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 |
|---|---|---|---|---|---|
| River Road Asset Management, LLC | 116,320 | $211.4M | 3.03% | −7,001−5.7% | Reduced |
| BlackRock Inc. | 116,455 | $211.7M | 0.00% | +1,482+1.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 129,283 | $235.0M | 1.01% | −1,631−1.2% | Reduced |
| Dimensional Fund Advisors LP | 159,561 | $290.0M | 0.08% | −2,357−1.5% | Reduced |
| Morgan Stanley | 184,935 | $336.1M | 0.03% | −595−0.3% | Reduced |
| Vanguard Group Inc | 251,035 | $456.2M | 0.01% | −895−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Oppenheimer & Close, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| English Capital Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −134,528−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Triad Investment Management | – | – | – | – | Not filed |