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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,070 | $1.49M | 0.00% | −31−2.8% | Reduced |
| Main Street Financial Solutions, LLC | 1,072 | $1.49M | 0.20% | −18−1.7% | Reduced |
| Neuberger Berman Group LLC | 1,065 | $1.48M | 0.00% | −7−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,050 | $1.46M | 0.00% | +200+23.5% | Added |
| LPL Financial LLC | 1,042 | $1.45M | 0.00% | −106−9.2% | Reduced |
| Citigroup Inc | 1,000 | $1.39M | 0.00% | +357+55.5% | Added |
| SYSTM Wealth Solutions LLC | 996 | $1.38M | 0.19% | −79−7.3% | Reduced |
| Quantinno Capital Management LP | 953 | $1.32M | 0.08% | +185+24.1% | Added |
| Brave Asset Management Inc | 929 | $1.29M | 0.38% | −112−10.8% | Reduced |
| Verition Fund Management LLC | 881 | $1.22M | 0.02% | +140+18.9% | Added |
| MML Investors Services, LLC | 871 | $1.21M | 0.01% | +231+36.1% | Added |
| AMG National Trust Bank | 833 | $1.16M | 0.04% | −124−13.0% | Reduced |
| Parsons Capital Management Inc | 780 | $1.08M | 0.08% | +25+3.3% | Added |
| 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 |
| Arizona State Retirement System | 721 | $1.00M | 0.01% | −25−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 693 | $962.5K | 0.00% | −9−1.3% | Reduced |
| Captrust Financial Advisors | 690 | $958.3K | 0.00% | −52−7.0% | Reduced |
| Karpas Strategies, LLC | 674 | $936.2K | 0.32% | 00.0% | Unchanged |
| Regions Financial Corp | 632 | $877.8K | 0.01% | +632 | New |
| Gratus Capital LLC | 608 | $844.5K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 604 | $839.0K | 0.01% | +15+2.5% | Added |
| Parker Investment Management, LLC | 573 | $795.8K | 0.16% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $794.5K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 549 | $762.6K | 0.00% | −285−34.2% | Reduced |
| Algert Global LLC | 542 | $752.8K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 522 | $725.0K | 0.07% | +522 | New |
| O'Shaughnessy Asset Management, LLC | 520 | $722.2K | 0.01% | −201−27.9% | Reduced |
| Chicago Partners Investment Group LLC | 450 | $703.4K | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 448 | $634.7K | 0.00% | +14+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 409 | $568.1K | 0.00% | +48+13.3% | Added |
| Glenmede Trust Co NA | 410 | $564.8K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 400 | $555.7K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 393 | $545.8K | 0.00% | +141+56.0% | Added |
| Public Employees Retirement Association of Colorado | 392 | $544.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $543.1K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 386 | $536.1K | 0.00% | +386 | New |
| Bessemer Group Inc | 385 | $535.0K | 0.00% | +375+3,750.0% | Added |
| Cubist Systematic Strategies, LLC | 382 | $530.6K | 0.01% | +382 | New |
| Legacy Wealth Asset Management, LLC | 381 | $529.2K | 0.18% | +36+10.4% | Added |
| Amalgamated Bank | 377 | $524.0K | 0.00% | −38−9.2% | Reduced |
| AE Wealth Management LLC | 375 | $521.2K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 350 | $486.0K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 349 | $484.7K | 0.02% | −54−13.4% | Reduced |
| Mariner, LLC | 343 | $476.4K | 0.00% | −4−1.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $472.2K | 0.34% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 318 | $442.0K | 0.15% | +11+3.6% | Added |
| Voya Investment Management LLC | 315 | $437.5K | 0.00% | −4−1.3% | Reduced |
| Bank of Nova Scotia | 306 | $425.0K | 0.00% | +46+17.7% | 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 |
| Dark Forest Capital Management LP | 299 | $415.3K | 0.04% | +195+187.5% | Added |
| Brown Miller Wealth Management, LLC | 298 | $414.5K | 0.22% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 288 | $400.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 287 | $399.0K | 0.00% | +8+2.9% | Added |
| Highlander Partners, L.P. | 280 | $388.9K | 0.44% | +10+3.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 270 | $375.0K | 0.00% | +270 | New |
| Essex Savings Bank | 269 | $373.6K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 267 | $370.8K | 0.03% | +267 | New |
| HighTower Advisors, LLC | 265 | $369.0K | 0.00% | −222−45.6% | Reduced |
| Keybank National Association | 261 | $362.5K | 0.00% | −36−12.1% | Reduced |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $351.4K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 252 | $350.0K | 0.03% | −27−9.7% | Reduced |
| Jane Street Group, LLC | 249 | $345.8K | 0.00% | −455−64.6% | Reduced |
| Private Advisor Group, LLC | 213 | $329.4K | 0.00% | +213 | New |
| Athena Investment Management | 234 | $325.0K | 0.22% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 229 | $318.1K | 0.16% | +4+1.8% | Added |
| US Bancorp | 223 | $309.7K | 0.00% | +67+42.9% | Added |
| Icon Wealth Partners, LLC | 222 | $308.3K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 219 | $304.2K | 0.01% | −2−0.9% | Reduced |
| Connable Office Inc | 216 | $300.0K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 216 | $300.0K | 0.02% | +66+44.0% | Added |
| One Wealth Advisors, LLC | 212 | $294.4K | 0.06% | +4+1.9% | Added |
| XTX Topco Ltd | 212 | $294.4K | 0.05% | +212 | New |
| M&T Bank Corp | 202 | $280.6K | 0.00% | −8−3.8% | Reduced |
| State of Wisconsin Investment Board | 202 | $280.6K | 0.00% | −121−37.5% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $278.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $277.8K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $276.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 196 | $272.2K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 191 | $265.3K | 0.13% | −19−9.0% | Reduced |
| Principal Financial Group Inc | 183 | $254.2K | 0.00% | −71−28.0% | Reduced |
| Pinnacle Associates Ltd | 181 | $251.4K | 0.00% | +181 | New |
| Assenagon Asset Management S.A. | 181 | $251.4K | 0.00% | +181 | New |
| Glenview Trust Co | 178 | $247.2K | 0.01% | +178 | New |
| Prudential Financial Inc | 165 | $229.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 165 | $229.2K | 0.06% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 149 | $229.1K | 0.08% | −1,441−90.6% | Reduced |
| Isthmus Partners, LLC | 164 | $227.8K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 161 | $223.6K | 0.01% | +161 | New |
| Empower Advisory Group, LLC | 151 | $209.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 147 | $204.7K | 0.03% | +27+22.5% | Added |
| 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 |
| New York State Teachers Retirement System | 141 | $196.0K | 0.00% | +141 | New |