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, Q3 2025
Institutional positions in White Mountains Insurance Group Ltd as of Sep 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
- 338
- +17 vs. Q2 2025
- Shares held
- 2.33M
- +39.1K (+1.7%) vs. Q2 2025
- Total value
- $3.89B
- −$216.4M (−5.3%) vs. Q2 2025
- New holders
- 44
- 105 more added
- Sold out
- 27
- 103 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $1.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $1.67K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $1.67K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $1.67K | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $1.67K | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $3.34K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $3.34K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $5.01K | 0.00% | −2−40.0% | Reduced |
| South State Corp. | 3 | $5.01K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $5.01K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4 | $6.69K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $6.69K | 0.00% | +3+300.0% | Added |
| Premier Fund Managers Ltd | 5 | $8.00K | 0.00% | −216−97.7% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $8.36K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6 | $10.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6 | $10.0K | 0.00% | +6 | New |
| NBC Securities, Inc. | 7 | $11.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7 | $11.7K | 0.00% | −12,269−99.9% | Reduced |
| Private Wealth Asset Management, LLC | 7 | $11.7K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $11.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $13.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8 | $13.4K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $13.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9 | $15.0K | 0.01% | +5+125.0% | Added |
| SJS Investment Consulting Inc. | 9 | $15.0K | 0.00% | +9 | New |
| Wealthspire Advisors, LLC | 9 | $15.0K | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 11 | $18.4K | 0.00% | −1−8.3% | Reduced |
| Jones Financial Companies LLLP | 11 | $18.9K | 0.00% | −8−42.1% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12 | $20.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 14 | $23.0K | 0.00% | +8+133.3% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $23.4K | 0.02% | +14 | New |
| CWM, LLC | 15 | $25.0K | 0.00% | −16−51.6% | Reduced |
| Gables Capital Management Inc. | 15 | $25.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $25.1K | 0.00% | +1+7.1% | Added |
| Versant Capital Management, Inc | 16 | $26.7K | 0.00% | −17−51.5% | Reduced |
| Huntington National Bank | 16 | $26.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17 | $28.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $30.1K | 0.00% | −14−43.8% | Reduced |
| Delta Asset Management LLC | 19 | $31.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 20 | $33.4K | 0.01% | +20 | New |
| Fortitude Family Office, LLC | 21 | $35.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 25 | $41.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $48.0K | 0.03% | +22+366.7% | Added |
| Stephenson National Bank & Trust | 29 | $48.5K | 0.01% | +3+11.5% | Added |
| EverSource Wealth Advisors, LLC | 30 | $50.1K | 0.00% | −13−30.2% | Reduced |
| Quarry LP | 31 | $51.8K | 0.01% | +31 | New |
| Clearstead Advisors, LLC | 31 | $51.8K | 0.00% | −23−42.6% | Reduced |
| WPG Advisers, LLC | 32 | $53.5K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $58.5K | 0.00% | +7+25.0% | Added |
| Valley National Advisers Inc | 40 | $66.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 42 | $70.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 45 | $75.2K | 0.00% | −1−2.2% | Reduced |
| Advisory Services Network, LLC | 45 | $75.2K | 0.00% | +45 | New |
| Steward Partners Investment Advisory, LLC | 47 | $78.6K | 0.00% | −58−55.2% | Reduced |
| Anchor Investment Management, LLC | 50 | $83.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $83.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 53 | $88.6K | 0.00% | +1+1.9% | Added |
| STRS Ohio | 60 | $100.3K | 0.00% | −1,515−96.2% | Reduced |
| Quent Capital, LLC | 60 | $100.3K | 0.01% | +60 | New |
| Colonial Trust Co | 61 | $102.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 62 | $103.6K | 0.00% | −1−1.6% | Reduced |
| Smithfield Trust Co | 64 | $107.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $113.7K | 0.01% | −3−4.2% | Reduced |
| KBC Group NV | 72 | $120.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 76 | $127.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 82 | $137.4K | 0.01% | −8−8.9% | Reduced |
| Bessemer Group Inc | 94 | $157.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 100 | $167.0K | 0.08% | 00.0% | Unchanged |
| Eastern Bank | 100 | $167.2K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 107 | $178.9K | 0.00% | +107 | New |
| Ronald Blue Trust, Inc. | 113 | $188.9K | 0.00% | +36+46.8% | Added |
| State of Alaska, Department of Revenue | 117 | $195.0K | 0.00% | +117 | New |
| Xponance, Inc. | 120 | $200.6K | 0.00% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 120 | $200.6K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 120 | $200.6K | 0.00% | −2−1.6% | Reduced |
| US Bancorp | 123 | $205.6K | 0.00% | +8+7.0% | Added |
| Columbia Asset Management | 125 | $208.9K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 125 | $209.0K | 0.00% | −5−3.8% | Reduced |
| HB Wealth Management, LLC | 126 | $210.6K | 0.00% | +126 | New |
| Pinnacle Associates Ltd | 127 | $212.3K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 129 | $215.6K | 0.02% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 129 | $215.6K | 0.04% | +129 | New |
| Sagespring Wealth Partners, LLC | 132 | $220.7K | 0.00% | −1−0.8% | Reduced |
| NewEdge Wealth, LLC | 117 | $222.0K | 0.00% | +117 | New |
| Quadrant Capital Group LLC | 133 | $222.3K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 134 | $224.0K | 0.00% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 143 | $239.0K | 0.17% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 144 | $240.7K | 0.00% | +144 | New |
| Evergreen Capital Management LLC | 146 | $244.0K | 0.01% | +31+27.0% | Added |
| Mercer Global Advisors Inc | 147 | $245.7K | 0.00% | +29+24.6% | Added |
| Kestra Advisory Services, LLC | 149 | $249.8K | 0.00% | +21+16.4% | Added |
| Douglass Winthrop Advisors, LLC | 150 | $250.7K | 0.00% | −5−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $250.7K | 0.00% | 00.0% | Unchanged |