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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 1,096 | $2.13M | 0.01% | +10+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 1,080 | $2.10M | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,080 | $2.10M | 1.03% | −1,080−50.0% | Reduced |
| Qube Research & Technologies Ltd | 1,068 | $2.08M | 0.00% | −645−37.7% | Reduced |
| Cove Street Capital, LLC | 1,067 | $2.07M | 2.42% | −1,056−49.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,065 | $2.07M | 0.02% | +48+4.7% | Added |
| Main Street Financial Solutions, LLC | 1,009 | $1.96M | 0.19% | +7+0.7% | Added |
| Ensign Peak Advisors, Inc | 1,000 | $1.95M | 0.00% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 999 | $1.94M | 0.10% | +52+5.5% | Added |
| Sutton Place Investors LLC | 929 | $1.81M | 1.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 924 | $1.80M | 0.57% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 917 | $1.78M | 0.02% | +33+3.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 908 | $1.77M | 0.02% | +908 | New |
| Public Employees Retirement System of Ohio | 890 | $1.73M | 0.01% | −51−5.4% | Reduced |
| Sanctuary Advisors, LLC | 849 | $1.66M | 0.01% | −6−0.7% | Reduced |
| Mariner, LLC | 825 | $1.60M | 0.00% | +151+22.4% | Added |
| Citigroup Inc | 760 | $1.48M | 0.00% | +111+17.1% | Added |
| Arizona State Retirement System | 746 | $1.45M | 0.01% | +7+0.9% | Added |
| Dark Forest Capital Management LP | 719 | $1.40M | 0.21% | −132−15.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 700 | $1.36M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 697 | $1.36M | 0.00% | −21,499−96.9% | Reduced |
| Ofi Invest Asset Management | 704 | $1.32M | 0.03% | +704 | New |
| Verition Fund Management LLC | 655 | $1.27M | 0.01% | +264+67.5% | Added |
| King Luther Capital Management Corp | 650 | $1.26M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 639 | $1.24M | 0.00% | −489−43.4% | Reduced |
| Atria Investments LLC | 633 | $1.23M | 0.02% | +49+8.4% | Added |
| KLP Kapitalforvaltning AS | 605 | $1.18M | 0.01% | +605 | New |
| Renaissance Technologies LLC | 600 | $1.17M | 0.00% | −1,300−68.4% | Reduced |
| Handelsbanken Fonder AB | 600 | $1.17M | 0.00% | +600 | New |
| Park Avenue Securities LLC | 598 | $1.16M | 0.01% | +71+13.5% | Added |
| Captrust Financial Advisors | 597 | $1.16M | 0.00% | +61+11.4% | Added |
| Martingale Asset Management L P | 587 | $1.14M | 0.03% | −5−0.8% | Reduced |
| Midwest Professional Planners, LTD. | 581 | $1.13M | 0.34% | +50+9.4% | Added |
| First Hawaiian Bank | 572 | $1.11M | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 572 | $1.10M | 0.03% | +7+1.2% | Added |
| Regions Financial Corp | 550 | $1.07M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 539 | $1.05M | 0.02% | +35+6.9% | Added |
| The PNC Financial Services Group, Inc. | 535 | $1.04M | 0.00% | −6−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 526 | $1.02M | 0.00% | +140+36.3% | Added |
| Manufacturers Life Insurance Company, The | 526 | $1.02M | 0.00% | −8−1.5% | Reduced |
| XTX Topco Ltd | 517 | $1.01M | 0.08% | +117+29.3% | Added |
| Parker Investment Management, LLC | 500 | $972.5K | 0.15% | −50−9.1% | Reduced |
| Voya Investment Management LLC | 495 | $962.8K | 0.00% | +171+52.8% | Added |
| Susquehanna International Group, LLP | 491 | $955.0K | 0.00% | +346+238.6% | Added |
| Equitable Trust Co | 481 | $935.6K | 0.05% | +80+20.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 475 | $924.1K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 471 | $916.1K | 0.01% | +13+2.8% | Added |
| Two Sigma Investments, LP | 470 | $914.2K | 0.00% | +114+32.0% | Added |
| Teacher Retirement System of Texas | 461 | $897.0K | 0.00% | +76+19.7% | Added |
| Tudor Investment Corp Et Al | 461 | $896.7K | 0.01% | +98+27.0% | Added |
| Legacy Advisors, LLC | 450 | $875.3K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 454 | $849.6K | 0.03% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 429 | $834.4K | 0.01% | +42+10.9% | Added |
| Franklin Resources Inc | 421 | $818.9K | 0.00% | +67+18.9% | Added |
| Bank of Montreal | 416 | $809.1K | 0.00% | −9−2.1% | Reduced |
| Glenmede Trust Co NA | 410 | $797.5K | 0.00% | +26+6.8% | Added |
| ExodusPoint Capital Management, LP | 402 | $782.0K | 0.01% | −407−50.3% | Reduced |
| Klingenstein Fields & Co LP | 391 | $760.5K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 383 | $745.0K | 0.01% | −151−28.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 380 | $734.9K | 0.01% | +84+28.4% | Added |
| Roundview Capital LLC | 375 | $729.6K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $712.0K | 0.30% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 357 | $694.4K | 0.38% | −33−8.5% | Reduced |
| Janney Montgomery Scott LLC | 357 | $694.0K | 0.00% | +121+51.3% | Added |
| Public Employees Retirement Association of Colorado | 353 | $687.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 353 | $686.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 351 | $682.7K | 0.00% | +32+10.0% | Added |
| TownSquare Capital, LLC | 345 | $671.0K | 0.01% | +206+148.2% | Added |
| Bryant Woods Investment Advisors, LLC | 340 | $661.3K | 0.32% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 340 | $661.0K | 0.05% | +340 | New |
| Deutsche Bank AG | 337 | $655.5K | 0.00% | +184+120.3% | Added |
| Hengehold Capital Management LLC | 329 | $639.9K | 0.06% | +98+42.4% | Added |
| Cresset Asset Management, LLC | 320 | $622.4K | 0.00% | −226−41.4% | Reduced |
| Pictet Asset Management Holding SA | 320 | $622.4K | 0.00% | −8−2.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 316 | $614.6K | 0.17% | −1−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $580.5K | 0.22% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 292 | $568.0K | 0.02% | +64+28.1% | Added |
| Jane Street Group, LLC | 287 | $558.2K | 0.00% | −1,020−78.0% | Reduced |
| Essex Savings Bank | 284 | $552.4K | 0.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 283 | $551.0K | 0.00% | −27−8.7% | Reduced |
| Los Angeles Capital Management LLC | 282 | $548.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 281 | $546.0K | 0.00% | +251+836.7% | Added |
| Highlander Partners, L.P. | 280 | $544.6K | 0.31% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 277 | $538.8K | 0.00% | +277 | New |
| Global Retirement Partners, LLC | 262 | $509.6K | 0.01% | +58+28.4% | Added |
| Shotwell Rutter Baer Inc | 270 | $493.5K | 0.42% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $492.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 243 | $472.7K | 0.00% | −3−1.2% | Reduced |
| Ritholtz Wealth Management | 240 | $466.8K | 0.01% | −4−1.6% | Reduced |
| Lecap Asset Management Ltd | 240 | $466.8K | 0.13% | −56−18.9% | Reduced |
| Sendero Wealth Management, LLC | 234 | $455.1K | 0.07% | 00.0% | Unchanged |
| Algert Global LLC | 233 | $453.2K | 0.01% | +233 | New |
| Athena Investment Management | 231 | $449.3K | 0.26% | −1−0.4% | Reduced |
| Venturi Wealth Management, LLC | 224 | $435.7K | 0.02% | +3+1.4% | Added |
| Yorktown Management & Research Co Inc | 220 | $427.9K | 0.41% | +220 | New |
| Vestcor Inc | 219 | $426.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 217 | $422.1K | 0.00% | +3+1.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 216 | $420.1K | 0.00% | +216 | New |
| One Wealth Advisors, LLC | 215 | $418.2K | 0.06% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 206 | $400.7K | 0.15% | 00.0% | Unchanged |