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, Q1 2026
Institutional positions in White Mountains Insurance Group Ltd as of Mar 31, 2026. 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
- 368
- +23 vs. Q4 2025
- Shares held
- 2.21M
- +232.8K (+11.8%) vs. Q4 2025
- Total value
- $4.86B
- +$748.7M (+18.2%) vs. Q4 2025
- New holders
- 49
- 120 more added
- Sold out
- 26
- 111 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kilter Group LLC | 1 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $2.20K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1 | $2.20K | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $2.20K | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 1 | $2.20K | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $2.20K | 0.00% | +1 | New |
| Burk Holdings LLC | 1 | $2.20K | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $4.39K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $4.39K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $4.39K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $4.39K | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $4.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $6.59K | 0.00% | −59−95.2% | Reduced |
| Crewe Advisors LLC | 3 | $6.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $6.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $6.59K | 0.00% | +1+50.0% | Added |
| Larson Financial Group LLC | 3 | $6.59K | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $6.59K | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $6.59K | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $8.79K | 0.00% | −33−89.2% | Reduced |
| Root Financial Partners, LLC | 4 | $8.79K | 0.00% | −4−50.0% | Reduced |
| MV Capital Management, Inc. | 4 | $8.79K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $9.00K | 0.01% | −93−95.9% | Reduced |
| Mather Group, LLC. | 5 | $11.0K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $13.2K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6 | $13.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6 | $13.2K | 0.00% | +2+50.0% | Added |
| CoreFirst Bank & Trust | 7 | $15.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $17.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $17.6K | 0.00% | −6−42.9% | Reduced |
| Bell Investment Advisors, Inc | 8 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $17.6K | 0.00% | +7+700.0% | Added |
| Hillsdale Investment Management Inc. | 8 | $17.6K | 0.00% | +8 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $19.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $19.8K | 0.00% | +1+12.5% | Added |
| SJS Investment Consulting Inc. | 10 | $22.0K | 0.00% | +1+11.1% | Added |
| TD Private Client Wealth LLC | 11 | $24.2K | 0.00% | −7−38.9% | Reduced |
| EverSource Wealth Advisors, LLC | 11 | $24.2K | 0.00% | +1+10.0% | Added |
| Capital Advisors, Ltd. LLC | 12 | $26.0K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 12 | $26.4K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12 | $26.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13 | $28.6K | 0.00% | −21−61.8% | Reduced |
| Private Trust Co NA | 14 | $30.8K | 0.00% | −1−6.7% | Reduced |
| Smartleaf Asset Management LLC | 15 | $32.9K | 0.00% | +1+7.1% | Added |
| Gables Capital Management Inc. | 15 | $33.0K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 15 | $33.0K | 0.01% | +15 | New |
| Jones Financial Companies LLLP | 16 | $34.5K | 0.00% | +1+6.7% | Added |
| Ancora Advisors, LLC | 16 | $35.2K | 0.00% | +2+14.3% | Added |
| LRI Investments, LLC | 17 | $37.3K | 0.00% | −62−78.5% | Reduced |
| Delta Asset Management LLC | 19 | $41.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 19 | $42.0K | 0.00% | −7−26.9% | Reduced |
| CX Institutional | 19 | $42.0K | 0.00% | +19 | New |
| Fortitude Family Office, LLC | 20 | $43.9K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $43.9K | 0.04% | +20 | New |
| Opal Wealth Advisors, LLC | 20 | $43.9K | 0.01% | +20 | New |
| Fifth Third Bancorp | 21 | $46.1K | 0.00% | −4−16.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 21 | $46.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 22 | $48.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25 | $54.9K | 0.00% | +6+31.6% | Added |
| WPG Advisers, LLC | 30 | $65.9K | 0.05% | −2−6.3% | Reduced |
| Advisory Services Network, LLC | 37 | $81.3K | 0.00% | +37 | New |
| Basecamp Wealth Advisors LLC | 38 | $83.5K | 0.02% | +4+11.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39 | $85.7K | 0.00% | +7+21.9% | Added |
| Valley National Advisers Inc | 40 | $87.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $87.9K | 0.00% | +31+344.4% | Added |
| MetLife Investment Management | 41 | $90.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $92.3K | 0.01% | −18−30.0% | Reduced |
| Stephenson National Bank & Trust | 49 | $107.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $107.7K | 0.01% | +32+188.2% | Added |
| Anchor Investment Management, LLC | 50 | $109.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 53 | $116.4K | 0.00% | +4+8.2% | Added |
| Allworth Financial LP | 53 | $116.4K | 0.00% | +10+23.3% | Added |
| Steward Partners Investment Advisory, LLC | 55 | $120.8K | 0.00% | +5+10.0% | Added |
| STRS Ohio | 59 | $129.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $134.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 64 | $141.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 65 | $142.8K | 0.00% | +10+18.2% | Added |
| KBC Group NV | 72 | $158.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $164.8K | 0.00% | +19+33.9% | Added |
| Ronald Blue Trust, Inc. | 77 | $169.2K | 0.00% | −12−13.5% | Reduced |
| MAI Capital Management | 81 | $178.0K | 0.00% | +22+37.3% | Added |
| Sterling Capital Management LLC | 83 | $182.3K | 0.00% | −63−43.2% | Reduced |
| CWM, LLC | 92 | $202.1K | 0.00% | +74+411.1% | Added |
| HSBC Holdings PLC | 94 | $206.5K | 0.00% | +94 | New |
| Connecticut Capital Management Group, LLC | 94 | $206.5K | 0.20% | +94 | New |
| Vise Technologies, Inc. | 100 | $207.8K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 96 | $210.9K | 0.09% | +96 | New |
| Equity Investment Corp | 99 | $217.5K | 0.00% | −14−12.4% | Reduced |
| Buckingham Strategic Partners | 99 | $217.5K | 0.00% | +99 | New |
| Baldwin Brothers Inc | 100 | $219.7K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 100 | $219.7K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 100 | $219.7K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 100 | $219.7K | 0.04% | 00.0% | Unchanged |
| Ackerman Asset Management, LLC | 100 | $219.7K | 0.15% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 100 | $220.0K | 0.11% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 101 | $221.2K | 0.00% | −4−3.8% | Reduced |
| Ballentine Partners, LLC | 101 | $221.9K | 0.00% | −4−3.8% | Reduced |
| Gladstone Institutional Advisory LLC | 101 | $221.9K | 0.01% | +1+1.0% | Added |
| Perigon Wealth Management, LLC | 102 | $224.1K | 0.00% | 00.0% | Unchanged |