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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 119 | $247.0K | 0.00% | +2+1.7% | Added |
| Merit Financial Group, LLC | 121 | $251.5K | 0.00% | +1+0.8% | Added |
| NewEdge Wealth, LLC | 122 | $253.5K | 0.00% | +5+4.3% | Added |
| Xponance, Inc. | 123 | $255.6K | 0.00% | +3+2.5% | Added |
| US Bancorp | 124 | $257.7K | 0.00% | +1+0.8% | Added |
| CIBC Asset Management Inc | 124 | $257.7K | 0.00% | +124 | New |
| Columbia Asset Management | 125 | $259.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 127 | $263.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 127 | $264.0K | 0.00% | +2+1.6% | Added |
| Quadrant Capital Group LLC | 128 | $266.0K | 0.01% | −5−3.8% | Reduced |
| AlphaGrep UK Ltd | 129 | $268.1K | 0.09% | +129 | New |
| HB Wealth Management, LLC | 130 | $270.1K | 0.00% | +4+3.2% | Added |
| Susquehanna International Group, LLP | 132 | $274.3K | 0.00% | −7,228−98.2% | Reduced |
| HRT Financial LP | 133 | $276.0K | 0.00% | −3,454−96.3% | Reduced |
| Utah Retirement Systems | 134 | $278.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 134 | $278.5K | 0.03% | +58+76.3% | Added |
| Crossmark Global Holdings, Inc. | 137 | $284.7K | 0.00% | +137 | New |
| State of Wisconsin Investment Board | 138 | $286.8K | 0.00% | −111−44.6% | Reduced |
| Syon Capital LLC | 140 | $290.9K | 0.01% | +140 | New |
| Chapman Investment Management, LLC | 143 | $297.2K | 0.22% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 143 | $297.2K | 0.01% | −3−2.1% | Reduced |
| TCG Advisory Services, LLC | 146 | $303.4K | 0.01% | −14−8.8% | Reduced |
| Sterling Capital Management LLC | 146 | $303.4K | 0.00% | −8−5.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 150 | $311.7K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $311.7K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 150 | $311.7K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 152 | $315.9K | 0.03% | +23+17.8% | Added |
| Evelyn Partners Asset Management Ltd | 154 | $320.0K | 0.08% | 00.0% | Unchanged |
| Zacks Investment Management | 157 | $326.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 160 | $332.5K | 0.05% | −34−17.5% | Reduced |
| M&T Bank Corp | 166 | $345.0K | 0.00% | +166 | New |
| Kestra Advisory Services, LLC | 171 | $356.2K | 0.00% | +22+14.8% | Added |
| Keybank National Association | 176 | $365.7K | 0.00% | +9+5.4% | Added |
| Frank, Rimerman Advisors LLC | 178 | $369.9K | 0.02% | +1+0.6% | Added |
| Savant Capital, LLC | 180 | $374.0K | 0.00% | −3−1.6% | Reduced |
| Bank of Nova Scotia | 189 | $392.7K | 0.00% | −13−6.4% | Reduced |
| Riverwater Partners LLC | 190 | $394.8K | 0.15% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 195 | $405.2K | 0.01% | −13−6.3% | Reduced |
| GWM Advisors LLC | 196 | $407.3K | 0.00% | +26+15.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $413.5K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 199 | $413.5K | 0.02% | +16+8.7% | Added |
| Ensign Peak Advisors, Inc | 200 | $415.6K | 0.00% | −300−60.0% | Reduced |
| Evercore Wealth Management, LLC | 200 | $415.6K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $415.6K | 0.46% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 200 | $416.0K | 0.00% | +200 | New |
| Toroso Investments, LLC | 204 | $423.9K | 0.00% | −404−66.4% | Reduced |
| We Are One Seven, LLC | 204 | $423.9K | 0.01% | +17+9.1% | Added |
| Hudson Value Partners, LLC | 206 | $428.2K | 0.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 209 | $434.3K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 209 | $434.4K | 0.00% | +22+11.8% | Added |
| Private Advisor Group, LLC | 213 | $442.6K | 0.00% | +2+0.9% | Added |
| Principal Securities, Inc. | 216 | $448.9K | 0.01% | +6+2.9% | Added |
| Venturi Wealth Management, LLC | 221 | $459.2K | 0.02% | +7+3.3% | Added |
| Mount Yale Investment Advisors, LLC | 223 | $463.4K | 0.02% | +66+42.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 227 | $464.7K | 0.00% | +17+8.1% | Added |
| Hengehold Capital Management LLC | 227 | $471.7K | 0.04% | −167−42.4% | Reduced |
| David Loasby | 230 | $474.0K | 0.03% | +17+8.0% | Added |
| Athena Investment Management | 229 | $475.9K | 0.24% | 00.0% | Unchanged |
| XTX Topco Ltd | 229 | $475.9K | 0.01% | +229 | New |
| Wedbush Securities Inc | 229 | $476.0K | 0.01% | +5+2.2% | Added |
| Deutsche Bank AG | 237 | $492.5K | 0.00% | +3+1.3% | Added |
| Shotwell Rutter Baer Inc | 242 | $502.0K | 0.30% | −28−10.4% | Reduced |
| Voya Investment Management LLC | 243 | $505.0K | 0.00% | +35+16.8% | Added |
| JustInvest LLC | 253 | $525.7K | 0.01% | +13+5.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 261 | $542.4K | 0.00% | +7+2.8% | Added |
| Commonwealth Equity Services, LLC | 271 | $563.4K | 0.00% | −29−9.7% | Reduced |
| Essex Savings Bank | 275 | $571.5K | 0.12% | −9−3.2% | Reduced |
| Cresset Asset Management, LLC | 279 | $579.8K | 0.00% | −5−1.8% | Reduced |
| Highlander Partners, L.P. | 280 | $581.8K | 0.21% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 281 | $584.8K | 0.02% | −227−44.7% | Reduced |
| Greenland Capital Management LP | 290 | $602.6K | 0.09% | +290 | New |
| Brown Miller Wealth Management, LLC | 298 | $620.2K | 0.17% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 300 | $623.5K | 0.00% | +80+36.4% | Added |
| Legacy Wealth Asset Management, LLC | 313 | $650.4K | 0.16% | +5+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 321 | $667.0K | 0.01% | +164+104.5% | Added |
| Lummis Asset Management, LP | 325 | $675.4K | 0.42% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 340 | $706.5K | 0.27% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 340 | $706.5K | 0.28% | +340 | New |
| American Capital Advisory, LLC | 342 | $710.7K | 0.31% | −15−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 353 | $734.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 354 | $735.6K | 0.00% | +354 | New |
| Roundview Capital LLC | 358 | $744.1K | 0.05% | −15−4.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 359 | $746.0K | 0.00% | +67+22.9% | Added |
| Quadrature Capital Ltd | 360 | $748.1K | 0.01% | +360 | New |
| RSM US Wealth Management LLC | 364 | $756.6K | 0.01% | −32−8.1% | Reduced |
| Cetera Investment Advisers | 364 | $756.7K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 380 | $789.7K | 0.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 388 | $806.3K | 0.19% | −234−37.6% | Reduced |
| Global Retirement Partners, LLC | 388 | $806.3K | 0.01% | +45+13.1% | Added |
| Russell Investments Group, Ltd. | 397 | $825.5K | 0.00% | +46+13.1% | Added |
| Franklin Resources Inc | 400 | $831.2K | 0.00% | +4+1.0% | Added |
| Pictet Asset Management Holding SA | 400 | $831.2K | 0.00% | +50+14.3% | Added |
| Mariner, LLC | 402 | $835.4K | 0.00% | +188+87.9% | Added |
| Advisor Group Holdings, Inc. | 410 | $852.0K | 0.00% | −3−0.7% | Reduced |
| Bank of Montreal | 431 | $895.6K | 0.00% | −1−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 443 | $920.6K | 0.00% | −9−2.0% | Reduced |
| Legacy Advisors, LLC | 450 | $935.1K | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 455 | $945.5K | 0.00% | +63+16.1% | Added |
| Parker Investment Management, LLC | 475 | $987.1K | 0.14% | −25−5.0% | Reduced |
| Sanctuary Advisors, LLC | 475 | $987.2K | 0.01% | −20−4.0% | Reduced |