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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 131 | $181.9K | 0.02% | −3−2.2% | Reduced |
| Deutsche Bank AG | 120 | $166.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 115 | $160.0K | 0.00% | −96−45.5% | Reduced |
| Central Trust Co | 110 | $152.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $138.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 97 | $134.7K | 0.00% | −42−30.2% | Reduced |
| Smithfield Trust Co | 97 | $134.0K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 89 | $123.6K | 0.01% | +89 | New |
| BNP Paribas Arbitrage, SA | 77 | $106.9K | 0.00% | −18−18.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $104.2K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 67 | $93.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 65 | $90.3K | 0.02% | +65 | New |
| Colonial Trust Co | 61 | $84.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 59 | $81.9K | 0.00% | −1−1.7% | Reduced |
| Parkside Financial Bank & Trust | 58 | $80.6K | 0.02% | +2+3.6% | Added |
| Quent Capital, LLC | 57 | $79.2K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 56 | $77.8K | 0.00% | −100−64.1% | Reduced |
| Anchor Investment Management, LLC | 50 | $69.4K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 49 | $68.1K | 0.00% | −3−5.8% | Reduced |
| Signaturefd, LLC | 48 | $66.7K | 0.00% | −5−9.4% | Reduced |
| Valley National Advisers Inc | 40 | $56.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $55.6K | 0.00% | −80−66.7% | Reduced |
| First Horizon Advisors, Inc. | 38 | $52.8K | 0.00% | +13+52.0% | Added |
| Farther Finance Advisors, LLC | 38 | $52.8K | 0.01% | +38 | New |
| Venturi Wealth Management, LLC | 37 | $51.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 33 | $45.8K | 0.00% | +17+106.3% | Added |
| Federation des caisses Desjardins du Quebec | 27 | $37.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $35.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 22 | $30.6K | 0.00% | −4−15.4% | Reduced |
| Delta Asset Management LLC | 19 | $26.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 17 | $24.0K | 0.00% | +1+6.3% | Added |
| Ronald Blue Trust, Inc. | 13 | $18.0K | 0.00% | −106−89.1% | Reduced |
| 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 |
| Capital Advisors, Ltd. LLC | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 10 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 10 | $13.9K | 0.01% | +10 | New |
| 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 |
| Raleigh Capital Management Inc. | 8 | $11.1K | 0.01% | 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 |
| Bartlett & Co. LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7 | $9.77K | 0.00% | +7 | New |
| Huntington National Bank | 7 | $9.72K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $8.33K | 0.00% | −1−14.3% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 5 | $6.95K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4 | $5.56K | 0.00% | +4 | New |
| IFP Advisors, Inc | 4 | $3.63K | 0.00% | −1−20.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $2.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.78K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |