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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 1,162 | $2.09M | 0.01% | +36+3.2% | Added |
| Alliancebernstein L.P. | 1,127 | $2.02M | 0.00% | −28−2.4% | Reduced |
| Janus Henderson Group PLC | 1,123 | $2.01M | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,080 | $1.94M | 0.91% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 1,048 | $1.88M | 0.01% | −25−2.3% | Reduced |
| Oddo BHF Asset Management SAS | 964 | $1.73M | 0.07% | −26−2.6% | Reduced |
| Gotham Asset Management, LLC | 960 | $1.72M | 0.01% | +960 | New |
| O'Shaughnessy Asset Management, LLC | 939 | $1.69M | 0.01% | −118−11.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 934 | $1.68M | 0.02% | +50+5.7% | Added |
| Brave Asset Management Inc | 924 | $1.66M | 0.45% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 900 | $1.62M | 0.00% | −100−10.0% | Reduced |
| CI Private Wealth, LLC | 849 | $1.52M | 0.00% | +169+24.9% | Added |
| Sequoia Financial Advisors, LLC | 830 | $1.49M | 0.01% | +4+0.5% | Added |
| Public Employees Retirement System of Ohio | 810 | $1.45M | 0.00% | +16+2.0% | Added |
| Equitable Trust Co | 787 | $1.41M | 0.07% | +234+42.3% | Added |
| Ethic Inc. | 780 | $1.39M | 0.02% | +189+32.0% | Added |
| Captrust Financial Advisors | 759 | $1.36M | 0.00% | −130−14.6% | Reduced |
| Arizona State Retirement System | 751 | $1.35M | 0.01% | +14+1.9% | Added |
| Mariner, LLC | 742 | $1.33M | 0.00% | +22+3.1% | Added |
| Nisa Investment Advisors, LLC | 731 | $1.31M | 0.01% | +1+0.1% | Added |
| Regions Financial Corp | 658 | $1.18M | 0.01% | +108+19.6% | Added |
| Park Avenue Securities LLC | 637 | $1.14M | 0.01% | +637 | New |
| Wiley Bros.-Aintree Capital, LLC | 637 | $1.14M | 0.01% | +241+60.9% | Added |
| Midwest Professional Planners, LTD. | 628 | $1.13M | 0.30% | +36+6.1% | Added |
| King Luther Capital Management Corp | 600 | $1.08M | 0.00% | −10−1.6% | Reduced |
| Handelsbanken Fonder AB | 600 | $1.08M | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 575 | $1.03M | 0.03% | +1+0.2% | Added |
| Verition Fund Management LLC | 571 | $1.03M | 0.01% | −443−43.7% | Reduced |
| Brandes Investment Partners, LP | 570 | $1.02M | 0.01% | +55+10.7% | Added |
| FMR LLC | 561 | $1.01M | 0.00% | −11−1.9% | Reduced |
| Quadrature Capital Ltd | 548 | $982.9K | 0.02% | +254+86.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 533 | $957.1K | 0.24% | +533 | New |
| Manufacturers Life Insurance Company, The | 524 | $941.0K | 0.00% | −32−5.8% | Reduced |
| Chicago Partners Investment Group LLC | 511 | $913.8K | 0.03% | +20+4.1% | Added |
| KLP Kapitalforvaltning AS | 505 | $906.8K | 0.00% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 500 | $897.9K | 0.14% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 493 | $885.3K | 0.08% | +59+13.6% | Added |
| Resona Asset Management Co.,Ltd. | 487 | $874.5K | 0.00% | +16+3.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 477 | $856.6K | 0.00% | −331−41.0% | Reduced |
| Cove Street Capital, LLC | 474 | $851.2K | 1.25% | −17−3.5% | Reduced |
| Farther Finance Advisors, LLC | 468 | $840.4K | 0.02% | +76+19.4% | Added |
| Janney Montgomery Scott LLC | 446 | $801.0K | 0.00% | +33+8.0% | Added |
| The PNC Financial Services Group, Inc. | 434 | $779.4K | 0.00% | −5−1.1% | Reduced |
| Franklin Resources Inc | 434 | $779.3K | 0.00% | −31−6.7% | Reduced |
| Bank of Montreal | 432 | $775.8K | 0.00% | +16+3.8% | Added |
| Sanctuary Advisors, LLC | 430 | $771.8K | 0.00% | −326−43.1% | Reduced |
| Sendero Wealth Management, LLC | 419 | $752.4K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 401 | $720.1K | 0.00% | −714−64.0% | Reduced |
| Teacher Retirement System of Texas | 391 | $702.1K | 0.00% | +16+4.3% | Added |
| Advisor Group Holdings, Inc. | 390 | $701.0K | 0.00% | +19+5.1% | Added |
| Pathstone Holdings, LLC | 384 | $689.6K | 0.00% | +30+8.5% | Added |
| QRG Capital Management, Inc. | 382 | $686.0K | 0.01% | −3−0.8% | Reduced |
| Klingenstein Fields & Co LP | 380 | $682.4K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 380 | $675.6K | 0.26% | 00.0% | Unchanged |
| Roundview Capital LLC | 375 | $673.5K | 0.05% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 374 | $671.6K | 0.00% | +374 | New |
| Summit Trail Advisors, LLC | 372 | $668.0K | 0.01% | −114−23.5% | Reduced |
| American Capital Advisory, LLC | 357 | $641.1K | 0.32% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 356 | $639.0K | 0.01% | −326−47.8% | Reduced |
| Public Employees Retirement Association of Colorado | 353 | $634.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 350 | $628.5K | 0.00% | −40−10.3% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $610.5K | 0.26% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 328 | $589.0K | 0.01% | +328 | New |
| Envestnet Portfolio Solutions, Inc. | 327 | $587.2K | 0.00% | +40+13.9% | Added |
| Commonwealth Equity Services, LLC | 324 | $582.0K | 0.00% | +14+4.5% | Added |
| Lummis Asset Management, LP | 325 | $569.3K | 0.37% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 306 | $549.5K | 0.14% | −6−1.9% | Reduced |
| Walleye Capital LLC | 300 | $538.7K | 0.00% | +300 | New |
| Jain Global LLC | 300 | $538.7K | 0.01% | +300 | New |
| SummitTX Capital, L.P. | 299 | $536.9K | 0.02% | +299 | New |
| Brown Miller Wealth Management, LLC | 298 | $535.9K | 0.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 288 | $517.2K | 0.00% | −585−67.0% | Reduced |
| Essex Savings Bank | 284 | $510.0K | 0.12% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 282 | $506.4K | 0.00% | −22−7.2% | Reduced |
| Highlander Partners, L.P. | 280 | $502.8K | 0.19% | 00.0% | Unchanged |
| 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 |
| Atria Investments LLC | 269 | $483.1K | 0.01% | −340−55.8% | Reduced |
| Shotwell Rutter Baer Inc | 270 | $482.0K | 0.33% | 00.0% | Unchanged |
| Cetera Investment Advisers | 261 | $468.7K | 0.00% | +9+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 253 | $454.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 242 | $434.6K | 0.00% | −21−8.0% | Reduced |
| Petrus Trust Company, LTA | 238 | $427.4K | 0.04% | +238 | New |
| JustInvest LLC | 233 | $418.4K | 0.00% | +27+13.1% | Added |
| Algert Global LLC | 233 | $418.4K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 230 | $413.0K | 0.00% | +70+43.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 231 | $412.4K | 0.00% | +58+33.5% | Added |
| 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 |
| Yorktown Management & Research Co Inc | 220 | $395.1K | 0.38% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 221 | $395.0K | 0.01% | +221 | New |
| One Wealth Advisors, LLC | 215 | $386.1K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 214 | $384.3K | 0.01% | −22−9.3% | Reduced |
| Venturi Wealth Management, LLC | 213 | $382.5K | 0.02% | −36−14.5% | Reduced |
| Wedbush Securities Inc | 211 | $379.0K | 0.01% | +6+2.9% | Added |
| Private Advisor Group, LLC | 211 | $378.9K | 0.00% | −3−1.4% | Reduced |
| Deutsche Bank AG | 210 | $377.1K | 0.00% | −112−34.8% | Reduced |
| Hudson Value Partners, LLC | 206 | $369.9K | 0.13% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 201 | $360.9K | 0.03% | −561−73.6% | Reduced |
| Evercore Wealth Management, LLC | 200 | $359.1K | 0.01% | 00.0% | Unchanged |