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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 1,284 | $2.82M | 0.02% | +1,284 | New |
| Captrust Financial Advisors | 1,235 | $2.71M | 0.00% | +530+75.2% | Added |
| Quadrature Capital Ltd | 1,213 | $2.66M | 0.03% | +853+236.9% | Added |
| Royal Bank of Canada | 1,195 | $2.63M | 0.00% | +98+8.9% | Added |
| Northern Oak Wealth Management Inc | 1,176 | $2.58M | 0.32% | 00.0% | Unchanged |
| Pecaut & Co. | 1,172 | $2.57M | 0.84% | +5+0.4% | Added |
| Diversified Management Inc | 1,158 | $2.54M | 0.44% | +1,158 | New |
| Russell Investments Group, Ltd. | 1,142 | $2.51M | 0.00% | +745+187.7% | Added |
| State of New Jersey Common Pension Fund D | 1,135 | $2.49M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,123 | $2.46M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,082 | $2.38M | 0.02% | +12+1.1% | Added |
| Autumn Glory Partners, LLC | 1,080 | $2.37M | 0.87% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,056 | $2.32M | 0.01% | +22+2.1% | Added |
| Leuthold Group, LLC | 1,052 | $2.31M | 0.25% | −65−5.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,038 | $2.28M | 0.18% | +174+20.1% | Added |
| Qube Research & Technologies Ltd | 1,016 | $2.23M | 0.00% | +484+91.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,010 | $2.22M | 0.01% | +76+8.1% | Added |
| Vanguard Global Advisers, LLC | 1,002 | $2.20M | 0.00% | +1,002 | New |
| TD Asset Management Inc | 932 | $2.05M | 0.00% | −68−6.8% | Reduced |
| Brave Asset Management Inc | 924 | $2.03M | 0.48% | 00.0% | Unchanged |
| Capula Management Ltd | 921 | $2.02M | 0.02% | +921 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 913 | $2.01M | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 912 | $2.00M | 0.06% | −268−22.7% | Reduced |
| FMR LLC | 905 | $1.99M | 0.00% | −34−3.6% | Reduced |
| Alliancebernstein L.P. | 953 | $1.98M | 0.00% | +146+18.1% | Added |
| Handelsbanken Fonder AB | 880 | $1.93M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 866 | $1.90M | 0.00% | +151+21.1% | Added |
| Equitable Trust Co | 830 | $1.82M | 0.08% | −10−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 824 | $1.81M | 0.01% | −82−9.1% | Reduced |
| Private Management Group Inc | 823 | $1.81M | 0.05% | +97+13.4% | Added |
| Ethic Inc. | 800 | $1.76M | 0.03% | +128+19.0% | Added |
| Teachers Retirement System of the State of Kentucky | 767 | $1.69M | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 760 | $1.67M | 0.02% | +160+26.7% | Added |
| Public Employees Retirement System of Ohio | 751 | $1.65M | 0.01% | −25−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 738 | $1.62M | 0.01% | +4+0.5% | Added |
| Fieldview Capital Management, LLC | 729 | $1.60M | 0.47% | +729 | New |
| Park Avenue Securities LLC | 703 | $1.54M | 0.01% | −58−7.6% | Reduced |
| Arizona State Retirement System | 699 | $1.54M | 0.01% | −19−2.6% | Reduced |
| Brandes Investment Partners, LP | 698 | $1.53M | 0.01% | +33+5.0% | Added |
| Texas Yale Capital Corp. | 687 | $1.51M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 684 | $1.50M | 0.00% | −52−7.1% | Reduced |
| Farther Finance Advisors, LLC | 656 | $1.43M | 0.01% | +86+15.1% | Added |
| Advisor Group Holdings, Inc. | 650 | $1.43M | 0.00% | +240+58.5% | Added |
| Vanguard Investments Australia, Ltd. | 623 | $1.37M | 0.00% | +623 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 617 | $1.36M | 0.04% | 00.0% | Unchanged |
| Amundi | 615 | $1.35M | 0.00% | +615 | New |
| Manufacturers Life Insurance Company, The | 614 | $1.35M | 0.00% | +59+10.6% | Added |
| ExodusPoint Capital Management, LP | 611 | $1.34M | 0.01% | +611 | New |
| Mariner, LLC | 607 | $1.33M | 0.00% | +205+51.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 598 | $1.31M | 0.01% | −40−6.3% | Reduced |
| Allstate Corp | 581 | $1.28M | 0.01% | +581 | New |
| AMG National Trust Bank | 571 | $1.25M | 0.03% | −24−4.0% | Reduced |
| KLP Kapitalforvaltning AS | 565 | $1.24M | 0.00% | −30−5.0% | Reduced |
| Sendero Wealth Management, LLC | 562 | $1.23M | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 546 | $1.20M | 0.00% | +10+1.9% | Added |
| Barclays PLC | 535 | $1.18M | 0.00% | −24−4.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 533 | $1.17M | 0.36% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 520 | $1.14M | 0.65% | +520 | New |
| Regions Financial Corp | 517 | $1.14M | 0.01% | −275−34.7% | Reduced |
| Janney Montgomery Scott LLC | 510 | $1.12M | 0.00% | +28+5.8% | Added |
| Chicago Partners Investment Group LLC | 467 | $1.06M | 0.02% | −56−10.7% | Reduced |
| Parker Investment Management, LLC | 475 | $1.04M | 0.16% | 00.0% | Unchanged |
| Entropy Technologies, LP | 470 | $1.03M | 0.05% | −20−4.1% | Reduced |
| Pathstone Holdings, LLC | 460 | $1.01M | 0.00% | +5+1.1% | Added |
| Legacy Advisors, LLC | 450 | $988.6K | 0.12% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 443 | $973.3K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 439 | $963.4K | 0.07% | −396−47.4% | Reduced |
| Bank of Montreal | 433 | $951.3K | 0.00% | +2+0.5% | Added |
| Pictet Asset Management Holding SA | 430 | $944.7K | 0.00% | +30+7.5% | Added |
| Sanctuary Advisors, LLC | 418 | $918.6K | 0.00% | −57−12.0% | Reduced |
| Bridgewater Associates, LP | 414 | $909.5K | 0.00% | +414 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 405 | $889.8K | 0.00% | +46+12.8% | Added |
| Jain Global LLC | 396 | $870.0K | 0.01% | −163−29.2% | Reduced |
| Midwest Professional Planners, LTD. | 395 | $867.8K | 0.20% | +7+1.8% | Added |
| Millennium Management LLC | 387 | $850.2K | 0.00% | −469−54.8% | Reduced |
| Klingenstein Fields & Co LP | 380 | $834.8K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 358 | $786.7K | 0.05% | 00.0% | Unchanged |
| Natixis | 356 | $782.1K | 0.00% | +356 | New |
| Glenmede Trust Co NA | 354 | $777.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 353 | $776.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 346 | $760.5K | 0.00% | −18−4.9% | Reduced |
| RSM US Wealth Management LLC | 346 | $760.1K | 0.01% | −18−4.9% | Reduced |
| American Capital Advisory, LLC | 342 | $751.4K | 0.30% | 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 |
| Lummis Asset Management, LP | 325 | $725.4K | 0.43% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 321 | $705.2K | 0.17% | +8+2.6% | Added |
| JustInvest LLC | 314 | $689.8K | 0.01% | +61+24.1% | Added |
| Cresset Asset Management, LLC | 299 | $656.9K | 0.00% | +20+7.2% | Added |
| Brown Miller Wealth Management, LLC | 298 | $655.6K | 0.19% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 297 | $652.5K | 0.02% | +74+33.2% | Added |
| Skopos Labs, Inc. | 295 | $645.9K | 0.02% | +295 | New |
| SRS Capital Advisors, Inc. | 275 | $605.1K | 0.02% | −6−2.1% | Reduced |
| Essex Savings Bank | 275 | $604.2K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 274 | $602.3K | 0.00% | +3+1.1% | Added |
| Rockefeller Capital Management L.P. | 260 | $571.4K | 0.00% | −40−13.3% | Reduced |
| Deutsche Bank AG | 255 | $560.2K | 0.00% | +18+7.6% | Added |
| Vestcor Inc | 255 | $560.0K | 0.02% | +255 | New |
| XTX Topco Ltd | 250 | $549.2K | 0.01% | +21+9.2% | Added |
| State of Wisconsin Investment Board | 246 | $540.5K | 0.00% | +108+78.3% | Added |