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 |
|---|---|---|---|---|---|
| JustInvest LLC | 206 | $400.7K | 0.01% | +5+2.5% | Added |
| Two Sigma Securities, LLC | 206 | $400.7K | 0.07% | +48+30.4% | Added |
| Wedbush Securities Inc | 205 | $399.0K | 0.01% | +5+2.5% | Added |
| Opal Wealth Advisors, LLC | 204 | $396.8K | 0.12% | +3+1.5% | Added |
| Evercore Wealth Management, LLC | 200 | $389.0K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $389.0K | 0.51% | +200 | New |
| Neville Rodie & Shaw Inc | 200 | $389.0K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $387.1K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 185 | $359.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 185 | $359.8K | 0.01% | +12+6.9% | Added |
| Keybank National Association | 183 | $355.9K | 0.00% | −36−16.4% | Reduced |
| Bank of Nova Scotia | 182 | $354.0K | 0.00% | −32−15.0% | Reduced |
| Connable Office Inc | 181 | $352.1K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 177 | $345.1K | 0.02% | −2−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 177 | $344.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 177 | $344.3K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 176 | $342.3K | 0.01% | +176 | New |
| RSM US Wealth Management LLC | 176 | $339.5K | 0.00% | +24+15.8% | Added |
| Vise Technologies, Inc. | 169 | $328.7K | 0.03% | +30+21.6% | Added |
| Farther Finance Advisors, LLC | 167 | $324.8K | 0.01% | +33+24.6% | Added |
| US Bancorp | 165 | $320.9K | 0.00% | +14+9.3% | Added |
| Isthmus Partners, LLC | 164 | $319.0K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 162 | $315.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 154 | $299.5K | 0.08% | +154 | New |
| Empower Advisory Group, LLC | 151 | $293.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sterling Capital Management LLC | 149 | $289.8K | 0.00% | +54+56.8% | Added |
| Zacks Investment Management | 148 | $287.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 148 | $287.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $282.0K | 0.00% | +134+1,218.2% | 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 |
| M&T Bank Corp | 140 | $272.3K | 0.00% | +11+8.5% | Added |
| Russell Investments Group, Ltd. | 137 | $266.5K | 0.00% | +7+5.4% | Added |
| Integrated Wealth Concepts LLC | 136 | $264.5K | 0.00% | +136 | New |
| Pitcairn Co | 135 | $262.6K | 0.02% | +11+8.9% | Added |
| Utah Retirement Systems | 134 | $260.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 132 | $257.0K | 0.00% | −2−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 132 | $256.7K | 0.00% | −169−56.1% | Reduced |
| Principal Financial Group Inc | 128 | $249.0K | 0.00% | −30−19.0% | Reduced |
| Columbia Asset Management | 125 | $243.1K | 0.05% | +125 | New |
| HB Wealth Management, LLC | 124 | $241.2K | 0.00% | +124 | New |
| Covestor Ltd | 123 | $241.0K | 0.15% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 122 | $237.3K | 0.02% | −2−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 121 | $236.0K | 0.00% | −1−0.8% | Reduced |
| Xponance, Inc. | 120 | $233.4K | 0.00% | +120 | New |
| Roehl & Yi Investment Advisors, LLC | 120 | $233.4K | 0.13% | +120 | New |
| Sagespring Wealth Partners, LLC | 114 | $221.7K | 0.01% | +114 | New |
| LRI Investments, LLC | 111 | $215.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 110 | $214.0K | 0.00% | +110 | New |
| Glenview Trust Co | 110 | $214.0K | 0.00% | +110 | New |
| HBK Sorce Advisory LLC | 108 | $210.1K | 0.01% | +108 | New |
| Great Lakes Advisors, LLC | 106 | $206.2K | 0.00% | +106 | New |
| Ballentine Partners, LLC | 106 | $206.2K | 0.00% | +106 | New |
| Waldron Private Wealth LLC | 105 | $204.2K | 0.01% | +105 | New |
| Evergreen Capital Management LLC | 103 | $200.3K | 0.01% | +103 | New |
| Equity Investment Corp | 103 | $200.3K | 0.00% | +103 | New |
| Citadel Investment Advisory, Inc. | 100 | $195.0K | 0.10% | +100 | New |
| Eastern Bank | 100 | $194.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 99 | $192.6K | 0.00% | +24+32.0% | Added |
| Bessemer Group Inc | 85 | $165.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 73 | $143.0K | 0.01% | −9−11.0% | Reduced |
| MAI Capital Management | 73 | $142.0K | 0.00% | +73 | New |
| Quent Capital, LLC | 71 | $138.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $126.4K | 0.02% | +4+6.6% | Added |
| Colonial Trust Co | 61 | $118.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $118.6K | 0.00% | −33−35.1% | Reduced |
| Stonebridge Financial Group, LLC | 60 | $116.7K | 0.01% | +60 | New |
| Tower Research Capital LLC (TRC) | 60 | $116.7K | 0.00% | +24+66.7% | Added |
| GAMMA Investing LLC | 53 | $103.1K | 0.01% | +4+8.2% | Added |
| Eagle Bay Advisors LLC | 53 | $103.1K | 0.06% | +53 | 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 |
| WPG Advisers, LLC | 46 | $89.5K | 0.08% | +46 | New |
| MetLife Investment Management | 44 | $85.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $77.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $72.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $70.0K | 0.00% | −11−23.4% | Reduced |
| Community Bank, N.A. | 34 | $66.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 33 | $64.2K | 0.00% | +1+3.1% | Added |
| GeoWealth Management, LLC | 33 | $64.2K | 0.00% | +7+26.9% | Added |
| CWM, LLC | 33 | $64.0K | 0.00% | +7+26.9% | Added |
| CIBC Private Wealth Group, LLC | 34 | $63.6K | 0.00% | −5−12.8% | Reduced |
| 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 |
| Umb Bank N A | 28 | $54.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $46.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $42.8K | 0.00% | +8+57.1% | Added |
| Hexagon Capital Partners LLC | 20 | $38.9K | 0.01% | +1+5.3% | Added |
| 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 |
| Corebridge Financial, Inc. | 17 | $33.1K | 0.00% | −2−10.5% | Reduced |
| Gables Capital Management Inc. | 15 | $29.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $23.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11 | $21.4K | 0.00% | 00.0% | Unchanged |