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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 944 | $1.72M | 0.02% | +944 | New |
| Public Employees Retirement System of Ohio | 989 | $1.80M | 0.01% | +2+0.2% | Added |
| Main Street Financial Solutions, LLC | 999 | $1.82M | 0.17% | +7+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,025 | $1.86M | 0.02% | −13−1.3% | Reduced |
| Allianz Asset Management GmbH | 1,041 | $1.89M | 0.00% | −264−20.2% | Reduced |
| Dean Investment Associates, LLC | 1,058 | $1.92M | 0.27% | −1,548−59.4% | Reduced |
| Agf Management Ltd | 1,070 | $1.94M | 0.01% | −18−1.7% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $1.96M | 1.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,086 | $1.97M | 0.01% | −164−13.1% | Reduced |
| LPL Financial LLC | 1,090 | $1.98M | 0.00% | +35+3.3% | Added |
| Ensign Peak Advisors, Inc | 1,095 | $1.99M | 0.00% | +95+9.5% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $2.00M | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 1,167 | $2.12M | 0.80% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,176 | $2.14M | 0.26% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,183 | $2.15M | 0.00% | −48−3.9% | Reduced |
| State of New Jersey Common Pension Fund D | 1,189 | $2.16M | 0.01% | −472−28.4% | Reduced |
| Harbor Capital Advisors, Inc. | 1,192 | $2.17M | 0.17% | +880+282.1% | Added |
| Forum Financial Management, LP | 1,198 | $2.18M | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,223 | $2.23M | 0.00% | −12−1.0% | Reduced |
| Martingale Asset Management L P | 1,253 | $2.28M | 0.05% | −2,002−61.5% | Reduced |
| TD Asset Management Inc | 1,300 | $2.36M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,327 | $2.41M | 0.04% | +81+6.5% | Added |
| STRS Ohio | 1,347 | $2.45M | 0.01% | −120−8.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,365 | $2.48M | 0.04% | +1,365 | New |
| Price T Rowe Associates Inc | 1,373 | $2.50M | 0.00% | +57+4.3% | Added |
| Oppenheimer Asset Management Inc. | 1,452 | $2.64M | 0.03% | +47+3.3% | Added |
| Parsons Capital Management Inc | 1,473 | $2.68M | 0.18% | +332+29.1% | Added |
| Royal Bank of Canada | 1,542 | $2.80M | 0.00% | −198−11.4% | Reduced |
| Qube Research & Technologies Ltd | 1,644 | $2.99M | 0.01% | +75+4.8% | Added |
| Stifel Financial Corp | 1,651 | $3.00M | 0.00% | +14+0.9% | Added |
| Vident Advisory, LLC | 1,724 | $3.13M | 0.09% | +49+2.9% | Added |
| Cerity Partners LLC | 1,729 | $3.14M | 0.01% | +124+7.7% | Added |
| UBS Group AG | 1,747 | $3.18M | 0.00% | −17−1.0% | Reduced |
| Truist Financial Corp | 1,803 | $3.28M | 0.00% | −14−0.8% | Reduced |
| MML Investors Services, LLC | 1,857 | $3.38M | 0.01% | +392+26.8% | Added |
| State Board of Administration of Florida Retirement System | 1,912 | $3.47M | 0.01% | −1,158−37.7% | Reduced |
| Renaissance Technologies LLC | 2,000 | $3.63M | 0.01% | −400−16.7% | Reduced |
| Davenport & Co LLC | 2,171 | $3.95M | 0.02% | −17−0.8% | Reduced |
| Goldman Sachs Group Inc | 2,254 | $4.10M | 0.00% | +406+22.0% | Added |
| Man Group plc | 2,334 | $4.24M | 0.01% | +825+54.7% | Added |
| Creative Planning | 2,374 | $4.31M | 0.00% | +46+2.0% | Added |
| SEI Investments Co | 2,389 | $4.34M | 0.01% | −29−1.2% | Reduced |
| Cove Street Capital, LLC | 2,485 | $4.52M | 3.24% | −7,572−75.3% | Reduced |
| California State Teachers Retirement System | 2,490 | $4.53M | 0.01% | −64−2.5% | Reduced |
| New York State Common Retirement Fund | 2,723 | $4.95M | 0.01% | +141+5.5% | Added |
| JPMorgan Chase & Co | 3,084 | $5.61M | 0.00% | −21−0.7% | Reduced |
| Ameriprise Financial Inc | 3,085 | $5.61M | 0.00% | −545−15.0% | Reduced |
| Lee Danner & Bass Inc | 3,283 | $5.97M | 0.46% | +3,283 | New |
| Prospector Partners LLC | 3,289 | $5.98M | 0.70% | −4−0.1% | Reduced |
| Eagle Asset Management Inc | 3,619 | $6.38M | 0.03% | −722−16.6% | Reduced |
| D. E. Shaw & Co., Inc. | 3,600 | $6.54M | 0.01% | −130−3.5% | Reduced |
| Legal & General Group Plc | 3,772 | $6.86M | 0.00% | −599−13.7% | Reduced |
| Brandywine Global Investment Management, LLC | 4,233 | $7.69M | 0.06% | −273−6.1% | Reduced |
| Rhumbline Advisers | 4,547 | $8.26M | 0.01% | −276−5.7% | Reduced |
| Swiss National Bank | 5,046 | $9.17M | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,193 | $9.44M | 0.12% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 5,902 | $10.5M | 0.16% | +5+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,944 | $12.6M | 0.04% | +244+3.6% | Added |
| GW&K Investment Management, LLC | 7,432 | $13.5M | 0.12% | +524+7.6% | Added |
| UBS Asset Management Americas Inc | 7,719 | $14.0M | 0.00% | +3,900+102.1% | Added |
| Nuveen Asset Management, LLC | 7,832 | $14.2M | 0.00% | +2,507+47.1% | Added |
| Perpetual Ltd | 10,176 | $18.5M | 0.20% | −3,900−27.7% | Reduced |
| AQR Capital Management LLC | 10,448 | $18.5M | 0.03% | +1,296+14.2% | Added |
| Bank of New York Mellon Corp | 10,868 | $19.8M | 0.00% | +930+9.4% | Added |
| Invesco Ltd. | 11,046 | $20.1M | 0.00% | +6,728+155.8% | Added |
| Wells Fargo & Company | 11,246 | $20.4M | 0.01% | −263−2.3% | Reduced |
| Speece Thorson Capital Group Inc | 11,431 | $20.8M | 4.25% | −2,320−16.9% | Reduced |
| Victory Capital Management Inc | 11,437 | $20.8M | 0.02% | −2,814−19.7% | Reduced |
| First Trust Advisors LP | 11,630 | $21.1M | 0.02% | +4,157+55.6% | Added |
| Thompson Siegel & Walmsley LLC | 11,917 | $21.7M | 0.35% | −3,948−24.9% | Reduced |
| California Public Employees Retirement System | 14,302 | $26.0M | 0.02% | +224+1.6% | Added |
| American Century Companies Inc | 14,703 | $26.7M | 0.02% | −6,088−29.3% | Reduced |
| Scout Investments, Inc. | 14,972 | $27.2M | 0.73% | −1,563−9.5% | Reduced |
| Royce & Associates LP | 15,025 | $27.3M | 0.26% | −1,117−6.9% | Reduced |
| Envestnet Asset Management Inc | 15,269 | $27.8M | 0.01% | +1,013+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 15,659 | $28.5M | 0.05% | +1,820+13.2% | Added |
| Northern Trust Corp | 15,942 | $29.0M | 0.00% | +1,346+9.2% | Added |
| Elkhorn Partners Limited Partnership | 16,110 | $29.3M | 20.16% | −90−0.6% | Reduced |
| Neuberger Berman Group LLC | 17,161 | $31.2M | 0.03% | +16,147+1,592.4% | Added |
| FMR LLC | 20,586 | $37.4M | 0.00% | +5,667+38.0% | Added |
| Mraz, Amerine & Associates, Inc. | 21,031 | $38.2M | 7.85% | −509−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,378 | $38.9M | 0.08% | −8,245−27.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 21,423 | $38.9M | 1.70% | −3,285−13.3% | Reduced |
| Raymond James & Associates | 22,688 | $41.2M | 0.03% | −649−2.8% | Reduced |
| Brown Advisory Inc | 22,815 | $41.5M | 0.05% | −306−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 24,841 | $45.1M | 0.01% | +120.0% | Added |
| Spears Abacus Advisors LLC | 30,066 | $54.6M | 1.13% | −170−0.6% | Reduced |
| Norges Bank | 30,106 | $54.7M | 0.01% | +556+1.9% | Added |
| Lord, Abbett & Co. LLC | 30,582 | $55.6M | 0.18% | +2,110+7.4% | Added |
| Reinhart Partners, Inc. | 37,879 | $68.8M | 2.86% | −346−0.9% | Reduced |
| Geode Capital Management, LLC | 39,571 | $71.9M | 0.01% | +672+1.7% | Added |
| Bank of America Corp | 41,186 | $74.9M | 0.01% | +456+1.1% | Added |
| Fiduciary Management Inc | 49,356 | $89.7M | 0.83% | +10,361+26.6% | Added |
| State Street Corp | 52,163 | $94.8M | 0.00% | +3,543+7.3% | Added |
| T. Rowe Price Investment Management, Inc. | 57,756 | $105.0M | 0.07% | −1,533−2.6% | Reduced |
| Select Equity Group, L.P. | 59,361 | $107.9M | 0.43% | +9,430+18.9% | Added |
| London Co of Virginia | 66,456 | $120.8M | 0.68% | −139−0.2% | Reduced |
| Wellington Management Group LLP | 69,789 | $126.8M | 0.02% | +8,783+14.4% | Added |
| Wallace Capital Management Inc. | 81,304 | $147.8M | 21.41% | −773−0.9% | Reduced |
| Boston Partners | 87,671 | $158.9M | 0.20% | −2,923−3.2% | Reduced |