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, Q1 2025
Institutional positions in White Mountains Insurance Group Ltd as of Mar 31, 2025. 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
- 322
- 0 vs. Q4 2024
- Shares held
- 2.31M
- +39.7K (+1.7%) vs. Q4 2024
- Total value
- $4.44B
- +$28.3M (+0.6%) vs. Q4 2024
- New holders
- 27
- 102 more added
- Sold out
- 27
- 107 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 250,116 | $481.7M | 0.01% | −1,623−0.6% | Reduced |
| Morgan Stanley | 170,631 | $328.6M | 0.02% | −7,060−4.0% | Reduced |
| Dimensional Fund Advisors LP | 156,617 | $301.6M | 0.07% | −778−0.5% | Reduced |
| BlackRock, Inc. | 116,799 | $224.9M | 0.00% | −1,685−1.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 110,092 | $212.0M | 0.82% | −3,985−3.5% | Reduced |
| River Road Asset Management, LLC | 109,665 | $211.2M | 2.87% | −2,750−2.4% | Reduced |
| Boston Partners | 85,236 | $163.3M | 0.20% | −209−0.2% | Reduced |
| Wallace Capital Management Inc. | 79,931 | $153.9M | 19.71% | −227−0.3% | Reduced |
| Fiduciary Management Inc | 71,795 | $138.3M | 1.34% | +22,681+46.2% | Added |
| London Co of Virginia | 69,158 | $133.2M | 0.76% | −110−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 62,466 | $120.3M | 0.08% | +4,711+8.2% | Added |
| Neuberger Berman Group LLC | 56,864 | $109.5M | 0.09% | +11,426+25.1% | Added |
| State Street Corp | 54,944 | $105.8M | 0.00% | +59+0.1% | Added |
| Cooke & Bieler LP | 54,652 | $105.2M | 1.05% | +20,582+60.4% | Added |
| Reinhart Partners, Inc. | 42,478 | $81.8M | 2.98% | +4,206+11.0% | Added |
| Geode Capital Management, LLC | 42,186 | $81.3M | 0.01% | +2,451+6.2% | Added |
| Bank of America Corp | 41,055 | $79.1M | 0.01% | −398−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 32,851 | $63.3M | 0.23% | −265−0.8% | Reduced |
| Raymond James Financial Inc | 31,724 | $61.1M | 0.02% | −748−2.3% | Reduced |
| Norges Bank | 30,970 | $59.6M | 0.01% | +297+1.0% | Added |
| Spears Abacus Advisors LLC | 28,668 | $55.2M | 1.19% | −58−0.2% | Reduced |
| Select Equity Group, L.P. | 27,999 | $53.9M | 0.24% | +400+1.4% | Added |
| Wellington Management Group LLP | 25,438 | $49.0M | 0.01% | −24,488−49.0% | Reduced |
| Charles Schwab Investment Management Inc | 24,706 | $47.6M | 0.01% | −657−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 24,857 | $47.3M | 0.08% | +1,621+7.0% | Added |
| First Trust Advisors LP | 22,927 | $44.2M | 0.04% | +2,709+13.4% | Added |
| Brown Advisory Inc | 22,076 | $42.5M | 0.06% | −345−1.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,028 | $40.0M | 6.87% | −41−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 19,154 | $36.9M | 0.07% | −263−1.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,484 | $35.6M | 1.90% | −760−3.9% | Reduced |
| Northern Trust Corp | 18,222 | $35.1M | 0.01% | +151+0.8% | Added |
| Envestnet Asset Management Inc | 17,269 | $33.3M | 0.01% | +855+5.2% | Added |
| Victory Capital Management Inc | 16,091 | $31.0M | 0.03% | +4,543+39.3% | Added |
| Elkhorn Partners Limited Partnership | 14,905 | $28.7M | 18.81% | −175−1.2% | Reduced |
| WCM Investment Management, LLC | 13,245 | $25.2M | 0.06% | +1,594+13.7% | Added |
| Bank of New York Mellon Corp | 12,570 | $24.2M | 0.00% | −30−0.2% | Reduced |
| Royce & Associates LP | 11,588 | $22.3M | 0.24% | −718−5.8% | Reduced |
| California Public Employees Retirement System | 11,535 | $22.2M | 0.02% | −906−7.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,345 | $21.8M | 0.25% | +1,256+12.4% | Added |
| UBS Asset Management Americas Inc | 11,287 | $21.7M | 0.01% | +1,183+11.7% | Added |
| Speece Thorson Capital Group Inc | 11,159 | $21.5M | 4.43% | −181−1.6% | Reduced |
| Wells Fargo & Company | 9,350 | $18.0M | 0.00% | −196−2.1% | Reduced |
| GW&K Investment Management, LLC | 8,467 | $16.3M | 0.15% | +56+0.7% | Added |
| AQR Capital Management LLC | 8,492 | $16.2M | 0.02% | −1,648−16.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,317 | $16.0M | 0.27% | −1,929−18.8% | Reduced |
| Nuveen, LLC | 7,770 | $15.0M | 0.00% | +7,770 | New |
| Perpetual Ltd | 7,727 | $14.9M | 0.18% | −1,900−19.7% | Reduced |
| American Century Companies Inc | 7,036 | $13.6M | 0.01% | +1,661+30.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,893 | $13.3M | 0.04% | −473−6.4% | Reduced |
| Alaska Permanent Fund Corp | 5,902 | $10.4M | 0.15% | 00.0% | Unchanged |
| Phocas Financial Corp. | 5,391 | $10.4M | 1.59% | −311−5.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,193 | $10.0M | 0.13% | 00.0% | Unchanged |
| Swiss National Bank | 4,946 | $9.53M | 0.01% | −100−2.0% | Reduced |
| Quantinno Capital Management LP | 4,606 | $8.87M | 0.06% | +2,562+125.3% | Added |
| Rhumbline Advisers | 4,472 | $8.61M | 0.01% | −77−1.7% | Reduced |
| Goldman Sachs Group Inc | 4,259 | $8.20M | 0.00% | +1,504+54.6% | Added |
| Legal & General Group Plc | 4,130 | $7.95M | 0.00% | +81+2.0% | Added |
| SEI Investments Co | 4,100 | $7.90M | 0.01% | +883+27.4% | Added |
| Invesco Ltd. | 4,020 | $7.74M | 0.00% | −329−7.6% | Reduced |
| Prospector Partners LLC | 3,855 | $7.42M | 0.85% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 3,626 | $6.98M | 0.05% | −293−7.5% | Reduced |
| Edgestream Partners, L.P. | 3,540 | $6.82M | 0.23% | +3,540 | New |
| Ameriprise Financial Inc | 3,532 | $6.80M | 0.00% | +255+7.8% | Added |
| UBS Group AG | 3,518 | $6.77M | 0.00% | −788−18.3% | Reduced |
| Barclays PLC | 3,295 | $6.35M | 0.00% | +1,153+53.8% | Added |
| Lee Danner & Bass Inc | 3,148 | $6.06M | 0.49% | −132−4.0% | Reduced |
| Harbor Capital Advisors, Inc. | 3,058 | $5.89M | 0.27% | +627+25.8% | Added |
| State Board of Administration of Florida Retirement System | 2,992 | $5.76M | 0.01% | +620+26.1% | Added |
| New York State Common Retirement Fund | 2,723 | $5.24M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 2,690 | $5.18M | 0.00% | +427+18.9% | Added |
| MML Investors Services, LLC | 2,574 | $4.96M | 0.02% | +232+9.9% | Added |
| California State Teachers Retirement System | 2,372 | $4.57M | 0.01% | −26−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 2,358 | $4.54M | 0.01% | −361−13.3% | Reduced |
| Davenport & Co LLC | 2,173 | $4.18M | 0.02% | −25−1.1% | Reduced |
| JPMorgan Chase & Co | 1,986 | $3.82M | 0.00% | −791−28.5% | Reduced |
| Cerity Partners LLC | 1,896 | $3.65M | 0.01% | +48+2.6% | Added |
| LPL Financial LLC | 1,870 | $3.60M | 0.00% | +107+6.1% | Added |
| Price T Rowe Associates Inc | 1,672 | $3.22M | 0.00% | +106+6.8% | Added |
| Forum Financial Management, LP | 1,663 | $3.20M | 0.05% | +289+21.0% | Added |
| TD Asset Management Inc | 1,592 | $3.07M | 0.00% | +212+15.4% | Added |
| Parsons Capital Management Inc | 1,508 | $2.90M | 0.16% | −15−1.0% | Reduced |
| Dark Forest Capital Management LP | 1,491 | $2.87M | 0.13% | +772+107.4% | Added |
| HighTower Advisors, LLC | 1,466 | $2.82M | 0.00% | −97−6.2% | Reduced |
| Stifel Financial Corp | 1,405 | $2.71M | 0.00% | −106−7.0% | Reduced |
| Truist Financial Corp | 1,369 | $2.64M | 0.00% | +17+1.3% | Added |
| Colony Group, LLC | 1,347 | $2.59M | 0.01% | −41−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,335 | $2.57M | 0.03% | −212−13.7% | Reduced |
| Royal Bank of Canada | 1,282 | $2.47M | 0.00% | −86−6.3% | Reduced |
| Agf Management Ltd | 1,276 | $2.46M | 0.01% | −42−3.2% | Reduced |
| Qube Research & Technologies Ltd | 1,275 | $2.46M | 0.00% | +207+19.4% | Added |
| Main Street Financial Solutions, LLC | 1,261 | $2.43M | 0.21% | +252+25.0% | Added |
| Teachers Retirement System of the State of Kentucky | 1,208 | $2.33M | 0.02% | +128+11.9% | Added |
| Leuthold Group, LLC | 1,188 | $2.29M | 0.30% | −84−6.6% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $2.27M | 0.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,176 | $2.26M | 0.00% | +1,176 | New |
| Pecaut & Co. | 1,167 | $2.25M | 0.76% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,155 | $2.22M | 0.00% | −15−1.3% | Reduced |
| STRS Ohio | 1,145 | $2.21M | 0.01% | −356−23.7% | Reduced |
| Treasurer of the State of North Carolina | 1,126 | $2.17M | 0.01% | +30+2.7% | Added |
| First Manhattan Co | 1,115 | $2.15M | 0.01% | 00.0% | Unchanged |