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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 104 | $228.5K | 0.20% | +13+14.3% | Added |
| NewEdge Wealth, LLC | 105 | $230.7K | 0.00% | −17−13.9% | Reduced |
| DnB Asset Management AS | 105 | $230.7K | 0.00% | +105 | New |
| Great Lakes Advisors, LLC | 110 | $241.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 110 | $241.7K | 0.04% | +110 | New |
| One Wealth Advisors, LLC | 111 | $243.9K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 115 | $252.7K | 0.00% | +15+15.0% | Added |
| State of Alaska, Department of Revenue | 119 | $261.0K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 120 | $263.6K | 0.00% | +120 | New |
| Kestra Advisory Services, LLC | 122 | $268.2K | 0.00% | −49−28.7% | Reduced |
| CIBC Asset Management Inc | 124 | $272.4K | 0.00% | 00.0% | Unchanged |
| Storgate, LLC | 124 | $272.4K | 0.21% | +11+9.7% | Added |
| Hengehold Capital Management LLC | 124 | $272.5K | 0.02% | −103−45.4% | Reduced |
| Columbia Asset Management | 125 | $274.6K | 0.05% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 125 | $274.6K | 0.03% | +11+9.6% | Added |
| Merit Financial Group, LLC | 125 | $274.7K | 0.00% | +4+3.3% | Added |
| Pinnacle Associates Ltd | 128 | $281.2K | 0.00% | +1+0.8% | Added |
| Quadrant Capital Group LLC | 129 | $283.4K | 0.01% | +1+0.8% | Added |
| Amalgamated Bank | 132 | $290.0K | 0.00% | +5+3.9% | Added |
| Utah Retirement Systems | 134 | $294.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 137 | $301.0K | 0.00% | +13+10.5% | Added |
| Chapman Investment Management, LLC | 143 | $314.2K | 0.26% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $329.5K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 150 | $329.5K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 150 | $329.5K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 150 | $329.5K | 0.01% | +4+2.7% | Added |
| HB Wealth Management, LLC | 151 | $331.7K | 0.00% | +21+16.2% | Added |
| Connable Office Inc | 152 | $333.9K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 154 | $338.3K | 0.08% | 00.0% | Unchanged |
| Zacks Investment Management | 157 | $344.9K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 161 | $353.7K | 0.00% | −15−8.5% | Reduced |
| Syon Capital LLC | 164 | $360.3K | 0.02% | +24+17.1% | Added |
| United Capital Financial Advisers, LLC | 166 | $364.7K | 0.00% | +166 | New |
| Teacher Retirement System of Texas | 169 | $371.3K | 0.00% | +169 | New |
| M&T Bank Corp | 170 | $373.5K | 0.00% | +4+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 176 | $381.9K | 0.00% | −51−22.5% | Reduced |
| Bank of Nova Scotia | 178 | $391.1K | 0.00% | −11−5.8% | Reduced |
| Frank, Rimerman Advisors LLC | 178 | $391.1K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 179 | $393.3K | 0.05% | +45+33.6% | Added |
| Xponance, Inc. | 182 | $399.8K | 0.00% | +59+48.0% | Added |
| Riverwater Partners LLC | 184 | $404.2K | 0.13% | −6−3.2% | Reduced |
| Bryn Mawr Trust Co | 187 | $410.8K | 0.01% | −22−10.5% | Reduced |
| GWM Advisors LLC | 191 | $419.6K | 0.00% | −5−2.6% | Reduced |
| Ritholtz Wealth Management | 196 | $430.6K | 0.01% | +1+0.5% | Added |
| Ieq Capital, LLC | 198 | $435.0K | 0.00% | +198 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $437.2K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 199 | $437.2K | 0.00% | +180+947.4% | Added |
| Savant Capital, LLC | 199 | $437.2K | 0.00% | +19+10.6% | Added |
| Ensign Peak Advisors, Inc | 200 | $439.4K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $439.4K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $439.4K | 0.49% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 201 | $442.0K | 0.00% | +135+204.5% | Added |
| GAMMA Investing LLC | 202 | $443.8K | 0.02% | +3+1.5% | Added |
| Evergreen Capital Management LLC | 202 | $443.8K | 0.01% | +59+41.3% | Added |
| Sagewood Asset Management LP | 204 | $448.2K | 0.14% | +204 | New |
| Hudson Value Partners, LLC | 206 | $452.6K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 208 | $457.0K | 0.01% | +4+2.0% | Added |
| Private Advisor Group, LLC | 213 | $468.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 215 | $472.3K | 0.01% | −1−0.5% | Reduced |
| Nicolet Bankshares Inc | 223 | $485.8K | 0.02% | +223 | New |
| Vestmark Advisory Solutions, Inc. | 223 | $489.9K | 0.01% | −98−30.5% | Reduced |
| Athena Investment Management | 224 | $492.1K | 0.26% | −5−2.2% | Reduced |
| Atria Investments LLC | 226 | $496.6K | 0.01% | +17+8.1% | Added |
| OneAscent Financial Services LLC | 228 | $500.9K | 0.03% | +228 | New |
| Wedbush Securities Inc | 228 | $501.0K | 0.01% | −1−0.4% | Reduced |
| Voya Investment Management LLC | 237 | $520.7K | 0.00% | −6−2.5% | Reduced |
| Shotwell Rutter Baer Inc | 242 | $531.7K | 0.31% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 243 | $533.9K | 0.02% | +22+10.0% | Added |
| State of Wisconsin Investment Board | 246 | $540.5K | 0.00% | +108+78.3% | Added |
| XTX Topco Ltd | 250 | $549.2K | 0.01% | +21+9.2% | Added |
| Vestcor Inc | 255 | $560.0K | 0.02% | +255 | New |
| Deutsche Bank AG | 255 | $560.2K | 0.00% | +18+7.6% | Added |
| Rockefeller Capital Management L.P. | 260 | $571.4K | 0.00% | −40−13.3% | Reduced |
| Commonwealth Equity Services, LLC | 274 | $602.3K | 0.00% | +3+1.1% | Added |
| Essex Savings Bank | 275 | $604.2K | 0.13% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 275 | $605.1K | 0.02% | −6−2.1% | Reduced |
| Skopos Labs, Inc. | 295 | $645.9K | 0.02% | +295 | New |
| Mount Yale Investment Advisors, LLC | 297 | $652.5K | 0.02% | +74+33.2% | Added |
| Brown Miller Wealth Management, LLC | 298 | $655.6K | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 299 | $656.9K | 0.00% | +20+7.2% | Added |
| JustInvest LLC | 314 | $689.8K | 0.01% | +61+24.1% | Added |
| Legacy Wealth Asset Management, LLC | 321 | $705.2K | 0.17% | +8+2.6% | Added |
| Lummis Asset Management, LP | 325 | $725.4K | 0.43% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 340 | $747.0K | 0.02% | −169−33.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $747.0K | 0.27% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 342 | $751.4K | 0.30% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 346 | $760.1K | 0.01% | −18−4.9% | Reduced |
| Cetera Investment Advisers | 346 | $760.5K | 0.00% | −18−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 353 | $776.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 354 | $777.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 356 | $782.1K | 0.00% | +356 | New |
| Roundview Capital LLC | 358 | $786.7K | 0.05% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 380 | $834.8K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 387 | $850.2K | 0.00% | −469−54.8% | Reduced |
| Midwest Professional Planners, LTD. | 395 | $867.8K | 0.20% | +7+1.8% | Added |
| Jain Global LLC | 396 | $870.0K | 0.01% | −163−29.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 405 | $889.8K | 0.00% | +46+12.8% | Added |
| Bridgewater Associates, LP | 414 | $909.5K | 0.00% | +414 | New |
| Sanctuary Advisors, LLC | 418 | $918.6K | 0.00% | −57−12.0% | Reduced |
| Pictet Asset Management Holding SA | 430 | $944.7K | 0.00% | +30+7.5% | Added |