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, Q3 2023
Institutional positions in White Mountains Insurance Group Ltd as of Sep 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
- 272
- +16 vs. Q2 2023
- Shares held
- 2.27M
- +24.0K (+1.1%) vs. Q2 2023
- Total value
- $3.40B
- +$271.1M (+8.7%) vs. Q2 2023
- New holders
- 32
- 82 more added
- Sold out
- 16
- 82 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,393 | $379.0M | 0.01% | −222−0.1% | Reduced |
| Morgan Stanley | 202,923 | $303.5M | 0.03% | +914+0.5% | Added |
| Dimensional Fund Advisors LP | 160,493 | $240.1M | 0.08% | +1,868+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 133,809 | $200.1M | 1.15% | −6,468−4.6% | Reduced |
| River Road Asset Management, LLC | 127,766 | $191.1M | 2.72% | −5,190−3.9% | Reduced |
| Boston Partners | 114,499 | $170.7M | 0.24% | −3,506−3.0% | Reduced |
| BlackRock Inc. | 111,435 | $166.7M | 0.00% | −324−0.3% | Reduced |
| Wallace Capital Management Inc. | 82,153 | $122.9M | 18.86% | +668+0.8% | Added |
| Wellington Management Group LLP | 70,821 | $105.9M | 0.02% | −8,814−11.1% | Reduced |
| London Co of Virginia | 64,210 | $96.0M | 0.58% | −1,091−1.7% | Reduced |
| State Street Corp | 46,965 | $70.2M | 0.00% | −664−1.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 43,219 | $64.6M | 0.05% | +33,567+347.8% | Added |
| Bank of America Corp | 39,724 | $59.4M | 0.01% | −2,173−5.2% | Reduced |
| Reinhart Partners, Inc. | 36,859 | $55.1M | 2.86% | −3,267−8.1% | Reduced |
| Fiduciary Management Inc | 36,855 | $55.1M | 0.56% | +359+1.0% | Added |
| Geode Capital Management, LLC | 36,812 | $55.1M | 0.01% | +632+1.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 32,945 | $49.3M | 1.83% | −9,272−22.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,912 | $47.7M | 0.13% | +234+0.7% | Added |
| Cannell Peter B & Co Inc | 30,394 | $45.5M | 1.56% | −1,505−4.7% | Reduced |
| Norges Bank | 27,042 | $40.4M | 0.01% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 24,614 | $36.8M | 0.14% | +955+4.0% | Added |
| Raymond James & Associates | 24,006 | $35.9M | 0.03% | −670−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 23,900 | $35.7M | 0.01% | +787+3.4% | Added |
| Scout Investments, Inc. | 22,138 | $33.4M | 0.77% | −1,620−6.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 22,024 | $32.9M | 7.42% | −374−1.7% | Reduced |
| Royce & Associates LP | 20,401 | $30.5M | 0.31% | +7,865+62.7% | Added |
| Victory Capital Management Inc | 19,130 | $28.6M | 0.03% | +3,589+23.1% | Added |
| Elkhorn Partners Limited Partnership | 17,830 | $26.7M | 17.45% | −255−1.4% | Reduced |
| Select Equity Group, L.P. | 17,702 | $26.5M | 0.11% | +17,702 | New |
| Brown Advisory Inc | 16,709 | $25.0M | 0.04% | +7,260+76.8% | Added |
| Thompson Siegel & Walmsley LLC | 16,258 | $24.3M | 0.40% | −1,152−6.6% | Reduced |
| Northern Trust Corp | 15,719 | $23.5M | 0.00% | +309+2.0% | Added |
| Perpetual Ltd | 14,476 | $21.7M | 0.22% | −1,000−6.5% | Reduced |
| California Public Employees Retirement System | 14,078 | $21.1M | 0.02% | +196+1.4% | Added |
| Speece Thorson Capital Group Inc | 12,915 | $19.3M | 4.26% | −15−0.1% | Reduced |
| Envestnet Asset Management Inc | 12,083 | $18.1M | 0.01% | +4,875+67.6% | Added |
| FMR LLC | 12,075 | $18.1M | 0.00% | −10,476−46.5% | Reduced |
| Wells Fargo & Company | 12,054 | $18.0M | 0.01% | −1,856−13.3% | Reduced |
| Bank of New York Mellon Corp | 11,539 | $17.3M | 0.00% | +61+0.5% | Added |
| Cove Street Capital, LLC | 10,363 | $15.5M | 5.26% | +187+1.8% | Added |
| AQR Capital Management LLC | 9,580 | $14.3M | 0.03% | +317+3.4% | Added |
| Federated Hermes, Inc. | 9,193 | $13.7M | 0.04% | +393+4.5% | Added |
| American Century Companies Inc | 9,118 | $13.6M | 0.01% | +1,769+24.1% | Added |
| Nuveen Asset Management, LLC | 8,139 | $12.2M | 0.00% | −138−1.7% | Reduced |
| GW&K Investment Management, LLC | 7,366 | $11.0M | 0.11% | +1,342+22.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 7,200 | $10.8M | 0.04% | +1,404+24.2% | Added |
| Eagle Asset Management Inc | 6,936 | $10.4M | 0.06% | −186−2.6% | Reduced |
| Invesco Ltd. | 6,563 | $9.82M | 0.00% | +1,877+40.1% | Added |
| Swiss National Bank | 5,646 | $8.44M | 0.01% | +100+1.8% | Added |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.99M | 0.12% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 5,218 | $7.80M | 0.15% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 5,117 | $7.65M | 0.07% | −92−1.8% | Reduced |
| Phocas Financial Corp. | 5,016 | $7.50M | 1.09% | −6−0.1% | Reduced |
| Legal & General Group Plc | 4,917 | $7.35M | 0.00% | +5+0.1% | Added |
| Rhumbline Advisers | 4,602 | $6.88M | 0.01% | −51−1.1% | Reduced |
| Credit Suisse AG | 4,370 | $6.54M | 0.01% | −25−0.6% | Reduced |
| Lazard Asset Management LLC | 4,277 | $6.40M | 0.01% | −115−2.6% | Reduced |
| Martingale Asset Management L P | 3,992 | $5.97M | 0.13% | +425+11.9% | Added |
| UBS Asset Management Americas Inc | 3,783 | $5.66M | 0.00% | −916−19.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,751 | $5.61M | 0.01% | −855−18.6% | Reduced |
| State Board of Administration of Florida Retirement System | 3,562 | $5.33M | 0.01% | −1,120−23.9% | Reduced |
| Ameriprise Financial Inc | 3,517 | $5.26M | 0.00% | +81+2.4% | Added |
| Renaissance Technologies LLC | 3,300 | $4.94M | 0.01% | +500+17.9% | Added |
| Lee Danner & Bass Inc | 3,283 | $4.91M | 0.44% | −400−10.9% | Reduced |
| Prospector Partners LLC | 3,227 | $4.83M | 0.67% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,082 | $4.61M | 0.01% | −500−14.0% | Reduced |
| Goldman Sachs Group Inc | 2,826 | $4.23M | 0.00% | +254+9.9% | Added |
| California State Teachers Retirement System | 2,819 | $4.22M | 0.01% | −271−8.8% | Reduced |
| Allianz Asset Management GmbH | 2,678 | $4.01M | 0.01% | −158−5.6% | Reduced |
| JPMorgan Chase & Co | 2,304 | $3.45M | 0.00% | −116−4.8% | Reduced |
| Agf Management Ltd | 2,254 | $3.37M | 0.02% | −329−12.7% | Reduced |
| Davenport & Co LLC | 2,238 | $3.35M | 0.03% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 2,082 | $3.11M | 0.51% | +239+13.0% | Added |
| Creative Planning | 1,983 | $2.97M | 0.00% | −21−1.0% | Reduced |
| Franklin Resources Inc | 1,886 | $2.82M | 0.00% | −2,257−54.5% | Reduced |
| Qube Research & Technologies Ltd | 1,794 | $2.68M | 0.01% | −1,355−43.0% | Reduced |
| UBS Group AG | 1,770 | $2.65M | 0.00% | +598+51.0% | Added |
| Vident Advisory, LLC | 1,768 | $2.64M | 0.08% | +1,768 | New |
| Triad Investment Management | 1,746 | $2.61M | 3.81% | +20+1.2% | Added |
| SEI Investments Co | 1,739 | $2.60M | 0.00% | −20−1.1% | Reduced |
| Royal Bank of Canada | 1,691 | $2.53M | 0.00% | +34+2.1% | Added |
| STRS Ohio | 1,668 | $2.49M | 0.01% | −475−22.2% | Reduced |
| State of New Jersey Common Pension Fund D | 1,661 | $2.48M | 0.01% | −166−9.1% | Reduced |
| Truist Financial Corp | 1,603 | $2.40M | 0.00% | +384+31.5% | Added |
| Stifel Financial Corp | 1,597 | $2.39M | 0.00% | −158−9.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,519 | $2.27M | 0.03% | −203−11.8% | Reduced |
| Cerity Partners LLC | 1,484 | $2.22M | 0.01% | −244−14.1% | Reduced |
| Man Group plc | – | $2.21M | 0.01% | – | – |
| Millennium Management LLC | 1,465 | $2.19M | 0.00% | −1,612−52.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,458 | $2.18M | 0.00% | +388+36.3% | Added |
| Price T Rowe Associates Inc | 1,300 | $1.95M | 0.00% | +14+1.1% | Added |
| Janus Henderson Group PLC | 1,238 | $1.86M | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,225 | $1.83M | 0.01% | +140+12.9% | Added |
| Pecaut & Co. | 1,179 | $1.76M | 0.74% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $1.76M | 0.22% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,134 | $1.70M | 0.00% | −6−0.5% | Reduced |
| Forum Financial Management, LP | 1,111 | $1.66M | 0.04% | +19+1.7% | Added |
| Barclays PLC | 1,104 | $1.65M | 0.00% | +23+2.1% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.65M | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,080 | $1.62M | 0.99% | 00.0% | Unchanged |