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 |
|---|---|---|---|---|---|
| Isthmus Partners, LLC | 164 | $294.3K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 164 | $294.3K | 0.00% | +164 | New |
| SRS Capital Advisors, Inc. | 166 | $298.6K | 0.03% | −7−4.0% | Reduced |
| Summit Trail Advisors, LLC | 169 | $303.2K | 0.01% | −2−1.2% | Reduced |
| Hengehold Capital Management LLC | 171 | $306.8K | 0.03% | +30+21.3% | Added |
| Pinnacle Associates Ltd | 177 | $317.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 178 | $319.4K | 0.00% | +178 | New |
| Johnson Investment Counsel Inc | 185 | $331.9K | 0.00% | −50−21.3% | Reduced |
| Sendero Wealth Management, LLC | 188 | $337.3K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 190 | $340.9K | 0.04% | −12−5.9% | Reduced |
| Franklin Resources Inc | 191 | $342.7K | 0.00% | +191 | New |
| Bank of Nova Scotia | 192 | $344.5K | 0.00% | −62−24.4% | Reduced |
| Sequoia Financial Advisors, LLC | 195 | $349.9K | 0.00% | −330−62.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $357.0K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $358.9K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 200 | $358.9K | 0.00% | +200 | New |
| Neville Rodie & Shaw Inc | 200 | $359.0K | 0.03% | 00.0% | Unchanged |
| Nkcfo LLC | 200 | $359.0K | 0.21% | +200 | New |
| HighTower Advisors, LLC | 200 | $360.0K | 0.00% | +19+10.5% | Added |
| JustInvest LLC | 202 | $362.5K | 0.01% | +11+5.8% | Added |
| Hudson Value Partners, LLC | 206 | $369.6K | 0.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 209 | $375.0K | 0.07% | +1+0.5% | Added |
| Private Advisor Group, LLC | 213 | $382.2K | 0.00% | −2−0.9% | Reduced |
| Principal Financial Group Inc | 216 | $387.6K | 0.00% | +65+43.0% | Added |
| Vestcor Inc | 219 | $393.0K | 0.01% | +46+26.6% | Added |
| Opal Wealth Advisors, LLC | 222 | $398.3K | 0.14% | −1−0.4% | Reduced |
| Equitable Trust Co | 223 | $400.1K | 0.03% | +7+3.2% | Added |
| Prudential Financial Inc | 226 | $405.7K | 0.00% | +7+3.2% | Added |
| US Bancorp | 229 | $410.9K | 0.00% | +30+15.1% | Added |
| Athena Investment Management | 234 | $419.9K | 0.25% | 00.0% | Unchanged |
| Essex Savings Bank | 284 | $427.4K | 0.12% | 00.0% | Unchanged |
| Keybank National Association | 241 | $432.4K | 0.00% | −8−3.2% | Reduced |
| Ground Swell Capital, LLC | 251 | $450.4K | 0.47% | +251 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $454.0K | 0.00% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 255 | $457.5K | 0.01% | +99+63.5% | Added |
| Ritholtz Wealth Management | 266 | $477.3K | 0.02% | +12+4.7% | Added |
| Highlander Partners, L.P. | 280 | $502.4K | 0.35% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 282 | $506.0K | 0.00% | −3−1.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 284 | $509.6K | 0.14% | +3+1.1% | Added |
| Commonwealth Equity Services, LLC | 288 | $517.0K | 0.00% | −2−0.7% | Reduced |
| Shotwell Rutter Baer Inc | 300 | $521.9K | 1.06% | −138−31.5% | Reduced |
| Voya Investment Management LLC | 297 | $532.9K | 0.00% | −14−4.5% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $535.5K | 0.24% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 390 | $537.2K | 0.47% | 00.0% | Unchanged |
| Hyman Charles D | 305 | $547.0K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 312 | $560.0K | 0.07% | +312 | New |
| State of Wisconsin Investment Board | 315 | $565.2K | 0.00% | −40−11.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 315 | $565.4K | 0.00% | +62+24.5% | Added |
| Pathstone Holdings, LLC | 322 | $577.8K | 0.00% | +52+19.3% | Added |
| Dark Forest Capital Management LP | 325 | $583.1K | 0.10% | +41+14.4% | Added |
| Pictet Asset Management Holding SA | 328 | $588.6K | 0.00% | +28+9.3% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $610.1K | 0.36% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 356 | $638.8K | 0.00% | +340+2,125.0% | Added |
| Kathleen S. Wright Associates Inc. | 380 | $641.4K | 0.30% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 363 | $651.3K | 0.00% | −729−66.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 374 | $662.0K | 0.00% | −43−10.3% | Reduced |
| Roundview Capital LLC | 375 | $673.0K | 0.06% | −20−5.1% | Reduced |
| Klingenstein Fields & Co LP | 391 | $701.6K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 392 | $703.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 400 | $717.7K | 0.00% | +1+0.3% | Added |
| Walleye Capital LLC | 411 | $737.5K | 0.01% | +186+82.7% | Added |
| Chicago Partners Investment Group LLC | 451 | $776.4K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 439 | $787.7K | 0.00% | +30+7.3% | Added |
| Bank of Montreal | 429 | $790.1K | 0.00% | −1−0.2% | Reduced |
| Cresset Asset Management, LLC | 446 | $800.3K | 0.00% | +34+8.3% | Added |
| Toroso Investments, LLC | 479 | $859.5K | 0.01% | +479 | New |
| Teacher Retirement System of Texas | 480 | $861.0K | 0.01% | −116−19.5% | Reduced |
| Aviva PLC | 482 | $864.9K | 0.00% | +482 | New |
| Mariner, LLC | 483 | $866.7K | 0.00% | +91+23.2% | Added |
| Resona Asset Management Co.,Ltd. | 490 | $879.2K | 0.01% | +490 | New |
| Ethic Inc. | 504 | $904.3K | 0.02% | +40+8.6% | Added |
| Manufacturers Life Insurance Company, The | 513 | $920.5K | 0.00% | +29+6.0% | Added |
| QRG Capital Management, Inc. | 514 | $922.3K | 0.01% | −9−1.7% | Reduced |
| Captrust Financial Advisors | 527 | $945.6K | 0.00% | −299−36.2% | Reduced |
| Park Avenue Securities LLC | 527 | $946.0K | 0.01% | +2+0.4% | Added |
| Algert Global LLC | 542 | $972.5K | 0.04% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 550 | $986.9K | 0.17% | 00.0% | Unchanged |
| Regions Financial Corp | 550 | $986.9K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 556 | $997.6K | 0.01% | +556 | New |
| Raymond James Financial Services Advisors, Inc. | 556 | $997.6K | 0.00% | +102+22.5% | Added |
| Jane Street Group, LLC | 557 | $999.4K | 0.00% | +557 | New |
| AMG National Trust Bank | 568 | $1.02M | 0.03% | −1−0.2% | Reduced |
| First Hawaiian Bank | 572 | $1.03M | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 577 | $1.03M | 0.00% | −3,129−84.4% | Reduced |
| Citigroup Inc | 598 | $1.07M | 0.00% | +84+16.3% | Added |
| Gratus Capital LLC | 608 | $1.09M | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 650 | $1.17M | 0.01% | +650 | New |
| Karpas Strategies, LLC | 659 | $1.18M | 0.37% | 00.0% | Unchanged |
| Millennium Management LLC | 692 | $1.24M | 0.00% | +420+154.4% | Added |
| Arizona State Retirement System | 704 | $1.26M | 0.01% | −12−1.7% | Reduced |
| Lighthouse Investment Partners, LLC | 786 | $1.41M | 0.08% | +786 | New |
| Legato Capital Management LLC | 890 | $1.60M | 0.19% | +2+0.2% | Added |
| Dean Capital Management | 890 | $1.60M | 0.93% | +2+0.2% | Added |
| SYSTM Wealth Solutions LLC | 896 | $1.61M | 0.20% | −20−2.2% | Reduced |
| CI Private Wealth, LLC | 906 | $1.63M | 0.00% | −147−14.0% | Reduced |
| Two Sigma Investments, LP | 922 | $1.65M | 0.00% | +500+118.5% | Added |
| Brave Asset Management Inc | 929 | $1.67M | 0.43% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 929 | $1.67M | 0.82% | +929 | New |
| Public Employees Retirement System of Ohio | 987 | $1.77M | 0.01% | −92−8.5% | Reduced |
| Main Street Financial Solutions, LLC | 992 | $1.78M | 0.19% | −20−2.0% | Reduced |