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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 1,118 | $1.90M | 0.01% | −71−6.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,017 | $1.88M | 0.02% | −8−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,100 | $1.87M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,086 | $1.84M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 1,080 | $1.83M | 0.02% | +136+14.4% | Added |
| Main Street Financial Solutions, LLC | 1,002 | $1.70M | 0.16% | +3+0.3% | Added |
| Sanctuary Advisors, LLC | 855 | $1.70M | 0.01% | +111+14.9% | Added |
| Ensign Peak Advisors, Inc | 1,000 | $1.70M | 0.00% | −95−8.7% | Reduced |
| Oddo BHF Asset Management SAS | 947 | $1.61M | 0.08% | +947 | New |
| Public Employees Retirement System of Ohio | 941 | $1.60M | 0.01% | −48−4.9% | Reduced |
| Sutton Place Investors LLC | 929 | $1.58M | 0.96% | 00.0% | Unchanged |
| Brave Asset Management Inc | 924 | $1.57M | 0.39% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 884 | $1.50M | 0.02% | +689+353.3% | Added |
| Dark Forest Capital Management LP | 851 | $1.44M | 0.18% | +80+10.4% | Added |
| ExodusPoint Capital Management, LP | 809 | $1.37M | 0.01% | +674+499.3% | Added |
| Arizona State Retirement System | 739 | $1.25M | 0.01% | +24+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 700 | $1.19M | 0.01% | +200+40.0% | Added |
| Mariner, LLC | 674 | $1.14M | 0.00% | +74+12.3% | Added |
| King Luther Capital Management Corp | 650 | $1.10M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 649 | $1.10M | 0.00% | +221+51.6% | Added |
| Martingale Asset Management L P | 592 | $1.00M | 0.02% | −661−52.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 587 | $995.7K | 0.00% | +2+0.3% | Added |
| Atria Investments LLC | 584 | $989.9K | 0.01% | +47+8.8% | Added |
| First Hawaiian Bank | 572 | $970.2K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 565 | $958.3K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 550 | $932.9K | 0.01% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 550 | $932.9K | 0.15% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 546 | $926.1K | 0.00% | +75+15.9% | Added |
| The PNC Financial Services Group, Inc. | 541 | $917.6K | 0.00% | −18−3.2% | Reduced |
| Captrust Financial Advisors | 536 | $909.2K | 0.00% | +6+1.1% | Added |
| 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 |
| Ethic Inc. | 504 | $904.3K | 0.02% | −63−11.1% | Reduced |
| Midwest Professional Planners, LTD. | 531 | $900.7K | 0.28% | +328+161.6% | Added |
| Park Avenue Securities LLC | 527 | $894.0K | 0.01% | −38−6.7% | Reduced |
| Chicago Partners Investment Group LLC | 454 | $831.7K | 0.03% | +3+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 475 | $805.9K | 0.00% | +49+11.5% | Added |
| Resona Asset Management Co.,Ltd. | 458 | $776.9K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 450 | $763.3K | 0.08% | +450 | New |
| Bank of Montreal | 425 | $722.9K | 0.00% | −4−0.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $687.9K | 0.28% | 00.0% | Unchanged |
| Equitable Trust Co | 401 | $680.2K | 0.04% | +58+16.9% | Added |
| XTX Topco Ltd | 400 | $678.5K | 0.05% | +400 | New |
| Millennium Management LLC | 394 | $668.3K | 0.00% | +30+8.2% | Added |
| 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 |
| American Capital Advisory, LLC | 390 | $661.5K | 0.38% | 00.0% | Unchanged |
| Prudential Financial Inc | 388 | $658.3K | 0.00% | +124+47.0% | Added |
| Brandes Investment Partners, LP | 387 | $656.4K | 0.01% | +48+14.2% | Added |
| Advisor Group Holdings, Inc. | 386 | $654.8K | 0.00% | −208−35.0% | Reduced |
| Franklin Resources Inc | 354 | $654.5K | 0.00% | +53+17.6% | Added |
| Teacher Retirement System of Texas | 385 | $653.0K | 0.00% | −130−25.2% | Reduced |
| Glenmede Trust Co NA | 384 | $651.3K | 0.00% | +7+1.9% | Added |
| Roundview Capital LLC | 375 | $636.2K | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 363 | $615.7K | 0.01% | +363 | New |
| Two Sigma Investments, LP | 356 | $603.8K | 0.00% | +3+0.8% | Added |
| Public Employees Retirement Association of Colorado | 353 | $599.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 353 | $598.8K | 0.00% | +5+1.4% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $576.7K | 0.29% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 328 | $556.4K | 0.00% | +8+2.5% | Added |
| Voya Investment Management LLC | 324 | $549.6K | 0.00% | −28−8.0% | Reduced |
| State of Wisconsin Investment Board | 319 | $541.1K | 0.00% | −12−3.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 317 | $537.7K | 0.14% | +10+3.3% | Added |
| Commonwealth Equity Services, LLC | 310 | $526.0K | 0.00% | +20+6.9% | Added |
| BNP Paribas Arbitrage, SA | 301 | $510.6K | 0.00% | +202+204.0% | Added |
| Brown Miller Wealth Management, LLC | 298 | $506.2K | 0.20% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 296 | $502.1K | 0.01% | +296 | New |
| Lecap Asset Management Ltd | 296 | $502.1K | 0.11% | +296 | New |
| Nebula Research & Development LLC | 284 | $481.7K | 0.06% | +148+108.8% | Added |
| Essex Savings Bank | 284 | $481.7K | 0.12% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 270 | $479.6K | 0.39% | −30−10.0% | Reduced |
| Los Angeles Capital Management LLC | 282 | $478.3K | 0.00% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 280 | $474.9K | 0.28% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $429.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 246 | $417.3K | 0.00% | +67+37.4% | Added |
| Ritholtz Wealth Management | 244 | $413.9K | 0.01% | −5−2.0% | Reduced |
| Janney Montgomery Scott LLC | 236 | $400.0K | 0.00% | +20+9.3% | Added |
| Sendero Wealth Management, LLC | 234 | $396.9K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 232 | $393.5K | 0.22% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 231 | $391.8K | 0.04% | +48+26.2% | Added |
| Summit Trail Advisors, LLC | 228 | $386.7K | 0.01% | −13−5.4% | Reduced |
| Venturi Wealth Management, LLC | 221 | $374.9K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 219 | $371.5K | 0.00% | −14−6.0% | Reduced |
| Vestcor Inc | 219 | $371.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 215 | $364.7K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 214 | $363.1K | 0.00% | +1+0.5% | Added |
| Bank of Nova Scotia | 214 | $363.0K | 0.00% | +8+3.9% | Added |
| Hudson Value Partners, LLC | 206 | $349.4K | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 204 | $346.0K | 0.01% | +112+121.7% | Added |
| Opal Wealth Advisors, LLC | 201 | $340.9K | 0.11% | +3+1.5% | Added |
| JustInvest LLC | 201 | $340.9K | 0.01% | +2+1.0% | Added |
| Evercore Wealth Management, LLC | 200 | $339.2K | 0.01% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 200 | $339.2K | 0.81% | +200 | New |
| Neville Rodie & Shaw Inc | 200 | $339.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 200 | $339.0K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $337.5K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 185 | $313.8K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 181 | $307.0K | 0.03% | −9−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 179 | $304.3K | 0.03% | +4+2.3% | Added |
| Frank, Rimerman Advisors LLC | 177 | $300.2K | 0.02% | 00.0% | Unchanged |