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 |
|---|---|---|---|---|---|
| Athena Investment Management | 234 | $350.0K | 0.25% | 00.0% | Unchanged |
| US Bancorp | 236 | $353.0K | 0.00% | +13+5.8% | Added |
| Jane Street Group, LLC | 241 | $360.5K | 0.00% | −8−3.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $378.4K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 256 | $382.9K | 0.05% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 257 | $384.4K | 0.33% | −43−14.3% | Reduced |
| Oak Thistle LLC | 257 | $384.4K | 0.11% | +257 | New |
| Keybank National Association | 261 | $390.4K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 269 | $402.3K | 0.14% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 275 | $411.3K | 0.15% | −106−27.8% | Reduced |
| Bank of Nova Scotia | 280 | $418.8K | 0.00% | −26−8.5% | Reduced |
| Highlander Partners, L.P. | 280 | $418.8K | 0.41% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 292 | $437.0K | 0.00% | +5+1.7% | Added |
| Brown Miller Wealth Management, LLC | 298 | $446.4K | 0.25% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 300 | $448.7K | 0.00% | +300 | New |
| Voya Investment Management LLC | 313 | $468.2K | 0.00% | −2−0.6% | Reduced |
| Virtu Financial LLC | 338 | $505.0K | 0.05% | +86+34.1% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $508.5K | 0.37% | 00.0% | Unchanged |
| Hyman Charles D | 350 | $523.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 375 | $561.3K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 381 | $569.9K | 0.01% | −500−56.8% | Reduced |
| Glenmede Trust Co NA | 382 | $571.4K | 0.00% | −28−6.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $579.3K | 0.32% | +380 | New |
| Edgestream Partners, L.P. | 389 | $581.8K | 0.05% | −133−25.5% | Reduced |
| Klingenstein Fields & Co LP | 391 | $584.8K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $586.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 397 | $593.8K | 0.00% | +195+96.5% | Added |
| Susquehanna International Group, LLP | 398 | $595.3K | 0.00% | +398 | New |
| Quantedge Capital Pte Ltd | 400 | $598.3K | 0.33% | +400 | New |
| Roundview Capital LLC | 400 | $598.4K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 418 | $625.2K | 0.00% | +32+8.3% | Added |
| Mariner, LLC | 422 | $631.2K | 0.00% | +79+23.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 423 | $632.7K | 0.00% | +153+56.7% | Added |
| Amalgamated Bank | 425 | $636.0K | 0.01% | +48+12.7% | Added |
| Chicago Partners Investment Group LLC | 450 | $644.6K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 459 | $686.5K | 0.00% | +50+12.2% | Added |
| Bank of Montreal | 430 | $688.0K | 0.00% | −18−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 479 | $716.4K | 0.00% | +479 | New |
| Ethic Inc. | 480 | $717.9K | 0.03% | +131+37.5% | Added |
| Park Avenue Securities LLC | 500 | $748.0K | 0.01% | +500 | New |
| QRG Capital Management, Inc. | 519 | $776.3K | 0.01% | +519 | New |
| HRT Financial LP | 536 | $801.0K | 0.01% | +536 | New |
| Algert Global LLC | 542 | $810.7K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 560 | $837.6K | 0.01% | −72−11.4% | Reduced |
| First Republic Investment Management, Inc. | 566 | $846.6K | 0.00% | +17+3.1% | Added |
| First Hawaiian Bank | 572 | $855.5K | 0.03% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 573 | $857.0K | 0.19% | 00.0% | Unchanged |
| AMG National Trust Bank | 575 | $860.0K | 0.03% | −258−31.0% | Reduced |
| Gratus Capital LLC | 608 | $909.4K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 652 | $975.2K | 0.00% | −41−5.9% | Reduced |
| Karpas Strategies, LLC | 659 | $985.7K | 0.36% | −15−2.2% | Reduced |
| Teacher Retirement System of Texas | 679 | $1.02M | 0.01% | +75+12.4% | Added |
| Captrust Financial Advisors | 728 | $1.09M | 0.00% | +38+5.5% | Added |
| Arizona State Retirement System | 729 | $1.09M | 0.01% | +8+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 739 | $1.11M | 0.02% | +219+42.1% | Added |
| Citigroup Inc | 751 | $1.12M | 0.00% | −249−24.9% | Reduced |
| Parsons Capital Management Inc | 800 | $1.20M | 0.09% | +20+2.6% | Added |
| Legato Capital Management LLC | 834 | $1.25M | 0.18% | +98+13.3% | Added |
| Dean Capital Management | 834 | $1.25M | 0.93% | +98+13.3% | Added |
| First Trust Advisors LP | 867 | $1.30M | 0.00% | +867 | New |
| SYSTM Wealth Solutions LLC | 889 | $1.33M | 0.20% | −107−10.7% | Reduced |
| Brave Asset Management Inc | 929 | $1.39M | 0.42% | 00.0% | Unchanged |
| TD Asset Management Inc | 940 | $1.41M | 0.00% | +940 | New |
| MML Investors Services, LLC | 995 | $1.49M | 0.01% | +124+14.2% | Added |
| LPL Financial LLC | 1,003 | $1.50M | 0.00% | −39−3.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,020 | $1.53M | 0.22% | −52−4.9% | Reduced |
| Neuberger Berman Group LLC | 1,026 | $1.53M | 0.00% | −39−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,050 | $1.57M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,051 | $1.57M | 0.01% | −111−9.6% | Reduced |
| Quantinno Capital Management LP | 1,063 | $1.59M | 0.07% | +110+11.5% | Added |
| ExodusPoint Capital Management, LP | 1,067 | $1.60M | 0.02% | +1,067 | New |
| CI Private Wealth, LLC | 1,071 | $1.60M | 0.00% | −26−2.4% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $1.62M | 0.99% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $1.65M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,104 | $1.65M | 0.00% | +23+2.1% | Added |
| Forum Financial Management, LP | 1,111 | $1.66M | 0.04% | +19+1.7% | Added |
| Alliancebernstein L.P. | 1,134 | $1.70M | 0.00% | −6−0.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.76M | 0.22% | 00.0% | Unchanged |
| Pecaut & Co. | 1,179 | $1.76M | 0.74% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,225 | $1.83M | 0.01% | +140+12.9% | Added |
| Janus Henderson Group PLC | 1,238 | $1.86M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,300 | $1.95M | 0.00% | +14+1.1% | Added |
| Advisor Group Holdings, Inc. | 1,458 | $2.18M | 0.00% | +388+36.3% | Added |
| Millennium Management LLC | 1,465 | $2.19M | 0.00% | −1,612−52.4% | Reduced |
| Man Group plc | – | $2.21M | 0.01% | – | – |
| Cerity Partners LLC | 1,484 | $2.22M | 0.01% | −244−14.1% | Reduced |
| Oppenheimer Asset Management Inc. | 1,519 | $2.27M | 0.03% | −203−11.8% | Reduced |
| Stifel Financial Corp | 1,597 | $2.39M | 0.00% | −158−9.0% | Reduced |
| Truist Financial Corp | 1,603 | $2.40M | 0.00% | +384+31.5% | Added |
| State of New Jersey Common Pension Fund D | 1,661 | $2.48M | 0.01% | −166−9.1% | Reduced |
| STRS Ohio | 1,668 | $2.49M | 0.01% | −475−22.2% | Reduced |
| Royal Bank of Canada | 1,691 | $2.53M | 0.00% | +34+2.1% | Added |
| SEI Investments Co | 1,739 | $2.60M | 0.00% | −20−1.1% | Reduced |
| Triad Investment Management | 1,746 | $2.61M | 3.81% | +20+1.2% | Added |
| Vident Advisory, LLC | 1,768 | $2.64M | 0.08% | +1,768 | New |
| UBS Group AG | 1,770 | $2.65M | 0.00% | +598+51.0% | Added |
| Qube Research & Technologies Ltd | 1,794 | $2.68M | 0.01% | −1,355−43.0% | Reduced |
| Franklin Resources Inc | 1,886 | $2.82M | 0.00% | −2,257−54.5% | Reduced |
| Creative Planning | 1,983 | $2.97M | 0.00% | −21−1.0% | Reduced |
| Dean Investment Associates, LLC | 2,082 | $3.11M | 0.51% | +239+13.0% | Added |