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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 177 | $266.4K | 0.00% | −4−2.2% | Reduced |
| Susquehanna International Group, LLP | 180 | $270.9K | 0.00% | −218−54.8% | Reduced |
| HighTower Advisors, LLC | 181 | $278.0K | 0.00% | +1+0.6% | Added |
| Sendero Wealth Management, LLC | 188 | $282.9K | 0.05% | +16+9.3% | Added |
| JustInvest LLC | 191 | $287.5K | 0.01% | −5−2.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $299.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 199 | $299.5K | 0.00% | −37−15.7% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $301.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $301.0K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 202 | $304.0K | 0.04% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 206 | $310.0K | 0.14% | −23−10.0% | Reduced |
| One Wealth Advisors, LLC | 208 | $313.0K | 0.06% | +2+1.0% | Added |
| Private Advisor Group, LLC | 215 | $323.6K | 0.00% | −2−0.9% | Reduced |
| Equitable Trust Co | 216 | $325.1K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 219 | $329.7K | 0.00% | +29+15.3% | Added |
| Opal Wealth Advisors, LLC | 223 | $335.6K | 0.13% | +7+3.2% | Added |
| Walleye Capital LLC | 225 | $338.6K | 0.00% | +28+14.2% | Added |
| Athena Investment Management | 234 | $352.2K | 0.23% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 235 | $353.7K | 0.00% | +235 | New |
| Keybank National Association | 249 | $374.7K | 0.00% | −12−4.6% | Reduced |
| XTX Topco Ltd | 252 | $379.3K | 0.08% | +252 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $380.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 253 | $380.9K | 0.00% | +72+39.8% | Added |
| Bank of Nova Scotia | 254 | $382.3K | 0.00% | −26−9.3% | Reduced |
| Ritholtz Wealth Management | 254 | $382.3K | 0.01% | +254 | New |
| Soltis Investment Advisors LLC | 256 | $385.3K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 260 | $391.0K | 0.00% | −276−51.5% | Reduced |
| Pathstone Holdings, LLC | 270 | $406.4K | 0.00% | +270 | New |
| Millennium Management LLC | 272 | $409.4K | 0.00% | −1,193−81.4% | Reduced |
| Highlander Partners, L.P. | 280 | $421.4K | 0.34% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 281 | $422.9K | 0.14% | +6+2.2% | Added |
| Essex Savings Bank | 284 | $427.4K | 0.12% | +15+5.6% | Added |
| Dark Forest Capital Management LP | 284 | $427.4K | 0.06% | +284 | New |
| Los Angeles Capital Management LLC | 285 | $428.9K | 0.00% | +285 | New |
| Commonwealth Equity Services, LLC | 290 | $437.0K | 0.00% | −2−0.7% | Reduced |
| Verition Fund Management LLC | 291 | $438.0K | 0.00% | −90−23.6% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $449.1K | 0.22% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 300 | $451.5K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 305 | $459.0K | 0.03% | −45−12.9% | Reduced |
| Voya Investment Management LLC | 311 | $468.1K | 0.00% | −2−0.6% | Reduced |
| Capula Management Ltd | 323 | $486.1K | 0.03% | +323 | New |
| Lummis Asset Management, LP | 325 | $489.1K | 0.37% | +325 | New |
| Citadel Advisors LLC | 331 | $498.2K | 0.00% | +331 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $511.7K | 0.33% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 355 | $534.3K | 0.00% | −42−10.6% | Reduced |
| American Capital Advisory, LLC | 390 | $587.0K | 0.42% | +390 | New |
| Klingenstein Fields & Co LP | 391 | $588.5K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 392 | $590.0K | 0.00% | −30−7.1% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $590.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 395 | $594.6K | 0.05% | −5−1.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $595.8K | 0.30% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 399 | $600.5K | 0.00% | −253−38.8% | Reduced |
| AE Wealth Management LLC | 383 | $612.0K | 0.00% | +8+2.1% | Added |
| Amalgamated Bank | 408 | $614.0K | 0.00% | −17−4.0% | Reduced |
| Glenmede Trust Co NA | 409 | $615.5K | 0.00% | +27+7.1% | Added |
| Cresset Asset Management, LLC | 412 | $620.1K | 0.00% | −6−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 417 | $627.6K | 0.00% | −6−1.4% | Reduced |
| Two Sigma Investments, LP | 422 | $635.1K | 0.00% | +422 | New |
| Holocene Advisors, LP | 424 | $638.1K | 0.00% | +424 | New |
| Bank of Montreal | 430 | $652.3K | 0.00% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 438 | $670.8K | 0.64% | +438 | New |
| Raymond James Financial Services Advisors, Inc. | 454 | $683.3K | 0.00% | −5−1.1% | Reduced |
| Ethic Inc. | 464 | $698.3K | 0.02% | −16−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 451 | $715.0K | 0.03% | +1+0.2% | Added |
| Manufacturers Life Insurance Company, The | 484 | $728.4K | 0.00% | +5+1.0% | Added |
| Citigroup Inc | 514 | $773.6K | 0.00% | −237−31.6% | Reduced |
| QRG Capital Management, Inc. | 523 | $787.1K | 0.01% | +4+0.8% | Added |
| Park Avenue Securities LLC | 525 | $790.0K | 0.01% | +25+5.0% | Added |
| Sequoia Financial Advisors, LLC | 525 | $790.1K | 0.01% | +329+167.9% | Added |
| Algert Global LLC | 542 | $815.7K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 547 | $823.2K | 0.00% | – | – |
| Regions Financial Corp | 550 | $827.8K | 0.01% | −10−1.8% | Reduced |
| Parker Investment Management, LLC | 550 | $828.9K | 0.17% | −23−4.0% | Reduced |
| AMG National Trust Bank | 569 | $856.3K | 0.03% | −6−1.0% | Reduced |
| First Hawaiian Bank | 572 | $860.9K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 596 | $897.0K | 0.01% | −83−12.2% | Reduced |
| Gratus Capital LLC | 608 | $915.0K | 0.05% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 659 | $991.8K | 0.33% | 00.0% | Unchanged |
| Arizona State Retirement System | 716 | $1.08M | 0.01% | −13−1.8% | Reduced |
| Captrust Financial Advisors | 826 | $1.24M | 0.00% | +98+13.5% | Added |
| Legato Capital Management LLC | 888 | $1.34M | 0.17% | +54+6.5% | Added |
| Dean Capital Management | 888 | $1.34M | 0.83% | +54+6.5% | Added |
| Parsons Capital Management Inc | 891 | $1.34M | 0.10% | +91+11.4% | Added |
| SYSTM Wealth Solutions LLC | 916 | $1.38M | 0.19% | +27+3.0% | Added |
| Brave Asset Management Inc | 929 | $1.40M | 0.39% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,012 | $1.52M | 0.20% | −8−0.8% | Reduced |
| Neuberger Berman Group LLC | 1,019 | $1.53M | 0.00% | −7−0.7% | Reduced |
| LPL Financial LLC | 1,027 | $1.55M | 0.00% | +24+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,031 | $1.55M | 0.02% | +292+39.5% | Added |
| Ensign Peak Advisors, Inc | 1,050 | $1.58M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,053 | $1.58M | 0.00% | −18−1.7% | Reduced |
| Barclays PLC | 1,066 | $1.60M | 0.00% | −38−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,079 | $1.62M | 0.01% | +28+2.7% | Added |
| Advisor Group Holdings, Inc. | 1,092 | $1.64M | 0.00% | −366−25.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,100 | $1.66M | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,080 | $1.69M | 0.96% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,149 | $1.73M | 0.06% | +86+8.1% | Added |
| Pecaut & Co. | 1,167 | $1.76M | 0.71% | −12−1.0% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $1.77M | 0.21% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,198 | $1.80M | 0.03% | +87+7.8% | Added |