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, Q2 2025
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 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
- 325
- +7 vs. Q1 2025
- Shares held
- 2.32M
- +12.3K (+0.5%) vs. Q1 2025
- Total value
- $4.17B
- −$275.8M (−6.2%) vs. Q1 2025
- New holders
- 33
- 103 more added
- Sold out
- 26
- 112 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $1.80K | 0.00% | −3−75.0% | Reduced |
| MV Capital Management, Inc. | 1 | $1.80K | 0.00% | −1−50.0% | Reduced |
| Larson Financial Group LLC | 1 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $1.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $1.80K | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $1.80K | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $1.80K | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $1.80K | 0.00% | +1 | New |
| Financial Network Wealth Advisors LLC | 1 | $1.80K | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $1.82K | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $3.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $3.59K | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $3.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $5.39K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $5.39K | 0.00% | −26−89.7% | Reduced |
| South State Corp. | 3 | $5.39K | 0.00% | +3 | New |
| Skopos Labs, Inc. | 4 | $7.18K | 0.00% | +3+300.0% | Added |
| CoreFirst Bank & Trust | 4 | $7.18K | 0.00% | +4 | New |
| Bayforest Capital Ltd | 4 | $7.18K | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $8.98K | 0.00% | −3−37.5% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $8.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6 | $10.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $12.0K | 0.01% | −117−95.1% | Reduced |
| NBC Securities, Inc. | 7 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $12.5K | 0.00% | +3+75.0% | Added |
| Private Wealth Asset Management, LLC | 7 | $12.6K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $12.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $16.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $19.8K | 0.00% | −6−35.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $21.5K | 0.00% | −9−42.9% | Reduced |
| Nomura Asset Management Co Ltd | 12 | $21.5K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $21.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $25.1K | 0.00% | −1−6.7% | Reduced |
| Gables Capital Management Inc. | 15 | $26.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $28.7K | 0.00% | −7−30.4% | Reduced |
| Fifth Third Bancorp | 17 | $30.5K | 0.00% | +11+183.3% | Added |
| Jones Financial Companies LLLP | 19 | $33.9K | 0.00% | +9+90.0% | Added |
| Delta Asset Management LLC | 19 | $34.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $37.7K | 0.01% | +2+10.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22 | $40.0K | 0.00% | +22 | New |
| CIBC Private Wealth Group, LLC | 25 | $44.9K | 0.00% | −8−24.2% | Reduced |
| Stephenson National Bank & Trust | 26 | $46.7K | 0.02% | +26 | New |
| Allworth Financial LP | 28 | $50.3K | 0.00% | +3+12.0% | Added |
| CWM, LLC | 31 | $56.0K | 0.00% | +8+34.8% | Added |
| WPG Advisers, LLC | 32 | $57.5K | 0.05% | −7−17.9% | Reduced |
| TD Private Client Wealth LLC | 32 | $57.5K | 0.00% | +1+3.2% | Added |
| Versant Capital Management, Inc | 33 | $59.3K | 0.01% | −58−63.7% | Reduced |
| Opal Wealth Advisors, LLC | 38 | $68.2K | 0.02% | −171−81.8% | Reduced |
| Valley National Advisers Inc | 40 | $71.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 42 | $75.4K | 0.00% | −3−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 43 | $77.2K | 0.00% | +30+230.8% | Added |
| Parallel Advisors, LLC | 46 | $82.6K | 0.00% | +19+70.4% | Added |
| First Horizon Advisors, Inc. | 48 | $86.2K | 0.00% | −1−2.0% | Reduced |
| Anchor Investment Management, LLC | 50 | $89.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $89.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $93.4K | 0.00% | +2+4.0% | Added |
| Clearstead Advisors, LLC | 54 | $97.0K | 0.00% | +50+1,250.0% | Added |
| Colonial Trust Co | 61 | $109.5K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 63 | $113.1K | 0.00% | −10−13.7% | Reduced |
| Smithfield Trust Co | 64 | $114.0K | 0.01% | −9−12.3% | Reduced |
| Parkside Financial Bank & Trust | 71 | $127.5K | 0.01% | +5+7.6% | Added |
| KBC Group NV | 72 | $129.0K | 0.00% | −53−42.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 76 | $136.5K | 0.01% | +76 | New |
| State of Wyoming | 76 | $136.5K | 0.02% | +76 | New |
| Ronald Blue Trust, Inc. | 77 | $138.3K | 0.00% | −8−9.4% | Reduced |
| LRI Investments, LLC | 90 | $161.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 94 | $169.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $179.6K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 100 | $180.0K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 105 | $188.6K | 0.00% | +6+6.1% | Added |
| US Bancorp | 115 | $206.5K | 0.00% | −36−23.8% | Reduced |
| Evergreen Capital Management LLC | 115 | $206.5K | 0.01% | −17−12.9% | Reduced |
| Russell Investments Group, Ltd. | 117 | $210.1K | 0.00% | +1+0.9% | Added |
| Mercer Global Advisors Inc | 118 | $211.9K | 0.00% | +118 | New |
| Roehl & Yi Investment Advisors, LLC | 120 | $215.5K | 0.11% | 00.0% | Unchanged |
| Xponance, Inc. | 120 | $215.5K | 0.00% | +4+3.4% | Added |
| Vident Advisory, LLC | 120 | $215.5K | 0.00% | +120 | New |
| Avantax Advisory Services, Inc. | 121 | $217.5K | 0.00% | +121 | New |
| Merit Financial Group, LLC | 122 | $219.1K | 0.00% | +122 | New |
| Columbia Asset Management | 125 | $224.5K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 125 | $224.5K | 0.00% | −16−11.3% | Reduced |
| Pinnacle Associates Ltd | 127 | $228.1K | 0.00% | −50−28.2% | Reduced |
| Kestra Advisory Services, LLC | 128 | $230.7K | 0.00% | +12+10.3% | Added |
| Connable Office Inc | 129 | $231.6K | 0.02% | −21−14.0% | Reduced |
| Amalgamated Bank | 130 | $233.0K | 0.00% | −4−3.0% | Reduced |
| Quadrant Capital Group LLC | 133 | $238.8K | 0.01% | −13−8.9% | Reduced |
| Sagespring Wealth Partners, LLC | 133 | $238.9K | 0.01% | −4−2.9% | Reduced |
| Utah Retirement Systems | 134 | $240.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 140 | $251.4K | 0.00% | −23−14.1% | Reduced |
| Bryn Mawr Trust Co | 140 | $251.4K | 0.00% | +140 | New |
| Riverwater Partners LLC | 142 | $255.0K | 0.12% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 143 | $256.8K | 0.18% | 00.0% | Unchanged |
| Zacks Investment Management | 148 | $265.8K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 148 | $265.8K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $269.4K | 0.00% | 00.0% | Unchanged |