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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.

Institutional holdersQ3 2023: 272 institutions
Q1 2021: 245 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 243 institutionsQ1 2022: 244 institutionsQ2 2022: 259 institutionsQ3 2022: 251 institutionsQ4 2022: 265 institutionsQ1 2023: 262 institutionsQ2 2023: 258 institutionsQ3 2023: 272 institutionsQ4 2023: 295 institutionsQ1 2024: 303 institutionsQ2 2024: 306 institutionsQ3 2024: 304 institutionsQ4 2024: 325 institutionsQ1 2025: 322 institutionsQ2 2025: 325 institutionsQ3 2025: 338 institutionsQ4 2025: 353 institutionsQ1 2026: 368 institutionsQ2 2026: 356 institutions
Value heldQ3 2023: $3.40B
Q1 2021: $3.02BQ2 2021: $3.11BQ3 2021: $2.86BQ4 2021: $2.71BQ1 2022: $3.09BQ2 2022: $3.32BQ3 2022: $2.98BQ4 2022: $3.20BQ1 2023: $3.09BQ2 2023: $3.13BQ3 2023: $3.40BQ4 2023: $3.42BQ1 2024: $4.06BQ2 2024: $4.14BQ3 2024: $3.78BQ4 2024: $4.43BQ1 2025: $4.44BQ2 2025: $4.17BQ3 2025: $3.89BQ4 2025: $4.67BQ1 2026: $4.86BQ2 2026: $4.57B
Institutions holding WTM and their total value by quarter
QuarterHoldersValue
Q2 2026356$4.57B
Q1 2026368$4.86B
Q4 2025353$4.67B
Q3 2025338$3.89B
Q2 2025325$4.17B
Q1 2025322$4.44B
Q4 2024325$4.43B
Q3 2024304$3.78B
Q2 2024306$4.14B
Q1 2024303$4.06B
Q4 2023295$3.42B
Q3 2023272$3.40B
Q2 2023258$3.13B
Q1 2023262$3.09B
Q4 2022265$3.20B
Q3 2022251$2.98B
Q2 2022259$3.32B
Q1 2022244$3.09B
Q4 2021243$2.71B
Q3 2021232$2.86B
Q2 2021233$3.11B
Q1 2021245$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.

Institutions holding WTM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
National Asset Management, Inc.166$248.3K0.01%+166New
Isthmus Partners, LLC164$245.3K0.04%00.0%Unchanged
Summit Trail Advisors, LLC161$240.8K0.01%00.0%Unchanged
Empower Advisory Group, LLC151$225.8K0.00%00.0%Unchanged
Moneta Group Investment Advisors LLC150$224.4K0.01%00.0%Unchanged
Outfitter Financial LLC150$224.4K0.21%00.0%Unchanged
Cubist Systematic Strategies, LLC147$219.3K0.00%−235−61.5%Reduced
Pitcairn Co143$213.9K0.02%−2−1.4%Reduced
Schonfeld Strategic Advisors LLC142$212.4K0.00%+142New
New York State Teachers Retirement System141$211.0K0.00%00.0%Unchanged
New Potomac Partners, LLC140$209.4K0.14%+140New
Utah Retirement Systems134$200.4K0.00%+134New
Lindbrook Capital, LLC131$195.9K0.02%00.0%Unchanged
Farther Finance Advisors, LLC129$192.9K0.03%+91+239.5%Added
Deutsche Bank AG124$185.5K0.00%+4+3.3%Added
Central Trust Co110$164.5K0.00%00.0%Unchanged
Bessemer Group Inc105$157.0K0.00%−280−72.7%Reduced
Tower Research Capital LLC (TRC)104$155.6K0.00%+7+7.2%Added
Baldwin Brothers Inc100$149.6K0.01%00.0%Unchanged
Smithfield Trust Co97$144.0K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda92$137.6K0.02%+92New
BNP Paribas Arbitrage, SA84$125.6K0.00%+7+9.1%Added
Steward Partners Investment Advisory, LLC75$112.2K0.00%00.0%Unchanged
Quent Capital, LLC74$110.7K0.02%+17+29.8%Added
Parkside Financial Bank & Trust69$103.2K0.02%+11+19.0%Added
Community Bank, N.A.67$100.2K0.01%00.0%Unchanged
Signaturefd, LLC66$98.7K0.00%+18+37.5%Added
TD Private Client Wealth LLC64$95.7K0.00%+5+8.5%Added
Colonial Trust Co61$91.2K0.02%00.0%Unchanged
First Manhattan Co56$83.8K0.00%00.0%Unchanged
Anchor Investment Management, LLC50$74.8K0.01%00.0%Unchanged
MetLife Investment Management50$74.8K0.00%+1+2.0%Added
Valley National Advisers Inc40$60.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.40$59.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC39$58.3K0.00%+2+5.4%Added
KBC Group NV36$54.0K0.00%+36New
First Horizon Advisors, Inc.33$49.4K0.00%−5−13.2%Reduced
Quadrant Capital Group LLC33$49.4K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec30$44.9K0.00%+3+11.1%Added
Centerpoint Advisors, LLC25$37.0K0.02%00.0%Unchanged
Gladius Capital Management LP24$35.9K0.01%+20+500.0%Added
American International Group, Inc.21$31.4K0.00%−1−4.5%Reduced
Ronald Blue Trust, Inc.21$29.0K0.00%+8+61.5%Added
Delta Asset Management LLC19$28.4K0.00%00.0%Unchanged
CWM, LLC17$25.0K0.00%00.0%Unchanged
GWM Advisors LLC16$23.9K0.00%+16New
Point72 Asset Management, L.P.12$18.5K0.00%+12New
Nomura Asset Management Co Ltd12$17.9K0.00%00.0%Unchanged
Parallel Advisors, LLC11$16.5K0.00%−1−8.3%Reduced
Capital Advisors, Ltd. LLC10$15.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co9$13.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC9$13.5K0.00%00.0%Unchanged
Bartlett & Co. LLC8$12.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.8$12.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC8$12.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc8$12.0K0.00%+2+33.3%Added
Proequities, Inc.8$12.0K0.00%−2−20.0%Reduced
Atlas Capital Advisors LLC8$12.0K0.00%00.0%Unchanged
Huntington National Bank7$10.5K0.00%00.0%Unchanged
Russell Investments Group, Ltd.7$10.5K0.00%+6+600.0%Added
Carmel Capital Partners, LLC7$10.5K0.00%+7New
NBC Securities, Inc.7$10.0K0.00%+7New
Covestor Ltd6$9.00K0.01%00.0%Unchanged
Loomis Sayles & Co L P6$9.00K0.00%+2+50.0%Added
Private Trust Co NA6$8.97K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$7.48K0.00%00.0%Unchanged
IFP Advisors, Inc4$6.00K0.00%00.0%Unchanged
Steward Financial Group LLC4$5.00K0.00%+4New
Versant Capital Management, Inc2$2.99K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2$2.99K0.00%+2New
SJS Investment Consulting Inc.1$1.50K0.00%−1−50.0%Reduced
Earnest Partners LLC1$1.50K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky0$00.00%−2,083−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−393−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−318−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−299−100.0%Sold out
Two Sigma Investments, LP0$00.00%−256−100.0%Sold out
XTX Topco Ltd0$00.00%−212−100.0%Sold out
M&T Bank Corp0$00.00%−202−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−181−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−149−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−145−100.0%Sold out
SG Americas Securities, LLC0$00.00%−115−100.0%Sold out
Point72 Middle East FZE0$00.00%−89−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−65−100.0%Sold out
O'Dell Group, LLC0$00.00%−7−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−6−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−1−100.0%Sold out
Pictet Asset Management SA––––Not filed
First Capital Advisors Group, LLC.––––Not filed