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