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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 600 | $1.08M | 0.00% | −10−1.6% | Reduced |
| Midwest Professional Planners, LTD. | 628 | $1.13M | 0.30% | +36+6.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 637 | $1.14M | 0.01% | +241+60.9% | Added |
| Park Avenue Securities LLC | 637 | $1.14M | 0.01% | +637 | New |
| Regions Financial Corp | 658 | $1.18M | 0.01% | +108+19.6% | Added |
| Nisa Investment Advisors, LLC | 731 | $1.31M | 0.01% | +1+0.1% | Added |
| Mariner, LLC | 742 | $1.33M | 0.00% | +22+3.1% | Added |
| Arizona State Retirement System | 751 | $1.35M | 0.01% | +14+1.9% | Added |
| Captrust Financial Advisors | 759 | $1.36M | 0.00% | −130−14.6% | Reduced |
| Ethic Inc. | 780 | $1.39M | 0.02% | +189+32.0% | Added |
| Equitable Trust Co | 787 | $1.41M | 0.07% | +234+42.3% | Added |
| Public Employees Retirement System of Ohio | 810 | $1.45M | 0.00% | +16+2.0% | Added |
| Sequoia Financial Advisors, LLC | 830 | $1.49M | 0.01% | +4+0.5% | Added |
| CI Private Wealth, LLC | 849 | $1.52M | 0.00% | +169+24.9% | Added |
| Ensign Peak Advisors, Inc | 900 | $1.62M | 0.00% | −100−10.0% | Reduced |
| Brave Asset Management Inc | 924 | $1.66M | 0.45% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 934 | $1.68M | 0.02% | +50+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 939 | $1.69M | 0.01% | −118−11.2% | Reduced |
| Gotham Asset Management, LLC | 960 | $1.72M | 0.01% | +960 | New |
| Oddo BHF Asset Management SAS | 964 | $1.73M | 0.07% | −26−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 1,048 | $1.88M | 0.01% | −25−2.3% | Reduced |
| Autumn Glory Partners, LLC | 1,080 | $1.94M | 0.91% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,123 | $2.01M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,127 | $2.02M | 0.00% | −28−2.4% | Reduced |
| Treasurer of the State of North Carolina | 1,162 | $2.09M | 0.01% | +36+3.2% | Added |
| Leuthold Group, LLC | 1,165 | $2.09M | 0.25% | −23−1.9% | Reduced |
| Pecaut & Co. | 1,167 | $2.10M | 0.70% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,171 | $2.10M | 0.00% | −5−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $2.11M | 0.27% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 1,208 | $2.17M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 1,240 | $2.23M | 0.00% | −129−9.4% | Reduced |
| Main Street Financial Solutions, LLC | 1,293 | $2.32M | 0.17% | +32+2.5% | Added |
| Agf Management Ltd | 1,332 | $2.39M | 0.01% | +56+4.4% | Added |
| Stifel Financial Corp | 1,344 | $2.41M | 0.00% | −61−4.3% | Reduced |
| Citigroup Inc | 1,362 | $2.45M | 0.00% | +494+56.9% | Added |
| Oppenheimer Asset Management Inc. | 1,363 | $2.45M | 0.03% | +28+2.1% | Added |
| Millennium Management LLC | 1,392 | $2.50M | 0.00% | +436+45.6% | Added |
| HighTower Advisors, LLC | 1,464 | $2.63M | 0.00% | −2−0.1% | Reduced |
| STRS Ohio | 1,575 | $2.83M | 0.01% | +430+37.6% | Added |
| Colony Group, LLC | 1,596 | $2.87M | 0.01% | +249+18.5% | Added |
| TD Asset Management Inc | 1,618 | $2.91M | 0.00% | +26+1.6% | Added |
| Price T Rowe Associates Inc | 1,751 | $3.15M | 0.00% | +79+4.7% | Added |
| Qube Research & Technologies Ltd | 1,792 | $3.22M | 0.00% | +517+40.5% | Added |
| Parsons Capital Management Inc | 1,892 | $3.40M | 0.21% | +384+25.5% | Added |
| Cerity Partners LLC | 1,900 | $3.41M | 0.01% | +4+0.2% | Added |
| LPL Financial LLC | 1,985 | $3.56M | 0.00% | +115+6.1% | Added |
| Forum Financial Management, LP | 2,016 | $3.62M | 0.06% | +353+21.2% | Added |
| Davenport & Co LLC | 2,173 | $3.90M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,190 | $3.93M | 0.00% | +908+70.8% | Added |
| JPMorgan Chase & Co | 2,323 | $4.17M | 0.00% | +337+17.0% | Added |
| California State Teachers Retirement System | 2,372 | $4.26M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,436 | $4.37M | 0.00% | +78+3.3% | Added |
| New York State Common Retirement Fund | 2,519 | $4.52M | 0.01% | −204−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 2,613 | $4.69M | 0.01% | −379−12.7% | Reduced |
| MML Investors Services, LLC | 2,734 | $4.91M | 0.01% | +160+6.2% | Added |
| Creative Planning | 2,842 | $5.10M | 0.00% | +152+5.7% | Added |
| Harbor Capital Advisors, Inc. | 2,976 | $5.34M | 0.22% | −82−2.7% | Reduced |
| Lee Danner & Bass Inc | 3,148 | $5.65M | 0.44% | 00.0% | Unchanged |
| Barclays PLC | 3,383 | $6.07M | 0.00% | +88+2.7% | Added |
| Nuveen, LLC | 3,458 | $6.21M | 0.00% | −4,312−55.5% | Reduced |
| Ameriprise Financial Inc | 3,482 | $6.25M | 0.00% | −50−1.4% | Reduced |
| Brandywine Global Investment Management, LLC | 3,526 | $6.33M | 0.04% | −100−2.8% | Reduced |
| Invesco Ltd. | 3,646 | $6.55M | 0.00% | −374−9.3% | Reduced |
| Prospector Partners LLC | 4,076 | $7.32M | 0.85% | +221+5.7% | Added |
| Rhumbline Advisers | 4,280 | $7.69M | 0.01% | −192−4.3% | Reduced |
| Quantinno Capital Management LP | 4,290 | $7.70M | 0.03% | −316−6.9% | Reduced |
| Legal & General Group Plc | 4,309 | $7.74M | 0.00% | +179+4.3% | Added |
| SEI Investments Co | 4,905 | $8.81M | 0.01% | +805+19.6% | Added |
| Swiss National Bank | 4,946 | $8.88M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 5,012 | $9.00M | 0.00% | +1,494+42.5% | Added |
| HRT Financial LP | 5,087 | $9.13M | 0.04% | +5,087 | New |
| Williams Jones Wealth Management, LLC. | 5,193 | $9.33M | 0.11% | 00.0% | Unchanged |
| Phocas Financial Corp. | 5,392 | $9.68M | 1.39% | +10.0% | Added |
| Bradley Foster & Sargent Inc | 5,522 | $9.92M | 0.16% | +5,522 | New |
| First Trust Advisors LP | 5,672 | $10.2M | 0.01% | −17,255−75.3% | Reduced |
| Jane Street Group, LLC | 6,071 | $10.9M | 0.02% | +5,493+950.3% | Added |
| American Century Companies Inc | 6,365 | $11.4M | 0.01% | −671−9.5% | Reduced |
| Royce & Associates LP | 6,603 | $11.9M | 0.12% | −4,985−43.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,869 | $12.3M | 0.04% | −24−0.3% | Reduced |
| Goldman Sachs Group Inc | 6,885 | $12.4M | 0.00% | +2,626+61.7% | Added |
| Perpetual Ltd | 7,727 | $13.9M | 0.16% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,809 | $14.0M | 0.39% | +4,269+120.6% | Added |
| AQR Capital Management LLC | 8,084 | $14.4M | 0.01% | −408−4.8% | Reduced |
| GW&K Investment Management, LLC | 8,272 | $14.9M | 0.13% | −195−2.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,305 | $14.9M | 0.25% | −12−0.1% | Reduced |
| Wells Fargo & Company | 9,587 | $17.2M | 0.00% | +237+2.5% | Added |
| California Public Employees Retirement System | 10,394 | $18.7M | 0.01% | −1,141−9.9% | Reduced |
| Bank of New York Mellon Corp | 10,860 | $19.5M | 0.00% | −1,710−13.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,971 | $19.7M | 0.23% | −374−3.3% | Reduced |
| Speece Thorson Capital Group Inc | 11,383 | $20.4M | 4.16% | +224+2.0% | Added |
| UBS Asset Management Americas Inc | 12,276 | $22.0M | 0.00% | +989+8.8% | Added |
| WCM Investment Management, LLC | 13,097 | $23.4M | 0.05% | −148−1.1% | Reduced |
| Elkhorn Partners Limited Partnership | 14,900 | $26.8M | 19.45% | −50.0% | Reduced |
| Northern Trust Corp | 17,405 | $31.3M | 0.00% | −817−4.5% | Reduced |
| Envestnet Asset Management Inc | 17,511 | $31.4M | 0.01% | +242+1.4% | Added |
| Victory Capital Management Inc | 17,640 | $31.7M | 0.02% | +1,549+9.6% | Added |
| Robeco Institutional Asset Management B.V. | 17,822 | $32.0M | 0.05% | −1,332−7.0% | Reduced |
| Select Equity Group, L.P. | 17,872 | $32.1M | 0.14% | −10,127−36.2% | Reduced |
| Brown Advisory Inc | 20,854 | $37.4M | 0.05% | −1,222−5.5% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 21,094 | $37.9M | 1.91% | +2,610+14.1% | Added |