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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 111 | $230.1K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 111 | $230.2K | 0.02% | −13−10.5% | Reduced |
| Quantbot Technologies LP | 112 | $232.2K | 0.01% | +99+761.5% | Added |
| Athena Investment Management | 114 | $236.4K | 0.14% | −110−49.1% | Reduced |
| Stratos Wealth Partners, LTD. | 114 | $236.4K | 0.00% | +114 | New |
| Evolve Private Wealth, LLC | 116 | $240.5K | 0.01% | +116 | New |
| State of Alaska, Department of Revenue | 119 | $246.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 123 | $255.0K | 0.02% | +123 | New |
| Merit Financial Group, LLC | 123 | $255.0K | 0.00% | −2−1.6% | Reduced |
| Columbia Asset Management | 125 | $259.2K | 0.05% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 125 | $259.2K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 126 | $261.2K | 0.00% | −8−6.0% | Reduced |
| Ritholtz Wealth Management | 126 | $261.3K | 0.00% | −70−35.7% | Reduced |
| Quadrant Capital Group LLC | 129 | $267.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 129 | $267.5K | 0.00% | +1+0.8% | Added |
| Sagewood Asset Management LP | 142 | $294.4K | 0.07% | −62−30.4% | Reduced |
| Kestra Advisory Services, LLC | 142 | $294.5K | 0.00% | +20+16.4% | Added |
| Millennium Management LLC | 143 | $296.5K | 0.00% | −244−63.0% | Reduced |
| Amalgamated Bank | 144 | $299.0K | 0.00% | +12+9.1% | Added |
| HB Wealth Management, LLC | 149 | $308.9K | 0.00% | −2−1.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 150 | $311.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 150 | $311.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 150 | $311.0K | 0.01% | −52−25.7% | Reduced |
| Connable Office Inc | 152 | $315.2K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 153 | $317.2K | 0.01% | −11−6.7% | Reduced |
| Evelyn Partners Group Ltd | 154 | $319.3K | 0.01% | +154 | New |
| Bank of Nova Scotia | 158 | $327.6K | 0.00% | −20−11.2% | Reduced |
| Riverwater Partners LLC | 158 | $327.6K | 0.10% | −26−14.1% | Reduced |
| Virginia Retirement Systems Et Al | 160 | $331.7K | 0.00% | +160 | New |
| TCG Advisory Services, LLC | 170 | $352.5K | 0.01% | +20+13.3% | Added |
| Xponance, Inc. | 172 | $356.6K | 0.00% | −10−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 172 | $356.6K | 0.00% | +172 | New |
| GWM Advisors LLC | 174 | $360.8K | 0.00% | −17−8.9% | Reduced |
| Nicolet Bankshares Inc | 167 | $361.8K | 0.01% | −56−25.1% | Reduced |
| Frank, Rimerman Advisors LLC | 177 | $367.0K | 0.02% | −1−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 178 | $369.1K | 0.00% | +178 | New |
| Virtu Financial LLC | 182 | $376.0K | 0.01% | +182 | New |
| Bryn Mawr Trust Co | 187 | $387.7K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 193 | $400.2K | 0.01% | −15−7.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $412.6K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 199 | $412.6K | 0.00% | +29+17.1% | Added |
| Principal Securities, Inc. | 200 | $414.7K | 0.00% | −15−7.0% | Reduced |
| Ensign Peak Advisors, Inc | 200 | $414.7K | 0.00% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 200 | $414.7K | 0.42% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 206 | $427.1K | 0.11% | 00.0% | Unchanged |
| Inceptionr LLC | 213 | $441.6K | 0.11% | +213 | New |
| Venturi Wealth Management, LLC | 213 | $441.6K | 0.02% | −30−12.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 215 | $445.8K | 0.00% | −8−3.6% | Reduced |
| HSBC Holdings PLC | 217 | $449.2K | 0.00% | +123+130.9% | Added |
| Meeder Asset Management Inc | 217 | $449.9K | 0.02% | +217 | New |
| Wedbush Securities Inc | 226 | $469.0K | 0.01% | −2−0.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $472.7K | 0.07% | +228 | New |
| Shotwell Rutter Baer Inc | 231 | $479.0K | 0.26% | −11−4.5% | Reduced |
| Freestone Grove Partners LP | 240 | $497.6K | 0.00% | +240 | New |
| Cresset Asset Management, LLC | 241 | $499.7K | 0.00% | −58−19.4% | Reduced |
| Equitable Trust Co | 242 | $501.8K | 0.02% | −588−70.8% | Reduced |
| GAMMA Investing LLC | 249 | $516.3K | 0.02% | +47+23.3% | Added |
| OneAscent Financial Services LLC | 253 | $524.6K | 0.03% | +25+11.0% | Added |
| Vestcor Inc | 255 | $529.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 257 | $532.9K | 0.00% | −57−18.2% | Reduced |
| Public Employees Retirement Association of Colorado | 263 | $545.0K | 0.00% | −90−25.5% | Reduced |
| SG Americas Securities, LLC | 266 | $552.0K | 0.00% | +65+32.3% | Added |
| Essex Savings Bank | 275 | $570.2K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 281 | $582.9K | 0.00% | +7+2.6% | Added |
| BTG Pactual Asset Management US LLC | 289 | $599.2K | 0.04% | +289 | New |
| RSM US Wealth Management LLC | 294 | $609.6K | 0.01% | −52−15.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 294 | $609.6K | 0.01% | −3−1.0% | Reduced |
| Brown Miller Wealth Management, LLC | 298 | $618.8K | 0.16% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 289 | $630.4K | 0.00% | +113+64.2% | Added |
| State of Wisconsin Investment Board | 323 | $669.7K | 0.00% | +77+31.3% | Added |
| Legacy Wealth Asset Management, LLC | 329 | $682.1K | 0.15% | +8+2.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 332 | $688.4K | 0.00% | −73−18.0% | Reduced |
| Lummis Asset Management, LP | 325 | $688.5K | 0.41% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 338 | $700.8K | 0.26% | −4−1.2% | Reduced |
| Glenmede Trust Co NA | 340 | $705.0K | 0.00% | −14−4.0% | Reduced |
| Bryant Woods Investment Advisors, LLC | 340 | $705.0K | 0.20% | 00.0% | Unchanged |
| Atria Investments LLC | 349 | $723.9K | 0.01% | +123+54.4% | Added |
| US Bancorp | 354 | $734.0K | 0.00% | +217+158.4% | Added |
| Roundview Capital LLC | 358 | $742.4K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 361 | $748.5K | 0.03% | −551−60.4% | Reduced |
| Cetera Investment Advisers | 363 | $753.0K | 0.00% | +17+4.9% | Added |
| Storgate, LLC | 370 | $767.2K | 0.16% | +246+198.4% | Added |
| Pictet Asset Management Holding SA | 380 | $787.9K | 0.00% | −50−11.6% | Reduced |
| Klingenstein Fields & Co LP | 380 | $787.9K | 0.03% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 383 | $794.1K | 0.18% | +383 | New |
| Sanctuary Advisors, LLC | 387 | $802.6K | 0.00% | −31−7.4% | Reduced |
| Teacher Retirement System of Texas | 389 | $806.5K | 0.00% | +220+130.2% | Added |
| Resona Asset Management Co.,Ltd. | 394 | $816.9K | 0.00% | −49−11.1% | Reduced |
| Savant Capital, LLC | 387 | $826.3K | 0.00% | +188+94.5% | Added |
| Amundi | 425 | $881.2K | 0.00% | −190−30.9% | Reduced |
| Deutsche Bank AG | 427 | $885.3K | 0.00% | +172+67.5% | Added |
| Allstate Corp | 433 | $897.8K | 0.01% | −148−25.5% | Reduced |
| Rockefeller Capital Management L.P. | 433 | $898.0K | 0.00% | +173+66.5% | Added |
| SRS Capital Advisors, Inc. | 447 | $928.8K | 0.01% | +172+62.5% | Added |
| Legacy Advisors, LLC | 448 | $928.9K | 0.09% | −2−0.4% | Reduced |
| Pathstone Holdings, LLC | 458 | $949.6K | 0.00% | −2−0.4% | Reduced |
| Jain Global LLC | 467 | $968.3K | 0.01% | +71+17.9% | Added |
| Parker Investment Management, LLC | 475 | $984.9K | 0.12% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 476 | $987.0K | 0.00% | −34−6.7% | Reduced |
| Sendero Wealth Management, LLC | 481 | $997.3K | 0.10% | −81−14.4% | Reduced |