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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.

Institutional holdersQ1 2025: 322 institutions
Q1 2021: 245 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 243 institutionsQ1 2022: 244 institutionsQ2 2022: 259 institutionsQ3 2022: 251 institutionsQ4 2022: 265 institutionsQ1 2023: 262 institutionsQ2 2023: 258 institutionsQ3 2023: 272 institutionsQ4 2023: 295 institutionsQ1 2024: 303 institutionsQ2 2024: 306 institutionsQ3 2024: 304 institutionsQ4 2024: 325 institutionsQ1 2025: 322 institutionsQ2 2025: 325 institutionsQ3 2025: 338 institutionsQ4 2025: 353 institutionsQ1 2026: 368 institutionsQ2 2026: 356 institutions
Value heldQ1 2025: $4.44B
Q1 2021: $3.02BQ2 2021: $3.11BQ3 2021: $2.86BQ4 2021: $2.71BQ1 2022: $3.09BQ2 2022: $3.32BQ3 2022: $2.98BQ4 2022: $3.20BQ1 2023: $3.09BQ2 2023: $3.13BQ3 2023: $3.40BQ4 2023: $3.42BQ1 2024: $4.06BQ2 2024: $4.14BQ3 2024: $3.78BQ4 2024: $4.43BQ1 2025: $4.44BQ2 2025: $4.17BQ3 2025: $3.89BQ4 2025: $4.67BQ1 2026: $4.86BQ2 2026: $4.57B
Institutions holding WTM and their total value by quarter
QuarterHoldersValue
Q2 2026356$4.57B
Q1 2026368$4.86B
Q4 2025353$4.67B
Q3 2025338$3.89B
Q2 2025325$4.17B
Q1 2025322$4.44B
Q4 2024325$4.43B
Q3 2024304$3.78B
Q2 2024306$4.14B
Q1 2024303$4.06B
Q4 2023295$3.42B
Q3 2023272$3.40B
Q2 2023258$3.13B
Q1 2023262$3.09B
Q4 2022265$3.20B
Q3 2022251$2.98B
Q2 2022259$3.32B
Q1 2022244$3.09B
Q4 2021243$2.71B
Q3 2021232$2.86B
Q2 2021233$3.11B
Q1 2021245$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.

Institutions holding WTM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bell Investment Advisors, Inc8$15.4K0.00%00.0%Unchanged
Spire Wealth Management8$15.4K0.00%−11−57.9%Reduced
Bartlett & Co. Wealth Management LLC8$15.4K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC7$13.5K0.00%+7New
Binnacle Investments Inc7$13.5K0.01%+7New
NBC Securities, Inc.7$13.0K0.00%+7New
1620 Investment Advisors, Inc.6$11.6K0.01%00.0%Unchanged
Fifth Third Bancorp6$11.6K0.00%+5+500.0%Added
Hemington Wealth Management6$11.0K0.00%−1−14.3%Reduced
JFS Wealth Advisors, LLC5$9.63K0.00%00.0%Unchanged
Clearstead Advisors, LLC4$7.70K0.00%−3−42.9%Reduced
SBI Securities Co., Ltd.4$7.70K0.00%+1+33.3%Added
Smartleaf Asset Management LLC4$7.61K0.00%−2−33.3%Reduced
Trust Co of Vermont3$5.78K0.00%00.0%Unchanged
Whipplewood Advisors, LLC29$5.78K0.00%+26+866.7%Added
TD Capital Management LLC2$3.85K0.00%00.0%Unchanged
Private Wealth Management Group, LLC2$3.85K0.00%00.0%Unchanged
MV Capital Management, Inc.2$3.85K0.00%+1+100.0%Added
Skopos Labs, Inc.1$1.93K0.00%00.0%Unchanged
Mather Group, LLC.1$1.93K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC1$1.93K0.00%00.0%Unchanged
Larson Financial Group LLC1$1.93K0.00%+1New
Proequities, Inc.0$00.00%−3−100.0%Sold out
Sutton Place Investors LLC0$00.00%−929−100.0%Sold out
Park Avenue Securities LLC0$00.00%−598−100.0%Sold out
First Hawaiian Bank0$00.00%−572−100.0%Sold out
XTX Topco Ltd0$00.00%−517−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−461−100.0%Sold out
Legacy Advisors, LLC0$00.00%−450−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−340−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−282−100.0%Sold out
Lazard Asset Management LLC0$00.00%−281−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−277−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−240−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−151−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−150−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−121−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−110−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−106−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−105−100.0%Sold out
Equity Investment Corp0$00.00%−103−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−53−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−37−100.0%Sold out
Community Bank, N.A.0$00.00%−34−100.0%Sold out
GeoWealth Management, LLC0$00.00%−33−100.0%Sold out
Umb Bank N A0$00.00%−28−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−8−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−4−100.0%Sold out
IFP Advisors, Inc0$00.00%0Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Vise Technologies, Inc.––––Not filed