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, Q2 2024
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 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
- 306
- +5 vs. Q1 2024
- Shares held
- 2.28M
- −110.7K (−4.6%) vs. Q1 2024
- Total value
- $4.14B
- +$95.9M (+2.4%) vs. Q1 2024
- New holders
- 31
- 104 more added
- Sold out
- 26
- 87 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 251,035 | $456.2M | 0.01% | −895−0.4% | Reduced |
| Morgan Stanley | 184,935 | $336.1M | 0.03% | −595−0.3% | Reduced |
| Dimensional Fund Advisors LP | 159,561 | $290.0M | 0.08% | −2,357−1.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 129,283 | $235.0M | 1.01% | −1,631−1.2% | Reduced |
| BlackRock Inc. | 116,455 | $211.7M | 0.00% | +1,482+1.3% | Added |
| River Road Asset Management, LLC | 116,320 | $211.4M | 3.03% | −7,001−5.7% | Reduced |
| Boston Partners | 87,671 | $158.9M | 0.20% | −2,923−3.2% | Reduced |
| Wallace Capital Management Inc. | 81,304 | $147.8M | 21.41% | −773−0.9% | Reduced |
| Wellington Management Group LLP | 69,789 | $126.8M | 0.02% | +8,783+14.4% | Added |
| London Co of Virginia | 66,456 | $120.8M | 0.68% | −139−0.2% | Reduced |
| Select Equity Group, L.P. | 59,361 | $107.9M | 0.43% | +9,430+18.9% | Added |
| T. Rowe Price Investment Management, Inc. | 57,756 | $105.0M | 0.07% | −1,533−2.6% | Reduced |
| State Street Corp | 52,163 | $94.8M | 0.00% | +3,543+7.3% | Added |
| Fiduciary Management Inc | 49,356 | $89.7M | 0.83% | +10,361+26.6% | Added |
| Bank of America Corp | 41,186 | $74.9M | 0.01% | +456+1.1% | Added |
| Geode Capital Management, LLC | 39,571 | $71.9M | 0.01% | +672+1.7% | Added |
| Reinhart Partners, Inc. | 37,879 | $68.8M | 2.86% | −346−0.9% | Reduced |
| Lord, Abbett & Co. LLC | 30,582 | $55.6M | 0.18% | +2,110+7.4% | Added |
| Norges Bank | 30,106 | $54.7M | 0.01% | +556+1.9% | Added |
| Spears Abacus Advisors LLC | 30,066 | $54.6M | 1.13% | −170−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 24,841 | $45.1M | 0.01% | +120.0% | Added |
| Brown Advisory Inc | 22,815 | $41.5M | 0.05% | −306−1.3% | Reduced |
| Raymond James & Associates | 22,688 | $41.2M | 0.03% | −649−2.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 21,423 | $38.9M | 1.70% | −3,285−13.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,378 | $38.9M | 0.08% | −8,245−27.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,031 | $38.2M | 7.85% | −509−2.4% | Reduced |
| FMR LLC | 20,586 | $37.4M | 0.00% | +5,667+38.0% | Added |
| Neuberger Berman Group LLC | 17,161 | $31.2M | 0.03% | +16,147+1,592.4% | Added |
| Elkhorn Partners Limited Partnership | 16,110 | $29.3M | 20.16% | −90−0.6% | Reduced |
| Northern Trust Corp | 15,942 | $29.0M | 0.00% | +1,346+9.2% | Added |
| Allspring Global Investments Holdings, LLC | 15,659 | $28.5M | 0.05% | +1,820+13.2% | Added |
| Envestnet Asset Management Inc | 15,269 | $27.8M | 0.01% | +1,013+7.1% | Added |
| Royce & Associates LP | 15,025 | $27.3M | 0.26% | −1,117−6.9% | Reduced |
| Scout Investments, Inc. | 14,972 | $27.2M | 0.73% | −1,563−9.5% | Reduced |
| American Century Companies Inc | 14,703 | $26.7M | 0.02% | −6,088−29.3% | Reduced |
| California Public Employees Retirement System | 14,302 | $26.0M | 0.02% | +224+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 11,917 | $21.7M | 0.35% | −3,948−24.9% | Reduced |
| First Trust Advisors LP | 11,630 | $21.1M | 0.02% | +4,157+55.6% | Added |
| Victory Capital Management Inc | 11,437 | $20.8M | 0.02% | −2,814−19.7% | Reduced |
| Speece Thorson Capital Group Inc | 11,431 | $20.8M | 4.25% | −2,320−16.9% | Reduced |
| Wells Fargo & Company | 11,246 | $20.4M | 0.01% | −263−2.3% | Reduced |
| Invesco Ltd. | 11,046 | $20.1M | 0.00% | +6,728+155.8% | Added |
| Bank of New York Mellon Corp | 10,868 | $19.8M | 0.00% | +930+9.4% | Added |
| AQR Capital Management LLC | 10,448 | $18.5M | 0.03% | +1,296+14.2% | Added |
| Perpetual Ltd | 10,176 | $18.5M | 0.20% | −3,900−27.7% | Reduced |
| Nuveen Asset Management, LLC | 7,832 | $14.2M | 0.00% | +2,507+47.1% | Added |
| UBS Asset Management Americas Inc | 7,719 | $14.0M | 0.00% | +3,900+102.1% | Added |
| GW&K Investment Management, LLC | 7,432 | $13.5M | 0.12% | +524+7.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,944 | $12.6M | 0.04% | +244+3.6% | Added |
| Alaska Permanent Fund Corp | 5,902 | $10.5M | 0.16% | +5+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 5,193 | $9.44M | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 5,046 | $9.17M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,547 | $8.26M | 0.01% | −276−5.7% | Reduced |
| Brandywine Global Investment Management, LLC | 4,233 | $7.69M | 0.06% | −273−6.1% | Reduced |
| Legal & General Group Plc | 3,772 | $6.86M | 0.00% | −599−13.7% | Reduced |
| D. E. Shaw & Co., Inc. | 3,600 | $6.54M | 0.01% | −130−3.5% | Reduced |
| Eagle Asset Management Inc | 3,619 | $6.38M | 0.03% | −722−16.6% | Reduced |
| Prospector Partners LLC | 3,289 | $5.98M | 0.70% | −4−0.1% | Reduced |
| Lee Danner & Bass Inc | 3,283 | $5.97M | 0.46% | +3,283 | New |
| Ameriprise Financial Inc | 3,085 | $5.61M | 0.00% | −545−15.0% | Reduced |
| JPMorgan Chase & Co | 3,084 | $5.61M | 0.00% | −21−0.7% | Reduced |
| New York State Common Retirement Fund | 2,723 | $4.95M | 0.01% | +141+5.5% | Added |
| California State Teachers Retirement System | 2,490 | $4.53M | 0.01% | −64−2.5% | Reduced |
| Cove Street Capital, LLC | 2,485 | $4.52M | 3.24% | −7,572−75.3% | Reduced |
| SEI Investments Co | 2,389 | $4.34M | 0.01% | −29−1.2% | Reduced |
| Creative Planning | 2,374 | $4.31M | 0.00% | +46+2.0% | Added |
| Man Group plc | 2,334 | $4.24M | 0.01% | +825+54.7% | Added |
| Goldman Sachs Group Inc | 2,254 | $4.10M | 0.00% | +406+22.0% | Added |
| Davenport & Co LLC | 2,171 | $3.95M | 0.02% | −17−0.8% | Reduced |
| Renaissance Technologies LLC | 2,000 | $3.63M | 0.01% | −400−16.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,912 | $3.47M | 0.01% | −1,158−37.7% | Reduced |
| MML Investors Services, LLC | 1,857 | $3.38M | 0.01% | +392+26.8% | Added |
| Truist Financial Corp | 1,803 | $3.28M | 0.00% | −14−0.8% | Reduced |
| UBS Group AG | 1,747 | $3.18M | 0.00% | −17−1.0% | Reduced |
| Cerity Partners LLC | 1,729 | $3.14M | 0.01% | +124+7.7% | Added |
| Vident Advisory, LLC | 1,724 | $3.13M | 0.09% | +49+2.9% | Added |
| Stifel Financial Corp | 1,651 | $3.00M | 0.00% | +14+0.9% | Added |
| Qube Research & Technologies Ltd | 1,644 | $2.99M | 0.01% | +75+4.8% | Added |
| Royal Bank of Canada | 1,542 | $2.80M | 0.00% | −198−11.4% | Reduced |
| Parsons Capital Management Inc | 1,473 | $2.68M | 0.18% | +332+29.1% | Added |
| Oppenheimer Asset Management Inc. | 1,452 | $2.64M | 0.03% | +47+3.3% | Added |
| Price T Rowe Associates Inc | 1,373 | $2.50M | 0.00% | +57+4.3% | Added |
| Horizon Kinetics Asset Management LLC | 1,365 | $2.48M | 0.04% | +1,365 | New |
| STRS Ohio | 1,347 | $2.45M | 0.01% | −120−8.2% | Reduced |
| Quantinno Capital Management LP | 1,327 | $2.41M | 0.04% | +81+6.5% | Added |
| TD Asset Management Inc | 1,300 | $2.36M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,253 | $2.28M | 0.05% | −2,002−61.5% | Reduced |
| Janus Henderson Group PLC | 1,223 | $2.23M | 0.00% | −12−1.0% | Reduced |
| Forum Financial Management, LP | 1,198 | $2.18M | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,192 | $2.17M | 0.17% | +880+282.1% | Added |
| State of New Jersey Common Pension Fund D | 1,189 | $2.16M | 0.01% | −472−28.4% | Reduced |
| Alliancebernstein L.P. | 1,183 | $2.15M | 0.00% | −48−3.9% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $2.14M | 0.26% | 00.0% | Unchanged |
| Pecaut & Co. | 1,167 | $2.12M | 0.80% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $2.00M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,095 | $1.99M | 0.00% | +95+9.5% | Added |
| LPL Financial LLC | 1,090 | $1.98M | 0.00% | +35+3.3% | Added |
| Treasurer of the State of North Carolina | 1,086 | $1.97M | 0.01% | −164−13.1% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $1.96M | 1.00% | 00.0% | Unchanged |
| Agf Management Ltd | 1,070 | $1.94M | 0.01% | −18−1.7% | Reduced |