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 |
|---|---|---|---|---|---|
| Outfitter Financial LLC | 150 | $206.6K | 0.19% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 148 | $203.9K | 0.09% | +148 | New |
| Tower Research Capital LLC (TRC) | 139 | $192.0K | 0.01% | +114+456.0% | Added |
| Lindbrook Capital, LLC | 134 | $184.6K | 0.02% | +3+2.3% | Added |
| Ronald Blue Trust, Inc. | 119 | $168.0K | 0.00% | +46+63.0% | Added |
| SRS Capital Advisors, Inc. | 120 | $165.8K | 0.02% | +4+3.4% | Added |
| Deutsche Bank AG | 120 | $165.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $165.3K | 0.01% | +120 | New |
| Central Trust Co | 110 | $151.5K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 104 | $143.3K | 0.03% | +104 | New |
| Baldwin Brothers Inc | 100 | $137.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 97 | $134.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 95 | $130.9K | 0.00% | −101−51.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $103.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 67 | $92.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $84.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 60 | $82.6K | 0.00% | −1−1.6% | Reduced |
| Quent Capital, LLC | 57 | $78.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $77.1K | 0.02% | +5+9.8% | Added |
| Signaturefd, LLC | 53 | $73.0K | 0.00% | −2−3.6% | Reduced |
| MetLife Investment Management | 52 | $71.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $68.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $60.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $51.0K | 0.00% | +37 | New |
| Federation des caisses Desjardins du Quebec | 27 | $37.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26 | $35.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $34.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $34.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $28.9K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $26.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16 | $22.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 16 | $22.0K | 0.00% | −6−27.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 14 | $19.3K | 0.00% | −10−41.7% | Reduced |
| Nomura Asset Management Co Ltd | 12 | $16.5K | 0.00% | −14−53.8% | Reduced |
| Parallel Advisors, LLC | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $14.0K | 0.00% | +1+11.1% | Added |
| Proequities, Inc. | 10 | $13.8K | 0.00% | +1+11.1% | Added |
| Raleigh Capital Management Inc. | 8 | $11.0K | 0.01% | 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 |
| Bartlett & Co. LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $9.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $9.64K | 0.00% | +6+600.0% | Added |
| Covestor Ltd | 6 | $9.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $8.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $8.27K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6 | $8.26K | 0.00% | +4+200.0% | Added |
| Grey Fox Wealth Advisors, LLC | 5 | $6.89K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $6.89K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4 | $6.00K | 0.00% | −23−85.2% | Reduced |
| Steward Financial Group LLC | 4 | $5.00K | 0.00% | +2+100.0% | Added |
| IFP Advisors, Inc | 5 | $4.53K | 0.00% | −37−88.1% | Reduced |
| TCI Wealth Advisors, Inc. | 3 | $4.13K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3 | $4.13K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $2.76K | 0.00% | +1+100.0% | Added |
| Versant Capital Management, Inc | 2 | $2.75K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 2 | $2.75K | 0.00% | +1+100.0% | Added |
| 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 |
| 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 |