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 |
|---|---|---|---|---|---|
| Sage Investment Counsel LLC | 200 | $385.2K | 0.49% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $385.0K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $383.2K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 196 | $377.5K | 0.00% | +196 | New |
| Douglass Winthrop Advisors, LLC | 191 | $367.8K | 0.01% | +191 | New |
| Principal Securities, Inc. | 185 | $359.8K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 185 | $356.3K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 184 | $354.3K | 0.01% | +184 | New |
| Keybank National Association | 183 | $352.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 182 | $351.4K | 0.02% | +5+2.8% | Added |
| Frank, Rimerman Advisors LLC | 182 | $350.5K | 0.03% | +5+2.8% | Added |
| Pinnacle Associates Ltd | 177 | $340.9K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 175 | $337.0K | 0.01% | −1−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 173 | $333.2K | 0.00% | +11+6.8% | Added |
| RSM US Wealth Management LLC | 172 | $331.2K | 0.01% | −4−2.3% | Reduced |
| GWM Advisors LLC | 170 | $327.4K | 0.00% | +25+17.2% | Added |
| Isthmus Partners, LLC | 164 | $315.8K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 163 | $313.9K | 0.00% | +27+19.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 160 | $308.1K | 0.00% | −56−25.9% | Reduced |
| Bank of Nova Scotia | 155 | $298.5K | 0.00% | −27−14.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 154 | $296.6K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 151 | $290.8K | 0.00% | −14−8.5% | Reduced |
| 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 |
| Zacks Investment Management | 148 | $285.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 148 | $285.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 147 | $283.1K | 0.00% | +15+11.4% | Added |
| Quadrant Capital Group LLC | 146 | $281.2K | 0.01% | +115+371.0% | Added |
| Savant Capital, LLC | 144 | $277.3K | 0.00% | +1+0.7% | Added |
| Chapman Investment Management, LLC | 143 | $275.4K | 0.21% | 00.0% | Unchanged |
| Riverwater Partners LLC | 142 | $273.5K | 0.14% | +142 | New |
| M&T Bank Corp | 141 | $271.5K | 0.00% | +1+0.7% | Added |
| Sagespring Wealth Partners, LLC | 137 | $264.0K | 0.01% | +23+20.2% | Added |
| Sterling Capital Management LLC | 137 | $263.8K | 0.00% | −12−8.1% | Reduced |
| Utah Retirement Systems | 134 | $258.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 134 | $258.0K | 0.00% | +2+1.5% | Added |
| Pitcairn Co | 133 | $256.1K | 0.02% | −2−1.5% | Reduced |
| Evergreen Capital Management LLC | 132 | $254.2K | 0.01% | +29+28.2% | Added |
| KBC Group NV | 125 | $241.0K | 0.00% | −1,934−93.9% | Reduced |
| Principal Financial Group Inc | 125 | $240.7K | 0.00% | −3−2.3% | Reduced |
| Columbia Asset Management | 125 | $240.7K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 123 | $239.0K | 0.16% | 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 |
| Roehl & Yi Investment Advisors, LLC | 120 | $231.1K | 0.13% | 00.0% | Unchanged |
| Magnetar Financial LLC | 118 | $227.2K | 0.00% | +118 | New |
| Xponance, Inc. | 116 | $223.4K | 0.00% | −4−3.3% | Reduced |
| Kestra Advisory Services, LLC | 116 | $223.4K | 0.00% | +116 | New |
| Russell Investments Group, Ltd. | 116 | $223.4K | 0.00% | −21−15.3% | Reduced |
| Glenview Trust Co | 110 | $211.8K | 0.00% | 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 |
| HBK Sorce Advisory LLC | 108 | $208.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 108 | $208.0K | 0.02% | −14−11.5% | Reduced |
| Ballentine Partners, LLC | 106 | $204.1K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 104 | $200.3K | 0.10% | +104 | New |
| Citadel Investment Advisory, Inc. | 100 | $193.0K | 0.09% | 00.0% | Unchanged |
| Eastern Bank | 100 | $192.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 99 | $190.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 94 | $181.0K | 0.00% | +94 | New |
| Bessemer Group Inc | 94 | $181.0K | 0.00% | +9+10.6% | Added |
| Versant Capital Management, Inc | 91 | $175.2K | 0.03% | +72+378.9% | Added |
| LRI Investments, LLC | 90 | $173.5K | 0.02% | −21−18.9% | Reduced |
| Ronald Blue Trust, Inc. | 85 | $163.7K | 0.00% | +24+39.3% | Added |
| GAMMA Investing LLC | 76 | $146.4K | 0.01% | +23+43.4% | Added |
| Smithfield Trust Co | 73 | $142.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 73 | $140.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $127.1K | 0.02% | +1+1.5% | Added |
| Colonial Trust Co | 61 | $117.5K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 60 | $115.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 60 | $115.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $107.8K | 0.01% | −15−21.1% | Reduced |
| 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 |
| First Horizon Advisors, Inc. | 49 | $94.4K | 0.00% | +13+36.1% | Added |
| MetLife Investment Management | 45 | $86.7K | 0.00% | +1+2.3% | Added |
| Valley National Advisers Inc | 40 | $77.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $75.1K | 0.07% | −7−15.2% | Reduced |
| TD Private Client Wealth LLC | 31 | $59.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 33 | $56.3K | 0.00% | −1−2.9% | Reduced |
| Parallel Advisors, LLC | 27 | $52.0K | 0.00% | −6−18.2% | Reduced |
| Allworth Financial LP | 25 | $44.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $44.3K | 0.00% | +1+4.5% | Added |
| CWM, LLC | 23 | $44.0K | 0.00% | −10−30.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 21 | $40.4K | 0.00% | +10+90.9% | 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 |
| 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 13 | $25.0K | 0.00% | +3+30.0% | Added |
| Nomura Asset Management Co Ltd | 12 | $23.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $23.1K | 0.02% | +12 | New |
| Capital Advisors, Ltd. LLC | 12 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $19.0K | 0.00% | +10 | New |
| Acadian Asset Management LLC | 10 | $19.0K | 0.00% | +10 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $17.3K | 0.00% | 00.0% | Unchanged |