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, Q1 2024
Institutional positions in White Mountains Insurance Group Ltd as of Mar 31, 2024. 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
- 303
- +11 vs. Q4 2023
- Shares held
- 2.40M
- +156.9K (+7.0%) vs. Q4 2023
- Total value
- $4.06B
- +$685.0M (+20.3%) vs. Q4 2023
- New holders
- 39
- 91 more added
- Sold out
- 28
- 95 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 251,930 | $452.0M | 0.01% | −1,489−0.6% | Reduced |
| Morgan Stanley | 185,530 | $332.9M | 0.03% | −12,471−6.3% | Reduced |
| Dimensional Fund Advisors LP | 161,918 | $290.5M | 0.08% | −390.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 130,914 | $234.9M | 1.02% | +1,394+1.1% | Added |
| River Road Asset Management, LLC | 123,321 | $221.3M | 2.99% | −3,831−3.0% | Reduced |
| BlackRock Inc. | 114,973 | $206.3M | 0.00% | +2,279+2.0% | Added |
| Boston Partners | 90,594 | $162.4M | 0.19% | −1,958−2.1% | Reduced |
| Wallace Capital Management Inc. | 82,077 | $147.3M | 20.09% | −2,080−2.5% | Reduced |
| London Co of Virginia | 66,595 | $119.5M | 0.63% | +3,452+5.5% | Added |
| Wellington Management Group LLP | 61,006 | $109.5M | 0.02% | −6,375−9.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 59,289 | $106.4M | 0.07% | +127+0.2% | Added |
| Select Equity Group, L.P. | 49,931 | $89.6M | 0.32% | +19,860+66.0% | Added |
| State Street Corp | 48,620 | $87.2M | 0.00% | −1,585−3.2% | Reduced |
| Bank of America Corp | 40,730 | $73.1M | 0.01% | +983+2.5% | Added |
| Fiduciary Management Inc | 38,995 | $70.0M | 0.62% | +1,017+2.7% | Added |
| Geode Capital Management, LLC | 38,899 | $69.8M | 0.01% | +1,174+3.1% | Added |
| Reinhart Partners, Inc. | 38,225 | $68.6M | 2.79% | +406+1.1% | Added |
| Spears Abacus Advisors LLC | 30,236 | $54.3M | 1.12% | +30,236 | New |
| Robeco Institutional Asset Management B.V. | 29,623 | $53.2M | 0.12% | −167−0.6% | Reduced |
| Norges Bank | 29,550 | $53.0M | 0.01% | +1,310+4.6% | Added |
| Lord, Abbett & Co. LLC | 28,472 | $51.1M | 0.16% | +3,934+16.0% | Added |
| Charles Schwab Investment Management Inc | 24,829 | $44.6M | 0.01% | +321+1.3% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 24,708 | $44.3M | 1.70% | −7,738−23.8% | Reduced |
| Raymond James & Associates | 23,337 | $41.9M | 0.03% | −32−0.1% | Reduced |
| Brown Advisory Inc | 23,121 | $41.5M | 0.06% | +6,692+40.7% | Added |
| Mraz, Amerine & Associates, Inc. | 21,540 | $38.6M | 7.30% | −443−2.0% | Reduced |
| American Century Companies Inc | 20,791 | $37.3M | 0.02% | +5,938+40.0% | Added |
| Scout Investments, Inc. | 16,535 | $29.3M | 0.72% | −1,516−8.4% | Reduced |
| Elkhorn Partners Limited Partnership | 16,200 | $29.1M | 20.97% | −1,619−9.1% | Reduced |
| Royce & Associates LP | 16,142 | $29.0M | 0.26% | −1,793−10.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,865 | $28.5M | 0.44% | +70+0.4% | Added |
| FMR LLC | 14,919 | $26.8M | 0.00% | +2,737+22.5% | Added |
| Northern Trust Corp | 14,596 | $26.2M | 0.00% | −522−3.5% | Reduced |
| Envestnet Asset Management Inc | 14,256 | $25.6M | 0.01% | +581+4.2% | Added |
| Victory Capital Management Inc | 14,251 | $25.6M | 0.02% | −4,095−22.3% | Reduced |
| Perpetual Ltd | 14,076 | $25.4M | 0.25% | +100+0.7% | Added |
| California Public Employees Retirement System | 14,078 | $25.3M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,839 | $24.8M | 0.04% | +2,391+20.9% | Added |
| Speece Thorson Capital Group Inc | 13,751 | $24.7M | 4.77% | +750+5.8% | Added |
| Wells Fargo & Company | 11,509 | $20.7M | 0.01% | −331−2.8% | Reduced |
| Cove Street Capital, LLC | 10,057 | $18.0M | 5.71% | −604−5.7% | Reduced |
| Bank of New York Mellon Corp | 9,938 | $17.8M | 0.00% | −1,199−10.8% | Reduced |
| AQR Capital Management LLC | 9,152 | $16.4M | 0.03% | +52+0.6% | Added |
| First Trust Advisors LP | 7,473 | $13.4M | 0.01% | +2,849+61.6% | Added |
| GW&K Investment Management, LLC | 6,908 | $12.4M | 0.11% | −119−1.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,700 | $12.0M | 0.04% | −970−12.6% | Reduced |
| Alaska Permanent Fund Corp | 5,897 | $10.6M | 0.16% | +237+4.2% | Added |
| Nuveen Asset Management, LLC | 5,325 | $9.55M | 0.00% | −43−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,193 | $9.32M | 0.12% | −150−2.8% | Reduced |
| Swiss National Bank | 5,046 | $9.05M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,823 | $8.65M | 0.01% | −349−6.7% | Reduced |
| Credit Suisse AG | 4,593 | $8.24M | 0.01% | +93+2.1% | Added |
| Brandywine Global Investment Management, LLC | 4,506 | $8.09M | 0.06% | −38−0.8% | Reduced |
| Legal & General Group Plc | 4,371 | $7.84M | 0.00% | −400−8.4% | Reduced |
| Invesco Ltd. | 4,318 | $7.75M | 0.00% | −1,840−29.9% | Reduced |
| Eagle Asset Management Inc | 4,341 | $7.68M | 0.04% | −341−7.3% | Reduced |
| UBS Asset Management Americas Inc | 3,819 | $6.85M | 0.00% | +38+1.0% | Added |
| D. E. Shaw & Co., Inc. | 3,730 | $6.69M | 0.01% | −321−7.9% | Reduced |
| Ameriprise Financial Inc | 3,630 | $6.51M | 0.00% | −282−7.2% | Reduced |
| Prospector Partners LLC | 3,293 | $5.91M | 0.68% | +25+0.8% | Added |
| Martingale Asset Management L P | 3,255 | $5.84M | 0.12% | −706−17.8% | Reduced |
| JPMorgan Chase & Co | 3,105 | $5.57M | 0.00% | +203+7.0% | Added |
| Dean Investment Associates, LLC | 2,606 | $4.68M | 0.64% | −20−0.8% | Reduced |
| New York State Common Retirement Fund | 2,582 | $4.63M | 0.01% | −501−16.3% | Reduced |
| California State Teachers Retirement System | 2,554 | $4.58M | 0.01% | −140−5.2% | Reduced |
| SEI Investments Co | 2,418 | $4.34M | 0.01% | +395+19.5% | Added |
| Renaissance Technologies LLC | 2,400 | $4.31M | 0.01% | −700−22.6% | Reduced |
| State Board of Administration of Florida Retirement System | 3,070 | $4.23M | 0.01% | −1,271−29.3% | Reduced |
| Creative Planning | 2,328 | $4.18M | 0.00% | +424+22.3% | Added |
| Davenport & Co LLC | 2,188 | $3.93M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,848 | $3.32M | 0.00% | −1,797−49.3% | Reduced |
| Truist Financial Corp | 1,817 | $3.26M | 0.00% | +72+4.1% | Added |
| Triad Investment Management | 1,783 | $3.20M | 3.88% | +17+1.0% | Added |
| UBS Group AG | 1,764 | $3.17M | 0.00% | +130+8.0% | Added |
| Royal Bank of Canada | 1,740 | $3.12M | 0.00% | +27+1.6% | Added |
| Vident Advisory, LLC | 1,675 | $3.01M | 0.06% | −77−4.4% | Reduced |
| State of New Jersey Common Pension Fund D | 1,661 | $2.98M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,637 | $2.94M | 0.00% | −32−1.9% | Reduced |
| Cerity Partners LLC | 1,605 | $2.88M | 0.01% | +79+5.2% | Added |
| Qube Research & Technologies Ltd | 1,569 | $2.82M | 0.01% | −277−15.0% | Reduced |
| Man Group plc | 1,509 | $2.71M | 0.01% | +962+175.9% | Added |
| STRS Ohio | 1,467 | $2.63M | 0.01% | −438−23.0% | Reduced |
| MML Investors Services, LLC | 1,465 | $2.63M | 0.01% | +262+21.8% | Added |
| Oppenheimer Asset Management Inc. | 1,405 | $2.52M | 0.04% | −62−4.2% | Reduced |
| Price T Rowe Associates Inc | 1,316 | $2.36M | 0.00% | −46−3.4% | Reduced |
| Allianz Asset Management GmbH | 1,305 | $2.34M | 0.00% | −541−29.3% | Reduced |
| TD Asset Management Inc | 1,300 | $2.33M | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,250 | $2.24M | 0.01% | +10+0.8% | Added |
| Quantinno Capital Management LP | 1,246 | $2.24M | 0.05% | +97+8.4% | Added |
| Janus Henderson Group PLC | 1,235 | $2.23M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,231 | $2.21M | 0.00% | −5−0.4% | Reduced |
| Forum Financial Management, LP | 1,198 | $2.15M | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $2.11M | 0.25% | 00.0% | Unchanged |
| Pecaut & Co. | 1,167 | $2.09M | 0.78% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,141 | $2.05M | 0.14% | +250+28.1% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $1.97M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 1,088 | $1.95M | 0.01% | −1,113−50.6% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $1.94M | 0.95% | 00.0% | Unchanged |
| LPL Financial LLC | 1,055 | $1.89M | 0.00% | +28+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,038 | $1.86M | 0.02% | +7+0.7% | Added |