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 |
|---|---|---|---|---|---|
| US Bancorp | 151 | $290.8K | 0.00% | −14−8.5% | Reduced |
| Evelyn Partners Asset Management Ltd | 154 | $296.6K | 0.08% | 00.0% | Unchanged |
| Bank of Nova Scotia | 155 | $298.5K | 0.00% | −27−14.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 160 | $308.1K | 0.00% | −56−25.9% | Reduced |
| Integrated Wealth Concepts LLC | 163 | $313.9K | 0.00% | +27+19.9% | Added |
| Isthmus Partners, LLC | 164 | $315.8K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 170 | $327.4K | 0.00% | +25+17.2% | Added |
| RSM US Wealth Management LLC | 172 | $331.2K | 0.01% | −4−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 173 | $333.2K | 0.00% | +11+6.8% | Added |
| We Are One Seven, LLC | 175 | $337.0K | 0.01% | −1−0.6% | Reduced |
| Pinnacle Associates Ltd | 177 | $340.9K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 182 | $350.5K | 0.03% | +5+2.8% | Added |
| SRS Capital Advisors, Inc. | 182 | $351.4K | 0.02% | +5+2.8% | Added |
| Keybank National Association | 183 | $352.4K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 184 | $354.3K | 0.01% | +184 | New |
| Johnson Investment Counsel Inc | 185 | $356.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 185 | $359.8K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 191 | $367.8K | 0.01% | +191 | New |
| Squarepoint Ops LLC | 196 | $377.5K | 0.00% | +196 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $383.2K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $385.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $385.2K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $385.2K | 0.49% | 00.0% | Unchanged |
| Wedbush Securities Inc | 205 | $395.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 206 | $396.7K | 0.01% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 206 | $396.7K | 0.15% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 209 | $402.5K | 0.12% | +5+2.5% | Added |
| Atria Wealth Solutions, Inc. | 211 | $406.3K | 0.00% | +211 | New |
| Two Sigma Securities, LLC | 213 | $410.2K | 0.06% | +7+3.4% | Added |
| Private Advisor Group, LLC | 214 | $412.1K | 0.00% | −3−1.4% | Reduced |
| One Wealth Advisors, LLC | 215 | $414.0K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 219 | $422.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 220 | $423.7K | 0.46% | 00.0% | Unchanged |
| Athena Investment Management | 231 | $444.9K | 0.27% | 00.0% | Unchanged |
| Algert Global LLC | 233 | $448.7K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 236 | $454.5K | 0.01% | −4−1.7% | Reduced |
| Shotwell Rutter Baer Inc | 270 | $477.8K | 0.42% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 249 | $479.5K | 0.02% | +25+11.2% | Added |
| Cetera Investment Advisers | 252 | $485.3K | 0.00% | +9+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $487.2K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 263 | $506.5K | 0.00% | −88−25.1% | Reduced |
| Highlander Partners, L.P. | 280 | $539.2K | 0.33% | 00.0% | Unchanged |
| Essex Savings Bank | 284 | $546.9K | 0.13% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 287 | $552.7K | 0.00% | −188−39.6% | Reduced |
| Quadrature Capital Ltd | 294 | $567.8K | 0.01% | +294 | New |
| Lummis Asset Management, LP | 325 | $574.4K | 0.40% | +325 | New |
| Brown Miller Wealth Management, LLC | 298 | $574.7K | 0.20% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 300 | $577.7K | 0.00% | −170−36.2% | Reduced |
| Cresset Asset Management, LLC | 304 | $585.5K | 0.00% | −16−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 310 | $597.0K | 0.00% | +27+9.5% | Added |
| Legacy Wealth Asset Management, LLC | 312 | $600.9K | 0.17% | −4−1.3% | Reduced |
| Deutsche Bank AG | 322 | $620.1K | 0.00% | −15−4.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 331 | $637.4K | 0.01% | +331 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $654.8K | 0.31% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $672.2K | 0.28% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 353 | $680.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 354 | $681.7K | 0.00% | +1+0.3% | Added |
| American Capital Advisory, LLC | 357 | $687.5K | 0.37% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 357 | $687.5K | 0.01% | +12+3.5% | Added |
| Glenmede Trust Co NA | 370 | $712.5K | 0.00% | −40−9.8% | Reduced |
| Advisor Group Holdings, Inc. | 371 | $714.5K | 0.00% | −155−29.5% | Reduced |
| Teacher Retirement System of Texas | 375 | $722.2K | 0.00% | −86−18.7% | Reduced |
| Roundview Capital LLC | 375 | $722.3K | 0.05% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 380 | $731.8K | 0.03% | −11−2.8% | Reduced |
| QRG Capital Management, Inc. | 385 | $741.4K | 0.01% | +2+0.5% | Added |
| Farther Finance Advisors, LLC | 392 | $745.6K | 0.02% | +225+134.7% | Added |
| Pictet Asset Management Holding SA | 390 | $751.1K | 0.00% | +70+21.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 396 | $757.3K | 0.01% | +16+4.2% | Added |
| Janney Montgomery Scott LLC | 413 | $795.0K | 0.00% | +56+15.7% | Added |
| Bank of Montreal | 416 | $801.1K | 0.00% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 419 | $806.9K | 0.11% | +185+79.1% | Added |
| Hengehold Capital Management LLC | 434 | $835.8K | 0.08% | +105+31.9% | Added |
| The PNC Financial Services Group, Inc. | 439 | $845.5K | 0.00% | −96−17.9% | Reduced |
| Chicago Partners Investment Group LLC | 491 | $876.9K | 0.03% | +37+8.1% | Added |
| Franklin Resources Inc | 465 | $895.5K | 0.00% | +44+10.5% | Added |
| Resona Asset Management Co.,Ltd. | 471 | $907.1K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 486 | $935.9K | 0.03% | +194+66.4% | Added |
| Cove Street Capital, LLC | 491 | $945.6K | 1.49% | −576−54.0% | Reduced |
| Parker Investment Management, LLC | 500 | $962.9K | 0.17% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 505 | $972.5K | 0.00% | −100−16.5% | Reduced |
| Brandes Investment Partners, LP | 515 | $991.8K | 0.01% | +86+20.0% | Added |
| Voya Investment Management LLC | 524 | $1.01M | 0.00% | +29+5.9% | Added |
| Regions Financial Corp | 550 | $1.06M | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 553 | $1.06M | 0.06% | +72+15.0% | Added |
| Manufacturers Life Insurance Company, The | 556 | $1.07M | 0.00% | +30+5.7% | Added |
| FMR LLC | 572 | $1.10M | 0.00% | −125−17.9% | Reduced |
| AMG National Trust Bank | 574 | $1.11M | 0.03% | +2+0.3% | Added |
| Jane Street Group, LLC | 578 | $1.11M | 0.00% | +291+101.4% | Added |
| Ethic Inc. | 591 | $1.12M | 0.02% | +52+9.6% | Added |
| Midwest Professional Planners, LTD. | 592 | $1.14M | 0.35% | +11+1.9% | Added |
| Handelsbanken Fonder AB | 600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 607 | $1.17M | 0.03% | +20+3.4% | Added |
| Atria Investments LLC | 609 | $1.17M | 0.02% | −24−3.8% | Reduced |
| King Luther Capital Management Corp | 610 | $1.17M | 0.01% | −40−6.2% | Reduced |
| CI Private Wealth, LLC | 680 | $1.31M | 0.00% | +41+6.4% | Added |
| Ofi Invest Asset Management | 736 | $1.31M | 0.03% | +32+4.5% | Added |
| ExodusPoint Capital Management, LP | 682 | $1.31M | 0.02% | +280+69.7% | Added |
| SG Americas Securities, LLC | 689 | $1.33M | 0.00% | −787−53.3% | Reduced |
| Virginia Retirement Systems Et Al | 700 | $1.35M | 0.01% | +700 | New |