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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $1.77K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $1.79K | 0.00% | +1 | New |
| Fifth Third Bancorp | 1 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.82K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $3.63K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $7.27K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $7.27K | 0.00% | +4 | New |
| EntryPoint Capital, LLC | 5 | $9.09K | 0.00% | −29−85.3% | Reduced |
| Private Trust Co NA | 5 | $9.09K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $9.09K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $9.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $10.6K | 0.00% | +1+20.0% | Added |
| 1620 Investment Advisors, Inc. | 6 | $10.9K | 0.01% | +6 | New |
| NBC Securities, Inc. | 7 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $14.5K | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 8 | $14.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $14.5K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 8 | $14.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $14.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $14.5K | 0.00% | +7+700.0% | Added |
| Raleigh Capital Management Inc. | 8 | $14.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $16.1K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $16.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $16.4K | 0.00% | −19−67.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $16.4K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 9 | $16.4K | 0.01% | +9 | New |
| Huntington National Bank | 10 | $18.2K | 0.00% | −1−9.1% | Reduced |
| GWM Advisors LLC | 11 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $21.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $25.4K | 0.01% | +10+250.0% | Added |
| Tower Research Capital LLC (TRC) | 16 | $29.1K | 0.00% | −134−89.3% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $31.0K | 0.00% | +5+41.7% | Added |
| RFP Financial Group LLC | 19 | $34.5K | 0.01% | −3−13.6% | Reduced |
| Montag A & Associates Inc | 19 | $34.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $34.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 19 | $34.5K | 0.00% | +19 | New |
| Umb Bank N A | 20 | $36.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 23 | $41.8K | 0.00% | +23 | New |
| Allworth Financial LP | 25 | $43.1K | 0.00% | +9+56.3% | Added |
| GAMMA Investing LLC | 24 | $43.6K | 0.01% | +3+14.3% | Added |
| CWM, LLC | 24 | $44.0K | 0.00% | −3−11.1% | Reduced |
| Centerpoint Advisors, LLC | 25 | $45.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34 | $61.8K | 0.00% | −1−2.9% | Reduced |
| Community Bank, N.A. | 34 | $61.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35 | $63.6K | 0.00% | +2+6.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $67.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 39 | $67.9K | 0.00% | +15+62.5% | Added |
| Valley National Advisers Inc | 40 | $72.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 40 | $72.7K | 0.01% | +7+21.2% | Added |
| MetLife Investment Management | 45 | $81.8K | 0.00% | −4−8.2% | Reduced |
| Family Firm, Inc. | 45 | $81.8K | 0.02% | +45 | New |
| First Horizon Advisors, Inc. | 45 | $81.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $90.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $90.9K | 0.00% | +10+25.0% | Added |
| Quarry LP | 51 | $92.7K | 0.04% | +51 | New |
| Ronald Blue Trust, Inc. | 53 | $95.1K | 0.00% | +22+71.0% | Added |
| Signaturefd, LLC | 56 | $101.8K | 0.00% | −5−8.2% | Reduced |
| Parkside Financial Bank & Trust | 59 | $107.2K | 0.02% | +3+5.4% | Added |
| Colonial Trust Co | 61 | $110.9K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 64 | $116.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 71 | $129.0K | 0.01% | −2−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $136.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 85 | $154.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $164.0K | 0.11% | +84+1,400.0% | Added |
| Global Retirement Partners, LLC | 92 | $167.2K | 0.01% | +92 | New |
| Smithfield Trust Co | 97 | $175.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 99 | $179.9K | 0.00% | −54−35.3% | Reduced |
| Baldwin Brothers Inc | 100 | $181.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 107 | $194.2K | 0.02% | +107 | New |
| HB Wealth Management, LLC | 116 | $210.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 117 | $213.2K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 122 | $221.7K | 0.00% | +7+6.1% | Added |
| Lindbrook Capital, LLC | 124 | $225.4K | 0.02% | 00.0% | Unchanged |
| Equity Investment Corp | 125 | $227.2K | 0.01% | +3+2.5% | Added |
| Savant Capital, LLC | 127 | $230.8K | 0.00% | +5+4.1% | Added |
| New Potomac Partners, LLC | 130 | $236.3K | 0.13% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 131 | $238.1K | 0.01% | −8−5.8% | Reduced |
| Pitcairn Co | 133 | $241.7K | 0.01% | −1−0.7% | Reduced |
| M&T Bank Corp | 133 | $241.7K | 0.00% | +12+9.9% | Added |
| Utah Retirement Systems | 134 | $243.5K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 135 | $245.0K | 0.00% | +135 | New |
| RSM US Wealth Management LLC | 139 | $246.2K | 0.00% | +139 | New |
| Nebula Research & Development LLC | 136 | $247.2K | 0.04% | +136 | New |
| Farther Finance Advisors, LLC | 143 | $252.3K | 0.01% | +3+2.1% | Added |
| New York State Teachers Retirement System | 141 | $256.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 142 | $258.1K | 0.05% | +142 | New |
| Chapman Investment Management, LLC | 143 | $259.9K | 0.20% | 00.0% | Unchanged |
| Deutsche Bank AG | 149 | $270.8K | 0.00% | +7+4.9% | Added |
| Principal Securities, Inc. | 149 | $270.8K | 0.01% | +27+22.1% | Added |
| Moneta Group Investment Advisors LLC | 150 | $272.6K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 151 | $274.4K | 0.00% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 155 | $281.9K | 0.15% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 157 | $285.3K | 0.00% | +22+16.3% | Added |
| Isthmus Partners, LLC | 164 | $298.1K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 169 | $307.1K | 0.03% | +169 | New |
| SRS Capital Advisors, Inc. | 175 | $318.8K | 0.03% | +9+5.4% | Added |
| Pinnacle Associates Ltd | 177 | $321.7K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 177 | $321.7K | 0.02% | +177 | New |
| Cetera Investment Advisers | 179 | $325.3K | 0.00% | +1+0.6% | Added |