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 |
|---|---|---|---|---|---|
| Hengehold Capital Management LLC | 183 | $332.6K | 0.03% | +12+7.0% | Added |
| Johnson Investment Counsel Inc | 185 | $336.2K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 189 | $343.5K | 0.00% | −27−12.5% | Reduced |
| Connable Office Inc | 190 | $345.3K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 195 | $354.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 198 | $359.9K | 0.12% | −24−10.8% | Reduced |
| JustInvest LLC | 199 | $361.7K | 0.01% | −3−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $361.7K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $363.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 200 | $363.0K | 0.01% | +200 | New |
| Evercore Wealth Management, LLC | 200 | $363.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 201 | $365.3K | 0.00% | −28−12.2% | Reduced |
| One Wealth Advisors, LLC | 215 | $365.8K | 0.08% | +6+2.9% | Added |
| Midwest Professional Planners, LTD. | 203 | $368.9K | 0.12% | +203 | New |
| Boothbay Fund Management, LLC | 204 | $370.8K | 0.01% | +204 | New |
| Hudson Value Partners, LLC | 206 | $374.4K | 0.16% | 00.0% | Unchanged |
| Bank of Nova Scotia | 206 | $374.4K | 0.00% | +14+7.3% | Added |
| Private Advisor Group, LLC | 213 | $387.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 216 | $393.0K | 0.00% | +74+52.1% | Added |
| Vestcor Inc | 219 | $398.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 221 | $401.7K | 0.02% | +191+636.7% | Added |
| HighTower Advisors, LLC | 230 | $417.0K | 0.00% | +30+15.0% | Added |
| Athena Investment Management | 232 | $421.6K | 0.26% | −2−0.9% | Reduced |
| Keybank National Association | 233 | $423.5K | 0.00% | −8−3.3% | Reduced |
| Sendero Wealth Management, LLC | 234 | $425.3K | 0.07% | +46+24.5% | Added |
| Summit Trail Advisors, LLC | 241 | $438.0K | 0.01% | +72+42.6% | Added |
| Ritholtz Wealth Management | 249 | $452.5K | 0.01% | −17−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $459.8K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 255 | $463.4K | 0.34% | +255 | New |
| Prudential Financial Inc | 264 | $480.0K | 0.00% | +38+16.8% | Added |
| Lazard Asset Management LLC | 268 | $487.0K | 0.00% | −309−53.6% | Reduced |
| Russell Investments Group, Ltd. | 272 | $494.3K | 0.00% | −84−23.6% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $508.5K | 0.37% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 280 | $508.9K | 0.34% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 282 | $512.5K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 284 | $516.2K | 0.14% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 300 | $520.8K | 0.46% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 310 | $525.7K | 0.01% | +310 | New |
| Commonwealth Equity Services, LLC | 290 | $527.0K | 0.00% | +2+0.7% | Added |
| Brown Miller Wealth Management, LLC | 298 | $542.4K | 0.23% | 00.0% | Unchanged |
| Franklin Resources Inc | 301 | $547.1K | 0.00% | +110+57.6% | Added |
| Hyman Charles D | 305 | $554.0K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 307 | $558.0K | 0.16% | +23+8.1% | Added |
| Verition Fund Management LLC | 309 | $561.6K | 0.00% | +188+155.4% | Added |
| Pictet Asset Management Holding SA | 320 | $581.6K | 0.00% | −8−2.4% | Reduced |
| American Capital Advisory, LLC | 390 | $587.0K | 0.42% | 00.0% | Unchanged |
| Change Path, LLC | 328 | $596.0K | 0.03% | +328 | New |
| State of Wisconsin Investment Board | 331 | $601.6K | 0.00% | +16+5.1% | Added |
| Two Sigma Securities, LLC | 334 | $607.0K | 0.03% | +334 | New |
| Brandes Investment Partners, LP | 339 | $616.1K | 0.01% | +84+32.9% | Added |
| Equitable Trust Co | 343 | $623.4K | 0.04% | +120+53.8% | Added |
| Pathstone Holdings, LLC | 348 | $632.5K | 0.00% | +26+8.1% | Added |
| Voya Investment Management LLC | 352 | $639.7K | 0.00% | +55+18.5% | Added |
| Two Sigma Investments, LP | 353 | $641.6K | 0.00% | −569−61.7% | Reduced |
| Public Employees Retirement Association of Colorado | 353 | $642.0K | 0.00% | −39−9.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $651.4K | 0.30% | 00.0% | Unchanged |
| Millennium Management LLC | 364 | $661.6K | 0.00% | −328−47.4% | Reduced |
| Roundview Capital LLC | 375 | $681.7K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 377 | $685.2K | 0.00% | −62−14.1% | Reduced |
| Legato Capital Management LLC | 391 | $710.6K | 0.10% | −499−56.1% | Reduced |
| Dean Capital Management | 391 | $710.6K | 0.91% | −499−56.1% | Reduced |
| Klingenstein Fields & Co LP | 391 | $710.6K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 426 | $774.4K | 0.00% | +111+35.2% | Added |
| Citigroup Inc | 428 | $777.9K | 0.00% | −170−28.4% | Reduced |
| Bank of Montreal | 429 | $795.5K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 451 | $795.7K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 439 | $798.0K | 0.01% | +301+218.1% | Added |
| Resona Asset Management Co.,Ltd. | 458 | $832.4K | 0.01% | −32−6.5% | Reduced |
| Cresset Asset Management, LLC | 471 | $856.0K | 0.00% | +25+5.6% | Added |
| Schonfeld Strategic Advisors LLC | 500 | $908.7K | 0.01% | +500 | New |
| Teacher Retirement System of Texas | 515 | $936.0K | 0.01% | +35+7.3% | Added |
| Captrust Financial Advisors | 530 | $963.2K | 0.00% | +3+0.6% | Added |
| Manufacturers Life Insurance Company, The | 530 | $963.2K | 0.00% | +17+3.3% | Added |
| QRG Capital Management, Inc. | 533 | $968.7K | 0.01% | +19+3.7% | Added |
| Atria Investments LLC | 537 | $975.2K | 0.01% | +537 | New |
| Regions Financial Corp | 550 | $999.6K | 0.01% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 550 | $999.6K | 0.16% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 559 | $1.02M | 0.00% | +159+39.8% | Added |
| AMG National Trust Bank | 565 | $1.03M | 0.03% | −3−0.5% | Reduced |
| Park Avenue Securities LLC | 565 | $1.03M | 0.01% | +38+7.2% | Added |
| Ethic Inc. | 567 | $1.03M | 0.02% | +63+12.5% | Added |
| Barclays PLC | 570 | $1.04M | 0.00% | −437−43.4% | Reduced |
| First Hawaiian Bank | 572 | $1.04M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 585 | $1.06M | 0.00% | +29+5.2% | Added |
| Advisor Group Holdings, Inc. | 594 | $1.08M | 0.00% | +231+63.6% | Added |
| Mariner, LLC | 600 | $1.09M | 0.00% | +117+24.2% | Added |
| Gratus Capital LLC | 608 | $1.11M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 634 | $1.15M | 0.00% | +260+69.5% | Added |
| King Luther Capital Management Corp | 650 | $1.18M | 0.01% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 659 | $1.20M | 0.38% | 00.0% | Unchanged |
| Arizona State Retirement System | 715 | $1.30M | 0.01% | +11+1.6% | Added |
| Buckingham Strategic Wealth, LLC | 721 | $1.31M | 0.01% | +165+29.7% | Added |
| Sanctuary Advisors, LLC | 744 | $1.31M | 0.01% | +744 | New |
| Bridgewater Associates, LP | 756 | $1.37M | 0.01% | +756 | New |
| Dark Forest Capital Management LP | 771 | $1.40M | 0.26% | +446+137.2% | Added |
| Algert Global LLC | 800 | $1.45M | 0.05% | +258+47.6% | Added |
| CI Private Wealth, LLC | 830 | $1.51M | 0.00% | −76−8.4% | Reduced |
| Brave Asset Management Inc | 924 | $1.68M | 0.43% | −5−0.5% | Reduced |
| Jane Street Group, LLC | 927 | $1.68M | 0.00% | +370+66.4% | Added |
| Sutton Place Investors LLC | 929 | $1.69M | 1.12% | 00.0% | Unchanged |