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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $1.50K | 0.00% | −1−50.0% | Reduced |
| Earnest Partners LLC | 1 | $1.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.99K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2 | $2.99K | 0.00% | +2 | New |
| Steward Financial Group LLC | 4 | $5.00K | 0.00% | +4 | New |
| IFP Advisors, Inc | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $7.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $8.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $9.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6 | $9.00K | 0.00% | +2+50.0% | Added |
| NBC Securities, Inc. | 7 | $10.0K | 0.00% | +7 | New |
| Huntington National Bank | 7 | $10.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7 | $10.5K | 0.00% | +6+600.0% | Added |
| Carmel Capital Partners, LLC | 7 | $10.5K | 0.00% | +7 | New |
| Proequities, Inc. | 8 | $12.0K | 0.00% | −2−20.0% | Reduced |
| Atlas Capital Advisors LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $12.0K | 0.00% | +2+33.3% | Added |
| Raleigh Capital Management Inc. | 8 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $13.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $13.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $16.5K | 0.00% | −1−8.3% | Reduced |
| Nomura Asset Management Co Ltd | 12 | $17.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 12 | $18.5K | 0.00% | +12 | New |
| GWM Advisors LLC | 16 | $23.9K | 0.00% | +16 | New |
| CWM, LLC | 17 | $25.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $28.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $29.0K | 0.00% | +8+61.5% | Added |
| American International Group, Inc. | 21 | $31.4K | 0.00% | −1−4.5% | Reduced |
| Gladius Capital Management LP | 24 | $35.9K | 0.01% | +20+500.0% | Added |
| Centerpoint Advisors, LLC | 25 | $37.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $44.9K | 0.00% | +3+11.1% | Added |
| Quadrant Capital Group LLC | 33 | $49.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $49.4K | 0.00% | −5−13.2% | Reduced |
| KBC Group NV | 36 | $54.0K | 0.00% | +36 | New |
| Venturi Wealth Management, LLC | 39 | $58.3K | 0.00% | +2+5.4% | Added |
| Johnson Financial Group, Inc. | 40 | $59.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $60.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $74.8K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 50 | $74.8K | 0.00% | +1+2.0% | Added |
| First Manhattan Co | 56 | $83.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $91.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 64 | $95.7K | 0.00% | +5+8.5% | Added |
| Signaturefd, LLC | 66 | $98.7K | 0.00% | +18+37.5% | Added |
| Community Bank, N.A. | 67 | $100.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $103.2K | 0.02% | +11+19.0% | Added |
| Quent Capital, LLC | 74 | $110.7K | 0.02% | +17+29.8% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $112.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 84 | $125.6K | 0.00% | +7+9.1% | Added |
| Kapitalo Investimentos Ltda | 92 | $137.6K | 0.02% | +92 | New |
| Smithfield Trust Co | 97 | $144.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $149.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 104 | $155.6K | 0.00% | +7+7.2% | Added |
| Bessemer Group Inc | 105 | $157.0K | 0.00% | −280−72.7% | Reduced |
| Central Trust Co | 110 | $164.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 124 | $185.5K | 0.00% | +4+3.3% | Added |
| Farther Finance Advisors, LLC | 129 | $192.9K | 0.03% | +91+239.5% | Added |
| Lindbrook Capital, LLC | 131 | $195.9K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 134 | $200.4K | 0.00% | +134 | New |
| New Potomac Partners, LLC | 140 | $209.4K | 0.14% | +140 | New |
| New York State Teachers Retirement System | 141 | $211.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 142 | $212.4K | 0.00% | +142 | New |
| Pitcairn Co | 143 | $213.9K | 0.02% | −2−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 147 | $219.3K | 0.00% | −235−61.5% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $224.4K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 150 | $224.4K | 0.21% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 151 | $225.8K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 161 | $240.8K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 164 | $245.3K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 166 | $248.3K | 0.01% | +166 | New |
| Contravisory Investment Management, Inc. | 167 | $249.8K | 0.07% | +2+1.2% | Added |
| SRS Capital Advisors, Inc. | 171 | $256.3K | 0.03% | +24+16.3% | Added |
| Sendero Wealth Management, LLC | 172 | $257.3K | 0.06% | +27+18.6% | Added |
| HighTower Advisors, LLC | 180 | $263.0K | 0.00% | −85−32.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 177 | $264.8K | 0.00% | +177 | New |
| Glenview Trust Co | 178 | $266.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 181 | $270.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 181 | $270.8K | 0.00% | +181 | New |
| Cetera Advisor Networks LLC | 187 | $279.7K | 0.00% | +187 | New |
| Prudential Financial Inc | 190 | $284.3K | 0.00% | +25+15.2% | Added |
| Wealthstar Advisors, LLC | 192 | $287.2K | 0.13% | +192 | New |
| Sequoia Financial Advisors, LLC | 196 | $293.2K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 196 | $293.2K | 0.01% | −23−10.5% | Reduced |
| Walleye Capital LLC | 197 | $294.7K | 0.00% | +197 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $298.0K | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $299.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $299.1K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 202 | $302.1K | 0.04% | −14−6.5% | Reduced |
| Principal Financial Group Inc | 204 | $305.1K | 0.00% | +21+11.5% | Added |
| One Wealth Advisors, LLC | 206 | $308.1K | 0.07% | −6−2.8% | Reduced |
| Two Sigma Securities, LLC | 207 | $309.6K | 0.01% | −60−22.5% | Reduced |
| Pathstone Family Office, LLC | 213 | $318.6K | 0.00% | +213 | New |
| Equitable Trust Co | 216 | $323.1K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 216 | $323.1K | 0.19% | +25+13.1% | Added |
| Private Advisor Group, LLC | 217 | $324.6K | 0.00% | +4+1.9% | Added |
| Icon Wealth Partners, LLC | 222 | $332.0K | 0.04% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 229 | $342.5K | 0.18% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 230 | $344.0K | 0.01% | −58−20.1% | Reduced |