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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 23,236 | $44.8M | 0.07% | +681+3.0% | Added |
| Charles Schwab Investment Management Inc | 25,363 | $49.3M | 0.01% | +143+0.6% | Added |
| Select Equity Group, L.P. | 27,599 | $53.7M | 0.22% | −7,064−20.4% | Reduced |
| Spears Abacus Advisors LLC | 28,726 | $55.9M | 1.15% | −197−0.7% | Reduced |
| Norges Bank | 30,673 | $59.7M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 32,472 | $63.2M | 0.02% | +32,472 | New |
| Lord, Abbett & Co. LLC | 33,116 | $64.4M | 0.20% | +104+0.3% | Added |
| Cooke & Bieler LP | 34,070 | $66.3M | 0.64% | +34,070 | New |
| Reinhart Partners, Inc. | 38,272 | $74.4M | 2.86% | −1,097−2.8% | Reduced |
| Geode Capital Management, LLC | 39,735 | $77.3M | 0.01% | −109−0.3% | Reduced |
| Bank of America Corp | 41,453 | $80.6M | 0.01% | −1,006−2.4% | Reduced |
| Neuberger Berman Group LLC | 45,438 | $88.4M | 0.07% | +12,328+37.2% | Added |
| Fiduciary Management Inc | 49,114 | $95.5M | 0.89% | −206−0.4% | Reduced |
| Wellington Management Group LLP | 49,926 | $97.1M | 0.02% | −10,749−17.7% | Reduced |
| State Street Corp | 54,885 | $106.8M | 0.00% | +80.0% | Added |
| T. Rowe Price Investment Management, Inc. | 57,755 | $112.3M | 0.07% | +72+0.1% | Added |
| London Co of Virginia | 69,268 | $134.7M | 0.74% | −585−0.8% | Reduced |
| Wallace Capital Management Inc. | 80,158 | $155.9M | 21.30% | −2,208−2.7% | Reduced |
| Boston Partners | 85,445 | $165.8M | 0.20% | +348+0.4% | Added |
| River Road Asset Management, LLC | 112,415 | $218.7M | 2.91% | −5,791−4.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 114,077 | $221.9M | 0.84% | −8,200−6.7% | Reduced |
| BlackRock, Inc. | 118,484 | $230.5M | 0.00% | +3,361+2.9% | Added |
| Dimensional Fund Advisors LP | 157,395 | $306.1M | 0.07% | −1,139−0.7% | Reduced |
| Morgan Stanley | 177,691 | $345.6M | 0.02% | −1,346−0.8% | Reduced |
| Vanguard Group Inc | 251,739 | $489.6M | 0.01% | +956+0.4% | Added |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| New Potomac Partners, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |