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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 1 | $1.93K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $1.93K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $1.93K | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $3.85K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $3.85K | 0.00% | +1+100.0% | Added |
| TD Capital Management LLC | 2 | $3.85K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $5.78K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 29 | $5.78K | 0.00% | +26+866.7% | Added |
| Smartleaf Asset Management LLC | 4 | $7.61K | 0.00% | −2−33.3% | Reduced |
| SBI Securities Co., Ltd. | 4 | $7.70K | 0.00% | +1+33.3% | Added |
| Clearstead Advisors, LLC | 4 | $7.70K | 0.00% | −3−42.9% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $9.63K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $11.0K | 0.00% | −1−14.3% | Reduced |
| 1620 Investment Advisors, Inc. | 6 | $11.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6 | $11.6K | 0.00% | +5+500.0% | Added |
| NBC Securities, Inc. | 7 | $13.0K | 0.00% | +7 | New |
| Private Wealth Asset Management, LLC | 7 | $13.5K | 0.00% | +7 | New |
| Binnacle Investments Inc | 7 | $13.5K | 0.01% | +7 | New |
| Spire Wealth Management | 8 | $15.4K | 0.00% | −11−57.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $17.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10 | $19.0K | 0.00% | +10 | New |
| Jones Financial Companies LLLP | 10 | $19.0K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 12 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $23.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $23.1K | 0.02% | +12 | New |
| EverSource Wealth Advisors, LLC | 13 | $25.0K | 0.00% | +3+30.0% | Added |
| Gables Capital Management Inc. | 15 | $28.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $28.9K | 0.00% | +7+87.5% | Added |
| Hexagon Capital Partners LLC | 17 | $32.7K | 0.01% | −3−15.0% | Reduced |
| Corebridge Financial, Inc. | 17 | $32.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17 | $32.7K | 0.00% | +13+325.0% | Added |
| Delta Asset Management LLC | 19 | $36.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $36.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21 | $40.4K | 0.00% | +10+90.9% | Added |
| CWM, LLC | 23 | $44.0K | 0.00% | −10−30.3% | Reduced |
| Huntington National Bank | 23 | $44.3K | 0.00% | +1+4.5% | Added |
| Allworth Financial LP | 25 | $44.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $52.0K | 0.00% | −6−18.2% | Reduced |
| CIBC Private Wealth Group, LLC | 33 | $56.3K | 0.00% | −1−2.9% | Reduced |
| TD Private Client Wealth LLC | 31 | $59.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $75.1K | 0.07% | −7−15.2% | Reduced |
| Valley National Advisers Inc | 40 | $77.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 45 | $86.7K | 0.00% | +1+2.3% | Added |
| First Horizon Advisors, Inc. | 49 | $94.4K | 0.00% | +13+36.1% | Added |
| Signaturefd, LLC | 50 | $96.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $96.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $96.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $107.8K | 0.01% | −15−21.1% | Reduced |
| Tower Research Capital LLC (TRC) | 60 | $115.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 60 | $115.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $117.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $127.1K | 0.02% | +1+1.5% | Added |
| MAI Capital Management | 73 | $140.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 73 | $142.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 76 | $146.4K | 0.01% | +23+43.4% | Added |
| Ronald Blue Trust, Inc. | 85 | $163.7K | 0.00% | +24+39.3% | Added |
| LRI Investments, LLC | 90 | $173.5K | 0.02% | −21−18.9% | Reduced |
| Versant Capital Management, Inc | 91 | $175.2K | 0.03% | +72+378.9% | Added |
| Bessemer Group Inc | 94 | $181.0K | 0.00% | +9+10.6% | Added |
| Coldstream Capital Management Inc | 94 | $181.0K | 0.00% | +94 | New |
| Steward Partners Investment Advisory, LLC | 99 | $190.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $192.6K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 100 | $193.0K | 0.09% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 104 | $200.3K | 0.10% | +104 | New |
| Ballentine Partners, LLC | 106 | $204.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 108 | $208.0K | 0.02% | −14−11.5% | Reduced |
| HBK Sorce Advisory LLC | 108 | $208.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 108 | $208.0K | 0.00% | +108 | New |
| Orion Portfolio Solutions, LLC | 108 | $208.0K | 0.00% | +108 | New |
| Glenview Trust Co | 110 | $211.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 116 | $223.4K | 0.00% | −21−15.3% | Reduced |
| Xponance, Inc. | 116 | $223.4K | 0.00% | −4−3.3% | Reduced |
| Kestra Advisory Services, LLC | 116 | $223.4K | 0.00% | +116 | New |
| Magnetar Financial LLC | 118 | $227.2K | 0.00% | +118 | New |
| Roehl & Yi Investment Advisors, LLC | 120 | $231.1K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 121 | $233.0K | 0.00% | −3−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 121 | $233.0K | 0.00% | +121 | New |
| Covestor Ltd | 123 | $239.0K | 0.16% | 00.0% | Unchanged |
| Columbia Asset Management | 125 | $240.7K | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 125 | $240.7K | 0.00% | −3−2.3% | Reduced |
| KBC Group NV | 125 | $241.0K | 0.00% | −1,934−93.9% | Reduced |
| Evergreen Capital Management LLC | 132 | $254.2K | 0.01% | +29+28.2% | Added |
| Pitcairn Co | 133 | $256.1K | 0.02% | −2−1.5% | Reduced |
| Amalgamated Bank | 134 | $258.0K | 0.00% | +2+1.5% | Added |
| Utah Retirement Systems | 134 | $258.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 137 | $263.8K | 0.00% | −12−8.1% | Reduced |
| Sagespring Wealth Partners, LLC | 137 | $264.0K | 0.01% | +23+20.2% | Added |
| M&T Bank Corp | 141 | $271.5K | 0.00% | +1+0.7% | Added |
| Riverwater Partners LLC | 142 | $273.5K | 0.14% | +142 | New |
| Chapman Investment Management, LLC | 143 | $275.4K | 0.21% | 00.0% | Unchanged |
| Savant Capital, LLC | 144 | $277.3K | 0.00% | +1+0.7% | Added |
| Quadrant Capital Group LLC | 146 | $281.2K | 0.01% | +115+371.0% | Added |
| BNP Paribas Arbitrage, SA | 147 | $283.1K | 0.00% | +15+11.4% | Added |
| Zacks Investment Management | 148 | $285.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 148 | $285.0K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 150 | $288.9K | 0.03% | −31−17.1% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $288.9K | 0.00% | 00.0% | Unchanged |