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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 639 | $1.24M | 0.00% | −489−43.4% | Reduced |
| King Luther Capital Management Corp | 650 | $1.26M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 655 | $1.27M | 0.01% | +264+67.5% | Added |
| Ofi Invest Asset Management | 704 | $1.32M | 0.03% | +704 | New |
| FMR LLC | 697 | $1.36M | 0.00% | −21,499−96.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 700 | $1.36M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 719 | $1.40M | 0.21% | −132−15.5% | Reduced |
| Arizona State Retirement System | 746 | $1.45M | 0.01% | +7+0.9% | Added |
| Citigroup Inc | 760 | $1.48M | 0.00% | +111+17.1% | Added |
| Mariner, LLC | 825 | $1.60M | 0.00% | +151+22.4% | Added |
| Sanctuary Advisors, LLC | 849 | $1.66M | 0.01% | −6−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 890 | $1.73M | 0.01% | −51−5.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 908 | $1.77M | 0.02% | +908 | New |
| Sequoia Financial Advisors, LLC | 917 | $1.78M | 0.02% | +33+3.7% | Added |
| Brave Asset Management Inc | 924 | $1.80M | 0.57% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 929 | $1.81M | 1.05% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 999 | $1.94M | 0.10% | +52+5.5% | Added |
| Ensign Peak Advisors, Inc | 1,000 | $1.95M | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,009 | $1.96M | 0.19% | +7+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,065 | $2.07M | 0.02% | +48+4.7% | Added |
| Cove Street Capital, LLC | 1,067 | $2.07M | 2.42% | −1,056−49.7% | Reduced |
| Qube Research & Technologies Ltd | 1,068 | $2.08M | 0.00% | −645−37.7% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $2.10M | 1.03% | −1,080−50.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,080 | $2.10M | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,096 | $2.13M | 0.01% | +10+0.9% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $2.14M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 1,118 | $2.17M | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 1,167 | $2.27M | 0.78% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,170 | $2.28M | 0.00% | −6−0.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $2.29M | 0.29% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,216 | $2.37M | 0.01% | +34+2.9% | Added |
| Leuthold Group, LLC | 1,272 | $2.47M | 0.30% | −28−2.2% | Reduced |
| Agf Management Ltd | 1,318 | $2.56M | 0.01% | −82−5.9% | Reduced |
| Truist Financial Corp | 1,352 | $2.63M | 0.00% | −5−0.4% | Reduced |
| Royal Bank of Canada | 1,368 | $2.66M | 0.00% | −138−9.2% | Reduced |
| Forum Financial Management, LP | 1,374 | $2.67M | 0.04% | +176+14.7% | Added |
| TD Asset Management Inc | 1,380 | $2.68M | 0.00% | +80+6.2% | Added |
| Colony Group, LLC | 1,388 | $2.70M | 0.01% | +15+1.1% | Added |
| SG Americas Securities, LLC | 1,476 | $2.87M | 0.01% | +1,476 | New |
| STRS Ohio | 1,501 | $2.92M | 0.01% | +2+0.1% | Added |
| Stifel Financial Corp | 1,511 | $2.94M | 0.00% | −37−2.4% | Reduced |
| Parsons Capital Management Inc | 1,523 | $2.96M | 0.16% | +10+0.7% | Added |
| Oppenheimer Asset Management Inc. | 1,547 | $3.01M | 0.04% | +105+7.3% | Added |
| HighTower Advisors, LLC | 1,563 | $3.04M | 0.00% | +1+0.1% | Added |
| Price T Rowe Associates Inc | 1,566 | $3.05M | 0.00% | +122+8.4% | Added |
| LPL Financial LLC | 1,763 | $3.43M | 0.00% | +501+39.7% | Added |
| Cerity Partners LLC | 1,848 | $3.59M | 0.01% | +133+7.8% | Added |
| Quantinno Capital Management LP | 2,044 | $3.98M | 0.04% | +554+37.2% | Added |
| KBC Group NV | 2,059 | $4.00M | 0.01% | +1,981+2,539.7% | Added |
| First Manhattan Co | 1,115 | $4.05M | 0.01% | +1,115 | New |
| Barclays PLC | 2,142 | $4.17M | 0.00% | +991+86.1% | Added |
| Davenport & Co LLC | 2,198 | $4.28M | 0.03% | +27+1.2% | Added |
| Creative Planning | 2,263 | $4.40M | 0.00% | −73−3.1% | Reduced |
| MML Investors Services, LLC | 2,342 | $4.55M | 0.02% | +280+13.6% | Added |
| State Board of Administration of Florida Retirement System | 2,372 | $4.61M | 0.01% | −600−20.2% | Reduced |
| California State Teachers Retirement System | 2,398 | $4.66M | 0.01% | −25−1.0% | Reduced |
| Millennium Management LLC | 2,401 | $4.67M | 0.00% | +2,007+509.4% | Added |
| Janus Henderson Group PLC | 2,416 | $4.70M | 0.00% | +1,193+97.5% | Added |
| Harbor Capital Advisors, Inc. | 2,431 | $4.73M | 0.21% | +41+1.7% | Added |
| D. E. Shaw & Co., Inc. | 2,719 | $5.29M | 0.01% | −521−16.1% | Reduced |
| New York State Common Retirement Fund | 2,723 | $5.30M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,755 | $5.36M | 0.00% | +890+47.7% | Added |
| JPMorgan Chase & Co | 2,777 | $5.40M | 0.00% | −75−2.6% | Reduced |
| SEI Investments Co | 3,217 | $6.26M | 0.01% | +731+29.4% | Added |
| Ameriprise Financial Inc | 3,277 | $6.37M | 0.00% | +198+6.4% | Added |
| Lee Danner & Bass Inc | 3,280 | $6.38M | 0.51% | −3−0.1% | Reduced |
| Prospector Partners LLC | 3,855 | $7.50M | 0.85% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 3,919 | $7.62M | 0.06% | −214−5.2% | Reduced |
| Legal & General Group Plc | 4,049 | $7.88M | 0.00% | +131+3.3% | Added |
| UBS Group AG | 4,306 | $8.38M | 0.00% | +1,300+43.2% | Added |
| Invesco Ltd. | 4,349 | $8.46M | 0.00% | +205+4.9% | Added |
| Rhumbline Advisers | 4,549 | $8.85M | 0.01% | +16+0.4% | Added |
| Swiss National Bank | 5,046 | $9.81M | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,193 | $10.1M | 0.12% | 00.0% | Unchanged |
| American Century Companies Inc | 5,375 | $10.5M | 0.01% | −111−2.0% | Reduced |
| Phocas Financial Corp. | 5,702 | $11.1M | 1.48% | +5,702 | New |
| Alaska Permanent Fund Corp | 5,902 | $11.5M | 0.17% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 7,366 | $14.3M | 0.05% | +610+9.0% | Added |
| Nuveen Asset Management, LLC | 7,753 | $15.1M | 0.00% | −5−0.1% | Reduced |
| GW&K Investment Management, LLC | 8,411 | $16.4M | 0.14% | +865+11.5% | Added |
| Wells Fargo & Company | 9,546 | $18.6M | 0.00% | −35−0.4% | Reduced |
| Perpetual Ltd | 9,627 | $18.7M | 0.22% | −100−1.0% | Reduced |
| AQR Capital Management LLC | 10,140 | $19.6M | 0.03% | −766−7.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,089 | $19.6M | 0.24% | +2,951+41.3% | Added |
| UBS Asset Management Americas Inc | 10,104 | $19.7M | 0.00% | +2,464+32.3% | Added |
| Thompson Siegel & Walmsley LLC | 10,246 | $19.9M | 0.31% | −117−1.1% | Reduced |
| Speece Thorson Capital Group Inc | 11,340 | $22.1M | 4.35% | −58−0.5% | Reduced |
| Victory Capital Management Inc | 11,548 | $22.5M | 0.02% | +5,195+81.8% | Added |
| WCM Investment Management, LLC | 11,651 | $22.5M | 0.05% | +11,651 | New |
| Royce & Associates LP | 12,306 | $23.9M | 0.22% | −2,161−14.9% | Reduced |
| California Public Employees Retirement System | 12,441 | $24.2M | 0.02% | −766−5.8% | Reduced |
| Bank of New York Mellon Corp | 12,600 | $24.5M | 0.00% | +1,728+15.9% | Added |
| Elkhorn Partners Limited Partnership | 15,080 | $29.3M | 19.26% | −1,095−6.8% | Reduced |
| Envestnet Asset Management Inc | 16,414 | $31.9M | 0.01% | +238+1.5% | Added |
| Northern Trust Corp | 18,071 | $35.1M | 0.00% | +1,957+12.1% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 19,244 | $37.4M | 1.77% | −1,494−7.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 19,417 | $37.8M | 0.07% | −899−4.4% | Reduced |
| First Trust Advisors LP | 20,218 | $39.3M | 0.03% | +9,308+85.3% | Added |
| Mraz, Amerine & Associates, Inc. | 21,069 | $41.0M | 7.30% | −129−0.6% | Reduced |
| Brown Advisory Inc | 22,421 | $43.6M | 0.06% | −728−3.1% | Reduced |