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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 151 | $293.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 154 | $299.5K | 0.08% | +154 | New |
| Wealth Enhancement Advisory Services, LLC | 162 | $315.1K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 164 | $319.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 165 | $320.9K | 0.00% | +14+9.3% | Added |
| Farther Finance Advisors, LLC | 167 | $324.8K | 0.01% | +33+24.6% | Added |
| Vise Technologies, Inc. | 169 | $328.7K | 0.03% | +30+21.6% | Added |
| RSM US Wealth Management LLC | 176 | $339.5K | 0.00% | +24+15.8% | Added |
| We Are One Seven, LLC | 176 | $342.3K | 0.01% | +176 | New |
| Frank, Rimerman Advisors LLC | 177 | $344.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 177 | $344.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 177 | $345.1K | 0.02% | −2−1.1% | Reduced |
| Connable Office Inc | 181 | $352.1K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 182 | $354.0K | 0.00% | −32−15.0% | Reduced |
| Keybank National Association | 183 | $355.9K | 0.00% | −36−16.4% | Reduced |
| Johnson Investment Counsel Inc | 185 | $359.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 185 | $359.8K | 0.01% | +12+6.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $387.1K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $389.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $389.0K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $389.0K | 0.51% | +200 | New |
| Opal Wealth Advisors, LLC | 204 | $396.8K | 0.12% | +3+1.5% | Added |
| Wedbush Securities Inc | 205 | $399.0K | 0.01% | +5+2.5% | Added |
| Hudson Value Partners, LLC | 206 | $400.7K | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 206 | $400.7K | 0.01% | +5+2.5% | Added |
| Two Sigma Securities, LLC | 206 | $400.7K | 0.07% | +48+30.4% | Added |
| One Wealth Advisors, LLC | 215 | $418.2K | 0.06% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 216 | $420.1K | 0.00% | +216 | New |
| Private Advisor Group, LLC | 217 | $422.1K | 0.00% | +3+1.4% | Added |
| Vestcor Inc | 219 | $426.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 220 | $427.9K | 0.41% | +220 | New |
| Venturi Wealth Management, LLC | 224 | $435.7K | 0.02% | +3+1.4% | Added |
| Athena Investment Management | 231 | $449.3K | 0.26% | −1−0.4% | Reduced |
| Algert Global LLC | 233 | $453.2K | 0.01% | +233 | New |
| Sendero Wealth Management, LLC | 234 | $455.1K | 0.07% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 240 | $466.8K | 0.13% | −56−18.9% | Reduced |
| Ritholtz Wealth Management | 240 | $466.8K | 0.01% | −4−1.6% | Reduced |
| Cetera Investment Advisers | 243 | $472.7K | 0.00% | −3−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $492.1K | 0.00% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 270 | $493.5K | 0.42% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 262 | $509.6K | 0.01% | +58+28.4% | Added |
| Balyasny Asset Management LLC | 277 | $538.8K | 0.00% | +277 | New |
| Highlander Partners, L.P. | 280 | $544.6K | 0.31% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 281 | $546.0K | 0.00% | +251+836.7% | Added |
| Los Angeles Capital Management LLC | 282 | $548.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 283 | $551.0K | 0.00% | −27−8.7% | Reduced |
| Essex Savings Bank | 284 | $552.4K | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 287 | $558.2K | 0.00% | −1,020−78.0% | Reduced |
| Summit Trail Advisors, LLC | 292 | $568.0K | 0.02% | +64+28.1% | Added |
| Brown Miller Wealth Management, LLC | 298 | $580.5K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 316 | $614.6K | 0.17% | −1−0.3% | Reduced |
| Pictet Asset Management Holding SA | 320 | $622.4K | 0.00% | −8−2.4% | Reduced |
| Cresset Asset Management, LLC | 320 | $622.4K | 0.00% | −226−41.4% | Reduced |
| Hengehold Capital Management LLC | 329 | $639.9K | 0.06% | +98+42.4% | Added |
| Deutsche Bank AG | 337 | $655.5K | 0.00% | +184+120.3% | Added |
| Gsa Capital Partners LLP | 340 | $661.0K | 0.05% | +340 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $661.3K | 0.32% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 345 | $671.0K | 0.01% | +206+148.2% | Added |
| State of Wisconsin Investment Board | 351 | $682.7K | 0.00% | +32+10.0% | Added |
| Pathstone Holdings, LLC | 353 | $686.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 353 | $687.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 357 | $694.0K | 0.00% | +121+51.3% | Added |
| American Capital Advisory, LLC | 357 | $694.4K | 0.38% | −33−8.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 380 | $712.0K | 0.30% | 00.0% | Unchanged |
| Roundview Capital LLC | 375 | $729.6K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 380 | $734.9K | 0.01% | +84+28.4% | Added |
| QRG Capital Management, Inc. | 383 | $745.0K | 0.01% | −151−28.3% | Reduced |
| Klingenstein Fields & Co LP | 391 | $760.5K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 402 | $782.0K | 0.01% | −407−50.3% | Reduced |
| Glenmede Trust Co NA | 410 | $797.5K | 0.00% | +26+6.8% | Added |
| Bank of Montreal | 416 | $809.1K | 0.00% | −9−2.1% | Reduced |
| Franklin Resources Inc | 421 | $818.9K | 0.00% | +67+18.9% | Added |
| Brandes Investment Partners, LP | 429 | $834.4K | 0.01% | +42+10.9% | Added |
| Chicago Partners Investment Group LLC | 454 | $849.6K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 450 | $875.3K | 0.08% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 461 | $896.7K | 0.01% | +98+27.0% | Added |
| Teacher Retirement System of Texas | 461 | $897.0K | 0.00% | +76+19.7% | Added |
| Two Sigma Investments, LP | 470 | $914.2K | 0.00% | +114+32.0% | Added |
| Resona Asset Management Co.,Ltd. | 471 | $916.1K | 0.01% | +13+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 475 | $924.1K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 481 | $935.6K | 0.05% | +80+20.0% | Added |
| Susquehanna International Group, LLP | 491 | $955.0K | 0.00% | +346+238.6% | Added |
| Voya Investment Management LLC | 495 | $962.8K | 0.00% | +171+52.8% | Added |
| Parker Investment Management, LLC | 500 | $972.5K | 0.15% | −50−9.1% | Reduced |
| XTX Topco Ltd | 517 | $1.01M | 0.08% | +117+29.3% | Added |
| Manufacturers Life Insurance Company, The | 526 | $1.02M | 0.00% | −8−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 526 | $1.02M | 0.00% | +140+36.3% | Added |
| The PNC Financial Services Group, Inc. | 535 | $1.04M | 0.00% | −6−1.1% | Reduced |
| Ethic Inc. | 539 | $1.05M | 0.02% | +35+6.9% | Added |
| Regions Financial Corp | 550 | $1.07M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 572 | $1.10M | 0.03% | +7+1.2% | Added |
| First Hawaiian Bank | 572 | $1.11M | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 581 | $1.13M | 0.34% | +50+9.4% | Added |
| Martingale Asset Management L P | 587 | $1.14M | 0.03% | −5−0.8% | Reduced |
| Captrust Financial Advisors | 597 | $1.16M | 0.00% | +61+11.4% | Added |
| Park Avenue Securities LLC | 598 | $1.16M | 0.01% | +71+13.5% | Added |
| Handelsbanken Fonder AB | 600 | $1.17M | 0.00% | +600 | New |
| Renaissance Technologies LLC | 600 | $1.17M | 0.00% | −1,300−68.4% | Reduced |
| KLP Kapitalforvaltning AS | 605 | $1.18M | 0.01% | +605 | New |
| Atria Investments LLC | 633 | $1.23M | 0.02% | +49+8.4% | Added |