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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 122,277 | $207.4M | 0.81% | −7,006−5.4% | Reduced |
| Dimensional Fund Advisors LP | 158,534 | $268.9M | 0.07% | −1,027−0.6% | Reduced |
| Morgan Stanley | 179,037 | $303.7M | 0.02% | −5,898−3.2% | Reduced |
| Vanguard Group Inc | 250,783 | $425.4M | 0.01% | −252−0.1% | Reduced |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −3,619−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| May Barnhard Investments LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Equity Investment Corp | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Karpas Strategies, LLC | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |