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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 4,395 | $6.10M | 0.01% | +420+10.6% | Added |
| D. E. Shaw & Co., Inc. | 4,606 | $6.40M | 0.01% | −400−8.0% | Reduced |
| Rhumbline Advisers | 4,653 | $6.46M | 0.01% | +261+5.9% | Added |
| UBS Asset Management Americas Inc | 4,699 | $6.47M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,682 | $6.50M | 0.01% | +1,612+52.5% | Added |
| Invesco Ltd. | 4,686 | $6.51M | 0.00% | −171−3.5% | Reduced |
| Legal & General Group Plc | 4,912 | $6.82M | 0.00% | −41−0.8% | Reduced |
| Phocas Financial Corp. | 5,022 | $6.97M | 0.95% | −35−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 5,209 | $7.23M | 0.06% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 5,218 | $7.25M | 0.14% | +5,218 | New |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.42M | 0.11% | 00.0% | Unchanged |
| Swiss National Bank | 5,546 | $7.70M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 5,796 | $8.05M | 0.03% | +253+4.6% | Added |
| GW&K Investment Management, LLC | 6,024 | $8.37M | 0.08% | +218+3.8% | Added |
| Eagle Asset Management Inc | 7,122 | $9.89M | 0.06% | +547+8.3% | Added |
| Envestnet Asset Management Inc | 7,208 | $10.0M | 0.00% | +186+2.6% | Added |
| American Century Companies Inc | 7,349 | $10.2M | 0.01% | +1,396+23.5% | Added |
| Nuveen Asset Management, LLC | 8,277 | $11.5M | 0.00% | −947−10.3% | Reduced |
| Federated Hermes, Inc. | 8,800 | $12.2M | 0.03% | −122−1.4% | Reduced |
| AQR Capital Management LLC | 9,263 | $12.8M | 0.03% | +2,566+38.3% | Added |
| Brown Advisory Inc | 9,449 | $13.1M | 0.02% | −623−6.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 9,652 | $13.4M | 0.01% | +9,652 | New |
| Cove Street Capital, LLC | 10,176 | $14.1M | 4.39% | −769−7.0% | Reduced |
| Bank of New York Mellon Corp | 11,478 | $15.9M | 0.00% | −316−2.7% | Reduced |
| Royce & Associates LP | 12,536 | $17.4M | 0.17% | −1,120−8.2% | Reduced |
| Speece Thorson Capital Group Inc | 12,930 | $18.0M | 3.68% | −165−1.3% | Reduced |
| California Public Employees Retirement System | 13,882 | $19.3M | 0.02% | +7+0.1% | Added |
| Wells Fargo & Company | 13,910 | $19.3M | 0.01% | −571−3.9% | Reduced |
| Northern Trust Corp | 15,410 | $21.4M | 0.00% | +289+1.9% | Added |
| Perpetual Ltd | 15,476 | $21.5M | 0.18% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,541 | $21.6M | 0.02% | −556−3.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,410 | $24.2M | 0.39% | −70.0% | Reduced |
| Elkhorn Partners Limited Partnership | 18,085 | $25.1M | 16.04% | +65+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 22,398 | $31.1M | 7.31% | +36+0.2% | Added |
| FMR LLC | 22,551 | $31.3M | 0.00% | +440+2.0% | Added |
| Charles Schwab Investment Management Inc | 23,113 | $32.1M | 0.01% | −27−0.1% | Reduced |
| Lord, Abbett & Co. LLC | 23,659 | $32.9M | 0.11% | +23,659 | New |
| Raymond James & Associates | 24,676 | $34.3M | 0.03% | −4,510−15.5% | Reduced |
| Norges Bank | 27,042 | $37.6M | 0.01% | +661+2.5% | Added |
| Scout Investments, Inc. | 23,758 | $38.2M | 0.78% | −6,853−22.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,678 | $44.0M | 0.12% | −489−1.5% | Reduced |
| Cannell Peter B & Co Inc | 31,899 | $44.3M | 1.47% | −1,341−4.0% | Reduced |
| Geode Capital Management, LLC | 36,180 | $50.3M | 0.01% | +957+2.7% | Added |
| Fiduciary Management Inc | 36,496 | $50.7M | 0.51% | +2,072+6.0% | Added |
| Reinhart Partners, Inc. | 40,126 | $55.7M | 2.82% | +70.0% | Added |
| Bank of America Corp | 41,897 | $58.2M | 0.01% | −490−1.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 42,217 | $58.6M | 2.07% | −11,316−21.1% | Reduced |
| State Street Corp | 47,629 | $66.2M | 0.00% | −244−0.5% | Reduced |
| London Co of Virginia | 65,301 | $90.7M | 0.51% | +267+0.4% | Added |
| Wellington Management Group LLP | 79,635 | $110.6M | 0.02% | +8,911+12.6% | Added |
| Wallace Capital Management Inc. | 81,485 | $113.2M | 17.47% | +8,357+11.4% | Added |
| BlackRock Inc. | 111,759 | $155.2M | 0.00% | +227+0.2% | Added |
| Boston Partners | 118,005 | $165.3M | 0.22% | −7,532−6.0% | Reduced |
| River Road Asset Management, LLC | 132,956 | $184.7M | 2.55% | −5,733−4.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 140,277 | $194.8M | 1.11% | −3,461−2.4% | Reduced |
| Dimensional Fund Advisors LP | 158,625 | $220.3M | 0.07% | −1,313−0.8% | Reduced |
| Morgan Stanley | 202,009 | $280.6M | 0.03% | +1,110+0.6% | Added |
| Vanguard Group Inc | 253,615 | $352.2M | 0.01% | −4,362−1.7% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −8,687−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Equity Investment Corp | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Investment Management of Virginia LLC | – | – | – | – | Not filed |