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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,100 | $1.66M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,092 | $1.64M | 0.00% | −366−25.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,079 | $1.62M | 0.01% | +28+2.7% | Added |
| Barclays PLC | 1,066 | $1.60M | 0.00% | −38−3.4% | Reduced |
| CI Private Wealth, LLC | 1,053 | $1.58M | 0.00% | −18−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,050 | $1.58M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,031 | $1.55M | 0.02% | +292+39.5% | Added |
| LPL Financial LLC | 1,027 | $1.55M | 0.00% | +24+2.4% | Added |
| Neuberger Berman Group LLC | 1,019 | $1.53M | 0.00% | −7−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,012 | $1.52M | 0.20% | −8−0.8% | Reduced |
| Brave Asset Management Inc | 929 | $1.40M | 0.39% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 916 | $1.38M | 0.19% | +27+3.0% | Added |
| Parsons Capital Management Inc | 891 | $1.34M | 0.10% | +91+11.4% | 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 |
| Captrust Financial Advisors | 826 | $1.24M | 0.00% | +98+13.5% | Added |
| Arizona State Retirement System | 716 | $1.08M | 0.01% | −13−1.8% | Reduced |
| Karpas Strategies, LLC | 659 | $991.8K | 0.33% | 00.0% | Unchanged |
| Gratus Capital LLC | 608 | $915.0K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 596 | $897.0K | 0.01% | −83−12.2% | Reduced |
| First Hawaiian Bank | 572 | $860.9K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 569 | $856.3K | 0.03% | −6−1.0% | Reduced |
| Parker Investment Management, LLC | 550 | $828.9K | 0.17% | −23−4.0% | Reduced |
| Regions Financial Corp | 550 | $827.8K | 0.01% | −10−1.8% | Reduced |
| Man Group plc | 547 | $823.2K | 0.00% | – | – |
| Algert Global LLC | 542 | $815.7K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 525 | $790.1K | 0.01% | +329+167.9% | Added |
| Park Avenue Securities LLC | 525 | $790.0K | 0.01% | +25+5.0% | Added |
| QRG Capital Management, Inc. | 523 | $787.1K | 0.01% | +4+0.8% | Added |
| Citigroup Inc | 514 | $773.6K | 0.00% | −237−31.6% | Reduced |
| Manufacturers Life Insurance Company, The | 484 | $728.4K | 0.00% | +5+1.0% | Added |
| Chicago Partners Investment Group LLC | 451 | $715.0K | 0.03% | +1+0.2% | Added |
| Ethic Inc. | 464 | $698.3K | 0.02% | −16−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 454 | $683.3K | 0.00% | −5−1.1% | Reduced |
| Shotwell Rutter Baer Inc | 438 | $670.8K | 0.64% | +438 | New |
| Bank of Montreal | 430 | $652.3K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 424 | $638.1K | 0.00% | +424 | New |
| Two Sigma Investments, LP | 422 | $635.1K | 0.00% | +422 | New |
| Mitsubishi UFJ Trust & Banking Corp | 417 | $627.6K | 0.00% | −6−1.4% | Reduced |
| Cresset Asset Management, LLC | 412 | $620.1K | 0.00% | −6−1.4% | Reduced |
| Glenmede Trust Co NA | 409 | $615.5K | 0.00% | +27+7.1% | Added |
| Amalgamated Bank | 408 | $614.0K | 0.00% | −17−4.0% | Reduced |
| AE Wealth Management LLC | 383 | $612.0K | 0.00% | +8+2.1% | Added |
| The PNC Financial Services Group, Inc. | 399 | $600.5K | 0.00% | −253−38.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $595.8K | 0.30% | 00.0% | Unchanged |
| Roundview Capital LLC | 395 | $594.6K | 0.05% | −5−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $590.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 392 | $590.0K | 0.00% | −30−7.1% | Reduced |
| Klingenstein Fields & Co LP | 391 | $588.5K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 390 | $587.0K | 0.42% | +390 | New |
| State of Wisconsin Investment Board | 355 | $534.3K | 0.00% | −42−10.6% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $511.7K | 0.33% | 00.0% | Unchanged |
| Citadel Advisors LLC | 331 | $498.2K | 0.00% | +331 | New |
| Lummis Asset Management, LP | 325 | $489.1K | 0.37% | +325 | New |
| Capula Management Ltd | 323 | $486.1K | 0.03% | +323 | New |
| Voya Investment Management LLC | 311 | $468.1K | 0.00% | −2−0.6% | Reduced |
| Hyman Charles D | 305 | $459.0K | 0.03% | −45−12.9% | Reduced |
| Pictet Asset Management Holding SA | 300 | $451.5K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $449.1K | 0.22% | 00.0% | Unchanged |
| Verition Fund Management LLC | 291 | $438.0K | 0.00% | −90−23.6% | Reduced |
| Commonwealth Equity Services, LLC | 290 | $437.0K | 0.00% | −2−0.7% | Reduced |
| Los Angeles Capital Management LLC | 285 | $428.9K | 0.00% | +285 | New |
| Dark Forest Capital Management LP | 284 | $427.4K | 0.06% | +284 | New |
| Essex Savings Bank | 284 | $427.4K | 0.12% | +15+5.6% | Added |
| Legacy Wealth Asset Management, LLC | 281 | $422.9K | 0.14% | +6+2.2% | Added |
| Highlander Partners, L.P. | 280 | $421.4K | 0.34% | 00.0% | Unchanged |
| Millennium Management LLC | 272 | $409.4K | 0.00% | −1,193−81.4% | Reduced |
| Pathstone Holdings, LLC | 270 | $406.4K | 0.00% | +270 | New |
| HRT Financial LP | 260 | $391.0K | 0.00% | −276−51.5% | Reduced |
| Soltis Investment Advisors LLC | 256 | $385.3K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 254 | $382.3K | 0.01% | +254 | New |
| Bank of Nova Scotia | 254 | $382.3K | 0.00% | −26−9.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 253 | $380.9K | 0.00% | +72+39.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $380.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 252 | $379.3K | 0.08% | +252 | New |
| Keybank National Association | 249 | $374.7K | 0.00% | −12−4.6% | Reduced |
| Johnson Investment Counsel Inc | 235 | $353.7K | 0.00% | +235 | New |
| Athena Investment Management | 234 | $352.2K | 0.23% | 00.0% | Unchanged |
| Walleye Capital LLC | 225 | $338.6K | 0.00% | +28+14.2% | Added |
| Opal Wealth Advisors, LLC | 223 | $335.6K | 0.13% | +7+3.2% | Added |
| Prudential Financial Inc | 219 | $329.7K | 0.00% | +29+15.3% | Added |
| Equitable Trust Co | 216 | $325.1K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 215 | $323.6K | 0.00% | −2−0.9% | Reduced |
| One Wealth Advisors, LLC | 208 | $313.0K | 0.06% | +2+1.0% | Added |
| Hudson Value Partners, LLC | 206 | $310.0K | 0.14% | −23−10.0% | Reduced |
| Connable Office Inc | 202 | $304.0K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $301.0K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $301.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 199 | $299.5K | 0.00% | −37−15.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $299.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 191 | $287.5K | 0.01% | −5−2.6% | Reduced |
| Sendero Wealth Management, LLC | 188 | $282.9K | 0.05% | +16+9.3% | Added |
| HighTower Advisors, LLC | 181 | $278.0K | 0.00% | +1+0.6% | Added |
| Susquehanna International Group, LLP | 180 | $270.9K | 0.00% | −218−54.8% | Reduced |
| Pinnacle Associates Ltd | 177 | $266.4K | 0.00% | −4−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 173 | $260.9K | 0.03% | +2+1.2% | Added |
| Vestcor Inc | 173 | $260.0K | 0.01% | +173 | New |
| Summit Trail Advisors, LLC | 171 | $257.4K | 0.01% | +10+6.2% | Added |
| Two Sigma Securities, LLC | 170 | $255.9K | 0.01% | −37−17.9% | Reduced |
| Contravisory Investment Management, Inc. | 167 | $251.3K | 0.06% | 00.0% | Unchanged |