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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 1,071 | $1.60M | 0.00% | −26−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 1,067 | $1.60M | 0.02% | +1,067 | New |
| Quantinno Capital Management LP | 1,063 | $1.59M | 0.07% | +110+11.5% | Added |
| Public Employees Retirement System of Ohio | 1,051 | $1.57M | 0.01% | −111−9.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,050 | $1.57M | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,026 | $1.53M | 0.00% | −39−3.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,020 | $1.53M | 0.22% | −52−4.9% | Reduced |
| LPL Financial LLC | 1,003 | $1.50M | 0.00% | −39−3.7% | Reduced |
| MML Investors Services, LLC | 995 | $1.49M | 0.01% | +124+14.2% | Added |
| TD Asset Management Inc | 940 | $1.41M | 0.00% | +940 | New |
| Brave Asset Management Inc | 929 | $1.39M | 0.42% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 889 | $1.33M | 0.20% | −107−10.7% | Reduced |
| First Trust Advisors LP | 867 | $1.30M | 0.00% | +867 | New |
| 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 |
| Parsons Capital Management Inc | 800 | $1.20M | 0.09% | +20+2.6% | Added |
| Citigroup Inc | 751 | $1.12M | 0.00% | −249−24.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 739 | $1.11M | 0.02% | +219+42.1% | Added |
| Arizona State Retirement System | 729 | $1.09M | 0.01% | +8+1.1% | Added |
| Captrust Financial Advisors | 728 | $1.09M | 0.00% | +38+5.5% | Added |
| Teacher Retirement System of Texas | 679 | $1.02M | 0.01% | +75+12.4% | Added |
| Karpas Strategies, LLC | 659 | $985.7K | 0.36% | −15−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 652 | $975.2K | 0.00% | −41−5.9% | Reduced |
| Gratus Capital LLC | 608 | $909.4K | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 575 | $860.0K | 0.03% | −258−31.0% | Reduced |
| Parker Investment Management, LLC | 573 | $857.0K | 0.19% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $855.5K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 566 | $846.6K | 0.00% | +17+3.1% | Added |
| Regions Financial Corp | 560 | $837.6K | 0.01% | −72−11.4% | Reduced |
| Algert Global LLC | 542 | $810.7K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 536 | $801.0K | 0.01% | +536 | New |
| QRG Capital Management, Inc. | 519 | $776.3K | 0.01% | +519 | New |
| Park Avenue Securities LLC | 500 | $748.0K | 0.01% | +500 | New |
| Ethic Inc. | 480 | $717.9K | 0.03% | +131+37.5% | Added |
| Manufacturers Life Insurance Company, The | 479 | $716.4K | 0.00% | +479 | New |
| Bank of Montreal | 430 | $688.0K | 0.00% | −18−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 459 | $686.5K | 0.00% | +50+12.2% | Added |
| Chicago Partners Investment Group LLC | 450 | $644.6K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 425 | $636.0K | 0.01% | +48+12.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 423 | $632.7K | 0.00% | +153+56.7% | Added |
| Mariner, LLC | 422 | $631.2K | 0.00% | +79+23.0% | Added |
| Cresset Asset Management, LLC | 418 | $625.2K | 0.00% | +32+8.3% | Added |
| Roundview Capital LLC | 400 | $598.4K | 0.06% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 400 | $598.3K | 0.33% | +400 | New |
| Susquehanna International Group, LLP | 398 | $595.3K | 0.00% | +398 | New |
| State of Wisconsin Investment Board | 397 | $593.8K | 0.00% | +195+96.5% | Added |
| Public Employees Retirement Association of Colorado | 392 | $586.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $584.8K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 389 | $581.8K | 0.05% | −133−25.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $579.3K | 0.32% | +380 | New |
| Glenmede Trust Co NA | 382 | $571.4K | 0.00% | −28−6.8% | Reduced |
| Verition Fund Management LLC | 381 | $569.9K | 0.01% | −500−56.8% | Reduced |
| AE Wealth Management LLC | 375 | $561.3K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 350 | $523.0K | 0.03% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 340 | $508.5K | 0.37% | 00.0% | Unchanged |
| Virtu Financial LLC | 338 | $505.0K | 0.05% | +86+34.1% | Added |
| Voya Investment Management LLC | 313 | $468.2K | 0.00% | −2−0.6% | Reduced |
| Pictet Asset Management Holding SA | 300 | $448.7K | 0.00% | +300 | New |
| Brown Miller Wealth Management, LLC | 298 | $446.4K | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 292 | $437.0K | 0.00% | +5+1.7% | Added |
| 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 |
| Legacy Wealth Asset Management, LLC | 275 | $411.3K | 0.15% | −106−27.8% | Reduced |
| Essex Savings Bank | 269 | $402.3K | 0.14% | 00.0% | Unchanged |
| Keybank National Association | 261 | $390.4K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 257 | $384.4K | 0.11% | +257 | New |
| Chapman Investment Management, LLC | 257 | $384.4K | 0.33% | −43−14.3% | Reduced |
| Soltis Investment Advisors LLC | 256 | $382.9K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $378.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 241 | $360.5K | 0.00% | −8−3.2% | Reduced |
| US Bancorp | 236 | $353.0K | 0.00% | +13+5.8% | Added |
| Athena Investment Management | 234 | $350.0K | 0.25% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 230 | $344.0K | 0.01% | −58−20.1% | Reduced |
| Hudson Value Partners, LLC | 229 | $342.5K | 0.18% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 222 | $332.0K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 217 | $324.6K | 0.00% | +4+1.9% | Added |
| Equitable Trust Co | 216 | $323.1K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 216 | $323.1K | 0.19% | +25+13.1% | Added |
| Pathstone Family Office, LLC | 213 | $318.6K | 0.00% | +213 | New |
| Two Sigma Securities, LLC | 207 | $309.6K | 0.01% | −60−22.5% | Reduced |
| One Wealth Advisors, LLC | 206 | $308.1K | 0.07% | −6−2.8% | Reduced |
| Principal Financial Group Inc | 204 | $305.1K | 0.00% | +21+11.5% | Added |
| Connable Office Inc | 202 | $302.1K | 0.04% | −14−6.5% | Reduced |
| Evercore Wealth Management, LLC | 200 | $299.1K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $299.0K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $298.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 197 | $294.7K | 0.00% | +197 | New |
| JustInvest LLC | 196 | $293.2K | 0.01% | −23−10.5% | Reduced |
| Sequoia Financial Advisors, LLC | 196 | $293.2K | 0.01% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 192 | $287.2K | 0.13% | +192 | New |
| Prudential Financial Inc | 190 | $284.3K | 0.00% | +25+15.2% | Added |
| Cetera Advisor Networks LLC | 187 | $279.7K | 0.00% | +187 | New |
| Envestnet Portfolio Solutions, Inc. | 181 | $270.8K | 0.00% | +181 | New |
| Pinnacle Associates Ltd | 181 | $270.7K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 178 | $266.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 177 | $264.8K | 0.00% | +177 | New |
| HighTower Advisors, LLC | 180 | $263.0K | 0.00% | −85−32.1% | Reduced |
| Sendero Wealth Management, LLC | 172 | $257.3K | 0.06% | +27+18.6% | Added |
| SRS Capital Advisors, Inc. | 171 | $256.3K | 0.03% | +24+16.3% | Added |
| Contravisory Investment Management, Inc. | 167 | $249.8K | 0.07% | +2+1.2% | Added |