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 |
|---|---|---|---|---|---|
| Bank of Montreal | 481 | $997.3K | 0.00% | +48+11.1% | Added |
| The PNC Financial Services Group, Inc. | 482 | $999.4K | 0.00% | −64−11.7% | Reduced |
| Citigroup Inc | 483 | $1.00M | 0.00% | −917−65.5% | Reduced |
| Mirabella Financial Services LLP | 495 | $1.03M | 0.10% | +495 | New |
| TD Asset Management Inc | 512 | $1.06M | 0.00% | −420−45.1% | Reduced |
| Regions Financial Corp | 517 | $1.07M | 0.01% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 520 | $1.08M | 0.52% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 533 | $1.11M | 0.30% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 523 | $1.14M | 0.02% | +56+12.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 551 | $1.14M | 0.00% | −47−7.9% | Reduced |
| KLP Kapitalforvaltning AS | 565 | $1.17M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 583 | $1.21M | 0.00% | +48+9.0% | Added |
| Worldquant Millennium Advisors LLC | 591 | $1.23M | 0.00% | +591 | New |
| CI Private Wealth, LLC | 611 | $1.27M | 0.00% | −787−56.3% | Reduced |
| Manufacturers Life Insurance Company, The | 617 | $1.28M | 0.00% | +3+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619 | $1.28M | 0.03% | +2+0.3% | Added |
| Vanguard Investments Australia, Ltd. | 622 | $1.29M | 0.00% | −1−0.2% | Reduced |
| Vident Advisory, LLC | 635 | $1.32M | 0.01% | +635 | New |
| Voya Investment Management LLC | 645 | $1.34M | 0.00% | +408+172.2% | Added |
| Advisor Group Holdings, Inc. | 652 | $1.35M | 0.00% | +2+0.3% | Added |
| Arizona State Retirement System | 664 | $1.38M | 0.01% | −35−5.0% | Reduced |
| Park Avenue Securities LLC | 674 | $1.40M | 0.01% | −29−4.1% | Reduced |
| Texas Yale Capital Corp. | 687 | $1.42M | 0.03% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 701 | $1.45M | 0.01% | +3+0.4% | Added |
| Truist Financial Corp | 716 | $1.48M | 0.00% | +32+4.7% | Added |
| Public Employees Retirement System of Ohio | 721 | $1.49M | 0.00% | −30−4.0% | Reduced |
| Farther Finance Advisors, LLC | 723 | $1.50M | 0.01% | +67+10.2% | Added |
| Nisa Investment Advisors, LLC | 754 | $1.56M | 0.00% | +16+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 767 | $1.59M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 786 | $1.63M | 0.00% | −119−13.1% | Reduced |
| Private Management Group Inc | 806 | $1.67M | 0.04% | −17−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 810 | $1.68M | 0.01% | −14−1.7% | Reduced |
| Summit Trail Advisors, LLC | 817 | $1.69M | 0.02% | +57+7.5% | Added |
| O'Shaughnessy Asset Management, LLC | 841 | $1.74M | 0.01% | −169−16.7% | Reduced |
| Allianz Asset Management GmbH | 844 | $1.75M | 0.00% | +844 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 851 | $1.76M | 0.00% | −62−6.8% | Reduced |
| Quadrature Capital Ltd | 859 | $1.78M | 0.02% | −354−29.2% | Reduced |
| Ethic Inc. | 860 | $1.78M | 0.02% | +60+7.5% | Added |
| Handelsbanken Fonder AB | 880 | $1.82M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 905 | $1.88M | 0.00% | +905 | New |
| State of New Jersey Common Pension Fund D | 914 | $1.90M | 0.01% | −221−19.5% | Reduced |
| Brave Asset Management Inc | 924 | $1.92M | 0.41% | 00.0% | Unchanged |
| Captrust Financial Advisors | 927 | $1.92M | 0.00% | −308−24.9% | Reduced |
| Vanguard Global Advisers, LLC | 940 | $1.95M | 0.00% | −62−6.2% | Reduced |
| Alliancebernstein L.P. | 944 | $2.07M | 0.00% | −9−0.9% | Reduced |
| Treasurer of the State of North Carolina | 1,026 | $2.13M | 0.01% | −30−2.8% | Reduced |
| Mercer Global Advisors Inc | 1,055 | $2.19M | 0.00% | +189+21.8% | Added |
| Harbor Capital Advisors, Inc. | 1,079 | $2.24M | 0.15% | +41+3.9% | Added |
| Autumn Glory Partners, LLC | 1,080 | $2.24M | 0.63% | 00.0% | Unchanged |
| Leuthold Group, LLC | 1,104 | $2.29M | 0.23% | +52+4.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,112 | $2.31M | 0.02% | +30+2.8% | Added |
| Jupiter Topco LLC | 1,123 | $2.32M | 0.00% | +1,123 | New |
| Walleye Capital LLC | 1,130 | $2.34M | 0.01% | +1,130 | New |
| Pecaut & Co. | 1,142 | $2.37M | 0.72% | −30−2.6% | Reduced |
| Midwest Professional Planners, LTD. | 1,164 | $2.41M | 0.47% | +769+194.7% | Added |
| BNP Paribas Arbitrage, SA | 1,169 | $2.42M | 0.00% | −5,454−82.3% | Reduced |
| Northern Oak Wealth Management Inc | 1,176 | $2.44M | 0.28% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,197 | $2.50M | 0.00% | −4,798−80.0% | Reduced |
| Stifel Financial Corp | 1,235 | $2.56M | 0.00% | −59−4.6% | Reduced |
| Royal Bank of Canada | 1,237 | $2.57M | 0.00% | +42+3.5% | Added |
| HighTower Advisors, LLC | 1,316 | $2.73M | 0.00% | −131−9.1% | Reduced |
| LPL Financial LLC | 1,318 | $2.73M | 0.00% | −77−5.5% | Reduced |
| Oppenheimer Asset Management Inc. | 1,356 | $2.81M | 0.03% | −124−8.4% | Reduced |
| ExodusPoint Capital Management, LP | 1,443 | $2.99M | 0.03% | +832+136.2% | Added |
| Colony Group, LLC | 1,553 | $3.22M | 0.00% | +424+37.6% | Added |
| Toroso Investments, LLC | 1,578 | $3.27M | 0.01% | +230+17.1% | Added |
| XTX Topco Ltd | 1,644 | $3.41M | 0.04% | +1,394+557.6% | Added |
| Agf Management Ltd | 1,696 | $3.52M | 0.01% | −7−0.4% | Reduced |
| MML Investors Services, LLC | 1,741 | $3.61M | 0.01% | −718−29.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,765 | $3.66M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,797 | $3.73M | 0.00% | −70−3.7% | Reduced |
| Lighthouse Investment Partners, LLC | 1,868 | $3.87M | 0.12% | +1,868 | New |
| Parsons Capital Management Inc | 1,887 | $3.91M | 0.18% | −1−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 1,899 | $3.94M | 0.06% | −103−5.1% | Reduced |
| Davenport & Co LLC | 2,123 | $4.40M | 0.02% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 2,146 | $4.45M | 1.77% | +611+39.8% | Added |
| Robeco Institutional Asset Management B.V. | 2,184 | $4.53M | 0.01% | +5+0.2% | Added |
| Legal & General Group Plc | 2,257 | $4.68M | 0.00% | −151−6.3% | Reduced |
| Price T Rowe Associates Inc | 2,335 | $4.84M | 0.00% | +124+5.6% | Added |
| State Board of Administration of Florida Retirement System | 2,351 | $4.87M | 0.01% | +90+4.0% | Added |
| Russell Investments Group, Ltd. | 2,369 | $4.91M | 0.00% | +1,227+107.4% | Added |
| Vanguard Asset Management, Ltd | 2,392 | $4.96M | 0.00% | +67+2.9% | Added |
| Triad Investment Management | 2,471 | $5.12M | 5.65% | −42−1.7% | Reduced |
| New York State Common Retirement Fund | 2,532 | $5.25M | 0.01% | +19+0.8% | Added |
| California State Teachers Retirement System | 2,761 | $5.72M | 0.01% | −126−4.4% | Reduced |
| Ameriprise Financial Inc | 2,852 | $5.91M | 0.00% | −14−0.5% | Reduced |
| Lee Danner & Bass Inc | 3,253 | $6.74M | 0.39% | +50+1.6% | Added |
| Invesco Ltd. | 3,497 | $7.25M | 0.00% | +530+17.9% | Added |
| Nuveen, LLC | 3,679 | $7.63M | 0.00% | −630−14.6% | Reduced |
| Creative Planning | 3,861 | $8.01M | 0.00% | −188−4.6% | Reduced |
| Rhumbline Advisers | 3,898 | $8.08M | 0.01% | −234−5.7% | Reduced |
| Phocas Financial Corp. | 4,078 | $8.46M | 1.17% | −214−5.0% | Reduced |
| Franklin Resources Inc | 4,178 | $8.66M | 0.00% | −620−12.9% | Reduced |
| Winmill & Co. Inc | 4,800 | $9.95M | 2.20% | +4,800 | New |
| Swiss National Bank | 4,826 | $10.0M | 0.01% | −210−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,193 | $10.8M | 0.12% | −10.0% | Reduced |
| California Public Employees Retirement System | 5,248 | $10.9M | 0.01% | −1,166−18.2% | Reduced |
| AQR Capital Management LLC | 5,450 | $11.3M | 0.00% | −2,288−29.6% | Reduced |
| JPMorgan Chase & Co | 5,410 | $11.5M | 0.00% | +2,843+110.8% | Added |
| Edgestream Partners, L.P. | 6,578 | $13.6M | 0.41% | +3,448+110.2% | Added |