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 |
|---|---|---|---|---|---|
| Evelyn Partners Asset Management Ltd | 154 | $276.5K | 0.07% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 155 | $278.3K | 0.01% | −36−18.8% | Reduced |
| Prudential Financial Inc | 150 | $278.6K | 0.00% | +150 | New |
| Keybank National Association | 158 | $283.7K | 0.00% | −25−13.7% | Reduced |
| Crossmark Global Holdings, Inc. | 158 | $283.7K | 0.00% | +37+30.6% | Added |
| Isthmus Partners, LLC | 164 | $294.5K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 167 | $299.9K | 0.00% | +30+21.9% | Added |
| Two Sigma Securities, LLC | 170 | $305.3K | 0.04% | −43−20.2% | Reduced |
| GWM Advisors LLC | 170 | $305.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 173 | $310.7K | 0.00% | +1+0.6% | Added |
| We Are One Seven, LLC | 175 | $314.3K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 177 | $317.8K | 0.02% | −5−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 181 | $325.8K | 0.02% | −1−0.5% | Reduced |
| GAMMA Investing LLC | 182 | $326.8K | 0.02% | +106+139.5% | Added |
| Johnson Investment Counsel Inc | 185 | $332.2K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 187 | $335.8K | 0.00% | +43+29.9% | Added |
| BNP Paribas Arbitrage, SA | 188 | $337.6K | 0.00% | +41+27.9% | Added |
| Tower Research Capital LLC (TRC) | 190 | $341.2K | 0.01% | +130+216.7% | Added |
| Martingale Asset Management L P | 191 | $343.0K | 0.01% | −416−68.5% | Reduced |
| Bank of Nova Scotia | 196 | $352.0K | 0.00% | +41+26.5% | Added |
| Vise Technologies, Inc. | 196 | $352.0K | 0.01% | +196 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $357.3K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 200 | $359.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $359.1K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $359.1K | 0.42% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $359.1K | 0.01% | +15+8.1% | Added |
| Nebula Research & Development LLC | 201 | $360.9K | 0.03% | −561−73.6% | Reduced |
| Hudson Value Partners, LLC | 206 | $369.9K | 0.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 210 | $377.1K | 0.00% | −112−34.8% | Reduced |
| Private Advisor Group, LLC | 211 | $378.9K | 0.00% | −3−1.4% | Reduced |
| Wedbush Securities Inc | 211 | $379.0K | 0.01% | +6+2.9% | Added |
| Venturi Wealth Management, LLC | 213 | $382.5K | 0.02% | −36−14.5% | Reduced |
| Ritholtz Wealth Management | 214 | $384.3K | 0.01% | −22−9.3% | Reduced |
| One Wealth Advisors, LLC | 215 | $386.1K | 0.05% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 221 | $395.0K | 0.01% | +221 | New |
| Yorktown Management & Research Co Inc | 220 | $395.1K | 0.38% | 00.0% | Unchanged |
| Athena Investment Management | 229 | $411.2K | 0.23% | −2−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 229 | $411.2K | 0.01% | +18+8.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 231 | $412.4K | 0.00% | +58+33.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 230 | $413.0K | 0.00% | +70+43.8% | Added |
| Algert Global LLC | 233 | $418.4K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 233 | $418.4K | 0.00% | +27+13.1% | Added |
| Petrus Trust Company, LTA | 238 | $427.4K | 0.04% | +238 | New |
| State of Wisconsin Investment Board | 242 | $434.6K | 0.00% | −21−8.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $454.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 261 | $468.7K | 0.00% | +9+3.6% | Added |
| Shotwell Rutter Baer Inc | 270 | $482.0K | 0.33% | 00.0% | Unchanged |
| Atria Investments LLC | 269 | $483.1K | 0.01% | −340−55.8% | Reduced |
| Voya Investment Management LLC | 279 | $501.0K | 0.00% | −245−46.8% | Reduced |
| Squarepoint Ops LLC | 279 | $501.0K | 0.00% | +83+42.3% | Added |
| Highlander Partners, L.P. | 280 | $502.8K | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 282 | $506.4K | 0.00% | −22−7.2% | Reduced |
| Essex Savings Bank | 284 | $510.0K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 288 | $517.2K | 0.00% | −585−67.0% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $535.9K | 0.17% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 299 | $536.9K | 0.02% | +299 | New |
| Walleye Capital LLC | 300 | $538.7K | 0.00% | +300 | New |
| Jain Global LLC | 300 | $538.7K | 0.01% | +300 | New |
| Legacy Wealth Asset Management, LLC | 306 | $549.5K | 0.14% | −6−1.9% | Reduced |
| Lummis Asset Management, LP | 325 | $569.3K | 0.37% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 324 | $582.0K | 0.00% | +14+4.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 327 | $587.2K | 0.00% | +40+13.9% | Added |
| Global Retirement Partners, LLC | 328 | $589.0K | 0.01% | +328 | New |
| Bryant Woods Investment Advisors, LLC | 340 | $610.5K | 0.26% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 350 | $628.5K | 0.00% | −40−10.3% | Reduced |
| Public Employees Retirement Association of Colorado | 353 | $634.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 356 | $639.0K | 0.01% | −326−47.8% | Reduced |
| American Capital Advisory, LLC | 357 | $641.1K | 0.32% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 372 | $668.0K | 0.01% | −114−23.5% | Reduced |
| Glenmede Investment Management, LP | 374 | $671.6K | 0.00% | +374 | New |
| Roundview Capital LLC | 375 | $673.5K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $675.6K | 0.26% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 380 | $682.4K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 382 | $686.0K | 0.01% | −3−0.8% | Reduced |
| Pathstone Holdings, LLC | 384 | $689.6K | 0.00% | +30+8.5% | Added |
| Advisor Group Holdings, Inc. | 390 | $701.0K | 0.00% | +19+5.1% | Added |
| Teacher Retirement System of Texas | 391 | $702.1K | 0.00% | +16+4.3% | Added |
| First Manhattan Co | 401 | $720.1K | 0.00% | −714−64.0% | Reduced |
| Sendero Wealth Management, LLC | 419 | $752.4K | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 430 | $771.8K | 0.00% | −326−43.1% | Reduced |
| Bank of Montreal | 432 | $775.8K | 0.00% | +16+3.8% | Added |
| Franklin Resources Inc | 434 | $779.3K | 0.00% | −31−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 434 | $779.4K | 0.00% | −5−1.1% | Reduced |
| Janney Montgomery Scott LLC | 446 | $801.0K | 0.00% | +33+8.0% | Added |
| Farther Finance Advisors, LLC | 468 | $840.4K | 0.02% | +76+19.4% | Added |
| Cove Street Capital, LLC | 474 | $851.2K | 1.25% | −17−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 477 | $856.6K | 0.00% | −331−41.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 487 | $874.5K | 0.00% | +16+3.4% | Added |
| Hengehold Capital Management LLC | 493 | $885.3K | 0.08% | +59+13.6% | Added |
| Parker Investment Management, LLC | 500 | $897.9K | 0.14% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 505 | $906.8K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 511 | $913.8K | 0.03% | +20+4.1% | Added |
| Manufacturers Life Insurance Company, The | 524 | $941.0K | 0.00% | −32−5.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 533 | $957.1K | 0.24% | +533 | New |
| Quadrature Capital Ltd | 548 | $982.9K | 0.02% | +254+86.4% | Added |
| FMR LLC | 561 | $1.01M | 0.00% | −11−1.9% | Reduced |
| Brandes Investment Partners, LP | 570 | $1.02M | 0.01% | +55+10.7% | Added |
| Verition Fund Management LLC | 571 | $1.03M | 0.01% | −443−43.7% | Reduced |
| AMG National Trust Bank | 575 | $1.03M | 0.03% | +1+0.2% | Added |
| Handelsbanken Fonder AB | 600 | $1.08M | 0.00% | 00.0% | Unchanged |