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, Q4 2023
Institutional positions in White Mountains Insurance Group Ltd as of Dec 31, 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
- 295
- +27 vs. Q3 2023
- Shares held
- 2.27M
- +4.34K (+0.2%) vs. Q3 2023
- Total value
- $3.42B
- +$26.4M (+0.8%) vs. Q3 2023
- New holders
- 42
- 87 more added
- Sold out
- 15
- 101 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,419 | $381.4M | 0.01% | +260.0% | Added |
| Morgan Stanley | 198,001 | $298.0M | 0.03% | −4,922−2.4% | Reduced |
| Dimensional Fund Advisors LP | 161,957 | $243.7M | 0.07% | +1,464+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 129,520 | $194.9M | 0.99% | −4,289−3.2% | Reduced |
| River Road Asset Management, LLC | 127,152 | $191.4M | 2.66% | −614−0.5% | Reduced |
| BlackRock Inc. | 112,694 | $169.6M | 0.00% | +1,259+1.1% | Added |
| Boston Partners | 92,552 | $140.0M | 0.19% | −21,947−19.2% | Reduced |
| Wallace Capital Management Inc. | 84,157 | $126.7M | 18.83% | +2,004+2.4% | Added |
| Wellington Management Group LLP | 67,381 | $101.4M | 0.02% | −3,440−4.9% | Reduced |
| London Co of Virginia | 63,143 | $95.0M | 0.53% | −1,067−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 59,162 | $89.0M | 0.06% | +15,943+36.9% | Added |
| State Street Corp | 50,205 | $75.6M | 0.00% | +3,240+6.9% | Added |
| Bank of America Corp | 39,747 | $59.8M | 0.01% | +23+0.1% | Added |
| Fiduciary Management Inc | 37,978 | $57.2M | 0.53% | +1,123+3.0% | Added |
| Reinhart Partners, Inc. | 37,819 | $56.9M | 2.50% | +960+2.6% | Added |
| Geode Capital Management, LLC | 37,725 | $56.8M | 0.01% | +913+2.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 32,446 | $48.8M | 1.88% | −499−1.5% | Reduced |
| Cannell Peter B & Co Inc | 30,269 | $45.6M | 1.45% | −125−0.4% | Reduced |
| Select Equity Group, L.P. | 30,071 | $45.3M | 0.17% | +12,369+69.9% | Added |
| Robeco Institutional Asset Management B.V. | 29,790 | $44.8M | 0.11% | −2,122−6.6% | Reduced |
| Norges Bank | 28,240 | $42.5M | 0.01% | +1,198+4.4% | Added |
| Lord, Abbett & Co. LLC | 24,538 | $36.9M | 0.13% | −76−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 24,508 | $36.9M | 0.01% | +608+2.5% | Added |
| Raymond James & Associates | 23,369 | $35.2M | 0.03% | −637−2.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,983 | $33.1M | 6.93% | −41−0.2% | Reduced |
| Victory Capital Management Inc | 18,346 | $27.6M | 0.03% | −784−4.1% | Reduced |
| Scout Investments, Inc. | 18,051 | $27.2M | 0.68% | −4,087−18.5% | Reduced |
| Royce & Associates LP | 17,935 | $27.0M | 0.25% | −2,466−12.1% | Reduced |
| Elkhorn Partners Limited Partnership | 17,819 | $26.8M | 18.56% | −11−0.1% | Reduced |
| Brown Advisory Inc | 16,429 | $24.7M | 0.03% | −280−1.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,795 | $23.8M | 0.38% | −463−2.8% | Reduced |
| Northern Trust Corp | 15,118 | $22.8M | 0.00% | −601−3.8% | Reduced |
| American Century Companies Inc | 14,853 | $22.4M | 0.02% | +5,735+62.9% | Added |
| California Public Employees Retirement System | 14,078 | $21.2M | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 13,976 | $21.0M | 0.22% | −500−3.5% | Reduced |
| Envestnet Asset Management Inc | 13,675 | $20.6M | 0.01% | +1,592+13.2% | Added |
| Speece Thorson Capital Group Inc | 13,001 | $19.6M | 4.01% | +86+0.7% | Added |
| FMR LLC | 12,182 | $18.3M | 0.00% | +107+0.9% | Added |
| Wells Fargo & Company | 11,840 | $17.8M | 0.01% | −214−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,448 | $17.2M | 0.03% | +11,448 | New |
| Bank of New York Mellon Corp | 11,137 | $16.8M | 0.00% | −402−3.5% | Reduced |
| Cove Street Capital, LLC | 10,661 | $16.0M | 4.91% | +298+2.9% | Added |
| AQR Capital Management LLC | 9,100 | $13.6M | 0.03% | −480−5.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,670 | $11.5M | 0.04% | +470+6.5% | Added |
| GW&K Investment Management, LLC | 7,027 | $10.6M | 0.10% | −339−4.6% | Reduced |
| Invesco Ltd. | 6,158 | $9.27M | 0.00% | −405−6.2% | Reduced |
| Alaska Permanent Fund Corp | 5,660 | $8.52M | 0.14% | +442+8.5% | Added |
| Nuveen Asset Management, LLC | 5,368 | $8.08M | 0.00% | −2,771−34.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,343 | $8.04M | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,172 | $7.78M | 0.01% | +570+12.4% | Added |
| Phocas Financial Corp. | 5,113 | $7.70M | 1.02% | +97+1.9% | Added |
| Swiss National Bank | 5,046 | $7.59M | 0.01% | −600−10.6% | Reduced |
| Legal & General Group Plc | 4,771 | $7.18M | 0.00% | −146−3.0% | Reduced |
| Eagle Asset Management Inc | 4,682 | $7.05M | 0.04% | −2,254−32.5% | Reduced |
| First Trust Advisors LP | 4,624 | $6.96M | 0.01% | +3,757+433.3% | Added |
| Brandywine Global Investment Management, LLC | 4,544 | $6.84M | 0.06% | −573−11.2% | Reduced |
| Credit Suisse AG | 4,500 | $6.77M | 0.01% | +130+3.0% | Added |
| State Board of Administration of Florida Retirement System | 4,341 | $6.53M | 0.01% | +779+21.9% | Added |
| D. E. Shaw & Co., Inc. | 4,051 | $6.10M | 0.01% | +300+8.0% | Added |
| Martingale Asset Management L P | 3,961 | $5.96M | 0.12% | −31−0.8% | Reduced |
| Ameriprise Financial Inc | 3,912 | $5.89M | 0.00% | +395+11.2% | Added |
| UBS Asset Management Americas Inc | 3,781 | $5.69M | 0.00% | −2−0.1% | Reduced |
| Lazard Asset Management LLC | 3,706 | $5.58M | 0.01% | −571−13.4% | Reduced |
| Goldman Sachs Group Inc | 3,645 | $5.49M | 0.00% | +819+29.0% | Added |
| Lee Danner & Bass Inc | 3,283 | $4.94M | 0.42% | 00.0% | Unchanged |
| Prospector Partners LLC | 3,268 | $4.92M | 0.62% | +41+1.3% | Added |
| Renaissance Technologies LLC | 3,100 | $4.67M | 0.01% | −200−6.1% | Reduced |
| New York State Common Retirement Fund | 3,083 | $4.64M | 0.01% | +10.0% | Added |
| JPMorgan Chase & Co | 2,902 | $4.37M | 0.00% | +598+26.0% | Added |
| California State Teachers Retirement System | 2,694 | $4.05M | 0.01% | −125−4.4% | Reduced |
| Dean Investment Associates, LLC | 2,626 | $3.95M | 0.56% | +544+26.1% | Added |
| Agf Management Ltd | 2,201 | $3.31M | 0.02% | −53−2.4% | Reduced |
| Davenport & Co LLC | 2,188 | $3.29M | 0.02% | −50−2.2% | Reduced |
| SEI Investments Co | 2,023 | $3.05M | 0.00% | +284+16.3% | Added |
| STRS Ohio | 1,905 | $2.87M | 0.01% | +237+14.2% | Added |
| Creative Planning | 1,904 | $2.87M | 0.01% | −79−4.0% | Reduced |
| Allianz Asset Management GmbH | 1,846 | $2.78M | 0.01% | −832−31.1% | Reduced |
| Qube Research & Technologies Ltd | 1,846 | $2.78M | 0.01% | +52+2.9% | Added |
| Edgestream Partners, L.P. | 1,810 | $2.72M | 0.20% | +1,421+365.3% | Added |
| Triad Investment Management | 1,766 | $2.66M | 3.49% | +20+1.1% | Added |
| Vident Advisory, LLC | 1,752 | $2.64M | 0.07% | −16−0.9% | Reduced |
| Truist Financial Corp | 1,745 | $2.63M | 0.00% | +142+8.9% | Added |
| Royal Bank of Canada | 1,713 | $2.58M | 0.00% | +22+1.3% | Added |
| Stifel Financial Corp | 1,669 | $2.51M | 0.00% | +72+4.5% | Added |
| State of New Jersey Common Pension Fund D | 1,661 | $2.50M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 1,634 | $2.46M | 0.00% | −136−7.7% | Reduced |
| Cerity Partners LLC | 1,526 | $2.30M | 0.01% | +42+2.8% | Added |
| Oppenheimer Asset Management Inc. | 1,467 | $2.21M | 0.03% | −52−3.4% | Reduced |
| Price T Rowe Associates Inc | 1,362 | $2.05M | 0.00% | +62+4.8% | Added |
| TD Asset Management Inc | 1,300 | $1.96M | 0.00% | +360+38.3% | Added |
| Janus Henderson Group PLC | 1,235 | $1.87M | 0.00% | −3−0.2% | Reduced |
| Treasurer of the State of North Carolina | 1,240 | $1.87M | 0.01% | +15+1.2% | Added |
| Alliancebernstein L.P. | 1,236 | $1.86M | 0.00% | +102+9.0% | Added |
| MML Investors Services, LLC | 1,203 | $1.81M | 0.01% | +208+20.9% | Added |
| Federated Hermes, Inc. | 1,200 | $1.81M | 0.00% | −7,993−86.9% | Reduced |
| Forum Financial Management, LP | 1,198 | $1.80M | 0.03% | +87+7.8% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $1.77M | 0.21% | 00.0% | Unchanged |
| Pecaut & Co. | 1,167 | $1.76M | 0.71% | −12−1.0% | Reduced |
| Quantinno Capital Management LP | 1,149 | $1.73M | 0.06% | +86+8.1% | Added |
| Autumn Glory Partners, LLC | 1,080 | $1.69M | 0.96% | 00.0% | Unchanged |