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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 1,086 | $1.84M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $1.87M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,017 | $1.88M | 0.02% | −8−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 1,118 | $1.90M | 0.01% | −71−6.0% | Reduced |
| CI Private Wealth, LLC | 1,128 | $1.91M | 0.00% | +298+35.9% | Added |
| Barclays PLC | 1,151 | $1.95M | 0.00% | +581+101.9% | Added |
| Pecaut & Co. | 1,167 | $1.98M | 0.70% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,176 | $1.99M | 0.00% | −7−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $2.00M | 0.23% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,182 | $2.00M | 0.00% | +548+86.4% | Added |
| Forum Financial Management, LP | 1,198 | $2.03M | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,223 | $2.07M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 1,262 | $2.14M | 0.00% | +172+15.8% | Added |
| Leuthold Group, LLC | 1,300 | $2.21M | 0.25% | +1,300 | New |
| TD Asset Management Inc | 1,300 | $2.21M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,307 | $2.22M | 0.00% | +380+41.0% | Added |
| Truist Financial Corp | 1,357 | $2.30M | 0.00% | −446−24.7% | Reduced |
| Man Group plc | 1,367 | $2.32M | 0.01% | −967−41.4% | Reduced |
| Colony Group, LLC | 1,373 | $2.33M | 0.01% | +1,373 | New |
| Agf Management Ltd | 1,400 | $2.37M | 0.01% | +330+30.8% | Added |
| Oppenheimer Asset Management Inc. | 1,442 | $2.45M | 0.03% | −10−0.7% | Reduced |
| Price T Rowe Associates Inc | 1,444 | $2.45M | 0.00% | +71+5.2% | Added |
| Quantinno Capital Management LP | 1,490 | $2.53M | 0.03% | +163+12.3% | Added |
| STRS Ohio | 1,499 | $2.54M | 0.01% | +152+11.3% | Added |
| Royal Bank of Canada | 1,506 | $2.56M | 0.00% | −36−2.3% | Reduced |
| Parsons Capital Management Inc | 1,513 | $2.57M | 0.16% | +40+2.7% | Added |
| Stifel Financial Corp | 1,548 | $2.63M | 0.00% | −103−6.2% | Reduced |
| HighTower Advisors, LLC | 1,562 | $2.65M | 0.00% | +1,332+579.1% | Added |
| Qube Research & Technologies Ltd | 1,713 | $2.91M | 0.01% | +69+4.2% | Added |
| Cerity Partners LLC | 1,715 | $2.91M | 0.01% | −14−0.8% | Reduced |
| Goldman Sachs Group Inc | 1,865 | $3.16M | 0.00% | −389−17.3% | Reduced |
| Renaissance Technologies LLC | 1,900 | $3.22M | 0.00% | −100−5.0% | Reduced |
| MML Investors Services, LLC | 2,062 | $3.50M | 0.01% | +205+11.0% | Added |
| Cove Street Capital, LLC | 2,123 | $3.60M | 2.82% | −362−14.6% | Reduced |
| Autumn Glory Partners, LLC | 2,160 | $3.66M | 1.41% | +1,080+100.0% | Added |
| Davenport & Co LLC | 2,171 | $3.68M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 2,336 | $3.96M | 0.00% | −38−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 2,390 | $4.05M | 0.18% | +1,198+100.5% | Added |
| California State Teachers Retirement System | 2,423 | $4.11M | 0.00% | −67−2.7% | Reduced |
| SEI Investments Co | 2,486 | $4.22M | 0.01% | +97+4.1% | Added |
| New York State Common Retirement Fund | 2,723 | $4.62M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,852 | $4.84M | 0.00% | −232−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 2,972 | $5.04M | 0.01% | +1,060+55.4% | Added |
| UBS Group AG | 3,006 | $5.10M | 0.00% | +1,259+72.1% | Added |
| Ameriprise Financial Inc | 3,079 | $5.22M | 0.00% | −6−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 3,240 | $5.50M | 0.01% | −360−10.0% | Reduced |
| Lee Danner & Bass Inc | 3,283 | $5.57M | 0.39% | 00.0% | Unchanged |
| Prospector Partners LLC | 3,855 | $6.54M | 0.70% | +566+17.2% | Added |
| Legal & General Group Plc | 3,918 | $6.65M | 0.00% | +146+3.9% | Added |
| Invesco Ltd. | 4,144 | $7.03M | 0.00% | −6,902−62.5% | Reduced |
| Edgestream Partners, L.P. | 4,472 | $7.59M | 0.33% | +4,472 | New |
| Brandywine Global Investment Management, LLC | 4,133 | $7.64M | 0.05% | −100−2.4% | Reduced |
| Rhumbline Advisers | 4,533 | $7.69M | 0.01% | −14−0.3% | Reduced |
| Swiss National Bank | 5,046 | $8.56M | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,193 | $8.81M | 0.10% | 00.0% | Unchanged |
| American Century Companies Inc | 5,486 | $9.31M | 0.01% | −9,217−62.7% | Reduced |
| Alaska Permanent Fund Corp | 5,902 | $10.0M | 0.15% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,353 | $10.8M | 0.01% | −5,084−44.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,756 | $11.5M | 0.04% | −188−2.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,138 | $12.1M | 0.18% | +5,773+422.9% | Added |
| GW&K Investment Management, LLC | 7,546 | $12.8M | 0.11% | +114+1.5% | Added |
| UBS Asset Management Americas Inc | 7,640 | $13.0M | 0.00% | −79−1.0% | Reduced |
| Nuveen Asset Management, LLC | 7,758 | $13.2M | 0.00% | −74−0.9% | Reduced |
| Wells Fargo & Company | 9,581 | $16.3M | 0.00% | −1,665−14.8% | Reduced |
| Perpetual Ltd | 9,727 | $16.5M | 0.18% | −449−4.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 10,363 | $17.6M | 0.26% | −1,554−13.0% | Reduced |
| Bank of New York Mellon Corp | 10,872 | $18.4M | 0.00% | +40.0% | Added |
| AQR Capital Management LLC | 10,906 | $18.5M | 0.03% | +458+4.4% | Added |
| First Trust Advisors LP | 10,910 | $18.5M | 0.02% | −720−6.2% | Reduced |
| Speece Thorson Capital Group Inc | 11,398 | $19.3M | 3.57% | −33−0.3% | Reduced |
| California Public Employees Retirement System | 13,207 | $22.4M | 0.02% | −1,095−7.7% | Reduced |
| Scout Investments, Inc. | 12,839 | $23.4M | 0.61% | −2,133−14.2% | Reduced |
| Royce & Associates LP | 14,467 | $24.5M | 0.22% | −558−3.7% | Reduced |
| Northern Trust Corp | 16,114 | $27.3M | 0.00% | +172+1.1% | Added |
| Elkhorn Partners Limited Partnership | 16,175 | $27.4M | 17.63% | +65+0.4% | Added |
| Envestnet Asset Management Inc | 16,176 | $27.4M | 0.01% | +907+5.9% | Added |
| Robeco Institutional Asset Management B.V. | 20,316 | $34.5M | 0.07% | −1,062−5.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,198 | $36.0M | 6.50% | +167+0.8% | Added |
| Raymond James & Associates | 21,743 | $36.9M | 0.02% | −945−4.2% | Reduced |
| FMR LLC | 22,196 | $37.6M | 0.00% | +1,610+7.8% | Added |
| Allspring Global Investments Holdings, LLC | 22,555 | $38.3M | 0.06% | +6,896+44.0% | Added |
| Brown Advisory Inc | 23,149 | $39.3M | 0.05% | +334+1.5% | Added |
| Charles Schwab Investment Management Inc | 25,220 | $42.8M | 0.01% | +379+1.5% | Added |
| Spears Abacus Advisors LLC | 28,923 | $49.1M | 0.97% | −1,143−3.8% | Reduced |
| Norges Bank | 30,673 | $52.0M | 0.01% | +567+1.9% | Added |
| Lord, Abbett & Co. LLC | 33,012 | $56.0M | 0.18% | +2,430+7.9% | Added |
| Neuberger Berman Group LLC | 33,110 | $56.2M | 0.04% | +15,949+92.9% | Added |
| Select Equity Group, L.P. | 34,663 | $58.8M | 0.21% | −24,698−41.6% | Reduced |
| Reinhart Partners, Inc. | 39,369 | $66.8M | 2.54% | +1,490+3.9% | Added |
| Geode Capital Management, LLC | 39,844 | $67.6M | 0.01% | +273+0.7% | Added |
| Bank of America Corp | 42,459 | $72.0M | 0.01% | +1,273+3.1% | Added |
| Fiduciary Management Inc | 49,320 | $83.7M | 0.73% | −36−0.1% | Reduced |
| State Street Corp | 54,877 | $93.1M | 0.00% | +2,714+5.2% | Added |
| T. Rowe Price Investment Management, Inc. | 57,683 | $97.8M | 0.06% | −73−0.1% | Reduced |
| Wellington Management Group LLP | 60,675 | $102.9M | 0.02% | −9,114−13.1% | Reduced |
| London Co of Virginia | 69,853 | $118.5M | 0.62% | +3,397+5.1% | Added |
| Wallace Capital Management Inc. | 82,366 | $139.7M | 18.92% | +1,062+1.3% | Added |
| Boston Partners | 85,097 | $145.0M | 0.17% | −2,574−2.9% | Reduced |
| BlackRock, Inc. | 115,123 | $195.3M | 0.00% | +115,123 | New |
| River Road Asset Management, LLC | 118,206 | $200.5M | 2.62% | +1,886+1.6% | Added |