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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 2,238 | $3.35M | 0.03% | 00.0% | Unchanged |
| Agf Management Ltd | 2,254 | $3.37M | 0.02% | −329−12.7% | Reduced |
| JPMorgan Chase & Co | 2,304 | $3.45M | 0.00% | −116−4.8% | Reduced |
| Allianz Asset Management GmbH | 2,678 | $4.01M | 0.01% | −158−5.6% | Reduced |
| California State Teachers Retirement System | 2,819 | $4.22M | 0.01% | −271−8.8% | Reduced |
| Goldman Sachs Group Inc | 2,826 | $4.23M | 0.00% | +254+9.9% | Added |
| New York State Common Retirement Fund | 3,082 | $4.61M | 0.01% | −500−14.0% | Reduced |
| Prospector Partners LLC | 3,227 | $4.83M | 0.67% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 3,283 | $4.91M | 0.44% | −400−10.9% | Reduced |
| Renaissance Technologies LLC | 3,300 | $4.94M | 0.01% | +500+17.9% | Added |
| Ameriprise Financial Inc | 3,517 | $5.26M | 0.00% | +81+2.4% | Added |
| State Board of Administration of Florida Retirement System | 3,562 | $5.33M | 0.01% | −1,120−23.9% | Reduced |
| D. E. Shaw & Co., Inc. | 3,751 | $5.61M | 0.01% | −855−18.6% | Reduced |
| UBS Asset Management Americas Inc | 3,783 | $5.66M | 0.00% | −916−19.5% | Reduced |
| Martingale Asset Management L P | 3,992 | $5.97M | 0.13% | +425+11.9% | Added |
| Lazard Asset Management LLC | 4,277 | $6.40M | 0.01% | −115−2.6% | Reduced |
| Credit Suisse AG | 4,370 | $6.54M | 0.01% | −25−0.6% | Reduced |
| Rhumbline Advisers | 4,602 | $6.88M | 0.01% | −51−1.1% | Reduced |
| Legal & General Group Plc | 4,917 | $7.35M | 0.00% | +5+0.1% | Added |
| Phocas Financial Corp. | 5,016 | $7.50M | 1.09% | −6−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 5,117 | $7.65M | 0.07% | −92−1.8% | Reduced |
| Alaska Permanent Fund Corp | 5,218 | $7.80M | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,343 | $7.99M | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 5,646 | $8.44M | 0.01% | +100+1.8% | Added |
| Invesco Ltd. | 6,563 | $9.82M | 0.00% | +1,877+40.1% | Added |
| Eagle Asset Management Inc | 6,936 | $10.4M | 0.06% | −186−2.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,200 | $10.8M | 0.04% | +1,404+24.2% | Added |
| GW&K Investment Management, LLC | 7,366 | $11.0M | 0.11% | +1,342+22.3% | Added |
| Nuveen Asset Management, LLC | 8,139 | $12.2M | 0.00% | −138−1.7% | Reduced |
| American Century Companies Inc | 9,118 | $13.6M | 0.01% | +1,769+24.1% | Added |
| Federated Hermes, Inc. | 9,193 | $13.7M | 0.04% | +393+4.5% | Added |
| AQR Capital Management LLC | 9,580 | $14.3M | 0.03% | +317+3.4% | Added |
| Cove Street Capital, LLC | 10,363 | $15.5M | 5.26% | +187+1.8% | Added |
| Bank of New York Mellon Corp | 11,539 | $17.3M | 0.00% | +61+0.5% | Added |
| Wells Fargo & Company | 12,054 | $18.0M | 0.01% | −1,856−13.3% | Reduced |
| FMR LLC | 12,075 | $18.1M | 0.00% | −10,476−46.5% | Reduced |
| Envestnet Asset Management Inc | 12,083 | $18.1M | 0.01% | +4,875+67.6% | Added |
| Speece Thorson Capital Group Inc | 12,915 | $19.3M | 4.26% | −15−0.1% | Reduced |
| California Public Employees Retirement System | 14,078 | $21.1M | 0.02% | +196+1.4% | Added |
| Perpetual Ltd | 14,476 | $21.7M | 0.22% | −1,000−6.5% | Reduced |
| Northern Trust Corp | 15,719 | $23.5M | 0.00% | +309+2.0% | Added |
| Thompson Siegel & Walmsley LLC | 16,258 | $24.3M | 0.40% | −1,152−6.6% | Reduced |
| Brown Advisory Inc | 16,709 | $25.0M | 0.04% | +7,260+76.8% | Added |
| Select Equity Group, L.P. | 17,702 | $26.5M | 0.11% | +17,702 | New |
| Elkhorn Partners Limited Partnership | 17,830 | $26.7M | 17.45% | −255−1.4% | Reduced |
| Victory Capital Management Inc | 19,130 | $28.6M | 0.03% | +3,589+23.1% | Added |
| Royce & Associates LP | 20,401 | $30.5M | 0.31% | +7,865+62.7% | Added |
| Mraz, Amerine & Associates, Inc. | 22,024 | $32.9M | 7.42% | −374−1.7% | Reduced |
| Scout Investments, Inc. | 22,138 | $33.4M | 0.77% | −1,620−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 23,900 | $35.7M | 0.01% | +787+3.4% | Added |
| Raymond James & Associates | 24,006 | $35.9M | 0.03% | −670−2.7% | Reduced |
| Lord, Abbett & Co. LLC | 24,614 | $36.8M | 0.14% | +955+4.0% | Added |
| Norges Bank | 27,042 | $40.4M | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 30,394 | $45.5M | 1.56% | −1,505−4.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,912 | $47.7M | 0.13% | +234+0.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 32,945 | $49.3M | 1.83% | −9,272−22.0% | Reduced |
| Geode Capital Management, LLC | 36,812 | $55.1M | 0.01% | +632+1.7% | Added |
| Fiduciary Management Inc | 36,855 | $55.1M | 0.56% | +359+1.0% | Added |
| Reinhart Partners, Inc. | 36,859 | $55.1M | 2.86% | −3,267−8.1% | Reduced |
| Bank of America Corp | 39,724 | $59.4M | 0.01% | −2,173−5.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 43,219 | $64.6M | 0.05% | +33,567+347.8% | Added |
| State Street Corp | 46,965 | $70.2M | 0.00% | −664−1.4% | Reduced |
| London Co of Virginia | 64,210 | $96.0M | 0.58% | −1,091−1.7% | Reduced |
| Wellington Management Group LLP | 70,821 | $105.9M | 0.02% | −8,814−11.1% | Reduced |
| Wallace Capital Management Inc. | 82,153 | $122.9M | 18.86% | +668+0.8% | Added |
| BlackRock Inc. | 111,435 | $166.7M | 0.00% | −324−0.3% | Reduced |
| Boston Partners | 114,499 | $170.7M | 0.24% | −3,506−3.0% | Reduced |
| River Road Asset Management, LLC | 127,766 | $191.1M | 2.72% | −5,190−3.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 133,809 | $200.1M | 1.15% | −6,468−4.6% | Reduced |
| Dimensional Fund Advisors LP | 160,493 | $240.1M | 0.08% | +1,868+1.2% | Added |
| Morgan Stanley | 202,923 | $303.5M | 0.03% | +914+0.5% | Added |
| Vanguard Group Inc | 253,393 | $379.0M | 0.01% | −222−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |