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, Q3 2024
Institutional positions in White Mountains Insurance Group Ltd as of Sep 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
- 304
- +4 vs. Q2 2024
- Shares held
- 2.25M
- +86.3K (+4.0%) vs. Q2 2024
- Total value
- $3.78B
- −$145.3M (−3.7%) vs. Q2 2024
- New holders
- 29
- 107 more added
- Sold out
- 25
- 82 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 250,783 | $425.4M | 0.01% | −252−0.1% | Reduced |
| Morgan Stanley | 179,037 | $303.7M | 0.02% | −5,898−3.2% | Reduced |
| Dimensional Fund Advisors LP | 158,534 | $268.9M | 0.07% | −1,027−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 122,277 | $207.4M | 0.81% | −7,006−5.4% | Reduced |
| River Road Asset Management, LLC | 118,206 | $200.5M | 2.62% | +1,886+1.6% | Added |
| BlackRock, Inc. | 115,123 | $195.3M | 0.00% | +115,123 | New |
| Boston Partners | 85,097 | $145.0M | 0.17% | −2,574−2.9% | Reduced |
| Wallace Capital Management Inc. | 82,366 | $139.7M | 18.92% | +1,062+1.3% | Added |
| London Co of Virginia | 69,853 | $118.5M | 0.62% | +3,397+5.1% | Added |
| Wellington Management Group LLP | 60,675 | $102.9M | 0.02% | −9,114−13.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 57,683 | $97.8M | 0.06% | −73−0.1% | Reduced |
| State Street Corp | 54,877 | $93.1M | 0.00% | +2,714+5.2% | Added |
| Fiduciary Management Inc | 49,320 | $83.7M | 0.73% | −36−0.1% | Reduced |
| Bank of America Corp | 42,459 | $72.0M | 0.01% | +1,273+3.1% | Added |
| Geode Capital Management, LLC | 39,844 | $67.6M | 0.01% | +273+0.7% | Added |
| Reinhart Partners, Inc. | 39,369 | $66.8M | 2.54% | +1,490+3.9% | Added |
| Select Equity Group, L.P. | 34,663 | $58.8M | 0.21% | −24,698−41.6% | Reduced |
| Neuberger Berman Group LLC | 33,110 | $56.2M | 0.04% | +15,949+92.9% | Added |
| Lord, Abbett & Co. LLC | 33,012 | $56.0M | 0.18% | +2,430+7.9% | Added |
| Norges Bank | 30,673 | $52.0M | 0.01% | +567+1.9% | Added |
| Spears Abacus Advisors LLC | 28,923 | $49.1M | 0.97% | −1,143−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 25,220 | $42.8M | 0.01% | +379+1.5% | Added |
| Brown Advisory Inc | 23,149 | $39.3M | 0.05% | +334+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 22,555 | $38.3M | 0.06% | +6,896+44.0% | Added |
| FMR LLC | 22,196 | $37.6M | 0.00% | +1,610+7.8% | Added |
| Raymond James & Associates | 21,743 | $36.9M | 0.02% | −945−4.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,198 | $36.0M | 6.50% | +167+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 20,316 | $34.5M | 0.07% | −1,062−5.0% | Reduced |
| Envestnet Asset Management Inc | 16,176 | $27.4M | 0.01% | +907+5.9% | Added |
| Elkhorn Partners Limited Partnership | 16,175 | $27.4M | 17.63% | +65+0.4% | Added |
| Northern Trust Corp | 16,114 | $27.3M | 0.00% | +172+1.1% | Added |
| Royce & Associates LP | 14,467 | $24.5M | 0.22% | −558−3.7% | Reduced |
| Scout Investments, Inc. | 12,839 | $23.4M | 0.61% | −2,133−14.2% | Reduced |
| California Public Employees Retirement System | 13,207 | $22.4M | 0.02% | −1,095−7.7% | Reduced |
| Speece Thorson Capital Group Inc | 11,398 | $19.3M | 3.57% | −33−0.3% | Reduced |
| First Trust Advisors LP | 10,910 | $18.5M | 0.02% | −720−6.2% | Reduced |
| AQR Capital Management LLC | 10,906 | $18.5M | 0.03% | +458+4.4% | Added |
| Bank of New York Mellon Corp | 10,872 | $18.4M | 0.00% | +40.0% | Added |
| Thompson Siegel & Walmsley LLC | 10,363 | $17.6M | 0.26% | −1,554−13.0% | Reduced |
| Perpetual Ltd | 9,727 | $16.5M | 0.18% | −449−4.4% | Reduced |
| Wells Fargo & Company | 9,581 | $16.3M | 0.00% | −1,665−14.8% | Reduced |
| Nuveen Asset Management, LLC | 7,758 | $13.2M | 0.00% | −74−0.9% | Reduced |
| UBS Asset Management Americas Inc | 7,640 | $13.0M | 0.00% | −79−1.0% | Reduced |
| GW&K Investment Management, LLC | 7,546 | $12.8M | 0.11% | +114+1.5% | Added |
| Horizon Kinetics Asset Management LLC | 7,138 | $12.1M | 0.18% | +5,773+422.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,756 | $11.5M | 0.04% | −188−2.7% | Reduced |
| Victory Capital Management Inc | 6,353 | $10.8M | 0.01% | −5,084−44.5% | Reduced |
| Alaska Permanent Fund Corp | 5,902 | $10.0M | 0.15% | 00.0% | Unchanged |
| American Century Companies Inc | 5,486 | $9.31M | 0.01% | −9,217−62.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,193 | $8.81M | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 5,046 | $8.56M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,533 | $7.69M | 0.01% | −14−0.3% | Reduced |
| Brandywine Global Investment Management, LLC | 4,133 | $7.64M | 0.05% | −100−2.4% | Reduced |
| Edgestream Partners, L.P. | 4,472 | $7.59M | 0.33% | +4,472 | New |
| Invesco Ltd. | 4,144 | $7.03M | 0.00% | −6,902−62.5% | Reduced |
| Legal & General Group Plc | 3,918 | $6.65M | 0.00% | +146+3.9% | Added |
| Prospector Partners LLC | 3,855 | $6.54M | 0.70% | +566+17.2% | Added |
| Lee Danner & Bass Inc | 3,283 | $5.57M | 0.39% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,240 | $5.50M | 0.01% | −360−10.0% | Reduced |
| Ameriprise Financial Inc | 3,079 | $5.22M | 0.00% | −6−0.2% | Reduced |
| UBS Group AG | 3,006 | $5.10M | 0.00% | +1,259+72.1% | Added |
| State Board of Administration of Florida Retirement System | 2,972 | $5.04M | 0.01% | +1,060+55.4% | Added |
| JPMorgan Chase & Co | 2,852 | $4.84M | 0.00% | −232−7.5% | Reduced |
| New York State Common Retirement Fund | 2,723 | $4.62M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 2,486 | $4.22M | 0.01% | +97+4.1% | Added |
| California State Teachers Retirement System | 2,423 | $4.11M | 0.00% | −67−2.7% | Reduced |
| Harbor Capital Advisors, Inc. | 2,390 | $4.05M | 0.18% | +1,198+100.5% | Added |
| Creative Planning | 2,336 | $3.96M | 0.00% | −38−1.6% | Reduced |
| Davenport & Co LLC | 2,171 | $3.68M | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,160 | $3.66M | 1.41% | +1,080+100.0% | Added |
| Cove Street Capital, LLC | 2,123 | $3.60M | 2.82% | −362−14.6% | Reduced |
| MML Investors Services, LLC | 2,062 | $3.50M | 0.01% | +205+11.0% | Added |
| Renaissance Technologies LLC | 1,900 | $3.22M | 0.00% | −100−5.0% | Reduced |
| Goldman Sachs Group Inc | 1,865 | $3.16M | 0.00% | −389−17.3% | Reduced |
| Cerity Partners LLC | 1,715 | $2.91M | 0.01% | −14−0.8% | Reduced |
| Qube Research & Technologies Ltd | 1,713 | $2.91M | 0.01% | +69+4.2% | Added |
| HighTower Advisors, LLC | 1,562 | $2.65M | 0.00% | +1,332+579.1% | Added |
| Stifel Financial Corp | 1,548 | $2.63M | 0.00% | −103−6.2% | Reduced |
| Parsons Capital Management Inc | 1,513 | $2.57M | 0.16% | +40+2.7% | Added |
| Royal Bank of Canada | 1,506 | $2.56M | 0.00% | −36−2.3% | Reduced |
| STRS Ohio | 1,499 | $2.54M | 0.01% | +152+11.3% | Added |
| Quantinno Capital Management LP | 1,490 | $2.53M | 0.03% | +163+12.3% | Added |
| Price T Rowe Associates Inc | 1,444 | $2.45M | 0.00% | +71+5.2% | Added |
| Oppenheimer Asset Management Inc. | 1,442 | $2.45M | 0.03% | −10−0.7% | Reduced |
| Agf Management Ltd | 1,400 | $2.37M | 0.01% | +330+30.8% | Added |
| Colony Group, LLC | 1,373 | $2.33M | 0.01% | +1,373 | New |
| Man Group plc | 1,367 | $2.32M | 0.01% | −967−41.4% | Reduced |
| Truist Financial Corp | 1,357 | $2.30M | 0.00% | −446−24.7% | Reduced |
| Jane Street Group, LLC | 1,307 | $2.22M | 0.00% | +380+41.0% | Added |
| TD Asset Management Inc | 1,300 | $2.21M | 0.00% | 00.0% | Unchanged |
| Leuthold Group, LLC | 1,300 | $2.21M | 0.25% | +1,300 | New |
| LPL Financial LLC | 1,262 | $2.14M | 0.00% | +172+15.8% | Added |
| Janus Henderson Group PLC | 1,223 | $2.07M | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,198 | $2.03M | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,182 | $2.00M | 0.00% | +548+86.4% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $2.00M | 0.23% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,176 | $1.99M | 0.00% | −7−0.6% | Reduced |
| Pecaut & Co. | 1,167 | $1.98M | 0.70% | 00.0% | Unchanged |
| Barclays PLC | 1,151 | $1.95M | 0.00% | +581+101.9% | Added |
| CI Private Wealth, LLC | 1,128 | $1.91M | 0.00% | +298+35.9% | Added |