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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, Q4 2025

Institutional positions in White Mountains Insurance Group Ltd as of Dec 31, 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
353
+20 vs. Q3 2025
Shares held
2.25M
−77.3K (−3.3%) vs. Q3 2025
Total value
$4.67B
+$782.8M (+20.1%) vs. Q3 2025
New holders
55
104 more added
Sold out
35
126 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 353 institutions
Q1 2021: 245 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 243 institutionsQ1 2022: 244 institutionsQ2 2022: 259 institutionsQ3 2022: 251 institutionsQ4 2022: 265 institutionsQ1 2023: 262 institutionsQ2 2023: 258 institutionsQ3 2023: 272 institutionsQ4 2023: 295 institutionsQ1 2024: 303 institutionsQ2 2024: 306 institutionsQ3 2024: 304 institutionsQ4 2024: 325 institutionsQ1 2025: 322 institutionsQ2 2025: 325 institutionsQ3 2025: 338 institutionsQ4 2025: 353 institutionsQ1 2026: 368 institutionsQ2 2026: 356 institutions
Value heldQ4 2025: $4.67B
Q1 2021: $3.02BQ2 2021: $3.11BQ3 2021: $2.86BQ4 2021: $2.71BQ1 2022: $3.09BQ2 2022: $3.32BQ3 2022: $2.98BQ4 2022: $3.20BQ1 2023: $3.09BQ2 2023: $3.13BQ3 2023: $3.40BQ4 2023: $3.42BQ1 2024: $4.06BQ2 2024: $4.14BQ3 2024: $3.78BQ4 2024: $4.43BQ1 2025: $4.44BQ2 2025: $4.17BQ3 2025: $3.89BQ4 2025: $4.67BQ1 2026: $4.86BQ2 2026: $4.57B
Institutions holding WTM and their total value by quarter
QuarterHoldersValue
Q2 2026356$4.57B
Q1 2026368$4.86B
Q4 2025353$4.67B
Q3 2025338$3.89B
Q2 2025325$4.17B
Q1 2025322$4.44B
Q4 2024325$4.43B
Q3 2024304$3.78B
Q2 2024306$4.14B
Q1 2024303$4.06B
Q4 2023295$3.42B
Q3 2023272$3.40B
Q2 2023258$3.13B
Q1 2023262$3.09B
Q4 2022265$3.20B
Q3 2022251$2.98B
Q2 2022259$3.32B
Q1 2022244$3.09B
Q4 2021243$2.71B
Q3 2021232$2.86B
Q2 2021233$3.11B
Q1 2021245$3.02B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q3 2025.

Institutions holding WTM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC1$2.08K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC1$2.08K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC1$2.08K0.00%00.0%Unchanged
Kilter Group LLC1$2.08K0.00%−1−50.0%Reduced
Assetmark, Inc2$4.16K0.00%−2−50.0%Reduced
Quattro Advisors LLC2$4.16K0.00%+2New
Private Wealth Management Group, LLC2$4.16K0.00%00.0%Unchanged
Marquette Asset Management, LLC2$4.16K0.00%+2New
TD Capital Management LLC2$4.16K0.00%00.0%Unchanged
South State Corp.3$6.23K0.00%00.0%Unchanged
Trust Co of Vermont3$6.23K0.00%00.0%Unchanged
Crewe Advisors LLC3$6.24K0.00%+3New
Pinnacle Wealth Planning Services, Inc.4$8.31K0.00%+4New
MV Capital Management, Inc.4$8.31K0.00%+3+300.0%Added
SageView Advisory Group, LLC4$8.31K0.00%+4New
1620 Investment Advisors, Inc.6$12.5K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC6$12.5K0.00%+1+20.0%Added
Private Wealth Asset Management, LLC7$14.5K0.00%00.0%Unchanged
CoreFirst Bank & Trust7$14.5K0.01%+3+75.0%Added
Root Financial Partners, LLC8$16.6K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC8$16.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc8$16.6K0.00%00.0%Unchanged
BFSG, LLC8$16.6K0.00%+8New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.9$18.4K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co9$18.7K0.00%−2−18.2%Reduced
SJS Investment Consulting Inc.9$18.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC10$20.8K0.00%−20−66.7%Reduced
Los Angeles Capital Management LLC12$22.9K0.00%+12New
Miller Global Investments, LLC12$24.9K0.02%+12New
Capital Advisors, Ltd. LLC12$25.0K0.00%00.0%Unchanged
Torren Management, LLC13$27.0K0.01%+13New
Huntington National Bank14$29.1K0.00%−2−12.5%Reduced
Ancora Advisors, LLC14$29.1K0.00%+14New
Smartleaf Asset Management LLC14$29.1K0.00%+7+100.0%Added
Private Trust Co NA15$31.2K0.00%00.0%Unchanged
Gables Capital Management Inc.15$31.2K0.01%00.0%Unchanged
Jones Financial Companies LLLP15$31.2K0.00%+4+36.4%Added
Versant Capital Management, Inc17$35.3K0.00%+1+6.3%Added
CWM, LLC18$37.0K0.00%+3+20.0%Added
TD Private Client Wealth LLC18$37.4K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)19$39.5K0.00%−401−95.5%Reduced
Delta Asset Management LLC19$39.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co19$39.5K0.00%+19New
Fortitude Family Office, LLC20$41.6K0.01%−1−4.8%Reduced
Danske Bank A/S20$41.6K0.00%+20New
Keating Financial Advisory Services, Inc.21$43.6K0.01%+21New
Nomura Asset Management Co Ltd22$45.7K0.00%+10+83.3%Added
Fifth Third Bancorp25$52.0K0.00%+8+47.1%Added
Bessemer Group Inc26$54.0K0.00%−68−72.3%Reduced
Quarry LP26$54.0K0.01%−5−16.1%Reduced
CIBC Private Wealth Group, LLC26$54.0K0.00%+1+4.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.32$66.0K0.00%+32New
WPG Advisers, LLC32$66.5K0.05%00.0%Unchanged
Quantbot Technologies LP34$70.7K0.00%+34New
Basecamp Wealth Advisors LLC34$70.7K0.02%+34New
Clearstead Advisors, LLC37$76.9K0.00%+6+19.4%Added
Valley National Advisers Inc40$83.0K0.01%00.0%Unchanged
MetLife Investment Management41$85.2K0.00%−1−2.4%Reduced
Allworth Financial LP43$89.4K0.00%+8+22.9%Added
Parallel Advisors, LLC49$101.8K0.00%+4+8.9%Added
Stephenson National Bank & Trust49$101.8K0.03%+20+69.0%Added
Anchor Investment Management, LLC50$103.9K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC50$103.9K0.00%+3+6.4%Added
Federation des caisses Desjardins du Quebec55$114.3K0.00%+5+10.0%Added
Signaturefd, LLC56$116.4K0.00%+3+5.7%Added
MAI Capital Management59$122.6K0.00%−3−4.8%Reduced
STRS Ohio59$122.6K0.00%−1−1.7%Reduced
Quent Capital, LLC60$124.7K0.01%00.0%Unchanged
Colonial Trust Co61$126.8K0.02%00.0%Unchanged
Caitong International Asset Management Co., Ltd61$126.8K0.03%+47+335.7%Added
Parkside Financial Bank & Trust62$128.8K0.01%−6−8.8%Reduced
Smithfield Trust Co64$132.0K0.01%00.0%Unchanged
SG Americas Securities, LLC66$137.0K0.00%−125−65.4%Reduced
KBC Group NV72$150.0K0.00%00.0%Unchanged
LRI Investments, LLC79$163.4K0.01%−3−3.7%Reduced
Ronald Blue Trust, Inc.89$184.9K0.00%−24−21.2%Reduced
Eagle Bay Advisors LLC91$189.1K0.14%+91New
Callan Family Office, LLC97$201.6K0.00%+97New
Covestor Ltd97$204.0K0.11%+69+246.4%Added
Childress Capital Advisors, LLC99$205.7K0.03%+99New
Vise Technologies, Inc.100$207.8K0.00%−90−47.4%Reduced
Eastern Bank100$207.8K0.00%00.0%Unchanged
First Manhattan Co100$207.8K0.00%+100New
Baldwin Brothers Inc100$207.8K0.01%+100New
Clearbridge Investments, LLC100$207.8K0.00%+100New
Chicago Trust Co NA100$207.8K0.03%+100New
Gladstone Institutional Advisory LLC100$207.8K0.01%+100New
Ackerman Asset Management, LLC100$207.8K0.14%+100New
Citadel Investment Advisory, Inc.100$208.0K0.09%00.0%Unchanged
Perigon Wealth Management, LLC102$212.0K0.00%+102New
Ballentine Partners, LLC105$218.2K0.00%+105New
Sagespring Wealth Partners, LLC105$218.3K0.00%−27−20.5%Reduced
Great Lakes Advisors, LLC110$228.6K0.00%+110New
One Wealth Advisors, LLC111$230.7K0.03%−72−39.3%Reduced
Jefferies Financial Group Inc.112$232.7K0.00%+112New
Kera Capital Partners, Inc.114$233.1K0.03%+114New
Equity Investment Corp113$234.8K0.00%+113New
Storgate, LLC113$234.8K0.19%+113New
Johnson Investment Counsel Inc115$239.0K0.00%+115New
Swiss Life Asset Management Ltd117$243.1K0.00%+117New