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, Q2 2023
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 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
- 258
- −1 vs. Q1 2023
- Shares held
- 2.25M
- +2.85K (+0.1%) vs. Q1 2023
- Total value
- $3.13B
- +$33.8M (+1.1%) vs. Q1 2023
- New holders
- 26
- 70 more added
- Sold out
- 27
- 90 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,615 | $352.2M | 0.01% | −4,362−1.7% | Reduced |
| Morgan Stanley | 202,009 | $280.6M | 0.03% | +1,110+0.6% | Added |
| Dimensional Fund Advisors LP | 158,625 | $220.3M | 0.07% | −1,313−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 140,277 | $194.8M | 1.11% | −3,461−2.4% | Reduced |
| River Road Asset Management, LLC | 132,956 | $184.7M | 2.55% | −5,733−4.1% | Reduced |
| Boston Partners | 118,005 | $165.3M | 0.22% | −7,532−6.0% | Reduced |
| BlackRock Inc. | 111,759 | $155.2M | 0.00% | +227+0.2% | Added |
| Wallace Capital Management Inc. | 81,485 | $113.2M | 17.47% | +8,357+11.4% | Added |
| Wellington Management Group LLP | 79,635 | $110.6M | 0.02% | +8,911+12.6% | Added |
| London Co of Virginia | 65,301 | $90.7M | 0.51% | +267+0.4% | Added |
| State Street Corp | 47,629 | $66.2M | 0.00% | −244−0.5% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 42,217 | $58.6M | 2.07% | −11,316−21.1% | Reduced |
| Bank of America Corp | 41,897 | $58.2M | 0.01% | −490−1.2% | Reduced |
| Reinhart Partners, Inc. | 40,126 | $55.7M | 2.82% | +70.0% | Added |
| Fiduciary Management Inc | 36,496 | $50.7M | 0.51% | +2,072+6.0% | Added |
| Geode Capital Management, LLC | 36,180 | $50.3M | 0.01% | +957+2.7% | Added |
| Cannell Peter B & Co Inc | 31,899 | $44.3M | 1.47% | −1,341−4.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,678 | $44.0M | 0.12% | −489−1.5% | Reduced |
| Scout Investments, Inc. | 23,758 | $38.2M | 0.78% | −6,853−22.4% | Reduced |
| Norges Bank | 27,042 | $37.6M | 0.01% | +661+2.5% | Added |
| Raymond James & Associates | 24,676 | $34.3M | 0.03% | −4,510−15.5% | Reduced |
| Lord, Abbett & Co. LLC | 23,659 | $32.9M | 0.11% | +23,659 | New |
| Charles Schwab Investment Management Inc | 23,113 | $32.1M | 0.01% | −27−0.1% | Reduced |
| FMR LLC | 22,551 | $31.3M | 0.00% | +440+2.0% | Added |
| Mraz, Amerine & Associates, Inc. | 22,398 | $31.1M | 7.31% | +36+0.2% | Added |
| Elkhorn Partners Limited Partnership | 18,085 | $25.1M | 16.04% | +65+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 17,410 | $24.2M | 0.39% | −70.0% | Reduced |
| Victory Capital Management Inc | 15,541 | $21.6M | 0.02% | −556−3.5% | Reduced |
| Perpetual Ltd | 15,476 | $21.5M | 0.18% | 00.0% | Unchanged |
| Northern Trust Corp | 15,410 | $21.4M | 0.00% | +289+1.9% | Added |
| Wells Fargo & Company | 13,910 | $19.3M | 0.01% | −571−3.9% | Reduced |
| California Public Employees Retirement System | 13,882 | $19.3M | 0.02% | +7+0.1% | Added |
| Speece Thorson Capital Group Inc | 12,930 | $18.0M | 3.68% | −165−1.3% | Reduced |
| Royce & Associates LP | 12,536 | $17.4M | 0.17% | −1,120−8.2% | Reduced |
| Bank of New York Mellon Corp | 11,478 | $15.9M | 0.00% | −316−2.7% | Reduced |
| Cove Street Capital, LLC | 10,176 | $14.1M | 4.39% | −769−7.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 9,652 | $13.4M | 0.01% | +9,652 | New |
| Brown Advisory Inc | 9,449 | $13.1M | 0.02% | −623−6.2% | Reduced |
| AQR Capital Management LLC | 9,263 | $12.8M | 0.03% | +2,566+38.3% | Added |
| Federated Hermes, Inc. | 8,800 | $12.2M | 0.03% | −122−1.4% | Reduced |
| Nuveen Asset Management, LLC | 8,277 | $11.5M | 0.00% | −947−10.3% | Reduced |
| American Century Companies Inc | 7,349 | $10.2M | 0.01% | +1,396+23.5% | Added |
| Envestnet Asset Management Inc | 7,208 | $10.0M | 0.00% | +186+2.6% | Added |
| Eagle Asset Management Inc | 7,122 | $9.89M | 0.06% | +547+8.3% | Added |
| GW&K Investment Management, LLC | 6,024 | $8.37M | 0.08% | +218+3.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 5,796 | $8.05M | 0.03% | +253+4.6% | Added |
| Swiss National Bank | 5,546 | $7.70M | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.42M | 0.11% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 5,218 | $7.25M | 0.14% | +5,218 | New |
| Brandywine Global Investment Management, LLC | 5,209 | $7.23M | 0.06% | 00.0% | Unchanged |
| Phocas Financial Corp. | 5,022 | $6.97M | 0.95% | −35−0.7% | Reduced |
| Legal & General Group Plc | 4,912 | $6.82M | 0.00% | −41−0.8% | Reduced |
| Invesco Ltd. | 4,686 | $6.51M | 0.00% | −171−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 4,682 | $6.50M | 0.01% | +1,612+52.5% | Added |
| UBS Asset Management Americas Inc | 4,699 | $6.47M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,653 | $6.46M | 0.01% | +261+5.9% | Added |
| D. E. Shaw & Co., Inc. | 4,606 | $6.40M | 0.01% | −400−8.0% | Reduced |
| Credit Suisse AG | 4,395 | $6.10M | 0.01% | +420+10.6% | Added |
| Lazard Asset Management LLC | 4,392 | $6.10M | 0.01% | −1,534−25.9% | Reduced |
| Franklin Resources Inc | 4,143 | $5.75M | 0.00% | +4,143 | New |
| Lee Danner & Bass Inc | 3,683 | $5.12M | 0.44% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,582 | $4.98M | 0.01% | +20+0.6% | Added |
| Martingale Asset Management L P | 3,567 | $4.95M | 0.10% | −244−6.4% | Reduced |
| Ameriprise Financial Inc | 3,436 | $4.77M | 0.00% | −185−5.1% | Reduced |
| Prospector Partners LLC | 3,227 | $4.48M | 0.63% | +970+43.0% | Added |
| Qube Research & Technologies Ltd | 3,149 | $4.37M | 0.02% | +698+28.5% | Added |
| California State Teachers Retirement System | 3,090 | $4.29M | 0.01% | −109−3.4% | Reduced |
| Millennium Management LLC | 3,077 | $4.27M | 0.00% | +1,819+144.6% | Added |
| Allianz Asset Management GmbH | 2,836 | $3.94M | 0.01% | −399−12.3% | Reduced |
| Renaissance Technologies LLC | 2,800 | $3.89M | 0.01% | +1,100+64.7% | Added |
| Agf Management Ltd | 2,583 | $3.59M | 0.03% | −32−1.2% | Reduced |
| Goldman Sachs Group Inc | 2,572 | $3.57M | 0.00% | +178+7.4% | Added |
| JPMorgan Chase & Co | 2,420 | $3.36M | 0.00% | +64+2.7% | Added |
| Davenport & Co LLC | 2,238 | $3.11M | 0.02% | +6+0.3% | Added |
| STRS Ohio | 2,143 | $2.98M | 0.01% | −258−10.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,083 | $2.89M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 2,004 | $2.78M | 0.00% | +63+3.2% | Added |
| Dean Investment Associates, LLC | 1,843 | $2.56M | 0.42% | +1,199+186.2% | Added |
| State of New Jersey Common Pension Fund D | 1,827 | $2.54M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 1,759 | $2.44M | 0.00% | −16−0.9% | Reduced |
| Man Group plc | 1,756 | $2.44M | 0.01% | – | – |
| Stifel Financial Corp | 1,755 | $2.44M | 0.00% | −44−2.4% | Reduced |
| Cerity Partners LLC | 1,728 | $2.40M | 0.01% | +147+9.3% | Added |
| Triad Investment Management | 1,726 | $2.40M | 3.34% | −3−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 1,722 | $2.39M | 0.04% | −10−0.6% | Reduced |
| Royal Bank of Canada | 1,657 | $2.30M | 0.00% | +8+0.5% | Added |
| Price T Rowe Associates Inc | 1,286 | $1.79M | 0.00% | −8−0.6% | Reduced |
| Janus Henderson Group PLC | 1,238 | $1.72M | 0.00% | −1−0.1% | Reduced |
| Truist Financial Corp | 1,219 | $1.69M | 0.00% | −34−2.7% | Reduced |
| Pecaut & Co. | 1,179 | $1.64M | 0.69% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $1.63M | 0.19% | 00.0% | Unchanged |
| UBS Group AG | 1,172 | $1.63M | 0.00% | −738−38.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,162 | $1.61M | 0.01% | −123−9.6% | Reduced |
| Alliancebernstein L.P. | 1,140 | $1.58M | 0.00% | +38+3.4% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.53M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,097 | $1.52M | 0.00% | +774+239.6% | Added |
| Forum Financial Management, LP | 1,092 | $1.52M | 0.03% | +89+8.9% | Added |
| Treasurer of the State of North Carolina | 1,085 | $1.51M | 0.01% | −10−0.9% | Reduced |
| Barclays PLC | 1,081 | $1.50M | 0.00% | +360+49.9% | Added |
| Autumn Glory Partners, LLC | 1,080 | $1.50M | 1.10% | −960−47.1% | Reduced |