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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 242 | $501.8K | 0.02% | −588−70.8% | Reduced |
| Cresset Asset Management, LLC | 241 | $499.7K | 0.00% | −58−19.4% | Reduced |
| Freestone Grove Partners LP | 240 | $497.6K | 0.00% | +240 | New |
| Shotwell Rutter Baer Inc | 231 | $479.0K | 0.26% | −11−4.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $472.7K | 0.07% | +228 | New |
| Wedbush Securities Inc | 226 | $469.0K | 0.01% | −2−0.9% | Reduced |
| Meeder Asset Management Inc | 217 | $449.9K | 0.02% | +217 | New |
| HSBC Holdings PLC | 217 | $449.2K | 0.00% | +123+130.9% | Added |
| Vestmark Advisory Solutions, Inc. | 215 | $445.8K | 0.00% | −8−3.6% | Reduced |
| Venturi Wealth Management, LLC | 213 | $441.6K | 0.02% | −30−12.3% | Reduced |
| Inceptionr LLC | 213 | $441.6K | 0.11% | +213 | New |
| Hudson Value Partners, LLC | 206 | $427.1K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| We Are One Seven, LLC | 193 | $400.2K | 0.01% | −15−7.2% | Reduced |
| Bryn Mawr Trust Co | 187 | $387.7K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 182 | $376.0K | 0.01% | +182 | New |
| Beacon Pointe Advisors, LLC | 178 | $369.1K | 0.00% | +178 | New |
| Frank, Rimerman Advisors LLC | 177 | $367.0K | 0.02% | −1−0.6% | Reduced |
| Nicolet Bankshares Inc | 167 | $361.8K | 0.01% | −56−25.1% | Reduced |
| GWM Advisors LLC | 174 | $360.8K | 0.00% | −17−8.9% | Reduced |
| Xponance, Inc. | 172 | $356.6K | 0.00% | −10−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 172 | $356.6K | 0.00% | +172 | New |
| TCG Advisory Services, LLC | 170 | $352.5K | 0.01% | +20+13.3% | Added |
| Virginia Retirement Systems Et Al | 160 | $331.7K | 0.00% | +160 | New |
| Riverwater Partners LLC | 158 | $327.6K | 0.10% | −26−14.1% | Reduced |
| Bank of Nova Scotia | 158 | $327.6K | 0.00% | −20−11.2% | Reduced |
| Evelyn Partners Group Ltd | 154 | $319.3K | 0.01% | +154 | New |
| Syon Capital LLC | 153 | $317.2K | 0.01% | −11−6.7% | Reduced |
| Connable Office Inc | 152 | $315.2K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 150 | $311.0K | 0.01% | −52−25.7% | Reduced |
| Moneta Group Investment Advisors LLC | 150 | $311.0K | 0.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 150 | $311.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 149 | $308.9K | 0.00% | −2−1.3% | Reduced |
| Amalgamated Bank | 144 | $299.0K | 0.00% | +12+9.1% | Added |
| Millennium Management LLC | 143 | $296.5K | 0.00% | −244−63.0% | Reduced |
| Kestra Advisory Services, LLC | 142 | $294.5K | 0.00% | +20+16.4% | Added |
| Sagewood Asset Management LP | 142 | $294.4K | 0.07% | −62−30.4% | 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 |
| Ritholtz Wealth Management | 126 | $261.3K | 0.00% | −70−35.7% | Reduced |
| Utah Retirement Systems | 126 | $261.2K | 0.00% | −8−6.0% | Reduced |
| Columbia Asset Management | 125 | $259.2K | 0.05% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 125 | $259.2K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 123 | $255.0K | 0.00% | −2−1.6% | Reduced |
| Numerai GP LLC | 123 | $255.0K | 0.02% | +123 | New |
| State of Alaska, Department of Revenue | 119 | $246.0K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 116 | $240.5K | 0.01% | +116 | New |
| Stratos Wealth Partners, LTD. | 114 | $236.4K | 0.00% | +114 | New |
| Athena Investment Management | 114 | $236.4K | 0.14% | −110−49.1% | Reduced |
| Quantbot Technologies LP | 112 | $232.2K | 0.01% | +99+761.5% | Added |
| Hengehold Capital Management LLC | 111 | $230.2K | 0.02% | −13−10.5% | Reduced |
| One Wealth Advisors, LLC | 111 | $230.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 109 | $226.0K | 0.17% | +5+4.8% | Added |
| DnB Asset Management AS | 105 | $217.7K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 104 | $215.6K | 0.00% | −1−1.0% | Reduced |
| Empowered Funds, LLC | 103 | $213.6K | 0.00% | −1,181−92.0% | Reduced |
| Vise Technologies, Inc. | 101 | $209.4K | 0.00% | +1+1.0% | Added |
| 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 |
| Citadel Investment Advisory, Inc. | 100 | $207.0K | 0.09% | 00.0% | Unchanged |
| Equity Investment Corp | 99 | $205.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $176.2K | 0.00% | +85 | New |
| STRS Ohio | 80 | $165.9K | 0.00% | +21+35.6% | Added |
| Sterling Capital Management LLC | 72 | $149.3K | 0.00% | −11−13.3% | Reduced |
| KBC Group NV | 72 | $149.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 67 | $138.9K | 0.00% | −8−10.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 65 | $134.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 64 | $132.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $128.6K | 0.00% | −15−19.5% | Reduced |
| UBS Asset Management Americas Inc | 61 | $126.5K | 0.00% | −7,765−99.2% | Reduced |
| Jones Financial Companies LLLP | 60 | $125.8K | 0.00% | +44+275.0% | Added |
| Custom Index Systems, LLC | 60 | $124.4K | 0.04% | −36−37.5% | Reduced |
| Covestor Ltd | 58 | $121.0K | 0.07% | +54+1,350.0% | Added |
| Stephenson National Bank & Trust | 58 | $120.3K | 0.03% | +9+18.4% | Added |
| 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 |
| Allworth Financial LP | 45 | $93.3K | 0.00% | −8−15.1% | Reduced |
| Quent Capital, LLC | 41 | $85.0K | 0.01% | −1−2.4% | Reduced |
| 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 |
| Basecamp Wealth Advisors LLC | 37 | $76.7K | 0.01% | −1−2.6% | Reduced |
| Davis Capital Management | 37 | $76.7K | 0.05% | +37 | New |
| Steward Partners Investment Advisory, LLC | 36 | $74.6K | 0.00% | −19−34.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35 | $72.6K | 0.00% | −4−10.3% | Reduced |
| WPG Advisers, LLC | 25 | $51.8K | 0.03% | −5−16.7% | Reduced |