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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1 | $1.39K | 0.00% | −1,334−99.9% | Reduced |
| Earnest Partners LLC | 1 | $1.39K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.78K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $3.63K | 0.00% | −1−20.0% | Reduced |
| Gladius Capital Management LP | 4 | $5.56K | 0.00% | +4 | New |
| Loomis Sayles & Co L P | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $6.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $8.33K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6 | $8.33K | 0.00% | +5+500.0% | Added |
| Bell Investment Advisors, Inc | 6 | $8.33K | 0.00% | −1−14.3% | Reduced |
| Covestor Ltd | 6 | $9.00K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $9.72K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7 | $9.77K | 0.00% | +7 | New |
| Bartlett & Co. LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $11.1K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 8 | $11.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $12.5K | 0.00% | −5−35.7% | Reduced |
| EverSource Wealth Advisors, LLC | 9 | $12.5K | 0.00% | +3+50.0% | Added |
| Proequities, Inc. | 10 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 10 | $13.9K | 0.01% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $16.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $16.7K | 0.00% | +1+9.1% | Added |
| Ronald Blue Trust, Inc. | 13 | $18.0K | 0.00% | −106−89.1% | Reduced |
| CWM, LLC | 17 | $24.0K | 0.00% | +1+6.3% | Added |
| Delta Asset Management LLC | 19 | $26.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 22 | $30.6K | 0.00% | −4−15.4% | Reduced |
| Centerpoint Advisors, LLC | 25 | $35.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $37.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 33 | $45.8K | 0.00% | +17+106.3% | Added |
| Venturi Wealth Management, LLC | 37 | $51.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $52.8K | 0.01% | +38 | New |
| First Horizon Advisors, Inc. | 38 | $52.8K | 0.00% | +13+52.0% | Added |
| Johnson Financial Group, Inc. | 40 | $55.6K | 0.00% | −80−66.7% | Reduced |
| Valley National Advisers Inc | 40 | $56.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $66.7K | 0.00% | −5−9.4% | Reduced |
| MetLife Investment Management | 49 | $68.1K | 0.00% | −3−5.8% | Reduced |
| Anchor Investment Management, LLC | 50 | $69.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 56 | $77.8K | 0.00% | −100−64.1% | Reduced |
| Quent Capital, LLC | 57 | $79.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $80.6K | 0.02% | +2+3.6% | Added |
| TD Private Client Wealth LLC | 59 | $81.9K | 0.00% | −1−1.7% | Reduced |
| Colonial Trust Co | 61 | $84.7K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 65 | $90.3K | 0.02% | +65 | New |
| Community Bank, N.A. | 67 | $93.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $104.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 77 | $106.9K | 0.00% | −18−18.9% | Reduced |
| Point72 Middle East FZE | 89 | $123.6K | 0.01% | +89 | New |
| Smithfield Trust Co | 97 | $134.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 97 | $134.7K | 0.00% | −42−30.2% | Reduced |
| Baldwin Brothers Inc | 100 | $138.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 110 | $152.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 115 | $160.0K | 0.00% | −96−45.5% | Reduced |
| Deutsche Bank AG | 120 | $166.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 131 | $181.9K | 0.02% | −3−2.2% | Reduced |
| New York State Teachers Retirement System | 141 | $196.0K | 0.00% | +141 | New |
| Y-Intercept (Hong Kong) Ltd | 145 | $201.4K | 0.02% | −83−36.4% | Reduced |
| Pitcairn Co | 145 | $201.4K | 0.02% | +145 | New |
| Sendero Wealth Management, LLC | 145 | $201.4K | 0.04% | +145 | New |
| SRS Capital Advisors, Inc. | 147 | $204.7K | 0.03% | +27+22.5% | Added |
| Moneta Group Investment Advisors LLC | 150 | $208.3K | 0.00% | −3−2.0% | Reduced |
| Outfitter Financial LLC | 150 | $208.3K | 0.19% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 151 | $209.7K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 161 | $223.6K | 0.01% | +161 | New |
| Isthmus Partners, LLC | 164 | $227.8K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 149 | $229.1K | 0.08% | −1,441−90.6% | Reduced |
| Contravisory Investment Management, Inc. | 165 | $229.2K | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 165 | $229.3K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 178 | $247.2K | 0.01% | +178 | New |
| Pinnacle Associates Ltd | 181 | $251.4K | 0.00% | +181 | New |
| Assenagon Asset Management S.A. | 181 | $251.4K | 0.00% | +181 | New |
| Principal Financial Group Inc | 183 | $254.2K | 0.00% | −71−28.0% | Reduced |
| Opal Wealth Advisors, LLC | 191 | $265.3K | 0.13% | −19−9.0% | Reduced |
| Sequoia Financial Advisors, LLC | 196 | $272.2K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $276.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $277.8K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $278.0K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 202 | $280.6K | 0.00% | −121−37.5% | Reduced |
| M&T Bank Corp | 202 | $280.6K | 0.00% | −8−3.8% | Reduced |
| One Wealth Advisors, LLC | 212 | $294.4K | 0.06% | +4+1.9% | Added |
| XTX Topco Ltd | 212 | $294.4K | 0.05% | +212 | New |
| Connable Office Inc | 216 | $300.0K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 216 | $300.0K | 0.02% | +66+44.0% | Added |
| JustInvest LLC | 219 | $304.2K | 0.01% | −2−0.9% | Reduced |
| Icon Wealth Partners, LLC | 222 | $308.3K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 223 | $309.7K | 0.00% | +67+42.9% | Added |
| Hudson Value Partners, LLC | 229 | $318.1K | 0.16% | +4+1.8% | Added |
| Athena Investment Management | 234 | $325.0K | 0.22% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 213 | $329.4K | 0.00% | +213 | New |
| Jane Street Group, LLC | 249 | $345.8K | 0.00% | −455−64.6% | Reduced |
| Virtu Financial LLC | 252 | $350.0K | 0.03% | −27−9.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $351.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 256 | $355.6K | 0.00% | −513−66.7% | Reduced |
| Soltis Investment Advisors LLC | 256 | $355.6K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 261 | $362.5K | 0.00% | −36−12.1% | Reduced |
| HighTower Advisors, LLC | 265 | $369.0K | 0.00% | −222−45.6% | Reduced |
| Two Sigma Securities, LLC | 267 | $370.8K | 0.03% | +267 | New |