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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 269 | $373.6K | 0.12% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 270 | $375.0K | 0.00% | +270 | New |
| Highlander Partners, L.P. | 280 | $388.9K | 0.44% | +10+3.7% | Added |
| Commonwealth Equity Services, LLC | 287 | $399.0K | 0.00% | +8+2.9% | Added |
| KCM Investment Advisors LLC | 288 | $400.0K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $414.5K | 0.22% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 299 | $415.3K | 0.04% | +195+187.5% | Added |
| Pictet Asset Management SA | 300 | $416.7K | 0.00% | −50−14.3% | Reduced |
| Chapman Investment Management, LLC | 300 | $416.7K | 0.33% | 00.0% | Unchanged |
| Bank of Nova Scotia | 306 | $425.0K | 0.00% | +46+17.7% | Added |
| Voya Investment Management LLC | 315 | $437.5K | 0.00% | −4−1.3% | Reduced |
| Ellsworth Advisors, LLC | 318 | $442.0K | 0.15% | +11+3.6% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $472.2K | 0.34% | 00.0% | Unchanged |
| Mariner, LLC | 343 | $476.4K | 0.00% | −4−1.2% | Reduced |
| Ethic Inc. | 349 | $484.7K | 0.02% | −54−13.4% | Reduced |
| Hyman Charles D | 350 | $486.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 375 | $521.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 377 | $524.0K | 0.00% | −38−9.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 381 | $529.2K | 0.18% | +36+10.4% | Added |
| Cubist Systematic Strategies, LLC | 382 | $530.6K | 0.01% | +382 | New |
| Bessemer Group Inc | 385 | $535.0K | 0.00% | +375+3,750.0% | Added |
| Cresset Asset Management, LLC | 386 | $536.1K | 0.00% | +386 | New |
| Klingenstein Fields & Co LP | 391 | $543.1K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $544.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 393 | $545.8K | 0.00% | +141+56.0% | Added |
| Roundview Capital LLC | 400 | $555.7K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 410 | $564.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 409 | $568.1K | 0.00% | +48+13.3% | Added |
| Bank of Montreal | 448 | $634.7K | 0.00% | +14+3.2% | Added |
| Chicago Partners Investment Group LLC | 450 | $703.4K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 520 | $722.2K | 0.01% | −201−27.9% | Reduced |
| Edgestream Partners, L.P. | 522 | $725.0K | 0.07% | +522 | New |
| Algert Global LLC | 542 | $752.8K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 549 | $762.6K | 0.00% | −285−34.2% | Reduced |
| First Hawaiian Bank | 572 | $794.5K | 0.03% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $795.8K | 0.16% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 604 | $839.0K | 0.01% | +15+2.5% | Added |
| Gratus Capital LLC | 608 | $844.5K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 632 | $877.8K | 0.01% | +632 | New |
| Karpas Strategies, LLC | 674 | $936.2K | 0.32% | 00.0% | Unchanged |
| Captrust Financial Advisors | 690 | $958.3K | 0.00% | −52−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 693 | $962.5K | 0.00% | −9−1.3% | Reduced |
| Arizona State Retirement System | 721 | $1.00M | 0.01% | −25−3.4% | Reduced |
| Legato Capital Management LLC | 736 | $1.02M | 0.14% | +494+204.1% | Added |
| Dean Capital Management | 736 | $1.02M | 1.36% | +494+204.1% | Added |
| Parsons Capital Management Inc | 780 | $1.08M | 0.08% | +25+3.3% | Added |
| AMG National Trust Bank | 833 | $1.16M | 0.04% | −124−13.0% | Reduced |
| MML Investors Services, LLC | 871 | $1.21M | 0.01% | +231+36.1% | Added |
| Verition Fund Management LLC | 881 | $1.22M | 0.02% | +140+18.9% | Added |
| Brave Asset Management Inc | 929 | $1.29M | 0.38% | −112−10.8% | Reduced |
| Quantinno Capital Management LP | 953 | $1.32M | 0.08% | +185+24.1% | Added |
| SYSTM Wealth Solutions LLC | 996 | $1.38M | 0.19% | −79−7.3% | Reduced |
| Citigroup Inc | 1,000 | $1.39M | 0.00% | +357+55.5% | Added |
| LPL Financial LLC | 1,042 | $1.45M | 0.00% | −106−9.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,050 | $1.46M | 0.00% | +200+23.5% | Added |
| Neuberger Berman Group LLC | 1,065 | $1.48M | 0.00% | −7−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,072 | $1.49M | 0.20% | −18−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,070 | $1.49M | 0.00% | −31−2.8% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $1.50M | 1.10% | −960−47.1% | Reduced |
| Barclays PLC | 1,081 | $1.50M | 0.00% | +360+49.9% | Added |
| Treasurer of the State of North Carolina | 1,085 | $1.51M | 0.01% | −10−0.9% | Reduced |
| Forum Financial Management, LP | 1,092 | $1.52M | 0.03% | +89+8.9% | Added |
| CI Private Wealth, LLC | 1,097 | $1.52M | 0.00% | +774+239.6% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.53M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,140 | $1.58M | 0.00% | +38+3.4% | Added |
| Public Employees Retirement System of Ohio | 1,162 | $1.61M | 0.01% | −123−9.6% | Reduced |
| UBS Group AG | 1,172 | $1.63M | 0.00% | −738−38.6% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.63M | 0.19% | 00.0% | Unchanged |
| Pecaut & Co. | 1,179 | $1.64M | 0.69% | 00.0% | Unchanged |
| Truist Financial Corp | 1,219 | $1.69M | 0.00% | −34−2.7% | Reduced |
| Janus Henderson Group PLC | 1,238 | $1.72M | 0.00% | −1−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,286 | $1.79M | 0.00% | −8−0.6% | Reduced |
| Royal Bank of Canada | 1,657 | $2.30M | 0.00% | +8+0.5% | Added |
| Oppenheimer Asset Management Inc. | 1,722 | $2.39M | 0.04% | −10−0.6% | Reduced |
| Triad Investment Management | 1,726 | $2.40M | 3.34% | −3−0.2% | Reduced |
| Cerity Partners LLC | 1,728 | $2.40M | 0.01% | +147+9.3% | Added |
| Stifel Financial Corp | 1,755 | $2.44M | 0.00% | −44−2.4% | Reduced |
| Man Group plc | 1,756 | $2.44M | 0.01% | – | – |
| SEI Investments Co | 1,759 | $2.44M | 0.00% | −16−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 1,827 | $2.54M | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,843 | $2.56M | 0.42% | +1,199+186.2% | Added |
| Creative Planning | 2,004 | $2.78M | 0.00% | +63+3.2% | Added |
| Teachers Retirement System of the State of Kentucky | 2,083 | $2.89M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 2,143 | $2.98M | 0.01% | −258−10.7% | Reduced |
| Davenport & Co LLC | 2,238 | $3.11M | 0.02% | +6+0.3% | Added |
| JPMorgan Chase & Co | 2,420 | $3.36M | 0.00% | +64+2.7% | Added |
| Goldman Sachs Group Inc | 2,572 | $3.57M | 0.00% | +178+7.4% | Added |
| Agf Management Ltd | 2,583 | $3.59M | 0.03% | −32−1.2% | Reduced |
| Renaissance Technologies LLC | 2,800 | $3.89M | 0.01% | +1,100+64.7% | Added |
| Allianz Asset Management GmbH | 2,836 | $3.94M | 0.01% | −399−12.3% | Reduced |
| Millennium Management LLC | 3,077 | $4.27M | 0.00% | +1,819+144.6% | Added |
| California State Teachers Retirement System | 3,090 | $4.29M | 0.01% | −109−3.4% | Reduced |
| Qube Research & Technologies Ltd | 3,149 | $4.37M | 0.02% | +698+28.5% | Added |
| Prospector Partners LLC | 3,227 | $4.48M | 0.63% | +970+43.0% | Added |
| Ameriprise Financial Inc | 3,436 | $4.77M | 0.00% | −185−5.1% | Reduced |
| Martingale Asset Management L P | 3,567 | $4.95M | 0.10% | −244−6.4% | Reduced |
| New York State Common Retirement Fund | 3,582 | $4.98M | 0.01% | +20+0.6% | Added |
| Lee Danner & Bass Inc | 3,683 | $5.12M | 0.44% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,143 | $5.75M | 0.00% | +4,143 | New |
| Lazard Asset Management LLC | 4,392 | $6.10M | 0.01% | −1,534−25.9% | Reduced |