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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 198 | $359.9K | 0.12% | −24−10.8% | Reduced |
| Sequoia Financial Advisors, LLC | 195 | $354.4K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 190 | $345.3K | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 189 | $343.5K | 0.00% | −27−12.5% | Reduced |
| Johnson Investment Counsel Inc | 185 | $336.2K | 0.00% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 183 | $332.6K | 0.03% | +12+7.0% | Added |
| Cetera Investment Advisers | 179 | $325.3K | 0.00% | +1+0.6% | Added |
| Pinnacle Associates Ltd | 177 | $321.7K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 177 | $321.7K | 0.02% | +177 | New |
| SRS Capital Advisors, Inc. | 175 | $318.8K | 0.03% | +9+5.4% | Added |
| Paloma Partners Management Co | 169 | $307.1K | 0.03% | +169 | New |
| Isthmus Partners, LLC | 164 | $298.1K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 157 | $285.3K | 0.00% | +22+16.3% | Added |
| May Barnhard Investments LLC | 155 | $281.9K | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 151 | $274.4K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $272.6K | 0.00% | 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 |
| Chapman Investment Management, LLC | 143 | $259.9K | 0.20% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 142 | $258.1K | 0.05% | +142 | New |
| New York State Teachers Retirement System | 141 | $256.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $252.3K | 0.01% | +3+2.1% | Added |
| Nebula Research & Development LLC | 136 | $247.2K | 0.04% | +136 | New |
| RSM US Wealth Management LLC | 139 | $246.2K | 0.00% | +139 | New |
| ExodusPoint Capital Management, LP | 135 | $245.0K | 0.00% | +135 | New |
| Utah Retirement Systems | 134 | $243.5K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 133 | $241.7K | 0.01% | −1−0.7% | Reduced |
| M&T Bank Corp | 133 | $241.7K | 0.00% | +12+9.9% | Added |
| Raymond James Trust N.A. | 131 | $238.1K | 0.01% | −8−5.8% | Reduced |
| New Potomac Partners, LLC | 130 | $236.3K | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 127 | $230.8K | 0.00% | +5+4.1% | Added |
| Equity Investment Corp | 125 | $227.2K | 0.01% | +3+2.5% | Added |
| Lindbrook Capital, LLC | 124 | $225.4K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 122 | $221.7K | 0.00% | +7+6.1% | Added |
| Avantax Advisory Services, Inc. | 117 | $213.2K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 116 | $210.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 107 | $194.2K | 0.02% | +107 | New |
| Baldwin Brothers Inc | 100 | $181.7K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 99 | $179.9K | 0.00% | −54−35.3% | Reduced |
| Smithfield Trust Co | 97 | $175.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $167.2K | 0.01% | +92 | New |
| Covestor Ltd | 90 | $164.0K | 0.11% | +84+1,400.0% | Added |
| Bessemer Group Inc | 85 | $154.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $136.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 71 | $129.0K | 0.01% | −2−2.7% | Reduced |
| KBC Group NV | 64 | $116.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $110.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 59 | $107.2K | 0.02% | +3+5.4% | Added |
| Signaturefd, LLC | 56 | $101.8K | 0.00% | −5−8.2% | Reduced |
| Ronald Blue Trust, Inc. | 53 | $95.1K | 0.00% | +22+71.0% | Added |
| Quarry LP | 51 | $92.7K | 0.04% | +51 | New |
| 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 |
| First Horizon Advisors, Inc. | 45 | $81.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 45 | $81.8K | 0.00% | −4−8.2% | Reduced |
| Family Firm, Inc. | 45 | $81.8K | 0.02% | +45 | New |
| Quadrant Capital Group LLC | 40 | $72.7K | 0.01% | +7+21.2% | Added |
| Valley National Advisers Inc | 40 | $72.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 39 | $67.9K | 0.00% | +15+62.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $67.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35 | $63.6K | 0.00% | +2+6.1% | Added |
| Parallel Advisors, LLC | 34 | $61.8K | 0.00% | −1−2.9% | Reduced |
| Community Bank, N.A. | 34 | $61.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $45.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 24 | $44.0K | 0.00% | −3−11.1% | Reduced |
| GAMMA Investing LLC | 24 | $43.6K | 0.01% | +3+14.3% | Added |
| Allworth Financial LP | 25 | $43.1K | 0.00% | +9+56.3% | Added |
| Spire Wealth Management | 23 | $41.8K | 0.00% | +23 | New |
| Umb Bank N A | 20 | $36.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital Advisors, Ltd. LLC | 17 | $31.0K | 0.00% | +5+41.7% | Added |
| Tower Research Capital LLC (TRC) | 16 | $29.1K | 0.00% | −134−89.3% | Reduced |
| Hexagon Capital Partners LLC | 14 | $25.4K | 0.01% | +10+250.0% | Added |
| Nomura Asset Management Co Ltd | 12 | $21.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $18.2K | 0.00% | −1−9.1% | Reduced |
| 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 |
| Wetzel Investment Advisors, Inc. | 9 | $16.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $16.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $14.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 8 | $14.5K | 0.00% | +1+14.3% | Added |
| NBC Securities, Inc. | 7 | $12.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6 | $10.9K | 0.01% | +6 | New |
| Sachetta, LLC | 6 | $10.6K | 0.00% | +1+20.0% | Added |
| JFS Wealth Advisors, LLC | 5 | $9.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Frazier Financial Advisors, LLC | 4 | $7.27K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $7.27K | 0.00% | +4 | New |