White Mountains Insurance Group Ltd
WTM- 交易所
- NYSE
- 產業
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000776867
近 90 天，White Mountains Insurance Group Ltd 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 356 家機構在 13F 申報持有，市值合計 $45.7 億；大師中只有東南資產管理（Longleaf）持有。
2026 年第 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 356
- 較 2026 年第 1 季 −7 家
- 持有股數
- 220.3 萬
- 較 2026 年第 1 季 +8,833 (+0.4%)
- 總市值
- $45.7 億
- 較 2026 年第 1 季 −$2.53 億 (−5.2%)
- 新進機構
- 39
- 另有 96 家加碼
- 清倉機構
- 46
- 另有 146 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WTM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 356 | $45.7 億 |
| 2026 年第 1 季 | 368 | $48.6 億 |
| 2025 年第 4 季 | 353 | $49.1 億 |
| 2025 年第 3 季 | 338 | $39.0 億 |
| 2025 年第 2 季 | 325 | $41.7 億 |
| 2025 年第 1 季 | 322 | $44.4 億 |
| 2024 年第 4 季 | 325 | $44.3 億 |
| 2024 年第 3 季 | 304 | $37.8 億 |
| 2024 年第 2 季 | 306 | $42.0 億 |
| 2024 年第 1 季 | 303 | $47.8 億 |
| 2023 年第 4 季 | 295 | $37.6 億 |
| 2023 年第 3 季 | 272 | $34.3 億 |
| 2023 年第 2 季 | 258 | $31.6 億 |
| 2023 年第 1 季 | 262 | $31.4 億 |
| 2022 年第 4 季 | 265 | $32.0 億 |
| 2022 年第 3 季 | 252 | $29.8 億 |
| 2022 年第 2 季 | 259 | $33.2 億 |
| 2022 年第 1 季 | 244 | $30.9 億 |
| 2021 年第 4 季 | 243 | $27.2 億 |
| 2021 年第 3 季 | 232 | $28.6 億 |
| 2021 年第 2 季 | 233 | $31.1 億 |
| 2021 年第 1 季 | 245 | $30.3 億 |
2026 年第 2 季持有機構
每家機構持有 White Mountains Insurance Group Ltd 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 158,954 | $3.30 億 | 0.06% | +2,336+1.5% | 加碼 |
| Neuberger Berman Group LLC | 119,141 | $2.47 億 | 0.16% | −5,574−4.5% | 減碼 |
| BlackRock, Inc. | 117,871 | $2.44 億 | 0.00% | +4,543+4.0% | 加碼 |
| River Road Asset Management, LLC | 115,880 | $2.40 億 | 2.67% | −4,639−3.8% | 減碼 |
| Vanguard Portfolio Management LLC | 111,969 | $2.32 億 | 0.01% | −3,584−3.1% | 減碼 |
| Vanguard Capital Management LLC | 107,479 | $2.23 億 | 0.00% | −1,678−1.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 101,892 | $2.11 億 | 0.58% | −2,669−2.6% | 減碼 |
| Cooke & Bieler LP | 85,120 | $1.76 億 | 2.04% | −19,737−18.8% | 減碼 |
| Wallace Capital Management Inc. | 80,067 | $1.66 億 | 18.20% | +1,272+1.6% | 加碼 |
| Fiduciary Management Inc | 66,550 | $1.38 億 | 1.96% | −18,516−21.8% | 減碼 |
| Gendell Jeffrey L | 59,243 | $1.23 億 | 1.11% | +21,429+56.7% | 加碼 |
| Boston Partners | 55,569 | $1.15 億 | 0.10% | −1,890−3.3% | 減碼 |
| London Co of Virginia | 54,025 | $1.12 億 | 0.64% | −3,106−5.4% | 減碼 |
| State Street Corp | 50,257 | $1.04 億 | 0.00% | +1,099+2.2% | 加碼 |
| Geode Capital Management, LLC | 49,412 | $1.02 億 | 0.01% | +7,293+17.3% | 加碼 |
| Morgan Stanley | 46,866 | $9,718 萬 | 0.01% | −12,429−21.0% | 減碼 |
| Reinhart Partners, Inc. | 44,480 | $9,227 萬 | 2.11% | +7,106+19.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 34,237 | $7,099 萬 | 0.05% | −7,276−17.5% | 減碼 |
| Lord, Abbett & Co. LLC | 32,829 | $6,807 萬 | 0.19% | −281−0.8% | 減碼 |
| American Century Companies Inc | 31,108 | $6,450 萬 | 0.03% | +22,800+274.4% | 加碼 |
| Norges Bank | 27,956 | $5,796 萬 | 0.01% | +27,956 | 新進 |
| Spears Abacus Advisors LLC | 27,577 | $5,718 萬 | 1.02% | −450−1.6% | 減碼 |
| Bank of America Corp | 25,028 | $5,189 萬 | 0.00% | −3,330−11.7% | 減碼 |
| Charles Schwab Investment Management Inc | 23,505 | $4,874 萬 | 0.01% | −736−3.0% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,218 | $4,607 萬 | 6.61% | +39+0.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 18,116 | $3,739 萬 | 0.06% | −496−2.7% | 減碼 |
| Gotham Asset Management, LLC | 17,940 | $3,720 萬 | 0.09% | +8,893+98.3% | 加碼 |
| Brown Advisory Inc | 17,722 | $3,675 萬 | 0.06% | −122−0.7% | 減碼 |
| Jane Street Group, LLC | 17,226 | $3,572 萬 | 0.02% | +3,418+24.8% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 17,104 | $3,546 萬 | 1.85% | −1,760−9.3% | 減碼 |
| UBS Group AG | 16,198 | $3,358 萬 | 0.01% | +5,757+55.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 15,319 | $3,176 萬 | 0.01% | +133+0.9% | 加碼 |
| Raymond James Financial Inc | 14,833 | $3,075 萬 | 0.01% | −9,118−38.1% | 減碼 |
| Northern Trust Corp | 14,571 | $3,021 萬 | 0.00% | −924−6.0% | 減碼 |
| Wellington Management Group LLP | 14,532 | $3,013 萬 | 0.01% | −352−2.4% | 減碼 |
| Envestnet Asset Management Inc | 13,838 | $2,869 萬 | 0.01% | −1,725−11.1% | 減碼 |
| Quantinno Capital Management LP | 12,624 | $2,617 萬 | 0.03% | +2,840+29.0% | 加碼 |
| Elkhorn Partners Limited Partnership | 12,320 | $2,554 萬 | 21.89% | −380−3.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 12,206 | $2,531 萬 | 0.29% | −906−6.9% | 減碼 |
| Goldman Sachs Group Inc | 12,151 | $2,519 萬 | 0.00% | −3,632−23.0% | 減碼 |
| Boussard & Gavaudan Gestion SAS | 11,679 | $2,446 萬 | 1.24% | +11,679 | 新進 |
| Victory Capital Management Inc | 10,684 | $2,215 萬 | 0.01% | −461−4.1% | 減碼 |
| First Trust Advisors LP | 10,604 | $2,199 萬 | 0.01% | +7,546+246.8% | 加碼 |
| Qube Research & Technologies Ltd | 9,673 | $2,006 萬 | 0.02% | +8,657+852.1% | 加碼 |
| Speece Thorson Capital Group Inc | 9,215 | $1,911 萬 | 4.08% | −182−1.9% | 減碼 |
| Wells Fargo & Company | 8,710 | $1,806 萬 | 0.00% | −72−0.8% | 減碼 |
| Bank of New York Mellon Corp | 8,412 | $1,744 萬 | 0.00% | −32−0.4% | 減碼 |
| SEI Investments Co | 8,108 | $1,681 萬 | 0.01% | −2,990−26.9% | 減碼 |
| GW&K Investment Management, LLC | 7,839 | $1,625 萬 | 0.13% | −87−1.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,656 | $1,587 萬 | 0.29% | +447+6.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 7,284 | $1,510 萬 | 0.01% | +5,371+280.8% | 加碼 |
| Citadel Advisors LLC | 7,136 | $1,480 萬 | 0.01% | +4,533+174.1% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 6,788 | $1,407 萬 | 0.04% | +740+12.2% | 加碼 |
| Royce & Associates LP | 6,781 | $1,406 萬 | 0.11% | +321+5.0% | 加碼 |
| HRT Financial LP | 6,760 | $1,402 萬 | 0.03% | +4,385+184.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 6,618 | $1,372 萬 | 0.01% | −2,292−25.7% | 減碼 |
| Edgestream Partners, L.P. | 6,578 | $1,364 萬 | 0.41% | +3,448+110.2% | 加碼 |
| JPMorgan Chase & Co | 5,410 | $1,154 萬 | 0.00% | +2,843+110.8% | 加碼 |
| AQR Capital Management LLC | 5,450 | $1,130 萬 | 0.00% | −2,288−29.6% | 減碼 |
| California Public Employees Retirement System | 5,248 | $1,088 萬 | 0.01% | −1,166−18.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $1,077 萬 | 0.12% | −10.0% | 減碼 |
| Swiss National Bank | 4,826 | $1,001 萬 | 0.01% | −210−4.2% | 減碼 |
| Winmill & Co. Inc | 4,800 | $995.2 萬 | 2.20% | +4,800 | 新進 |
| Franklin Resources Inc | 4,178 | $866.3 萬 | 0.00% | −620−12.9% | 減碼 |
| Phocas Financial Corp. | 4,078 | $845.5 萬 | 1.17% | −214−5.0% | 減碼 |
| Rhumbline Advisers | 3,898 | $808.2 萬 | 0.01% | −234−5.7% | 減碼 |
| Creative Planning | 3,861 | $800.6 萬 | 0.00% | −188−4.6% | 減碼 |
| Nuveen, LLC | 3,679 | $762.8 萬 | 0.00% | −630−14.6% | 減碼 |
| Invesco Ltd. | 3,497 | $725.1 萬 | 0.00% | +530+17.9% | 加碼 |
| Lee Danner & Bass Inc | 3,253 | $674.5 萬 | 0.39% | +50+1.6% | 加碼 |
| Ameriprise Financial Inc | 2,852 | $591.3 萬 | 0.00% | −14−0.5% | 減碼 |
| California State Teachers Retirement System | 2,761 | $572.5 萬 | 0.01% | −126−4.4% | 減碼 |
| New York State Common Retirement Fund | 2,532 | $525.0 萬 | 0.01% | +19+0.8% | 加碼 |
| Triad Investment Management | 2,471 | $512.3 萬 | 5.65% | −42−1.7% | 減碼 |
| Vanguard Asset Management, Ltd | 2,392 | $496.0 萬 | 0.00% | +67+2.9% | 加碼 |
| Russell Investments Group, Ltd. | 2,369 | $491.3 萬 | 0.00% | +1,227+107.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,351 | $487.5 萬 | 0.01% | +90+4.0% | 加碼 |
| Price T Rowe Associates Inc | 2,335 | $484.2 萬 | 0.00% | +124+5.6% | 加碼 |
| Legal & General Group Plc | 2,257 | $468.0 萬 | 0.00% | −151−6.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,184 | $452.8 萬 | 0.01% | +5+0.2% | 加碼 |
| Regency Capital Management Inc. | 2,146 | $444.9 萬 | 1.77% | +611+39.8% | 加碼 |
| Davenport & Co LLC | 2,123 | $440.2 萬 | 0.02% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 1,899 | $393.7 萬 | 0.06% | −103−5.1% | 減碼 |
| Parsons Capital Management Inc | 1,887 | $391.2 萬 | 0.18% | −1−0.1% | 減碼 |
| Lighthouse Investment Partners, LLC | 1,868 | $387.3 萬 | 0.12% | +1,868 | 新進 |
| Cerity Partners LLC | 1,797 | $372.7 萬 | 0.00% | −70−3.7% | 減碼 |
| Atlantic Union Bankshares Corp | 1,765 | $366.0 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 1,741 | $361.0 萬 | 0.01% | −718−29.2% | 減碼 |
| Agf Management Ltd | 1,696 | $351.6 萬 | 0.01% | −7−0.4% | 減碼 |
| XTX Topco Ltd | 1,644 | $340.9 萬 | 0.04% | +1,394+557.6% | 加碼 |
| Toroso Investments, LLC | 1,578 | $327.2 萬 | 0.01% | +230+17.1% | 加碼 |
| Colony Group, LLC | 1,553 | $322.0 萬 | 0.00% | +424+37.6% | 加碼 |
| ExodusPoint Capital Management, LP | 1,443 | $299.2 萬 | 0.03% | +832+136.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,356 | $281.2 萬 | 0.03% | −124−8.4% | 減碼 |
| LPL Financial LLC | 1,318 | $273.3 萬 | 0.00% | −77−5.5% | 減碼 |
| HighTower Advisors, LLC | 1,316 | $272.9 萬 | 0.00% | −131−9.1% | 減碼 |
| Royal Bank of Canada | 1,237 | $256.6 萬 | 0.00% | +42+3.5% | 加碼 |
| Stifel Financial Corp | 1,235 | $256.2 萬 | 0.00% | −59−4.6% | 減碼 |
| WCM Investment Management, LLC | 1,197 | $250.3 萬 | 0.00% | −4,798−80.0% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $243.9 萬 | 0.28% | 00.0% | 不變 |