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 |
|---|---|---|---|---|---|
| Sage Investment Counsel LLC | 200 | $359.1K | 0.42% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $359.1K | 0.01% | +15+8.1% | Added |
| Neville Rodie & Shaw Inc | 200 | $359.0K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $357.3K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 196 | $352.0K | 0.00% | +41+26.5% | Added |
| Vise Technologies, Inc. | 196 | $352.0K | 0.01% | +196 | New |
| Martingale Asset Management L P | 191 | $343.0K | 0.01% | −416−68.5% | Reduced |
| Tower Research Capital LLC (TRC) | 190 | $341.2K | 0.01% | +130+216.7% | Added |
| BNP Paribas Arbitrage, SA | 188 | $337.6K | 0.00% | +41+27.9% | Added |
| Savant Capital, LLC | 187 | $335.8K | 0.00% | +43+29.9% | Added |
| Johnson Investment Counsel Inc | 185 | $332.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 182 | $326.8K | 0.02% | +106+139.5% | Added |
| SRS Capital Advisors, Inc. | 181 | $325.8K | 0.02% | −1−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 177 | $317.8K | 0.02% | −5−2.7% | Reduced |
| We Are One Seven, LLC | 175 | $314.3K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 173 | $310.7K | 0.00% | +1+0.6% | 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 |
| Sterling Capital Management LLC | 167 | $299.9K | 0.00% | +30+21.9% | Added |
| Isthmus Partners, LLC | 164 | $294.5K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 158 | $283.7K | 0.00% | +37+30.6% | Added |
| Keybank National Association | 158 | $283.7K | 0.00% | −25−13.7% | Reduced |
| Prudential Financial Inc | 150 | $278.6K | 0.00% | +150 | New |
| Douglass Winthrop Advisors, LLC | 155 | $278.3K | 0.01% | −36−18.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 154 | $276.5K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $269.4K | 0.00% | 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 |
| Chapman Investment Management, LLC | 143 | $256.8K | 0.18% | 00.0% | Unchanged |
| Riverwater Partners LLC | 142 | $255.0K | 0.12% | 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 |
| Utah Retirement Systems | 134 | $240.6K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 133 | $238.9K | 0.01% | −4−2.9% | Reduced |
| Quadrant Capital Group LLC | 133 | $238.8K | 0.01% | −13−8.9% | Reduced |
| Amalgamated Bank | 130 | $233.0K | 0.00% | −4−3.0% | Reduced |
| Connable Office Inc | 129 | $231.6K | 0.02% | −21−14.0% | Reduced |
| Kestra Advisory Services, LLC | 128 | $230.7K | 0.00% | +12+10.3% | Added |
| Pinnacle Associates Ltd | 127 | $228.1K | 0.00% | −50−28.2% | Reduced |
| M&T Bank Corp | 125 | $224.5K | 0.00% | −16−11.3% | Reduced |
| Columbia Asset Management | 125 | $224.5K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 122 | $219.1K | 0.00% | +122 | New |
| Avantax Advisory Services, Inc. | 121 | $217.5K | 0.00% | +121 | 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 |
| Mercer Global Advisors Inc | 118 | $211.9K | 0.00% | +118 | New |
| Russell Investments Group, Ltd. | 117 | $210.1K | 0.00% | +1+0.9% | Added |
| Evergreen Capital Management LLC | 115 | $206.5K | 0.01% | −17−12.9% | Reduced |
| US Bancorp | 115 | $206.5K | 0.00% | −36−23.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 105 | $188.6K | 0.00% | +6+6.1% | Added |
| Citadel Investment Advisory, Inc. | 100 | $180.0K | 0.09% | 00.0% | Unchanged |
| Eastern Bank | 100 | $179.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 94 | $169.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 90 | $161.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 77 | $138.3K | 0.00% | −8−9.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 76 | $136.5K | 0.01% | +76 | New |
| State of Wyoming | 76 | $136.5K | 0.02% | +76 | New |
| KBC Group NV | 72 | $129.0K | 0.00% | −53−42.4% | Reduced |
| Parkside Financial Bank & Trust | 71 | $127.5K | 0.01% | +5+7.6% | Added |
| Smithfield Trust Co | 64 | $114.0K | 0.01% | −9−12.3% | Reduced |
| MAI Capital Management | 63 | $113.1K | 0.00% | −10−13.7% | Reduced |
| Colonial Trust Co | 61 | $109.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 54 | $97.0K | 0.00% | +50+1,250.0% | Added |
| Signaturefd, LLC | 52 | $93.4K | 0.00% | +2+4.0% | Added |
| 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 |
| First Horizon Advisors, Inc. | 48 | $86.2K | 0.00% | −1−2.0% | Reduced |
| Parallel Advisors, LLC | 46 | $82.6K | 0.00% | +19+70.4% | Added |
| EverSource Wealth Advisors, LLC | 43 | $77.2K | 0.00% | +30+230.8% | Added |
| MetLife Investment Management | 42 | $75.4K | 0.00% | −3−6.7% | Reduced |
| Valley National Advisers Inc | 40 | $71.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 38 | $68.2K | 0.02% | −171−81.8% | Reduced |
| Versant Capital Management, Inc | 33 | $59.3K | 0.01% | −58−63.7% | Reduced |
| 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 |
| CWM, LLC | 31 | $56.0K | 0.00% | +8+34.8% | Added |
| Allworth Financial LP | 28 | $50.3K | 0.00% | +3+12.0% | Added |
| Stephenson National Bank & Trust | 26 | $46.7K | 0.02% | +26 | New |
| CIBC Private Wealth Group, LLC | 25 | $44.9K | 0.00% | −8−24.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22 | $40.0K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 21 | $37.7K | 0.01% | +2+10.5% | Added |
| Delta Asset Management LLC | 19 | $34.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $33.9K | 0.00% | +9+90.0% | Added |
| Fifth Third Bancorp | 17 | $30.5K | 0.00% | +11+183.3% | Added |
| Huntington National Bank | 16 | $28.7K | 0.00% | −7−30.4% | Reduced |
| Gables Capital Management Inc. | 15 | $26.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $25.1K | 0.00% | −1−6.7% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $21.5K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $21.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12 | $21.5K | 0.00% | −9−42.9% | Reduced |
| Geneos Wealth Management Inc. | 11 | $19.8K | 0.00% | −6−35.3% | Reduced |
| Acadian Asset Management LLC | 10 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $16.2K | 0.00% | 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 |
| Private Wealth Asset Management, LLC | 7 | $12.6K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $12.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $12.5K | 0.00% | +3+75.0% | Added |