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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 356 institutions
Q1 2021: 245 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 243 institutionsQ1 2022: 244 institutionsQ2 2022: 259 institutionsQ3 2022: 251 institutionsQ4 2022: 265 institutionsQ1 2023: 262 institutionsQ2 2023: 258 institutionsQ3 2023: 272 institutionsQ4 2023: 295 institutionsQ1 2024: 303 institutionsQ2 2024: 306 institutionsQ3 2024: 304 institutionsQ4 2024: 325 institutionsQ1 2025: 322 institutionsQ2 2025: 325 institutionsQ3 2025: 338 institutionsQ4 2025: 353 institutionsQ1 2026: 368 institutionsQ2 2026: 356 institutions
Value heldQ2 2026: $4.57B
Q1 2021: $3.02BQ2 2021: $3.11BQ3 2021: $2.86BQ4 2021: $2.71BQ1 2022: $3.09BQ2 2022: $3.32BQ3 2022: $2.98BQ4 2022: $3.20BQ1 2023: $3.09BQ2 2023: $3.13BQ3 2023: $3.40BQ4 2023: $3.42BQ1 2024: $4.06BQ2 2024: $4.14BQ3 2024: $3.78BQ4 2024: $4.43BQ1 2025: $4.44BQ2 2025: $4.17BQ3 2025: $3.89BQ4 2025: $4.67BQ1 2026: $4.86BQ2 2026: $4.57B
Institutions holding WTM and their total value by quarter
QuarterHoldersValue
Q2 2026356$4.57B
Q1 2026368$4.86B
Q4 2025353$4.67B
Q3 2025338$3.89B
Q2 2025325$4.17B
Q1 2025322$4.44B
Q4 2024325$4.43B
Q3 2024304$3.78B
Q2 2024306$4.14B
Q1 2024303$4.06B
Q4 2023295$3.42B
Q3 2023272$3.40B
Q2 2023258$3.13B
Q1 2023262$3.09B
Q4 2022265$3.20B
Q3 2022251$2.98B
Q2 2022259$3.32B
Q1 2022244$3.09B
Q4 2021243$2.71B
Q3 2021232$2.86B
Q2 2021233$3.11B
Q1 2021245$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.

Institutions holding WTM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc24$49.8K0.00%−25−51.0%Reduced
Caitong International Asset Management Co., Ltd23$47.7K0.01%+23New
Nomura Asset Management Co Ltd22$45.6K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.21$43.5K0.01%00.0%Unchanged
Fifth Third Bancorp20$41.5K0.00%−1−4.8%Reduced
Fortitude Family Office, LLC20$41.5K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.20$41.5K0.02%00.0%Unchanged
Delta Asset Management LLC19$39.4K0.00%00.0%Unchanged
Bessemer Group Inc19$39.0K0.00%00.0%Unchanged
LRI Investments, LLC17$35.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC15$31.4K0.00%00.0%Unchanged
Gables Capital Management Inc.15$31.1K0.01%00.0%Unchanged
Private Trust Co NA14$29.0K0.00%00.0%Unchanged
Larson Financial Group LLC14$29.0K0.00%+11+366.7%Added
SJS Investment Consulting Inc.13$27.0K0.00%+3+30.0%Added
Capital Advisors, Ltd. LLC12$25.0K0.00%00.0%Unchanged
Los Angeles Capital Management LLC12$24.9K0.00%00.0%Unchanged
Miller Global Investments, LLC12$24.9K0.02%00.0%Unchanged
TD Private Client Wealth LLC12$24.9K0.00%+1+9.1%Added
Colonial Trust Co11$22.8K0.00%−50−82.0%Reduced
Huntington National Bank11$22.8K0.00%+3+37.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.9$18.7K0.00%00.0%Unchanged
BFSG, LLC9$18.7K0.00%00.0%Unchanged
CoreFirst Bank & Trust9$18.7K0.01%+2+28.6%Added
Bell Investment Advisors, Inc8$16.6K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC8$16.6K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC7$14.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$12.4K0.00%00.0%Unchanged
Central Trust Co6$12.4K0.00%+6New
1620 Investment Advisors, Inc.6$12.4K0.01%00.0%Unchanged
Action Point Financial Planning, LLC6$12.4K0.00%+6New
Mather Group, LLC.5$10.4K0.00%00.0%Unchanged
Clearstead Advisors, LLC5$10.4K0.00%+1+25.0%Added
Pinnacle Wealth Planning Services, Inc.4$8.29K0.00%−2−33.3%Reduced
Assetmark, Inc4$8.29K0.00%+2+100.0%Added
MV Capital Management, Inc.3$6.22K0.00%−1−25.0%Reduced
Rothschild Investment LLC3$6.22K0.00%−5−62.5%Reduced
South State Corp.3$6.22K0.00%00.0%Unchanged
Trust Co of Vermont3$6.22K0.00%+3New
Signature Equity Partners, LLC3$6.22K0.00%+3New
EverSource Wealth Advisors, LLC3$6.22K0.00%−8−72.7%Reduced
TD Capital Management LLC2$4.15K0.00%00.0%Unchanged
Marquette Asset Management, LLC2$4.15K0.00%−1−33.3%Reduced
Private Wealth Management Group, LLC2$4.15K0.00%00.0%Unchanged
Sachetta, LLC2$4.15K0.00%+2New
Hughes Financial Services, LLC2$4.15K0.00%+2New
True Wealth Design, LLC1$2.07K0.00%−1−50.0%Reduced
ZRC Wealth Management, LLC1$2.07K0.00%00.0%Unchanged
Kilter Group LLC1$2.07K0.00%00.0%Unchanged
Whipplewood Advisors, LLC1$2.07K0.00%−2−66.7%Reduced
CVA Family Office, LLC1$2.07K0.00%−1−50.0%Reduced
Financial Network Wealth Advisors LLC1$2.07K0.00%00.0%Unchanged
Burk Holdings LLC1$2.07K0.00%00.0%Unchanged
Massmutual Trust Co FSB1$2.07K0.00%+1New
Creative Capital Management Investments LLC1$2.07K0.00%+1New
Quarry LP1$2.07K0.00%+1New
Susquehanna International Group, LLP0$00.00%−10,965−100.0%Sold out
Select Equity Group, L.P.0$00.00%−10,560−100.0%Sold out
Marshall Wace, LLP0$00.00%−3,878−100.0%Sold out
Renaissance Technologies LLC0$00.00%−2,611−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,255−100.0%Sold out
Diversified Management Inc0$00.00%−1,158−100.0%Sold out
Capula Management Ltd0$00.00%−921−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−729−100.0%Sold out
Mariner, LLC0$00.00%−607−100.0%Sold out
AMG National Trust Bank0$00.00%−571−100.0%Sold out
Entropy Technologies, LP0$00.00%−470−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−439−100.0%Sold out
Bridgewater Associates, LP0$00.00%−414−100.0%Sold out
Natixis0$00.00%−356−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−340−100.0%Sold out
Private Advisor Group, LLC0$00.00%−213−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−200−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−199−100.0%Sold out
Ieq Capital, LLC0$00.00%−198−100.0%Sold out
State of Wyoming0$00.00%−179−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−166−100.0%Sold out
Keybank National Association0$00.00%−161−100.0%Sold out
Zacks Investment Management0$00.00%−157−100.0%Sold out
Change Path, LLC0$00.00%−150−100.0%Sold out
Chapman Investment Management, LLC0$00.00%−143−100.0%Sold out
CIBC Asset Management Inc0$00.00%−124−100.0%Sold out
Weiss Asset Management LP0$00.00%−120−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−110−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−101−100.0%Sold out
Buckingham Strategic Partners0$00.00%−99−100.0%Sold out
Connecticut Capital Management Group, LLC0$00.00%−94−100.0%Sold out
MAI Capital Management0$00.00%−81−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−50−100.0%Sold out
Advisory Services Network, LLC0$00.00%−37−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
CX Institutional0$00.00%−19−100.0%Sold out
Ancora Advisors, LLC0$00.00%−16−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−15−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−8−100.0%Sold out
Root Financial Partners, LLC0$00.00%−4−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−3−100.0%Sold out
Crewe Advisors LLC0$00.00%−3−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
First Horizon Corp0$00.00%−1−100.0%Sold out