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 |
|---|---|---|---|---|---|
| Global Assets Advisory, LLC | 134,528 | $76 | 0.00% | +134,528 | New |
| IFP Advisors, Inc | 1 | $1.79K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $1.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $1.79K | 0.00% | 00.0% | Unchanged |
| English Capital Management LLC | 1 | $1.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.79K | 0.00% | −1−50.0% | Reduced |
| Smartleaf Asset Management LLC | 1 | $1.80K | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $3.59K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.59K | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 4 | $7.18K | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 4 | $7.18K | 0.01% | +1+33.3% | Added |
| Sachetta, LLC | 5 | $7.53K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $8.97K | 0.00% | −1−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $8.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $11.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7 | $12.6K | 0.00% | −1−12.5% | Reduced |
| Atlas Capital Advisors LLC | 8 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $14.4K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 8 | $14.4K | 0.02% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $14.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $14.4K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $15.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $16.1K | 0.00% | +7+350.0% | Added |
| GWM Advisors LLC | 11 | $19.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $19.7K | 0.00% | +1+10.0% | Added |
| Nomura Asset Management Co Ltd | 12 | $21.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $22.0K | 0.00% | +2+20.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 15 | $26.9K | 0.01% | +15 | New |
| Allworth Financial LP | 16 | $28.7K | 0.00% | −1−5.9% | Reduced |
| Montag A & Associates Inc | 19 | $34.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $34.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 20 | $35.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 20 | $35.9K | 0.00% | +7+53.8% | Added |
| GAMMA Investing LLC | 21 | $37.7K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $39.5K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 24 | $42.5K | 0.00% | +24 | New |
| Centerpoint Advisors, LLC | 25 | $45.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 27 | $48.0K | 0.00% | +14+107.7% | Added |
| Northwestern Mutual Wealth Management Co | 28 | $50.2K | 0.00% | +13+86.7% | Added |
| Venturi Wealth Management, LLC | 30 | $53.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $55.6K | 0.00% | +2+6.9% | Added |
| TD Private Client Wealth LLC | 33 | $59.2K | 0.00% | −24−42.1% | Reduced |
| Quadrant Capital Group LLC | 33 | $59.2K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 34 | $61.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 34 | $61.0K | 0.05% | +4+13.3% | Added |
| Parallel Advisors, LLC | 35 | $62.8K | 0.00% | +25+250.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $66.4K | 0.00% | +37 | New |
| Valley National Advisers Inc | 40 | $71.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 40 | $71.8K | 0.00% | +10+33.3% | Added |
| First Horizon Advisors, Inc. | 45 | $80.7K | 0.00% | +8+21.6% | Added |
| First Manhattan Co | 46 | $82.5K | 0.00% | −10−17.9% | Reduced |
| MetLife Investment Management | 49 | $87.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $89.7K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 51 | $91.5K | 0.01% | +51 | New |
| Parkside Financial Bank & Trust | 56 | $100.5K | 0.02% | +9+19.1% | Added |
| Colonial Trust Co | 61 | $109.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 61 | $109.5K | 0.00% | +5+8.9% | Added |
| KBC Group NV | 64 | $115.0K | 0.00% | +14+28.0% | Added |
| Quent Capital, LLC | 73 | $131.0K | 0.02% | −2−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $134.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 80 | $143.5K | 0.03% | +80 | New |
| Bessemer Group Inc | 85 | $153.0K | 0.00% | −16−15.8% | Reduced |
| Smithfield Trust Co | 97 | $173.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 100 | $179.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $179.4K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 115 | $206.3K | 0.00% | +115 | New |
| Lincoln National Corp | 115 | $206.4K | 0.00% | +115 | New |
| HB Wealth Management, LLC | 116 | $208.1K | 0.00% | +116 | New |
| Avantax Advisory Services, Inc. | 117 | $210.5K | 0.00% | +117 | New |
| Verition Fund Management LLC | 121 | $217.1K | 0.00% | −170−58.4% | Reduced |
| M&T Bank Corp | 121 | $217.1K | 0.00% | +121 | New |
| Principal Securities, Inc. | 122 | $218.9K | 0.01% | +16+15.1% | Added |
| Equity Investment Corp | 122 | $218.9K | 0.01% | +122 | New |
| Savant Capital, LLC | 122 | $218.9K | 0.00% | +122 | New |
| Lindbrook Capital, LLC | 124 | $222.5K | 0.02% | −8−6.1% | Reduced |
| Oppenheimer & Close, LLC | 125 | $224.3K | 0.19% | +125 | New |
| Intech Investment Management LLC | 128 | $229.7K | 0.00% | +128 | New |
| New Potomac Partners, LLC | 130 | $233.3K | 0.13% | −10−7.1% | Reduced |
| Glenview Trust Co | 133 | $238.6K | 0.01% | +133 | New |
| Pitcairn Co | 134 | $240.4K | 0.02% | −8−5.6% | Reduced |
| Utah Retirement Systems | 134 | $240.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 135 | $242.2K | 0.00% | −13−8.8% | Reduced |
| Farther Finance Advisors, LLC | 140 | $247.8K | 0.02% | +3+2.2% | Added |
| Amalgamated Bank | 138 | $248.0K | 0.00% | −270−66.2% | Reduced |
| National Asset Management, Inc. | 166 | $248.3K | 0.01% | +166 | New |
| Raymond James Trust N.A. | 139 | $249.4K | 0.01% | −4−2.8% | Reduced |
| CM Wealth Advisors LLC | 136 | $253.0K | 0.07% | +136 | New |
| New York State Teachers Retirement System | 141 | $253.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 142 | $254.8K | 0.00% | +18+14.5% | Added |
| Janney Montgomery Scott LLC | 142 | $255.0K | 0.00% | +142 | New |
| Chapman Investment Management, LLC | 143 | $256.6K | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 150 | $269.1K | 0.01% | −6−3.8% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $269.1K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 150 | $269.1K | 0.22% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 151 | $270.9K | 0.00% | −29−16.1% | Reduced |
| Empower Advisory Group, LLC | 151 | $270.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 153 | $274.5K | 0.00% | +39+34.2% | Added |
| May Barnhard Investments LLC | 155 | $278.3K | 0.14% | 00.0% | Unchanged |