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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1 | $1.70K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $1.70K | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $1.70K | 0.00% | +1 | New |
| Skopos Labs, Inc. | 1 | $1.70K | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $3.39K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2 | $3.39K | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $3.39K | 0.00% | −2−50.0% | Reduced |
| Private Wealth Management Group, LLC | 2 | $3.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $3.39K | 0.00% | +1+100.0% | Added |
| Trust Co of Vermont | 3 | $5.09K | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $6.79K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4 | $6.79K | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 4 | $6.79K | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 4 | $6.80K | 0.00% | +3+300.0% | Added |
| Hemington Wealth Management | 5 | $8.00K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $8.48K | 0.00% | −1−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $8.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $8.48K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6 | $10.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $13.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $13.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $15.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $15.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 9 | $15.3K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 10 | $17.0K | 0.00% | +2+25.0% | Added |
| Planning Capital Management Corp | 10 | $17.4K | 0.01% | +10 | New |
| GWM Advisors LLC | 11 | $18.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11 | $18.7K | 0.00% | +2+22.2% | Added |
| Ashton Thomas Securities, LLC | 11 | $18.7K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 12 | $20.0K | 0.00% | −5−29.4% | Reduced |
| Nomura Asset Management Co Ltd | 12 | $20.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $23.7K | 0.00% | +4+40.0% | Added |
| Gables Capital Management Inc. | 15 | $25.4K | 0.01% | +15 | New |
| Spire Wealth Management | 19 | $32.2K | 0.00% | −4−17.4% | Reduced |
| Delta Asset Management LLC | 19 | $32.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 19 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $32.2K | 0.01% | +5+35.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 20,738 | $35.2K | 0.00% | −685−3.2% | Reduced |
| Centerpoint Advisors, LLC | 25 | $42.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $42.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 26 | $44.0K | 0.00% | +2+8.3% | Added |
| GeoWealth Management, LLC | 26 | $44.1K | 0.00% | +26 | New |
| Umb Bank N A | 28 | $47.5K | 0.00% | +8+40.0% | Added |
| Lazard Asset Management LLC | 30 | $50.0K | 0.00% | −238−88.8% | Reduced |
| Parallel Advisors, LLC | 32 | $54.3K | 0.00% | −2−5.9% | Reduced |
| Community Bank, N.A. | 34 | $57.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35 | $59.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 36 | $61.1K | 0.00% | +20+125.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $62.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 39 | $66.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $67.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 40 | $67.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 44 | $74.6K | 0.00% | −1−2.2% | Reduced |
| First Horizon Advisors, Inc. | 47 | $79.7K | 0.00% | +2+4.4% | Added |
| GAMMA Investing LLC | 49 | $83.1K | 0.01% | +25+104.2% | Added |
| Signaturefd, LLC | 50 | $84.8K | 0.00% | −6−10.7% | Reduced |
| Anchor Investment Management, LLC | 50 | $84.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $84.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $103.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $103.5K | 0.01% | +2+3.4% | Added |
| Quent Capital, LLC | 71 | $120.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $127.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 78 | $132.0K | 0.00% | +14+21.9% | Added |
| Smithfield Trust Co | 82 | $138.0K | 0.01% | −15−15.5% | Reduced |
| Bessemer Group Inc | 85 | $144.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 95 | $161.1K | 0.00% | +95 | New |
| Baldwin Brothers Inc | 100 | $169.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 100 | $169.6K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 94 | $170.8K | 0.00% | +41+77.4% | Added |
| Raymond James Trust N.A. | 120 | $203.5K | 0.00% | −11−8.4% | Reduced |
| Avantax Advisory Services, Inc. | 122 | $207.5K | 0.00% | +5+4.3% | Added |
| Covestor Ltd | 123 | $209.0K | 0.13% | +33+36.7% | Added |
| Pitcairn Co | 124 | $210.3K | 0.01% | −9−6.8% | Reduced |
| Lindbrook Capital, LLC | 124 | $210.3K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 111 | $212.9K | 0.02% | +4+3.7% | Added |
| M&T Bank Corp | 129 | $218.8K | 0.00% | −4−3.0% | Reduced |
| Russell Investments Group, Ltd. | 130 | $220.5K | 0.00% | −142−52.2% | Reduced |
| New Potomac Partners, LLC | 130 | $220.5K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 130 | $220.5K | 0.00% | +3+2.4% | Added |
| Amalgamated Bank | 134 | $227.0K | 0.00% | −305−69.5% | Reduced |
| Farther Finance Advisors, LLC | 134 | $227.3K | 0.01% | −9−6.3% | Reduced |
| Utah Retirement Systems | 134 | $227.3K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 137 | $232.4K | 0.01% | +137 | New |
| Vise Technologies, Inc. | 139 | $235.8K | 0.03% | −3−2.1% | Reduced |
| TownSquare Capital, LLC | 139 | $235.8K | 0.00% | +17+13.9% | Added |
| Chapman Investment Management, LLC | 143 | $242.6K | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 145 | $245.9K | 0.00% | +145 | New |
| Change Path, LLC | 148 | $251.0K | 0.01% | −180−54.9% | Reduced |
| Zacks Investment Management | 148 | $251.0K | 0.00% | +148 | New |
| Moneta Group Investment Advisors LLC | 150 | $254.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 151 | $256.1K | 0.00% | −50−24.9% | Reduced |
| Empower Advisory Group, LLC | 151 | $256.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 153 | $259.5K | 0.00% | +4+2.7% | Added |
| Pinnacle Associates Ltd | 177 | $266.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 158 | $268.0K | 0.02% | −176−52.7% | Reduced |
| Principal Financial Group Inc | 158 | $268.0K | 0.00% | −31−16.4% | Reduced |