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, Q2 2026
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 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
- 356
- −7 vs. Q1 2026
- Shares held
- 2.20M
- +8.83K (+0.4%) vs. Q1 2026
- Total value
- $4.57B
- −$252.8M (−5.2%) vs. Q1 2026
- New holders
- 39
- 96 more added
- Sold out
- 46
- 146 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 1 | $2.07K | 0.00% | −2−66.7% | Reduced |
| CVA Family Office, LLC | 1 | $2.07K | 0.00% | −1−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 1 | $2.07K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 1 | $2.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $2.07K | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $2.07K | 0.00% | +1 | New |
| Quarry LP | 1 | $2.07K | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $2.07K | 0.00% | −1−50.0% | Reduced |
| ZRC Wealth Management, LLC | 1 | $2.07K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $2.07K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $4.15K | 0.00% | −1−33.3% | Reduced |
| Private Wealth Management Group, LLC | 2 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $4.15K | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $4.15K | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $4.15K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $6.22K | 0.00% | −8−72.7% | Reduced |
| Rothschild Investment LLC | 3 | $6.22K | 0.00% | −5−62.5% | Reduced |
| South State Corp. | 3 | $6.22K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $6.22K | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $6.22K | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $6.22K | 0.00% | −1−25.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4 | $8.29K | 0.00% | −2−33.3% | Reduced |
| Assetmark, Inc | 4 | $8.29K | 0.00% | +2+100.0% | Added |
| Mather Group, LLC. | 5 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $10.4K | 0.00% | +1+25.0% | Added |
| Action Point Financial Planning, LLC | 6 | $12.4K | 0.00% | +6 | New |
| 1620 Investment Advisors, Inc. | 6 | $12.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $12.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $12.4K | 0.00% | +6 | New |
| Private Wealth Asset Management, LLC | 7 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9 | $18.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $18.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9 | $18.7K | 0.01% | +2+28.6% | Added |
| Colonial Trust Co | 11 | $22.8K | 0.00% | −50−82.0% | Reduced |
| Huntington National Bank | 11 | $22.8K | 0.00% | +3+37.5% | Added |
| Los Angeles Capital Management LLC | 12 | $24.9K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 12 | $24.9K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $24.9K | 0.00% | +1+9.1% | Added |
| Capital Advisors, Ltd. LLC | 12 | $25.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $27.0K | 0.00% | +3+30.0% | Added |
| Private Trust Co NA | 14 | $29.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $29.0K | 0.00% | +11+366.7% | Added |
| Gables Capital Management Inc. | 15 | $31.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 15 | $31.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $35.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 19 | $39.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $39.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 20 | $41.5K | 0.00% | −1−4.8% | Reduced |
| Fortitude Family Office, LLC | 20 | $41.5K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $41.5K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 21 | $43.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 22 | $45.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 23 | $47.7K | 0.01% | +23 | New |
| Versant Capital Management, Inc | 24 | $49.8K | 0.00% | −25−51.0% | Reduced |
| WPG Advisers, LLC | 25 | $51.8K | 0.03% | −5−16.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35 | $72.6K | 0.00% | −4−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 36 | $74.6K | 0.00% | −19−34.5% | Reduced |
| Basecamp Wealth Advisors LLC | 37 | $76.7K | 0.01% | −1−2.6% | Reduced |
| Davis Capital Management | 37 | $76.7K | 0.05% | +37 | New |
| MetLife Investment Management | 40 | $82.9K | 0.00% | −1−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 40 | $82.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $82.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 41 | $85.0K | 0.01% | −1−2.4% | Reduced |
| Allworth Financial LP | 45 | $93.3K | 0.00% | −8−15.1% | Reduced |
| Parallel Advisors, LLC | 54 | $112.0K | 0.00% | +1+1.9% | Added |
| Tower Research Capital LLC (TRC) | 54 | $112.0K | 0.00% | +29+116.0% | Added |
| Stephenson National Bank & Trust | 58 | $120.3K | 0.03% | +9+18.4% | Added |
| Covestor Ltd | 58 | $121.0K | 0.07% | +54+1,350.0% | Added |
| Custom Index Systems, LLC | 60 | $124.4K | 0.04% | −36−37.5% | Reduced |
| Jones Financial Companies LLLP | 60 | $125.8K | 0.00% | +44+275.0% | Added |
| UBS Asset Management Americas Inc | 61 | $126.5K | 0.00% | −7,765−99.2% | Reduced |
| Ronald Blue Trust, Inc. | 62 | $128.6K | 0.00% | −15−19.5% | Reduced |
| Smithfield Trust Co | 64 | $132.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 65 | $134.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 67 | $138.9K | 0.00% | −8−10.7% | Reduced |
| KBC Group NV | 72 | $149.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 72 | $149.3K | 0.00% | −11−13.3% | Reduced |
| STRS Ohio | 80 | $165.9K | 0.00% | +21+35.6% | Added |
| Global Retirement Partners, LLC | 85 | $176.2K | 0.00% | +85 | New |
| Equity Investment Corp | 99 | $205.3K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 100 | $207.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $207.3K | 0.00% | −15−13.0% | Reduced |
| Ballentine Partners, LLC | 100 | $207.3K | 0.00% | −1−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 100 | $207.3K | 0.01% | −1−1.0% | Reduced |
| Baldwin Brothers Inc | 100 | $207.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 100 | $207.3K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 100 | $207.3K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 100 | $207.3K | 0.03% | 00.0% | Unchanged |
| Ackerman Asset Management, LLC | 100 | $207.3K | 0.12% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 100 | $207.3K | 0.04% | +100 | New |
| Vise Technologies, Inc. | 101 | $209.4K | 0.00% | +1+1.0% | Added |
| Empowered Funds, LLC | 103 | $213.6K | 0.00% | −1,181−92.0% | Reduced |
| NewEdge Wealth, LLC | 104 | $215.6K | 0.00% | −1−1.0% | Reduced |
| DnB Asset Management AS | 105 | $217.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 109 | $226.0K | 0.17% | +5+4.8% | Added |
| Great Lakes Advisors, LLC | 110 | $228.1K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 110 | $228.1K | 0.00% | +8+7.8% | Added |
| Mission Creek Capital Partners, Inc. | 110 | $228.1K | 0.04% | +110 | New |