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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $1.50K | 0.00% | −1−50.0% | Reduced |
| Fifth Third Bancorp | 1 | $1.50K | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $1.50K | 0.00% | +1 | New |
| English Capital Management LLC | 1 | $1.50K | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $1.52K | 0.00% | −3−75.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $3.01K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $3.01K | 0.00% | +1+100.0% | Added |
| Frazier Financial Advisors, LLC | 3 | $4.52K | 0.00% | +3 | New |
| Global Wealth Management Investment Advisory, Inc. | 4 | $6.02K | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 5 | $7.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $7.53K | 0.00% | +5 | New |
| Private Trust Co NA | 6 | $9.03K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 6 | $9.60K | 0.01% | +6 | New |
| NBC Securities, Inc. | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $10.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7 | $10.6K | 0.00% | +7 | New |
| Bartlett & Co. Wealth Management LLC | 8 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8 | $12.0K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $12.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $14.0K | 0.01% | +9 | New |
| Capital Advisors, Ltd. LLC | 10 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10 | $15.0K | 0.00% | +4+66.7% | Added |
| Parallel Advisors, LLC | 10 | $15.1K | 0.00% | −1−9.1% | Reduced |
| Huntington National Bank | 10 | $15.1K | 0.00% | +3+42.9% | Added |
| GWM Advisors LLC | 11 | $16.6K | 0.00% | −5−31.3% | Reduced |
| Nomura Asset Management Co Ltd | 12 | $18.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 13 | $19.6K | 0.00% | +13 | New |
| CWM, LLC | 13 | $20.0K | 0.00% | −4−23.5% | Reduced |
| Spire Wealth Management | 13 | $21.3K | 0.00% | +13 | New |
| Northwestern Mutual Wealth Management Co | 15 | $22.6K | 0.00% | +6+66.7% | Added |
| Russell Investments Group, Ltd. | 16 | $24.1K | 0.00% | +9+128.6% | Added |
| Allworth Financial LP | 17 | $25.6K | 0.00% | +17 | New |
| Delta Asset Management LLC | 19 | $28.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19 | $28.6K | 0.00% | +19 | New |
| Gladius Capital Management LP | 19 | $28.8K | 0.02% | −5−20.8% | Reduced |
| American International Group, Inc. | 20 | $30.1K | 0.00% | −1−4.8% | Reduced |
| GAMMA Investing LLC | 21 | $33.1K | 0.01% | +21 | New |
| RFP Financial Group LLC | 22 | $33.1K | 0.01% | +22 | New |
| Centerpoint Advisors, LLC | 25 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 29 | $43.0K | 0.00% | +8+38.1% | Added |
| Federation des caisses Desjardins du Quebec | 30 | $45.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 30 | $45.1K | 0.04% | +30 | New |
| Venturi Wealth Management, LLC | 30 | $45.2K | 0.00% | −9−23.1% | Reduced |
| Quadrant Capital Group LLC | 33 | $49.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 34 | $51.2K | 0.01% | −33−49.3% | Reduced |
| First Horizon Advisors, Inc. | 37 | $55.7K | 0.00% | +4+12.1% | Added |
| Valley National Advisers Inc | 40 | $60.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $60.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $70.7K | 0.01% | −22−31.9% | Reduced |
| MetLife Investment Management | 49 | $73.7K | 0.00% | −1−2.0% | Reduced |
| KBC Group NV | 50 | $75.0K | 0.00% | +14+38.9% | Added |
| Anchor Investment Management, LLC | 50 | $75.3K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 56 | $84.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 56 | $84.3K | 0.00% | −10−15.2% | Reduced |
| TD Private Client Wealth LLC | 57 | $85.8K | 0.00% | −7−10.9% | Reduced |
| Colonial Trust Co | 61 | $91.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $112.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $112.9K | 0.02% | +1+1.4% | Added |
| Smithfield Trust Co | 97 | $147.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 100 | $150.5K | 0.00% | −10−9.1% | Reduced |
| Baldwin Brothers Inc | 100 | $150.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 101 | $152.0K | 0.00% | −4−3.8% | Reduced |
| Principal Securities, Inc. | 106 | $159.5K | 0.01% | +106 | New |
| BNP Paribas Arbitrage, SA | 114 | $171.6K | 0.00% | +30+35.7% | Added |
| Deutsche Bank AG | 124 | $186.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 132 | $198.7K | 0.02% | +1+0.8% | Added |
| Utah Retirement Systems | 134 | $201.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 137 | $206.2K | 0.01% | +8+6.2% | Added |
| KCM Investment Advisors LLC | 138 | $207.7K | 0.01% | −92−40.0% | Reduced |
| Squarepoint Ops LLC | 138 | $207.7K | 0.00% | +138 | New |
| Engineers Gate Manager LP | 139 | $209.2K | 0.01% | +139 | New |
| New Potomac Partners, LLC | 140 | $210.7K | 0.13% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 141 | $212.0K | 0.00% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 141 | $212.2K | 0.03% | +141 | New |
| Pitcairn Co | 142 | $213.7K | 0.02% | −1−0.7% | Reduced |
| Raymond James Trust N.A. | 143 | $215.2K | 0.01% | +143 | New |
| Chapman Investment Management, LLC | 143 | $215.2K | 0.16% | −114−44.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 148 | $222.7K | 0.00% | −29−16.4% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $225.8K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 150 | $225.8K | 0.20% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 150 | $225.8K | 0.24% | +150 | New |
| Principal Financial Group Inc | 151 | $227.3K | 0.00% | −53−26.0% | Reduced |
| Empower Advisory Group, LLC | 151 | $227.3K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 155 | $233.3K | 0.01% | +155 | New |
| May Barnhard Investments LLC | 155 | $233.4K | 0.12% | +155 | New |
| Tower Research Capital LLC (TRC) | 156 | $234.8K | 0.00% | +52+50.0% | Added |
| Brandes Investment Partners, LP | 156 | $234.8K | 0.00% | +156 | New |
| Cetera Advisor Networks LLC | 161 | $242.3K | 0.00% | −26−13.9% | Reduced |
| Isthmus Partners, LLC | 164 | $246.8K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 167 | $251.3K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 170 | $255.9K | 0.01% | −37−17.9% | Reduced |
| Summit Trail Advisors, LLC | 171 | $257.4K | 0.01% | +10+6.2% | Added |
| Vestcor Inc | 173 | $260.0K | 0.01% | +173 | New |
| SRS Capital Advisors, Inc. | 173 | $260.9K | 0.03% | +2+1.2% | Added |