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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.

Q4 2024 vs. Q3 2024

How the institutions holding White Mountains Insurance Group Ltd changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WTM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3046325+27
Shares2.25M35.4K2.28M+66.5K (+3.0%)
Value$3.78B$61.7M$4.43B+$713.4M (+19.2%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held White Mountains Insurance Group Ltd at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WTM in Q4 2024
InstitutionSharesValue% of portfolio
Cooke & Bieler LP34,070$66.3M0.64%
Raymond James Financial Inc32,472$63.2M0.02%
WCM Investment Management, LLC11,651$22.5M0.05%
Phocas Financial Corp.5,702$11.1M1.48%
First Manhattan Co1,115$4.05M0.01%
SG Americas Securities, LLC1,476$2.87M0.01%
Police & Firemen's Retirement System of New Jersey908$1.77M0.02%
Ofi Invest Asset Management704$1.32M0.03%
KLP Kapitalforvaltning AS605$1.18M0.01%
Handelsbanken Fonder AB600$1.17M0.00%
Gsa Capital Partners LLP340$661.0K0.05%
Balyasny Asset Management LLC277$538.8K0.00%
Algert Global LLC233$453.2K0.01%
Yorktown Management & Research Co Inc220$427.9K0.41%
Universal- Beteiligungs- und Servicegesellschaft mbH216$420.1K0.00%
Sage Investment Counsel LLC200$389.0K0.51%
We Are One Seven, LLC176$342.3K0.01%
Evelyn Partners Asset Management Ltd154$299.5K0.08%
Integrated Wealth Concepts LLC136$264.5K0.00%
Columbia Asset Management125$243.1K0.05%
HB Wealth Management, LLC124$241.2K0.00%
Xponance, Inc.120$233.4K0.00%
Roehl & Yi Investment Advisors, LLC120$233.4K0.13%
Sagespring Wealth Partners, LLC114$221.7K0.01%
Stratos Wealth Partners, LTD.110$214.0K0.00%
Glenview Trust Co110$214.0K0.00%
HBK Sorce Advisory LLC108$210.1K0.01%
Great Lakes Advisors, LLC106$206.2K0.00%
Ballentine Partners, LLC106$206.2K0.00%
Waldron Private Wealth LLC105$204.2K0.01%
Evergreen Capital Management LLC103$200.3K0.01%
Equity Investment Corp103$200.3K0.00%
Citadel Investment Advisory, Inc.100$195.0K0.10%
MAI Capital Management73$142.0K0.00%
Stonebridge Financial Group, LLC60$116.7K0.01%
Eagle Bay Advisors LLC53$103.1K0.06%
WPG Advisers, LLC46$89.5K0.08%
Fortitude Family Office, LLC19$37.0K0.01%
SBI Securities Co., Ltd.3$5.83K0.00%
Whipplewood Advisors, LLC3$5.83K0.00%
IFP Advisors, Inc0$1.95K0.00%

Sold out (14)

Institutions that held White Mountains Insurance Group Ltd at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (6)

Institutions that held White Mountains Insurance Group Ltd at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates21,743$36.9M
Scout Investments, Inc.12,839$23.4M
Raymond James Financial Services Advisors, Inc.587$995.7K
New Potomac Partners, LLC130$220.5K
Raymond James Trust N.A.120$203.5K
Planning Capital Management Corp10$17.4K