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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,014 | $1.82M | 0.00% | −5−0.5% | Reduced |
| Barclays PLC | 1,007 | $1.81M | 0.00% | −59−5.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,000 | $1.79M | 0.00% | −50−4.8% | Reduced |
| Main Street Financial Solutions, LLC | 992 | $1.78M | 0.19% | −20−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 987 | $1.77M | 0.01% | −92−8.5% | Reduced |
| Brave Asset Management Inc | 929 | $1.67M | 0.43% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 929 | $1.67M | 0.82% | +929 | New |
| Two Sigma Investments, LP | 922 | $1.65M | 0.00% | +500+118.5% | Added |
| CI Private Wealth, LLC | 906 | $1.63M | 0.00% | −147−14.0% | Reduced |
| SYSTM Wealth Solutions LLC | 896 | $1.61M | 0.20% | −20−2.2% | Reduced |
| 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 |
| Lighthouse Investment Partners, LLC | 786 | $1.41M | 0.08% | +786 | New |
| Arizona State Retirement System | 704 | $1.26M | 0.01% | −12−1.7% | Reduced |
| Millennium Management LLC | 692 | $1.24M | 0.00% | +420+154.4% | Added |
| Karpas Strategies, LLC | 659 | $1.18M | 0.37% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 650 | $1.17M | 0.01% | +650 | New |
| Gratus Capital LLC | 608 | $1.09M | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 598 | $1.07M | 0.00% | +84+16.3% | Added |
| Lazard Asset Management LLC | 577 | $1.03M | 0.00% | −3,129−84.4% | Reduced |
| First Hawaiian Bank | 572 | $1.03M | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 568 | $1.02M | 0.03% | −1−0.2% | Reduced |
| Jane Street Group, LLC | 557 | $999.4K | 0.00% | +557 | New |
| Raymond James Financial Services Advisors, Inc. | 556 | $997.6K | 0.00% | +102+22.5% | Added |
| Buckingham Strategic Wealth, LLC | 556 | $997.6K | 0.01% | +556 | New |
| Parker Investment Management, LLC | 550 | $986.9K | 0.17% | 00.0% | Unchanged |
| Regions Financial Corp | 550 | $986.9K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 542 | $972.5K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 527 | $946.0K | 0.01% | +2+0.4% | Added |
| Captrust Financial Advisors | 527 | $945.6K | 0.00% | −299−36.2% | Reduced |
| QRG Capital Management, Inc. | 514 | $922.3K | 0.01% | −9−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 513 | $920.5K | 0.00% | +29+6.0% | Added |
| Ethic Inc. | 504 | $904.3K | 0.02% | +40+8.6% | Added |
| Resona Asset Management Co.,Ltd. | 490 | $879.2K | 0.01% | +490 | New |
| Mariner, LLC | 483 | $866.7K | 0.00% | +91+23.2% | Added |
| Aviva PLC | 482 | $864.9K | 0.00% | +482 | New |
| Teacher Retirement System of Texas | 480 | $861.0K | 0.01% | −116−19.5% | Reduced |
| Toroso Investments, LLC | 479 | $859.5K | 0.01% | +479 | New |
| Cresset Asset Management, LLC | 446 | $800.3K | 0.00% | +34+8.3% | Added |
| Bank of Montreal | 429 | $790.1K | 0.00% | −1−0.2% | Reduced |
| Glenmede Trust Co NA | 439 | $787.7K | 0.00% | +30+7.3% | Added |
| Chicago Partners Investment Group LLC | 451 | $776.4K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 411 | $737.5K | 0.01% | +186+82.7% | Added |
| The PNC Financial Services Group, Inc. | 400 | $717.7K | 0.00% | +1+0.3% | Added |
| Public Employees Retirement Association of Colorado | 392 | $703.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $701.6K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 375 | $673.0K | 0.06% | −20−5.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 374 | $662.0K | 0.00% | −43−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 363 | $651.3K | 0.00% | −729−66.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $641.4K | 0.30% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 356 | $638.8K | 0.00% | +340+2,125.0% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $610.1K | 0.36% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 328 | $588.6K | 0.00% | +28+9.3% | Added |
| Dark Forest Capital Management LP | 325 | $583.1K | 0.10% | +41+14.4% | Added |
| Pathstone Holdings, LLC | 322 | $577.8K | 0.00% | +52+19.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 315 | $565.4K | 0.00% | +62+24.5% | Added |
| State of Wisconsin Investment Board | 315 | $565.2K | 0.00% | −40−11.3% | Reduced |
| Harbor Capital Advisors, Inc. | 312 | $560.0K | 0.07% | +312 | New |
| Hyman Charles D | 305 | $547.0K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 390 | $537.2K | 0.47% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 298 | $535.5K | 0.24% | 00.0% | Unchanged |
| Voya Investment Management LLC | 297 | $532.9K | 0.00% | −14−4.5% | Reduced |
| Shotwell Rutter Baer Inc | 300 | $521.9K | 1.06% | −138−31.5% | Reduced |
| Commonwealth Equity Services, LLC | 288 | $517.0K | 0.00% | −2−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 284 | $509.6K | 0.14% | +3+1.1% | Added |
| Los Angeles Capital Management LLC | 282 | $506.0K | 0.00% | −3−1.1% | Reduced |
| Highlander Partners, L.P. | 280 | $502.4K | 0.35% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 266 | $477.3K | 0.02% | +12+4.7% | Added |
| Brandes Investment Partners, LP | 255 | $457.5K | 0.01% | +99+63.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $454.0K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 251 | $450.4K | 0.47% | +251 | New |
| Keybank National Association | 241 | $432.4K | 0.00% | −8−3.2% | Reduced |
| Essex Savings Bank | 284 | $427.4K | 0.12% | 00.0% | Unchanged |
| Athena Investment Management | 234 | $419.9K | 0.25% | 00.0% | Unchanged |
| US Bancorp | 229 | $410.9K | 0.00% | +30+15.1% | Added |
| Prudential Financial Inc | 226 | $405.7K | 0.00% | +7+3.2% | Added |
| Equitable Trust Co | 223 | $400.1K | 0.03% | +7+3.2% | Added |
| Opal Wealth Advisors, LLC | 222 | $398.3K | 0.14% | −1−0.4% | Reduced |
| Vestcor Inc | 219 | $393.0K | 0.01% | +46+26.6% | Added |
| Principal Financial Group Inc | 216 | $387.6K | 0.00% | +65+43.0% | Added |
| Private Advisor Group, LLC | 213 | $382.2K | 0.00% | −2−0.9% | Reduced |
| One Wealth Advisors, LLC | 209 | $375.0K | 0.07% | +1+0.5% | Added |
| Hudson Value Partners, LLC | 206 | $369.6K | 0.16% | 00.0% | Unchanged |
| JustInvest LLC | 202 | $362.5K | 0.01% | +11+5.8% | Added |
| HighTower Advisors, LLC | 200 | $360.0K | 0.00% | +19+10.5% | Added |
| Neville Rodie & Shaw Inc | 200 | $359.0K | 0.03% | 00.0% | Unchanged |
| Nkcfo LLC | 200 | $359.0K | 0.21% | +200 | New |
| 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 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $357.0K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 195 | $349.9K | 0.00% | −330−62.9% | Reduced |
| Bank of Nova Scotia | 192 | $344.5K | 0.00% | −62−24.4% | Reduced |
| Franklin Resources Inc | 191 | $342.7K | 0.00% | +191 | New |
| Connable Office Inc | 190 | $340.9K | 0.04% | −12−5.9% | Reduced |
| Sendero Wealth Management, LLC | 188 | $337.3K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 185 | $331.9K | 0.00% | −50−21.3% | Reduced |
| Cetera Investment Advisers | 178 | $319.4K | 0.00% | +178 | New |
| Pinnacle Associates Ltd | 177 | $317.6K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 171 | $306.8K | 0.03% | +30+21.3% | Added |
| Summit Trail Advisors, LLC | 169 | $303.2K | 0.01% | −2−1.2% | Reduced |