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, Q4 2024
Institutional positions in White Mountains Insurance Group Ltd as of Dec 31, 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
- 325
- +27 vs. Q3 2024
- Shares held
- 2.28M
- +66.5K (+3.0%) vs. Q3 2024
- Total value
- $4.43B
- +$713.4M (+19.2%) vs. Q3 2024
- New holders
- 41
- 112 more added
- Sold out
- 14
- 83 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 251,739 | $489.6M | 0.01% | +956+0.4% | Added |
| Morgan Stanley | 177,691 | $345.6M | 0.02% | −1,346−0.8% | Reduced |
| Dimensional Fund Advisors LP | 157,395 | $306.1M | 0.07% | −1,139−0.7% | Reduced |
| BlackRock, Inc. | 118,484 | $230.5M | 0.00% | +3,361+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 114,077 | $221.9M | 0.84% | −8,200−6.7% | Reduced |
| River Road Asset Management, LLC | 112,415 | $218.7M | 2.91% | −5,791−4.9% | Reduced |
| Boston Partners | 85,445 | $165.8M | 0.20% | +348+0.4% | Added |
| Wallace Capital Management Inc. | 80,158 | $155.9M | 21.30% | −2,208−2.7% | Reduced |
| London Co of Virginia | 69,268 | $134.7M | 0.74% | −585−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 57,755 | $112.3M | 0.07% | +72+0.1% | Added |
| State Street Corp | 54,885 | $106.8M | 0.00% | +80.0% | Added |
| Wellington Management Group LLP | 49,926 | $97.1M | 0.02% | −10,749−17.7% | Reduced |
| Fiduciary Management Inc | 49,114 | $95.5M | 0.89% | −206−0.4% | Reduced |
| Neuberger Berman Group LLC | 45,438 | $88.4M | 0.07% | +12,328+37.2% | Added |
| Bank of America Corp | 41,453 | $80.6M | 0.01% | −1,006−2.4% | Reduced |
| Geode Capital Management, LLC | 39,735 | $77.3M | 0.01% | −109−0.3% | Reduced |
| Reinhart Partners, Inc. | 38,272 | $74.4M | 2.86% | −1,097−2.8% | Reduced |
| Cooke & Bieler LP | 34,070 | $66.3M | 0.64% | +34,070 | New |
| Lord, Abbett & Co. LLC | 33,116 | $64.4M | 0.20% | +104+0.3% | Added |
| Raymond James Financial Inc | 32,472 | $63.2M | 0.02% | +32,472 | New |
| Norges Bank | 30,673 | $59.7M | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 28,726 | $55.9M | 1.15% | −197−0.7% | Reduced |
| Select Equity Group, L.P. | 27,599 | $53.7M | 0.22% | −7,064−20.4% | Reduced |
| Charles Schwab Investment Management Inc | 25,363 | $49.3M | 0.01% | +143+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 23,236 | $44.8M | 0.07% | +681+3.0% | Added |
| Brown Advisory Inc | 22,421 | $43.6M | 0.06% | −728−3.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,069 | $41.0M | 7.30% | −129−0.6% | Reduced |
| First Trust Advisors LP | 20,218 | $39.3M | 0.03% | +9,308+85.3% | Added |
| Robeco Institutional Asset Management B.V. | 19,417 | $37.8M | 0.07% | −899−4.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 19,244 | $37.4M | 1.77% | −1,494−7.2% | Reduced |
| Northern Trust Corp | 18,071 | $35.1M | 0.00% | +1,957+12.1% | Added |
| Envestnet Asset Management Inc | 16,414 | $31.9M | 0.01% | +238+1.5% | Added |
| Elkhorn Partners Limited Partnership | 15,080 | $29.3M | 19.26% | −1,095−6.8% | Reduced |
| Bank of New York Mellon Corp | 12,600 | $24.5M | 0.00% | +1,728+15.9% | Added |
| California Public Employees Retirement System | 12,441 | $24.2M | 0.02% | −766−5.8% | Reduced |
| Royce & Associates LP | 12,306 | $23.9M | 0.22% | −2,161−14.9% | Reduced |
| WCM Investment Management, LLC | 11,651 | $22.5M | 0.05% | +11,651 | New |
| Victory Capital Management Inc | 11,548 | $22.5M | 0.02% | +5,195+81.8% | Added |
| Speece Thorson Capital Group Inc | 11,340 | $22.1M | 4.35% | −58−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 10,246 | $19.9M | 0.31% | −117−1.1% | Reduced |
| UBS Asset Management Americas Inc | 10,104 | $19.7M | 0.00% | +2,464+32.3% | Added |
| Horizon Kinetics Asset Management LLC | 10,089 | $19.6M | 0.24% | +2,951+41.3% | Added |
| AQR Capital Management LLC | 10,140 | $19.6M | 0.03% | −766−7.0% | Reduced |
| Perpetual Ltd | 9,627 | $18.7M | 0.22% | −100−1.0% | Reduced |
| Wells Fargo & Company | 9,546 | $18.6M | 0.00% | −35−0.4% | Reduced |
| GW&K Investment Management, LLC | 8,411 | $16.4M | 0.14% | +865+11.5% | Added |
| Nuveen Asset Management, LLC | 7,753 | $15.1M | 0.00% | −5−0.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,366 | $14.3M | 0.05% | +610+9.0% | Added |
| Alaska Permanent Fund Corp | 5,902 | $11.5M | 0.17% | 00.0% | Unchanged |
| Phocas Financial Corp. | 5,702 | $11.1M | 1.48% | +5,702 | New |
| American Century Companies Inc | 5,375 | $10.5M | 0.01% | −111−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,193 | $10.1M | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 5,046 | $9.81M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,549 | $8.85M | 0.01% | +16+0.4% | Added |
| Invesco Ltd. | 4,349 | $8.46M | 0.00% | +205+4.9% | Added |
| UBS Group AG | 4,306 | $8.38M | 0.00% | +1,300+43.2% | Added |
| Legal & General Group Plc | 4,049 | $7.88M | 0.00% | +131+3.3% | Added |
| Brandywine Global Investment Management, LLC | 3,919 | $7.62M | 0.06% | −214−5.2% | Reduced |
| Prospector Partners LLC | 3,855 | $7.50M | 0.85% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 3,280 | $6.38M | 0.51% | −3−0.1% | Reduced |
| Ameriprise Financial Inc | 3,277 | $6.37M | 0.00% | +198+6.4% | Added |
| SEI Investments Co | 3,217 | $6.26M | 0.01% | +731+29.4% | Added |
| JPMorgan Chase & Co | 2,777 | $5.40M | 0.00% | −75−2.6% | Reduced |
| Goldman Sachs Group Inc | 2,755 | $5.36M | 0.00% | +890+47.7% | Added |
| New York State Common Retirement Fund | 2,723 | $5.30M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,719 | $5.29M | 0.01% | −521−16.1% | Reduced |
| Harbor Capital Advisors, Inc. | 2,431 | $4.73M | 0.21% | +41+1.7% | Added |
| Janus Henderson Group PLC | 2,416 | $4.70M | 0.00% | +1,193+97.5% | Added |
| Millennium Management LLC | 2,401 | $4.67M | 0.00% | +2,007+509.4% | Added |
| California State Teachers Retirement System | 2,398 | $4.66M | 0.01% | −25−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 2,372 | $4.61M | 0.01% | −600−20.2% | Reduced |
| MML Investors Services, LLC | 2,342 | $4.55M | 0.02% | +280+13.6% | Added |
| Creative Planning | 2,263 | $4.40M | 0.00% | −73−3.1% | Reduced |
| Davenport & Co LLC | 2,198 | $4.28M | 0.03% | +27+1.2% | Added |
| Barclays PLC | 2,142 | $4.17M | 0.00% | +991+86.1% | Added |
| First Manhattan Co | 1,115 | $4.05M | 0.01% | +1,115 | New |
| KBC Group NV | 2,059 | $4.00M | 0.01% | +1,981+2,539.7% | Added |
| Quantinno Capital Management LP | 2,044 | $3.98M | 0.04% | +554+37.2% | Added |
| Cerity Partners LLC | 1,848 | $3.59M | 0.01% | +133+7.8% | Added |
| LPL Financial LLC | 1,763 | $3.43M | 0.00% | +501+39.7% | Added |
| Price T Rowe Associates Inc | 1,566 | $3.05M | 0.00% | +122+8.4% | Added |
| HighTower Advisors, LLC | 1,563 | $3.04M | 0.00% | +1+0.1% | Added |
| Oppenheimer Asset Management Inc. | 1,547 | $3.01M | 0.04% | +105+7.3% | Added |
| Parsons Capital Management Inc | 1,523 | $2.96M | 0.16% | +10+0.7% | Added |
| Stifel Financial Corp | 1,511 | $2.94M | 0.00% | −37−2.4% | Reduced |
| STRS Ohio | 1,501 | $2.92M | 0.01% | +2+0.1% | Added |
| SG Americas Securities, LLC | 1,476 | $2.87M | 0.01% | +1,476 | New |
| Colony Group, LLC | 1,388 | $2.70M | 0.01% | +15+1.1% | Added |
| TD Asset Management Inc | 1,380 | $2.68M | 0.00% | +80+6.2% | Added |
| Forum Financial Management, LP | 1,374 | $2.67M | 0.04% | +176+14.7% | Added |
| Royal Bank of Canada | 1,368 | $2.66M | 0.00% | −138−9.2% | Reduced |
| Truist Financial Corp | 1,352 | $2.63M | 0.00% | −5−0.4% | Reduced |
| Agf Management Ltd | 1,318 | $2.56M | 0.01% | −82−5.9% | Reduced |
| Leuthold Group, LLC | 1,272 | $2.47M | 0.30% | −28−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,216 | $2.37M | 0.01% | +34+2.9% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $2.29M | 0.29% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,170 | $2.28M | 0.00% | −6−0.5% | Reduced |
| Pecaut & Co. | 1,167 | $2.27M | 0.78% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 1,118 | $2.17M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $2.14M | 0.01% | 00.0% | Unchanged |