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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 152 | $268.8K | 0.00% | +13+9.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 162 | $274.8K | 0.00% | +5+3.2% | Added |
| Isthmus Partners, LLC | 164 | $278.2K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 173 | $293.4K | 0.01% | +24+16.1% | Added |
| Frank, Rimerman Advisors LLC | 177 | $300.2K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 179 | $304.3K | 0.03% | +4+2.3% | Added |
| Connable Office Inc | 181 | $307.0K | 0.03% | −9−4.7% | Reduced |
| Johnson Investment Counsel Inc | 185 | $313.8K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $337.5K | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $339.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 200 | $339.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $339.2K | 0.01% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 200 | $339.2K | 0.81% | +200 | New |
| JustInvest LLC | 201 | $340.9K | 0.01% | +2+1.0% | Added |
| Opal Wealth Advisors, LLC | 201 | $340.9K | 0.11% | +3+1.5% | Added |
| Global Retirement Partners, LLC | 204 | $346.0K | 0.01% | +112+121.7% | Added |
| Hudson Value Partners, LLC | 206 | $349.4K | 0.14% | 00.0% | Unchanged |
| Bank of Nova Scotia | 214 | $363.0K | 0.00% | +8+3.9% | Added |
| Private Advisor Group, LLC | 214 | $363.1K | 0.00% | +1+0.5% | Added |
| One Wealth Advisors, LLC | 215 | $364.7K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 219 | $371.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 219 | $371.5K | 0.00% | −14−6.0% | Reduced |
| Venturi Wealth Management, LLC | 221 | $374.9K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 228 | $386.7K | 0.01% | −13−5.4% | Reduced |
| Hengehold Capital Management LLC | 231 | $391.8K | 0.04% | +48+26.2% | Added |
| Athena Investment Management | 232 | $393.5K | 0.22% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 234 | $396.9K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 236 | $400.0K | 0.00% | +20+9.3% | Added |
| Ritholtz Wealth Management | 244 | $413.9K | 0.01% | −5−2.0% | Reduced |
| Cetera Investment Advisers | 246 | $417.3K | 0.00% | +67+37.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $429.1K | 0.00% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 280 | $474.9K | 0.28% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 282 | $478.3K | 0.00% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 270 | $479.6K | 0.39% | −30−10.0% | Reduced |
| Essex Savings Bank | 284 | $481.7K | 0.12% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 284 | $481.7K | 0.06% | +148+108.8% | Added |
| Lecap Asset Management Ltd | 296 | $502.1K | 0.11% | +296 | New |
| Wiley Bros.-Aintree Capital, LLC | 296 | $502.1K | 0.01% | +296 | New |
| Brown Miller Wealth Management, LLC | 298 | $506.2K | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 301 | $510.6K | 0.00% | +202+204.0% | Added |
| Commonwealth Equity Services, LLC | 310 | $526.0K | 0.00% | +20+6.9% | Added |
| Legacy Wealth Asset Management, LLC | 317 | $537.7K | 0.14% | +10+3.3% | Added |
| State of Wisconsin Investment Board | 319 | $541.1K | 0.00% | −12−3.6% | Reduced |
| Voya Investment Management LLC | 324 | $549.6K | 0.00% | −28−8.0% | Reduced |
| Pictet Asset Management Holding SA | 328 | $556.4K | 0.00% | +8+2.5% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $576.7K | 0.29% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 353 | $598.8K | 0.00% | +5+1.4% | Added |
| Public Employees Retirement Association of Colorado | 353 | $599.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 356 | $603.8K | 0.00% | +3+0.8% | Added |
| Tudor Investment Corp Et Al | 363 | $615.7K | 0.01% | +363 | New |
| Roundview Capital LLC | 375 | $636.2K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 384 | $651.3K | 0.00% | +7+1.9% | Added |
| Teacher Retirement System of Texas | 385 | $653.0K | 0.00% | −130−25.2% | Reduced |
| Franklin Resources Inc | 354 | $654.5K | 0.00% | +53+17.6% | Added |
| Advisor Group Holdings, Inc. | 386 | $654.8K | 0.00% | −208−35.0% | Reduced |
| Brandes Investment Partners, LP | 387 | $656.4K | 0.01% | +48+14.2% | Added |
| Prudential Financial Inc | 388 | $658.3K | 0.00% | +124+47.0% | Added |
| American Capital Advisory, LLC | 390 | $661.5K | 0.38% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 391 | $663.2K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 391 | $663.2K | 0.00% | +82+26.5% | Added |
| Millennium Management LLC | 394 | $668.3K | 0.00% | +30+8.2% | Added |
| XTX Topco Ltd | 400 | $678.5K | 0.05% | +400 | New |
| Equitable Trust Co | 401 | $680.2K | 0.04% | +58+16.9% | Added |
| Kathleen S. Wright Associates Inc. | 380 | $687.9K | 0.28% | 00.0% | Unchanged |
| Bank of Montreal | 425 | $722.9K | 0.00% | −4−0.9% | Reduced |
| Legacy Advisors, LLC | 450 | $763.3K | 0.08% | +450 | New |
| Resona Asset Management Co.,Ltd. | 458 | $776.9K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 475 | $805.9K | 0.00% | +49+11.5% | Added |
| Chicago Partners Investment Group LLC | 454 | $831.7K | 0.03% | +3+0.7% | Added |
| Park Avenue Securities LLC | 527 | $894.0K | 0.01% | −38−6.7% | Reduced |
| Midwest Professional Planners, LTD. | 531 | $900.7K | 0.28% | +328+161.6% | Added |
| Ethic Inc. | 504 | $904.3K | 0.02% | −63−11.1% | Reduced |
| QRG Capital Management, Inc. | 534 | $905.8K | 0.01% | +1+0.2% | Added |
| Manufacturers Life Insurance Company, The | 534 | $905.8K | 0.00% | +4+0.8% | Added |
| Captrust Financial Advisors | 536 | $909.2K | 0.00% | +6+1.1% | Added |
| The PNC Financial Services Group, Inc. | 541 | $917.6K | 0.00% | −18−3.2% | Reduced |
| Cresset Asset Management, LLC | 546 | $926.1K | 0.00% | +75+15.9% | Added |
| Regions Financial Corp | 550 | $932.9K | 0.01% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 550 | $932.9K | 0.15% | 00.0% | Unchanged |
| AMG National Trust Bank | 565 | $958.3K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 572 | $970.2K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 584 | $989.9K | 0.01% | +47+8.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 587 | $995.7K | 0.00% | +2+0.3% | Added |
| Martingale Asset Management L P | 592 | $1.00M | 0.02% | −661−52.8% | Reduced |
| Citigroup Inc | 649 | $1.10M | 0.00% | +221+51.6% | Added |
| King Luther Capital Management Corp | 650 | $1.10M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 674 | $1.14M | 0.00% | +74+12.3% | Added |
| Schonfeld Strategic Advisors LLC | 700 | $1.19M | 0.01% | +200+40.0% | Added |
| Arizona State Retirement System | 739 | $1.25M | 0.01% | +24+3.4% | Added |
| ExodusPoint Capital Management, LP | 809 | $1.37M | 0.01% | +674+499.3% | Added |
| Dark Forest Capital Management LP | 851 | $1.44M | 0.18% | +80+10.4% | Added |
| Sequoia Financial Advisors, LLC | 884 | $1.50M | 0.02% | +689+353.3% | Added |
| Brave Asset Management Inc | 924 | $1.57M | 0.39% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 929 | $1.58M | 0.96% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 941 | $1.60M | 0.01% | −48−4.9% | Reduced |
| Oddo BHF Asset Management SAS | 947 | $1.61M | 0.08% | +947 | New |
| Ensign Peak Advisors, Inc | 1,000 | $1.70M | 0.00% | −95−8.7% | Reduced |
| Sanctuary Advisors, LLC | 855 | $1.70M | 0.01% | +111+14.9% | Added |
| Main Street Financial Solutions, LLC | 1,002 | $1.70M | 0.16% | +3+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 1,080 | $1.83M | 0.02% | +136+14.4% | Added |