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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.95K | 0.00% | 0 | New |
| MV Capital Management, Inc. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $3.89K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $5.61K | 0.00% | −5−62.5% | Reduced |
| Trust Co of Vermont | 3 | $5.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $5.83K | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $5.83K | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 4 | $7.78K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $7.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $9.73K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6 | $11.6K | 0.00% | +2+50.0% | Added |
| 1620 Investment Advisors, Inc. | 6 | $11.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 7 | $13.0K | 0.00% | +2+40.0% | Added |
| Clearstead Advisors, LLC | 7 | $13.6K | 0.00% | +3+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 8 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $15.6K | 0.00% | +3+60.0% | Added |
| Bell Investment Advisors, Inc | 8 | $15.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $15.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $17.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $19.4K | 0.00% | +1+11.1% | Added |
| Northwestern Mutual Wealth Management Co | 11 | $21.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $23.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 15 | $29.2K | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17 | $33.1K | 0.00% | −2−10.5% | Reduced |
| Delta Asset Management LLC | 19 | $37.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $37.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $37.0K | 0.01% | +9+90.0% | Added |
| Fortitude Family Office, LLC | 19 | $37.0K | 0.01% | +19 | New |
| Hexagon Capital Partners LLC | 20 | $38.9K | 0.01% | +1+5.3% | Added |
| Huntington National Bank | 22 | $42.8K | 0.00% | +8+57.1% | Added |
| Allworth Financial LP | 25 | $46.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $54.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $60.3K | 0.00% | −9−22.5% | Reduced |
| TD Private Client Wealth LLC | 31 | $60.3K | 0.00% | −4−11.4% | Reduced |
| CIBC Private Wealth Group, LLC | 34 | $63.6K | 0.00% | −5−12.8% | Reduced |
| CWM, LLC | 33 | $64.0K | 0.00% | +7+26.9% | Added |
| GeoWealth Management, LLC | 33 | $64.2K | 0.00% | +7+26.9% | Added |
| Parallel Advisors, LLC | 33 | $64.2K | 0.00% | +1+3.1% | Added |
| Community Bank, N.A. | 34 | $66.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $70.0K | 0.00% | −11−23.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $72.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $77.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 44 | $85.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 46 | $89.5K | 0.08% | +46 | New |
| Signaturefd, LLC | 50 | $97.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $97.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $97.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 53 | $103.1K | 0.01% | +4+8.2% | Added |
| Eagle Bay Advisors LLC | 53 | $103.1K | 0.06% | +53 | New |
| Tower Research Capital LLC (TRC) | 60 | $116.7K | 0.00% | +24+66.7% | Added |
| Stonebridge Financial Group, LLC | 60 | $116.7K | 0.01% | +60 | New |
| Ronald Blue Trust, Inc. | 61 | $118.6K | 0.00% | −33−35.1% | Reduced |
| Colonial Trust Co | 61 | $118.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $126.4K | 0.02% | +4+6.6% | Added |
| Quent Capital, LLC | 71 | $138.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 73 | $142.0K | 0.00% | +73 | New |
| Smithfield Trust Co | 73 | $143.0K | 0.01% | −9−11.0% | Reduced |
| Bessemer Group Inc | 85 | $165.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 99 | $192.6K | 0.00% | +24+32.0% | Added |
| Eastern Bank | 100 | $194.5K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 100 | $195.0K | 0.10% | +100 | New |
| Equity Investment Corp | 103 | $200.3K | 0.00% | +103 | New |
| Evergreen Capital Management LLC | 103 | $200.3K | 0.01% | +103 | New |
| Waldron Private Wealth LLC | 105 | $204.2K | 0.01% | +105 | New |
| Great Lakes Advisors, LLC | 106 | $206.2K | 0.00% | +106 | New |
| Ballentine Partners, LLC | 106 | $206.2K | 0.00% | +106 | New |
| HBK Sorce Advisory LLC | 108 | $210.1K | 0.01% | +108 | New |
| Glenview Trust Co | 110 | $214.0K | 0.00% | +110 | New |
| Stratos Wealth Partners, LTD. | 110 | $214.0K | 0.00% | +110 | New |
| LRI Investments, LLC | 111 | $215.3K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 114 | $221.7K | 0.01% | +114 | New |
| Xponance, Inc. | 120 | $233.4K | 0.00% | +120 | New |
| Roehl & Yi Investment Advisors, LLC | 120 | $233.4K | 0.13% | +120 | New |
| Avantax Advisory Services, Inc. | 121 | $236.0K | 0.00% | −1−0.8% | Reduced |
| Lindbrook Capital, LLC | 122 | $237.3K | 0.02% | −2−1.6% | Reduced |
| Covestor Ltd | 123 | $241.0K | 0.15% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 124 | $241.2K | 0.00% | +124 | New |
| Columbia Asset Management | 125 | $243.1K | 0.05% | +125 | New |
| Principal Financial Group Inc | 128 | $249.0K | 0.00% | −30−19.0% | Reduced |
| BNP Paribas Arbitrage, SA | 132 | $256.7K | 0.00% | −169−56.1% | Reduced |
| Amalgamated Bank | 132 | $257.0K | 0.00% | −2−1.5% | Reduced |
| Utah Retirement Systems | 134 | $260.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 135 | $262.6K | 0.02% | +11+8.9% | Added |
| Integrated Wealth Concepts LLC | 136 | $264.5K | 0.00% | +136 | New |
| Russell Investments Group, Ltd. | 137 | $266.5K | 0.00% | +7+5.4% | Added |
| M&T Bank Corp | 140 | $272.3K | 0.00% | +11+8.5% | Added |
| Chapman Investment Management, LLC | 143 | $278.1K | 0.21% | 00.0% | Unchanged |
| Savant Capital, LLC | 143 | $278.1K | 0.00% | +13+10.0% | Added |
| GWM Advisors LLC | 145 | $282.0K | 0.00% | +134+1,218.2% | Added |
| Zacks Investment Management | 148 | $287.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 148 | $287.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 149 | $289.8K | 0.00% | +54+56.8% | Added |
| Cannon Global Investment Management, LLC | 150 | $291.8K | 0.72% | −50−25.0% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $291.8K | 0.00% | 00.0% | Unchanged |