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 |
|---|---|---|---|---|---|
| Dean Investment Associates, LLC | 1,058 | $1.92M | 0.27% | −1,548−59.4% | Reduced |
| Allianz Asset Management GmbH | 1,041 | $1.89M | 0.00% | −264−20.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,025 | $1.86M | 0.02% | −13−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 999 | $1.82M | 0.17% | +7+0.7% | Added |
| Public Employees Retirement System of Ohio | 989 | $1.80M | 0.01% | +2+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 944 | $1.72M | 0.02% | +944 | New |
| Sutton Place Investors LLC | 929 | $1.69M | 1.12% | 00.0% | Unchanged |
| Jane Street Group, LLC | 927 | $1.68M | 0.00% | +370+66.4% | Added |
| Brave Asset Management Inc | 924 | $1.68M | 0.43% | −5−0.5% | Reduced |
| CI Private Wealth, LLC | 830 | $1.51M | 0.00% | −76−8.4% | Reduced |
| Algert Global LLC | 800 | $1.45M | 0.05% | +258+47.6% | Added |
| Dark Forest Capital Management LP | 771 | $1.40M | 0.26% | +446+137.2% | Added |
| Bridgewater Associates, LP | 756 | $1.37M | 0.01% | +756 | New |
| Sanctuary Advisors, LLC | 744 | $1.31M | 0.01% | +744 | New |
| Buckingham Strategic Wealth, LLC | 721 | $1.31M | 0.01% | +165+29.7% | Added |
| Arizona State Retirement System | 715 | $1.30M | 0.01% | +11+1.6% | Added |
| Karpas Strategies, LLC | 659 | $1.20M | 0.38% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 650 | $1.18M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 634 | $1.15M | 0.00% | +260+69.5% | Added |
| Gratus Capital LLC | 608 | $1.11M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 600 | $1.09M | 0.00% | +117+24.2% | Added |
| Advisor Group Holdings, Inc. | 594 | $1.08M | 0.00% | +231+63.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 585 | $1.06M | 0.00% | +29+5.2% | Added |
| First Hawaiian Bank | 572 | $1.04M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 570 | $1.04M | 0.00% | −437−43.4% | Reduced |
| Ethic Inc. | 567 | $1.03M | 0.02% | +63+12.5% | Added |
| Park Avenue Securities LLC | 565 | $1.03M | 0.01% | +38+7.2% | Added |
| AMG National Trust Bank | 565 | $1.03M | 0.03% | −3−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 559 | $1.02M | 0.00% | +159+39.8% | Added |
| Regions Financial Corp | 550 | $999.6K | 0.01% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 550 | $999.6K | 0.16% | 00.0% | Unchanged |
| Atria Investments LLC | 537 | $975.2K | 0.01% | +537 | New |
| QRG Capital Management, Inc. | 533 | $968.7K | 0.01% | +19+3.7% | Added |
| Manufacturers Life Insurance Company, The | 530 | $963.2K | 0.00% | +17+3.3% | Added |
| Captrust Financial Advisors | 530 | $963.2K | 0.00% | +3+0.6% | Added |
| Teacher Retirement System of Texas | 515 | $936.0K | 0.01% | +35+7.3% | Added |
| Schonfeld Strategic Advisors LLC | 500 | $908.7K | 0.01% | +500 | New |
| Cresset Asset Management, LLC | 471 | $856.0K | 0.00% | +25+5.6% | Added |
| Resona Asset Management Co.,Ltd. | 458 | $832.4K | 0.01% | −32−6.5% | Reduced |
| Amalgamated Bank | 439 | $798.0K | 0.01% | +301+218.1% | Added |
| Chicago Partners Investment Group LLC | 451 | $795.7K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 429 | $795.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 428 | $777.9K | 0.00% | −170−28.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 426 | $774.4K | 0.00% | +111+35.2% | Added |
| 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 |
| Glenmede Trust Co NA | 377 | $685.2K | 0.00% | −62−14.1% | Reduced |
| Roundview Capital LLC | 375 | $681.7K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 364 | $661.6K | 0.00% | −328−47.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $651.4K | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 353 | $642.0K | 0.00% | −39−9.9% | Reduced |
| Two Sigma Investments, LP | 353 | $641.6K | 0.00% | −569−61.7% | Reduced |
| Voya Investment Management LLC | 352 | $639.7K | 0.00% | +55+18.5% | Added |
| Pathstone Holdings, LLC | 348 | $632.5K | 0.00% | +26+8.1% | Added |
| Equitable Trust Co | 343 | $623.4K | 0.04% | +120+53.8% | Added |
| Brandes Investment Partners, LP | 339 | $616.1K | 0.01% | +84+32.9% | Added |
| Two Sigma Securities, LLC | 334 | $607.0K | 0.03% | +334 | New |
| State of Wisconsin Investment Board | 331 | $601.6K | 0.00% | +16+5.1% | Added |
| Change Path, LLC | 328 | $596.0K | 0.03% | +328 | New |
| American Capital Advisory, LLC | 390 | $587.0K | 0.42% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 320 | $581.6K | 0.00% | −8−2.4% | Reduced |
| Verition Fund Management LLC | 309 | $561.6K | 0.00% | +188+155.4% | Added |
| Legacy Wealth Asset Management, LLC | 307 | $558.0K | 0.16% | +23+8.1% | Added |
| Hyman Charles D | 305 | $554.0K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 301 | $547.1K | 0.00% | +110+57.6% | Added |
| Brown Miller Wealth Management, LLC | 298 | $542.4K | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 290 | $527.0K | 0.00% | +2+0.7% | Added |
| Ofi Invest Asset Management | 310 | $525.7K | 0.01% | +310 | New |
| Shotwell Rutter Baer Inc | 300 | $520.8K | 0.46% | 00.0% | Unchanged |
| Essex Savings Bank | 284 | $516.2K | 0.14% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 282 | $512.5K | 0.00% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 280 | $508.9K | 0.34% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 340 | $508.5K | 0.37% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 272 | $494.3K | 0.00% | −84−23.6% | Reduced |
| Lazard Asset Management LLC | 268 | $487.0K | 0.00% | −309−53.6% | Reduced |
| Prudential Financial Inc | 264 | $480.0K | 0.00% | +38+16.8% | Added |
| Oak Thistle LLC | 255 | $463.4K | 0.34% | +255 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $459.8K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 249 | $452.5K | 0.01% | −17−6.4% | Reduced |
| Summit Trail Advisors, LLC | 241 | $438.0K | 0.01% | +72+42.6% | Added |
| Sendero Wealth Management, LLC | 234 | $425.3K | 0.07% | +46+24.5% | Added |
| Keybank National Association | 233 | $423.5K | 0.00% | −8−3.3% | Reduced |
| Athena Investment Management | 232 | $421.6K | 0.26% | −2−0.9% | Reduced |
| HighTower Advisors, LLC | 230 | $417.0K | 0.00% | +30+15.0% | Added |
| Venturi Wealth Management, LLC | 221 | $401.7K | 0.02% | +191+636.7% | Added |
| Vestcor Inc | 219 | $398.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 216 | $393.0K | 0.00% | +74+52.1% | Added |
| Private Advisor Group, LLC | 213 | $387.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Boothbay Fund Management, LLC | 204 | $370.8K | 0.01% | +204 | New |
| Midwest Professional Planners, LTD. | 203 | $368.9K | 0.12% | +203 | New |
| One Wealth Advisors, LLC | 215 | $365.8K | 0.08% | +6+2.9% | Added |
| US Bancorp | 201 | $365.3K | 0.00% | −28−12.2% | Reduced |
| Evercore Wealth Management, LLC | 200 | $363.5K | 0.01% | 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 |
| 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 |