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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 173 | $293.4K | 0.01% | +24+16.1% | Added |
| Isthmus Partners, LLC | 164 | $278.2K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 162 | $274.8K | 0.00% | +5+3.2% | Added |
| RSM US Wealth Management LLC | 152 | $268.8K | 0.00% | +13+9.4% | Added |
| 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 |
| Pinnacle Associates Ltd | 177 | $266.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 153 | $259.5K | 0.00% | +4+2.7% | Added |
| US Bancorp | 151 | $256.1K | 0.00% | −50−24.9% | Reduced |
| Empower Advisory Group, LLC | 151 | $256.1K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $254.4K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 148 | $251.0K | 0.01% | −180−54.9% | Reduced |
| Zacks Investment Management | 148 | $251.0K | 0.00% | +148 | New |
| Susquehanna International Group, LLP | 145 | $245.9K | 0.00% | +145 | New |
| Chapman Investment Management, LLC | 143 | $242.6K | 0.18% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 139 | $235.8K | 0.03% | −3−2.1% | Reduced |
| TownSquare Capital, LLC | 139 | $235.8K | 0.00% | +17+13.9% | Added |
| Centiva Capital, LP | 137 | $232.4K | 0.01% | +137 | New |
| Farther Finance Advisors, LLC | 134 | $227.3K | 0.01% | −9−6.3% | Reduced |
| Utah Retirement Systems | 134 | $227.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 134 | $227.0K | 0.00% | −305−69.5% | 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 |
| Russell Investments Group, Ltd. | 130 | $220.5K | 0.00% | −142−52.2% | Reduced |
| M&T Bank Corp | 129 | $218.8K | 0.00% | −4−3.0% | Reduced |
| LRI Investments, LLC | 111 | $212.9K | 0.02% | +4+3.7% | Added |
| Pitcairn Co | 124 | $210.3K | 0.01% | −9−6.8% | Reduced |
| Lindbrook Capital, LLC | 124 | $210.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 123 | $209.0K | 0.13% | +33+36.7% | Added |
| Avantax Advisory Services, Inc. | 122 | $207.5K | 0.00% | +5+4.3% | Added |
| Raymond James Trust N.A. | 120 | $203.5K | 0.00% | −11−8.4% | Reduced |
| Ronald Blue Trust, Inc. | 94 | $170.8K | 0.00% | +41+77.4% | Added |
| Baldwin Brothers Inc | 100 | $169.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 100 | $169.6K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 95 | $161.1K | 0.00% | +95 | New |
| Bessemer Group Inc | 85 | $144.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $138.0K | 0.01% | −15−15.5% | Reduced |
| KBC Group NV | 78 | $132.0K | 0.00% | +14+21.9% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $127.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 71 | $120.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $103.5K | 0.01% | +2+3.4% | Added |
| Colonial Trust Co | 61 | $103.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| GAMMA Investing LLC | 49 | $83.1K | 0.01% | +25+104.2% | Added |
| First Horizon Advisors, Inc. | 47 | $79.7K | 0.00% | +2+4.4% | Added |
| MetLife Investment Management | 44 | $74.6K | 0.00% | −1−2.2% | Reduced |
| Quadrant Capital Group LLC | 40 | $67.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $67.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 39 | $66.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $62.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 36 | $61.1K | 0.00% | +20+125.0% | Added |
| TD Private Client Wealth LLC | 35 | $59.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 34 | $57.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 32 | $54.3K | 0.00% | −2−5.9% | Reduced |
| Lazard Asset Management LLC | 30 | $50.0K | 0.00% | −238−88.8% | Reduced |
| Umb Bank N A | 28 | $47.5K | 0.00% | +8+40.0% | Added |
| GeoWealth Management, LLC | 26 | $44.1K | 0.00% | +26 | New |
| CWM, LLC | 26 | $44.0K | 0.00% | +2+8.3% | Added |
| Allworth Financial LP | 25 | $42.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $42.0K | 0.01% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 20,738 | $35.2K | 0.00% | −685−3.2% | Reduced |
| 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 |
| Gables Capital Management Inc. | 15 | $25.4K | 0.01% | +15 | New |
| Huntington National Bank | 14 | $23.7K | 0.00% | +4+40.0% | Added |
| Nomura Asset Management Co Ltd | 12 | $20.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $20.0K | 0.00% | −5−29.4% | Reduced |
| 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 |
| Planning Capital Management Corp | 10 | $17.4K | 0.01% | +10 | New |
| Versant Capital Management, Inc | 10 | $17.0K | 0.00% | +2+25.0% | Added |
| 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 |
| Raleigh Capital Management Inc. | 8 | $13.6K | 0.01% | 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 |
| Proequities, Inc. | 8 | $13.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6 | $10.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hemington Wealth Management | 5 | $8.00K | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 4 | $6.80K | 0.00% | +3+300.0% | Added |
| 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 |
| Trust Co of Vermont | 3 | $5.09K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $3.39K | 0.00% | +1+100.0% | Added |
| 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 |
| TD Capital Management LLC | 2 | $3.39K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2 | $3.39K | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $1.70K | 0.00% | +1 | New |