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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 1,000 | $1.79M | 0.00% | −50−4.8% | Reduced |
| Barclays PLC | 1,007 | $1.81M | 0.00% | −59−5.5% | Reduced |
| Neuberger Berman Group LLC | 1,014 | $1.82M | 0.00% | −5−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,038 | $1.86M | 0.02% | +7+0.7% | Added |
| LPL Financial LLC | 1,055 | $1.89M | 0.00% | +28+2.7% | Added |
| Autumn Glory Partners, LLC | 1,080 | $1.94M | 0.95% | 00.0% | Unchanged |
| Agf Management Ltd | 1,088 | $1.95M | 0.01% | −1,113−50.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,100 | $1.97M | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,141 | $2.05M | 0.14% | +250+28.1% | Added |
| Pecaut & Co. | 1,167 | $2.09M | 0.78% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $2.11M | 0.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,198 | $2.15M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,231 | $2.21M | 0.00% | −5−0.4% | Reduced |
| Janus Henderson Group PLC | 1,235 | $2.23M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,246 | $2.24M | 0.05% | +97+8.4% | Added |
| Treasurer of the State of North Carolina | 1,250 | $2.24M | 0.01% | +10+0.8% | Added |
| TD Asset Management Inc | 1,300 | $2.33M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,305 | $2.34M | 0.00% | −541−29.3% | Reduced |
| Price T Rowe Associates Inc | 1,316 | $2.36M | 0.00% | −46−3.4% | Reduced |
| Oppenheimer Asset Management Inc. | 1,405 | $2.52M | 0.04% | −62−4.2% | Reduced |
| MML Investors Services, LLC | 1,465 | $2.63M | 0.01% | +262+21.8% | Added |
| STRS Ohio | 1,467 | $2.63M | 0.01% | −438−23.0% | Reduced |
| Man Group plc | 1,509 | $2.71M | 0.01% | +962+175.9% | Added |
| Qube Research & Technologies Ltd | 1,569 | $2.82M | 0.01% | −277−15.0% | Reduced |
| Cerity Partners LLC | 1,605 | $2.88M | 0.01% | +79+5.2% | Added |
| Stifel Financial Corp | 1,637 | $2.94M | 0.00% | −32−1.9% | Reduced |
| State of New Jersey Common Pension Fund D | 1,661 | $2.98M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,675 | $3.01M | 0.06% | −77−4.4% | Reduced |
| Royal Bank of Canada | 1,740 | $3.12M | 0.00% | +27+1.6% | Added |
| UBS Group AG | 1,764 | $3.17M | 0.00% | +130+8.0% | Added |
| Triad Investment Management | 1,783 | $3.20M | 3.88% | +17+1.0% | Added |
| Truist Financial Corp | 1,817 | $3.26M | 0.00% | +72+4.1% | Added |
| Goldman Sachs Group Inc | 1,848 | $3.32M | 0.00% | −1,797−49.3% | Reduced |
| Davenport & Co LLC | 2,188 | $3.93M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 2,328 | $4.18M | 0.00% | +424+22.3% | Added |
| State Board of Administration of Florida Retirement System | 3,070 | $4.23M | 0.01% | −1,271−29.3% | Reduced |
| Renaissance Technologies LLC | 2,400 | $4.31M | 0.01% | −700−22.6% | Reduced |
| SEI Investments Co | 2,418 | $4.34M | 0.01% | +395+19.5% | Added |
| California State Teachers Retirement System | 2,554 | $4.58M | 0.01% | −140−5.2% | Reduced |
| New York State Common Retirement Fund | 2,582 | $4.63M | 0.01% | −501−16.3% | Reduced |
| Dean Investment Associates, LLC | 2,606 | $4.68M | 0.64% | −20−0.8% | Reduced |
| JPMorgan Chase & Co | 3,105 | $5.57M | 0.00% | +203+7.0% | Added |
| Martingale Asset Management L P | 3,255 | $5.84M | 0.12% | −706−17.8% | Reduced |
| Prospector Partners LLC | 3,293 | $5.91M | 0.68% | +25+0.8% | Added |
| Ameriprise Financial Inc | 3,630 | $6.51M | 0.00% | −282−7.2% | Reduced |
| D. E. Shaw & Co., Inc. | 3,730 | $6.69M | 0.01% | −321−7.9% | Reduced |
| UBS Asset Management Americas Inc | 3,819 | $6.85M | 0.00% | +38+1.0% | Added |
| Eagle Asset Management Inc | 4,341 | $7.68M | 0.04% | −341−7.3% | Reduced |
| Invesco Ltd. | 4,318 | $7.75M | 0.00% | −1,840−29.9% | Reduced |
| Legal & General Group Plc | 4,371 | $7.84M | 0.00% | −400−8.4% | Reduced |
| Brandywine Global Investment Management, LLC | 4,506 | $8.09M | 0.06% | −38−0.8% | Reduced |
| Credit Suisse AG | 4,593 | $8.24M | 0.01% | +93+2.1% | Added |
| Rhumbline Advisers | 4,823 | $8.65M | 0.01% | −349−6.7% | Reduced |
| Swiss National Bank | 5,046 | $9.05M | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,193 | $9.32M | 0.12% | −150−2.8% | Reduced |
| Nuveen Asset Management, LLC | 5,325 | $9.55M | 0.00% | −43−0.8% | Reduced |
| Alaska Permanent Fund Corp | 5,897 | $10.6M | 0.16% | +237+4.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,700 | $12.0M | 0.04% | −970−12.6% | Reduced |
| GW&K Investment Management, LLC | 6,908 | $12.4M | 0.11% | −119−1.7% | Reduced |
| First Trust Advisors LP | 7,473 | $13.4M | 0.01% | +2,849+61.6% | Added |
| AQR Capital Management LLC | 9,152 | $16.4M | 0.03% | +52+0.6% | Added |
| Bank of New York Mellon Corp | 9,938 | $17.8M | 0.00% | −1,199−10.8% | Reduced |
| Cove Street Capital, LLC | 10,057 | $18.0M | 5.71% | −604−5.7% | Reduced |
| Wells Fargo & Company | 11,509 | $20.7M | 0.01% | −331−2.8% | Reduced |
| Speece Thorson Capital Group Inc | 13,751 | $24.7M | 4.77% | +750+5.8% | Added |
| Allspring Global Investments Holdings, LLC | 13,839 | $24.8M | 0.04% | +2,391+20.9% | Added |
| California Public Employees Retirement System | 14,078 | $25.3M | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 14,076 | $25.4M | 0.25% | +100+0.7% | Added |
| Victory Capital Management Inc | 14,251 | $25.6M | 0.02% | −4,095−22.3% | Reduced |
| Envestnet Asset Management Inc | 14,256 | $25.6M | 0.01% | +581+4.2% | Added |
| Northern Trust Corp | 14,596 | $26.2M | 0.00% | −522−3.5% | Reduced |
| FMR LLC | 14,919 | $26.8M | 0.00% | +2,737+22.5% | Added |
| Thompson Siegel & Walmsley LLC | 15,865 | $28.5M | 0.44% | +70+0.4% | Added |
| Royce & Associates LP | 16,142 | $29.0M | 0.26% | −1,793−10.0% | Reduced |
| Elkhorn Partners Limited Partnership | 16,200 | $29.1M | 20.97% | −1,619−9.1% | Reduced |
| Scout Investments, Inc. | 16,535 | $29.3M | 0.72% | −1,516−8.4% | Reduced |
| American Century Companies Inc | 20,791 | $37.3M | 0.02% | +5,938+40.0% | Added |
| Mraz, Amerine & Associates, Inc. | 21,540 | $38.6M | 7.30% | −443−2.0% | Reduced |
| Brown Advisory Inc | 23,121 | $41.5M | 0.06% | +6,692+40.7% | Added |
| Raymond James & Associates | 23,337 | $41.9M | 0.03% | −32−0.1% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 24,708 | $44.3M | 1.70% | −7,738−23.8% | Reduced |
| Charles Schwab Investment Management Inc | 24,829 | $44.6M | 0.01% | +321+1.3% | Added |
| Lord, Abbett & Co. LLC | 28,472 | $51.1M | 0.16% | +3,934+16.0% | Added |
| Norges Bank | 29,550 | $53.0M | 0.01% | +1,310+4.6% | Added |
| Robeco Institutional Asset Management B.V. | 29,623 | $53.2M | 0.12% | −167−0.6% | Reduced |
| Spears Abacus Advisors LLC | 30,236 | $54.3M | 1.12% | +30,236 | New |
| Reinhart Partners, Inc. | 38,225 | $68.6M | 2.79% | +406+1.1% | Added |
| Geode Capital Management, LLC | 38,899 | $69.8M | 0.01% | +1,174+3.1% | Added |
| Fiduciary Management Inc | 38,995 | $70.0M | 0.62% | +1,017+2.7% | Added |
| Bank of America Corp | 40,730 | $73.1M | 0.01% | +983+2.5% | Added |
| State Street Corp | 48,620 | $87.2M | 0.00% | −1,585−3.2% | Reduced |
| Select Equity Group, L.P. | 49,931 | $89.6M | 0.32% | +19,860+66.0% | Added |
| T. Rowe Price Investment Management, Inc. | 59,289 | $106.4M | 0.07% | +127+0.2% | Added |
| Wellington Management Group LLP | 61,006 | $109.5M | 0.02% | −6,375−9.5% | Reduced |
| London Co of Virginia | 66,595 | $119.5M | 0.63% | +3,452+5.5% | Added |
| Wallace Capital Management Inc. | 82,077 | $147.3M | 20.09% | −2,080−2.5% | Reduced |
| Boston Partners | 90,594 | $162.4M | 0.19% | −1,958−2.1% | Reduced |
| BlackRock Inc. | 114,973 | $206.3M | 0.00% | +2,279+2.0% | Added |
| River Road Asset Management, LLC | 123,321 | $221.3M | 2.99% | −3,831−3.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 130,914 | $234.9M | 1.02% | +1,394+1.1% | Added |