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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 166 | $298.6K | 0.03% | −7−4.0% | Reduced |
| Isthmus Partners, LLC | 164 | $294.3K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 164 | $294.3K | 0.00% | +164 | New |
| May Barnhard Investments LLC | 155 | $278.3K | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 153 | $274.5K | 0.00% | +39+34.2% | Added |
| 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 |
| 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 |
| Chapman Investment Management, LLC | 143 | $256.6K | 0.19% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 142 | $255.0K | 0.00% | +142 | New |
| Deutsche Bank AG | 142 | $254.8K | 0.00% | +18+14.5% | Added |
| New York State Teachers Retirement System | 141 | $253.0K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 136 | $253.0K | 0.07% | +136 | New |
| Raymond James Trust N.A. | 139 | $249.4K | 0.01% | −4−2.8% | Reduced |
| National Asset Management, Inc. | 166 | $248.3K | 0.01% | +166 | New |
| Amalgamated Bank | 138 | $248.0K | 0.00% | −270−66.2% | Reduced |
| Farther Finance Advisors, LLC | 140 | $247.8K | 0.02% | +3+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 135 | $242.2K | 0.00% | −13−8.8% | Reduced |
| Pitcairn Co | 134 | $240.4K | 0.02% | −8−5.6% | Reduced |
| Utah Retirement Systems | 134 | $240.4K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 133 | $238.6K | 0.01% | +133 | New |
| New Potomac Partners, LLC | 130 | $233.3K | 0.13% | −10−7.1% | Reduced |
| Intech Investment Management LLC | 128 | $229.7K | 0.00% | +128 | New |
| Oppenheimer & Close, LLC | 125 | $224.3K | 0.19% | +125 | New |
| Lindbrook Capital, LLC | 124 | $222.5K | 0.02% | −8−6.1% | Reduced |
| Savant Capital, LLC | 122 | $218.9K | 0.00% | +122 | New |
| Principal Securities, Inc. | 122 | $218.9K | 0.01% | +16+15.1% | Added |
| Equity Investment Corp | 122 | $218.9K | 0.01% | +122 | 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 |
| Avantax Advisory Services, Inc. | 117 | $210.5K | 0.00% | +117 | New |
| HB Wealth Management, LLC | 116 | $208.1K | 0.00% | +116 | New |
| Lincoln National Corp | 115 | $206.4K | 0.00% | +115 | New |
| TownSquare Capital, LLC | 115 | $206.3K | 0.00% | +115 | New |
| Central Trust Co | 100 | $179.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $179.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 97 | $173.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 85 | $153.0K | 0.00% | −16−15.8% | Reduced |
| Headlands Technologies LLC | 80 | $143.5K | 0.03% | +80 | New |
| Steward Partners Investment Advisory, LLC | 75 | $134.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 73 | $131.0K | 0.02% | −2−2.7% | Reduced |
| KBC Group NV | 64 | $115.0K | 0.00% | +14+28.0% | Added |
| Colonial Trust Co | 61 | $109.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 61 | $109.5K | 0.00% | +5+8.9% | Added |
| Parkside Financial Bank & Trust | 56 | $100.5K | 0.02% | +9+19.1% | Added |
| Point72 (DIFC) Ltd | 51 | $91.5K | 0.01% | +51 | New |
| Anchor Investment Management, LLC | 50 | $89.7K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 49 | $87.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 46 | $82.5K | 0.00% | −10−17.9% | Reduced |
| First Horizon Advisors, Inc. | 45 | $80.7K | 0.00% | +8+21.6% | Added |
| Federation des caisses Desjardins du Quebec | 40 | $71.8K | 0.00% | +10+33.3% | Added |
| Valley National Advisers Inc | 40 | $71.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $66.4K | 0.00% | +37 | New |
| Parallel Advisors, LLC | 35 | $62.8K | 0.00% | +25+250.0% | Added |
| Community Bank, N.A. | 34 | $61.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 34 | $61.0K | 0.05% | +4+13.3% | 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 |
| Ronald Blue Trust, Inc. | 31 | $55.6K | 0.00% | +2+6.9% | Added |
| Venturi Wealth Management, LLC | 30 | $53.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28 | $50.2K | 0.00% | +13+86.7% | Added |
| CWM, LLC | 27 | $48.0K | 0.00% | +14+107.7% | Added |
| Centerpoint Advisors, LLC | 25 | $45.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 24 | $42.5K | 0.00% | +24 | New |
| RFP Financial Group LLC | 22 | $39.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $37.7K | 0.01% | 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 |
| Montag A & Associates Inc | 19 | $34.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $34.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $28.7K | 0.00% | −1−5.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 15 | $26.9K | 0.01% | +15 | New |
| Capital Advisors, Ltd. LLC | 12 | $22.0K | 0.00% | +2+20.0% | Added |
| Nomura Asset Management Co Ltd | 12 | $21.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $19.7K | 0.00% | +1+10.0% | Added |
| GWM Advisors LLC | 11 | $19.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $16.1K | 0.00% | +7+350.0% | Added |
| EverSource Wealth Advisors, LLC | 9 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $15.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $14.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 7 | $12.6K | 0.00% | −1−12.5% | Reduced |
| NBC Securities, Inc. | 7 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $11.0K | 0.01% | 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 |
| Sachetta, LLC | 5 | $7.53K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $7.18K | 0.01% | +1+33.3% | Added |
| Hexagon Capital Partners LLC | 4 | $7.18K | 0.00% | +4 | 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 |
| Smartleaf Asset Management LLC | 1 | $1.80K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.79K | 0.00% | −1−50.0% | Reduced |
| IFP Advisors, Inc | 1 | $1.79K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $1.79K | 0.00% | 00.0% | Unchanged |