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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 1,123 | $2.14M | 0.00% | −1,293−53.5% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $2.08M | 1.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 1,073 | $2.07M | 0.01% | −45−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,057 | $2.04M | 0.02% | −8−0.8% | Reduced |
| Verition Fund Management LLC | 1,014 | $1.95M | 0.01% | +359+54.8% | Added |
| Ensign Peak Advisors, Inc | 1,000 | $1.93M | 0.00% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 990 | $1.91M | 0.08% | −9−0.9% | Reduced |
| Millennium Management LLC | 956 | $1.84M | 0.00% | −1,445−60.2% | Reduced |
| Brave Asset Management Inc | 924 | $1.78M | 0.56% | 00.0% | Unchanged |
| Captrust Financial Advisors | 889 | $1.71M | 0.00% | +292+48.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 884 | $1.70M | 0.02% | −24−2.6% | Reduced |
| Susquehanna International Group, LLP | 873 | $1.68M | 0.00% | +382+77.8% | Added |
| Citigroup Inc | 868 | $1.67M | 0.00% | +108+14.2% | Added |
| Sequoia Financial Advisors, LLC | 826 | $1.59M | 0.01% | −91−9.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 808 | $1.56M | 0.00% | −408−33.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 800 | $1.54M | 0.01% | +100+14.3% | Added |
| Public Employees Retirement System of Ohio | 794 | $1.53M | 0.01% | −96−10.8% | Reduced |
| Nebula Research & Development LLC | 762 | $1.47M | 0.14% | +762 | New |
| Sanctuary Advisors, LLC | 756 | $1.46M | 0.01% | −93−11.0% | Reduced |
| Arizona State Retirement System | 737 | $1.42M | 0.01% | −9−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 730 | $1.41M | 0.01% | −370−33.6% | Reduced |
| Mariner, LLC | 720 | $1.39M | 0.00% | −105−12.7% | Reduced |
| Virginia Retirement Systems Et Al | 700 | $1.35M | 0.01% | +700 | New |
| SG Americas Securities, LLC | 689 | $1.33M | 0.00% | −787−53.3% | Reduced |
| ExodusPoint Capital Management, LP | 682 | $1.31M | 0.02% | +280+69.7% | Added |
| Ofi Invest Asset Management | 736 | $1.31M | 0.03% | +32+4.5% | Added |
| CI Private Wealth, LLC | 680 | $1.31M | 0.00% | +41+6.4% | Added |
| King Luther Capital Management Corp | 610 | $1.17M | 0.01% | −40−6.2% | Reduced |
| Atria Investments LLC | 609 | $1.17M | 0.02% | −24−3.8% | Reduced |
| Martingale Asset Management L P | 607 | $1.17M | 0.03% | +20+3.4% | Added |
| Renaissance Technologies LLC | 600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 592 | $1.14M | 0.35% | +11+1.9% | Added |
| Ethic Inc. | 591 | $1.12M | 0.02% | +52+9.6% | Added |
| Jane Street Group, LLC | 578 | $1.11M | 0.00% | +291+101.4% | Added |
| AMG National Trust Bank | 574 | $1.11M | 0.03% | +2+0.3% | Added |
| FMR LLC | 572 | $1.10M | 0.00% | −125−17.9% | Reduced |
| Manufacturers Life Insurance Company, The | 556 | $1.07M | 0.00% | +30+5.7% | Added |
| Equitable Trust Co | 553 | $1.06M | 0.06% | +72+15.0% | Added |
| Regions Financial Corp | 550 | $1.06M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 524 | $1.01M | 0.00% | +29+5.9% | Added |
| Brandes Investment Partners, LP | 515 | $991.8K | 0.01% | +86+20.0% | Added |
| KLP Kapitalforvaltning AS | 505 | $972.5K | 0.00% | −100−16.5% | Reduced |
| Parker Investment Management, LLC | 500 | $962.9K | 0.17% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 491 | $945.6K | 1.49% | −576−54.0% | Reduced |
| Summit Trail Advisors, LLC | 486 | $935.9K | 0.03% | +194+66.4% | Added |
| Resona Asset Management Co.,Ltd. | 471 | $907.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 465 | $895.5K | 0.00% | +44+10.5% | Added |
| Chicago Partners Investment Group LLC | 491 | $876.9K | 0.03% | +37+8.1% | Added |
| The PNC Financial Services Group, Inc. | 439 | $845.5K | 0.00% | −96−17.9% | Reduced |
| Hengehold Capital Management LLC | 434 | $835.8K | 0.08% | +105+31.9% | Added |
| Sendero Wealth Management, LLC | 419 | $806.9K | 0.11% | +185+79.1% | Added |
| Bank of Montreal | 416 | $801.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 413 | $795.0K | 0.00% | +56+15.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 396 | $757.3K | 0.01% | +16+4.2% | Added |
| Pictet Asset Management Holding SA | 390 | $751.1K | 0.00% | +70+21.9% | Added |
| Farther Finance Advisors, LLC | 392 | $745.6K | 0.02% | +225+134.7% | Added |
| QRG Capital Management, Inc. | 385 | $741.4K | 0.01% | +2+0.5% | Added |
| Klingenstein Fields & Co LP | 380 | $731.8K | 0.03% | −11−2.8% | Reduced |
| Roundview Capital LLC | 375 | $722.3K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 375 | $722.2K | 0.00% | −86−18.7% | Reduced |
| Advisor Group Holdings, Inc. | 371 | $714.5K | 0.00% | −155−29.5% | Reduced |
| Glenmede Trust Co NA | 370 | $712.5K | 0.00% | −40−9.8% | Reduced |
| TownSquare Capital, LLC | 357 | $687.5K | 0.01% | +12+3.5% | Added |
| American Capital Advisory, LLC | 357 | $687.5K | 0.37% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 354 | $681.7K | 0.00% | +1+0.3% | Added |
| Public Employees Retirement Association of Colorado | 353 | $680.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $672.2K | 0.28% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 340 | $654.8K | 0.31% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 331 | $637.4K | 0.01% | +331 | New |
| Deutsche Bank AG | 322 | $620.1K | 0.00% | −15−4.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 312 | $600.9K | 0.17% | −4−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 310 | $597.0K | 0.00% | +27+9.5% | Added |
| Cresset Asset Management, LLC | 304 | $585.5K | 0.00% | −16−5.0% | Reduced |
| Two Sigma Investments, LP | 300 | $577.7K | 0.00% | −170−36.2% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $574.7K | 0.20% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 325 | $574.4K | 0.40% | +325 | New |
| Quadrature Capital Ltd | 294 | $567.8K | 0.01% | +294 | New |
| Envestnet Portfolio Solutions, Inc. | 287 | $552.7K | 0.00% | −188−39.6% | Reduced |
| Essex Savings Bank | 284 | $546.9K | 0.13% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 280 | $539.2K | 0.33% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 263 | $506.5K | 0.00% | −88−25.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $487.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 252 | $485.3K | 0.00% | +9+3.7% | Added |
| Venturi Wealth Management, LLC | 249 | $479.5K | 0.02% | +25+11.2% | Added |
| Shotwell Rutter Baer Inc | 270 | $477.8K | 0.42% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 236 | $454.5K | 0.01% | −4−1.7% | Reduced |
| Algert Global LLC | 233 | $448.7K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 231 | $444.9K | 0.27% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 220 | $423.7K | 0.46% | 00.0% | Unchanged |
| Vestcor Inc | 219 | $422.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 215 | $414.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 214 | $412.1K | 0.00% | −3−1.4% | Reduced |
| Two Sigma Securities, LLC | 213 | $410.2K | 0.06% | +7+3.4% | Added |
| Atria Wealth Solutions, Inc. | 211 | $406.3K | 0.00% | +211 | New |
| Opal Wealth Advisors, LLC | 209 | $402.5K | 0.12% | +5+2.5% | Added |
| JustInvest LLC | 206 | $396.7K | 0.01% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 206 | $396.7K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 205 | $395.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $385.2K | 0.01% | 00.0% | Unchanged |