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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 1,200 | $1.81M | 0.00% | −7,993−86.9% | Reduced |
| MML Investors Services, LLC | 1,203 | $1.81M | 0.01% | +208+20.9% | Added |
| Alliancebernstein L.P. | 1,236 | $1.86M | 0.00% | +102+9.0% | Added |
| Treasurer of the State of North Carolina | 1,240 | $1.87M | 0.01% | +15+1.2% | Added |
| Janus Henderson Group PLC | 1,235 | $1.87M | 0.00% | −3−0.2% | Reduced |
| TD Asset Management Inc | 1,300 | $1.96M | 0.00% | +360+38.3% | Added |
| Price T Rowe Associates Inc | 1,362 | $2.05M | 0.00% | +62+4.8% | Added |
| Oppenheimer Asset Management Inc. | 1,467 | $2.21M | 0.03% | −52−3.4% | Reduced |
| Cerity Partners LLC | 1,526 | $2.30M | 0.01% | +42+2.8% | Added |
| UBS Group AG | 1,634 | $2.46M | 0.00% | −136−7.7% | Reduced |
| State of New Jersey Common Pension Fund D | 1,661 | $2.50M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,669 | $2.51M | 0.00% | +72+4.5% | Added |
| Royal Bank of Canada | 1,713 | $2.58M | 0.00% | +22+1.3% | Added |
| Truist Financial Corp | 1,745 | $2.63M | 0.00% | +142+8.9% | Added |
| Vident Advisory, LLC | 1,752 | $2.64M | 0.07% | −16−0.9% | Reduced |
| Triad Investment Management | 1,766 | $2.66M | 3.49% | +20+1.1% | Added |
| Edgestream Partners, L.P. | 1,810 | $2.72M | 0.20% | +1,421+365.3% | Added |
| 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 |
| Creative Planning | 1,904 | $2.87M | 0.01% | −79−4.0% | Reduced |
| STRS Ohio | 1,905 | $2.87M | 0.01% | +237+14.2% | Added |
| SEI Investments Co | 2,023 | $3.05M | 0.00% | +284+16.3% | Added |
| Davenport & Co LLC | 2,188 | $3.29M | 0.02% | −50−2.2% | Reduced |
| Agf Management Ltd | 2,201 | $3.31M | 0.02% | −53−2.4% | Reduced |
| Dean Investment Associates, LLC | 2,626 | $3.95M | 0.56% | +544+26.1% | Added |
| California State Teachers Retirement System | 2,694 | $4.05M | 0.01% | −125−4.4% | Reduced |
| JPMorgan Chase & Co | 2,902 | $4.37M | 0.00% | +598+26.0% | Added |
| New York State Common Retirement Fund | 3,083 | $4.64M | 0.01% | +10.0% | Added |
| Renaissance Technologies LLC | 3,100 | $4.67M | 0.01% | −200−6.1% | Reduced |
| Prospector Partners LLC | 3,268 | $4.92M | 0.62% | +41+1.3% | Added |
| Lee Danner & Bass Inc | 3,283 | $4.94M | 0.42% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,645 | $5.49M | 0.00% | +819+29.0% | Added |
| Lazard Asset Management LLC | 3,706 | $5.58M | 0.01% | −571−13.4% | Reduced |
| UBS Asset Management Americas Inc | 3,781 | $5.69M | 0.00% | −2−0.1% | Reduced |
| Ameriprise Financial Inc | 3,912 | $5.89M | 0.00% | +395+11.2% | Added |
| Martingale Asset Management L P | 3,961 | $5.96M | 0.12% | −31−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,051 | $6.10M | 0.01% | +300+8.0% | Added |
| State Board of Administration of Florida Retirement System | 4,341 | $6.53M | 0.01% | +779+21.9% | Added |
| Credit Suisse AG | 4,500 | $6.77M | 0.01% | +130+3.0% | Added |
| Brandywine Global Investment Management, LLC | 4,544 | $6.84M | 0.06% | −573−11.2% | Reduced |
| First Trust Advisors LP | 4,624 | $6.96M | 0.01% | +3,757+433.3% | Added |
| Eagle Asset Management Inc | 4,682 | $7.05M | 0.04% | −2,254−32.5% | Reduced |
| Legal & General Group Plc | 4,771 | $7.18M | 0.00% | −146−3.0% | Reduced |
| Swiss National Bank | 5,046 | $7.59M | 0.01% | −600−10.6% | Reduced |
| Phocas Financial Corp. | 5,113 | $7.70M | 1.02% | +97+1.9% | Added |
| Rhumbline Advisers | 5,172 | $7.78M | 0.01% | +570+12.4% | Added |
| Williams Jones Wealth Management, LLC. | 5,343 | $8.04M | 0.11% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 5,368 | $8.08M | 0.00% | −2,771−34.0% | Reduced |
| Alaska Permanent Fund Corp | 5,660 | $8.52M | 0.14% | +442+8.5% | Added |
| Invesco Ltd. | 6,158 | $9.27M | 0.00% | −405−6.2% | Reduced |
| GW&K Investment Management, LLC | 7,027 | $10.6M | 0.10% | −339−4.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,670 | $11.5M | 0.04% | +470+6.5% | Added |
| AQR Capital Management LLC | 9,100 | $13.6M | 0.03% | −480−5.0% | Reduced |
| Cove Street Capital, LLC | 10,661 | $16.0M | 4.91% | +298+2.9% | Added |
| Bank of New York Mellon Corp | 11,137 | $16.8M | 0.00% | −402−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,448 | $17.2M | 0.03% | +11,448 | New |
| Wells Fargo & Company | 11,840 | $17.8M | 0.01% | −214−1.8% | Reduced |
| FMR LLC | 12,182 | $18.3M | 0.00% | +107+0.9% | Added |
| Speece Thorson Capital Group Inc | 13,001 | $19.6M | 4.01% | +86+0.7% | Added |
| Envestnet Asset Management Inc | 13,675 | $20.6M | 0.01% | +1,592+13.2% | Added |
| Perpetual Ltd | 13,976 | $21.0M | 0.22% | −500−3.5% | Reduced |
| California Public Employees Retirement System | 14,078 | $21.2M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 14,853 | $22.4M | 0.02% | +5,735+62.9% | Added |
| Northern Trust Corp | 15,118 | $22.8M | 0.00% | −601−3.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,795 | $23.8M | 0.38% | −463−2.8% | Reduced |
| Brown Advisory Inc | 16,429 | $24.7M | 0.03% | −280−1.7% | Reduced |
| Elkhorn Partners Limited Partnership | 17,819 | $26.8M | 18.56% | −11−0.1% | Reduced |
| Royce & Associates LP | 17,935 | $27.0M | 0.25% | −2,466−12.1% | Reduced |
| Scout Investments, Inc. | 18,051 | $27.2M | 0.68% | −4,087−18.5% | Reduced |
| Victory Capital Management Inc | 18,346 | $27.6M | 0.03% | −784−4.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,983 | $33.1M | 6.93% | −41−0.2% | Reduced |
| Raymond James & Associates | 23,369 | $35.2M | 0.03% | −637−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 24,508 | $36.9M | 0.01% | +608+2.5% | Added |
| Lord, Abbett & Co. LLC | 24,538 | $36.9M | 0.13% | −76−0.3% | Reduced |
| Norges Bank | 28,240 | $42.5M | 0.01% | +1,198+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 29,790 | $44.8M | 0.11% | −2,122−6.6% | Reduced |
| Select Equity Group, L.P. | 30,071 | $45.3M | 0.17% | +12,369+69.9% | Added |
| Cannell Peter B & Co Inc | 30,269 | $45.6M | 1.45% | −125−0.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 32,446 | $48.8M | 1.88% | −499−1.5% | Reduced |
| Geode Capital Management, LLC | 37,725 | $56.8M | 0.01% | +913+2.5% | Added |
| Reinhart Partners, Inc. | 37,819 | $56.9M | 2.50% | +960+2.6% | Added |
| Fiduciary Management Inc | 37,978 | $57.2M | 0.53% | +1,123+3.0% | Added |
| Bank of America Corp | 39,747 | $59.8M | 0.01% | +23+0.1% | Added |
| State Street Corp | 50,205 | $75.6M | 0.00% | +3,240+6.9% | Added |
| T. Rowe Price Investment Management, Inc. | 59,162 | $89.0M | 0.06% | +15,943+36.9% | Added |
| London Co of Virginia | 63,143 | $95.0M | 0.53% | −1,067−1.7% | Reduced |
| Wellington Management Group LLP | 67,381 | $101.4M | 0.02% | −3,440−4.9% | Reduced |
| Wallace Capital Management Inc. | 84,157 | $126.7M | 18.83% | +2,004+2.4% | Added |
| Boston Partners | 92,552 | $140.0M | 0.19% | −21,947−19.2% | Reduced |
| BlackRock Inc. | 112,694 | $169.6M | 0.00% | +1,259+1.1% | Added |
| River Road Asset Management, LLC | 127,152 | $191.4M | 2.66% | −614−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 129,520 | $194.9M | 0.99% | −4,289−3.2% | Reduced |
| Dimensional Fund Advisors LP | 161,957 | $243.7M | 0.07% | +1,464+0.9% | Added |
| Morgan Stanley | 198,001 | $298.0M | 0.03% | −4,922−2.4% | Reduced |
| Vanguard Group Inc | 253,419 | $381.4M | 0.01% | +260.0% | Added |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |