13.8% | Reduced |
| Ensign Peak Advisors, Inc | 850 | $1.17M | 0.00% | +50+6.3% | Added |
| First Republic Investment Management, Inc. | 834 | $1.15M | 0.00% | −1,423−63.0% | Reduced |
| Avalon Investment & Advisory | 780 | $1.07M | 0.03% | −277−26.2% | Reduced |
| Two Sigma Investments, LP | 769 | $1.06M | 0.00% | +200+35.1% | Added |
| Quantinno Capital Management LP | 768 | $1.06M | 0.07% | +329+74.9% | Added |
| Parsons Capital Management Inc | 755 | $1.04M | 0.08% | +10+1.3% | Added |
| Arizona State Retirement System | 746 | $1.03M | 0.01% | +21+2.9% | Added |
| Captrust Financial Advisors | 742 | $1.02M | 0.00% | −2−0.3% | Reduced |
| Verition Fund Management LLC | 741 | $1.02M | 0.02% | +430+138.3% | Added |
| 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 |
| Jane Street Group, LLC | 704 | $969.8K | 0.00% | −538−43.3% | Reduced |
| The PNC Financial Services Group, Inc. | 702 | $967.0K | 0.00% | +276+64.8% | Added |
| Citadel Advisors LLC | 692 | $953.2K | 0.00% | +692 | New |
| Karpas Strategies, LLC | 674 | $928.5K | 0.33% | −25−3.6% | Reduced |
| Dean Investment Associates, LLC | 644 | $887.1K | 0.14% | −92−12.5% | Reduced |
| Citigroup Inc | 643 | $885.7K | 0.00% | −27−4.0% | Reduced |
| MML Investors Services, LLC | 640 | $882.0K | 0.01% | −73−10.2% | Reduced |
| Gratus Capital LLC | 608 | $837.5K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 589 | $811.0K | 0.01% | +67+12.8% | Added |
| Parker Investment Management, LLC | 573 | $789.3K | 0.18% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $787.9K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 542 | $746.6K | 0.04% | +98+22.1% | Added |
| Handelsbanken Fonder AB | 493 | $679.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 450 | $676.8K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 487 | $670.0K | 0.00% | +27+5.9% | Added |
| Bank of Montreal | 434 | $668.4K | 0.00% | +4+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 451 | $621.2K | 0.03% | −5−1.1% | Reduced |
| Amalgamated Bank | 415 | $572.0K | 0.00% | −77−15.7% | Reduced |
| Glenmede Trust Co NA | 410 | $564.8K | 0.00% | −45−9.9% | Reduced |
| Ambassador Advisors, LLC | 396 | $562.9K | 0.13% | +396 | New |
| Ethic Inc. | 403 | $555.1K | 0.02% | +6+1.5% | Added |
| Roundview Capital LLC | 400 | $551.1K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $540.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $538.6K | 0.03% | 00.0% | Unchanged |
| Kula Investments, LLC | 387 | $533.1K | 0.13% | +149+62.6% | Added |
| AE Wealth Management LLC | 375 | $516.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 361 | $497.3K | 0.00% | −57−13.6% | Reduced |
| Intech Investment Management LLC | 351 | $483.5K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 350 | $482.1K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 350 | $482.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 347 | $478.0K | 0.00% | +7+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 345 | $475.2K | 0.17% | −4−1.1% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $468.3K | 0.36% | 00.0% | Unchanged |
| 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 |
| Voya Investment Management LLC | 319 | $439.4K | 0.00% | −4−1.2% | Reduced |
| Gsa Capital Partners LLP | 309 | $426.0K | 0.04% | +309 | New |
| Ellsworth Advisors, LLC | 307 | $423.2K | 0.15% | +8+2.7% | Added |
| Chapman Investment Management, LLC | 300 | $413.2K | 0.34% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $411.1K | 0.24% | 00.0% | Unchanged |
| Keybank National Association | 297 | $409.1K | 0.00% | −75−20.2% | Reduced |
| KCM Investment Advisors LLC | 288 | $396.7K | 0.02% | 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 |
| Highlander Partners, L.P. | 270 | $371.9K | 0.50% | 00.0% | Unchanged |
| Essex Savings Bank | 269 | $370.5K | 0.13% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 266 | $366.4K | 0.02% | +266 | New |
| Bank of Nova Scotia | 260 | $358.1K | 0.00% | +24+10.2% | Added |
| Soltis Investment Advisors LLC | 256 | $352.6K | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 254 | $349.9K | 0.00% | +2+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $348.5K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 252 | $347.1K | 0.00% | +252 | New |
| Acrisure Capital Management, LLC | 244 | $336.1K | 0.34% | −242−49.8% | Reduced |
| 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 |
| Athena Investment Management | 234 | $322.3K | 0.23% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 228 | $314.1K | 0.04% | +228 | New |
| Hudson Value Partners, LLC | 225 | $309.9K | 0.18% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 222 | $305.8K | 0.03% | +222 | New |
| JustInvest LLC | 221 | $304.4K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 216 | $298.0K | 0.00% | −26−10.7% | Reduced |
| Connable Office Inc | 216 | $297.5K | 0.04% | −21−8.9% | Reduced |
| SG Americas Securities, LLC | 211 | $291.0K | 0.00% | −102−32.6% | Reduced |
| M&T Bank Corp | 210 | $289.3K | 0.00% | −7−3.2% | Reduced |
| Opal Wealth Advisors, LLC | 210 | $289.3K | 0.17% | +3+1.4% | Added |
| One Wealth Advisors, LLC | 208 | $286.5K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $275.5K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $275.0K | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $274.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 198 | $272.7K | 0.00% | −115−36.7% | Reduced |
| Sequoia Financial Advisors, LLC | 196 | $270.0K | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 181 | $249.3K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 165 | $227.4K | 0.00% | +11+7.1% | Added |
| Contravisory Investment Management, Inc. | 165 | $227.3K | 0.06% | +165 | New |
| Isthmus Partners, LLC | 164 | $225.9K | 0.03% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 160 | $220.4K | 0.02% | +160 | New |
| Equity Investment Corp | 159 | $219.0K | 0.01% | +159 | New |
| US Bancorp | 156 | $214.9K | 0.00% | −7−4.3% | Reduced |
| First Manhattan Co | 156 | $214.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 155 | $213.5K | 0.00% | −60−27.9% | Reduced |
| Moneta Group Investment Advisors LLC | 153 | $210.8K | 0.01% | +14+10.1% | Added |
| Empower Advisory Group, LLC | 151 | $207.9K | 0.00% | +151 | New |
| Equitable Trust Co | 150 | $206.6K | 0.02% | 00.0% | Unchanged |