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。
2021 年第 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2021/6/30 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
- 233
- 較 2021 年第 1 季 −11 家
- 持有股數
- 271.2 萬
- 較 2021 年第 1 季 +4,074 (+0.2%)
- 總市值
- $31.1 億
- 較 2021 年第 1 季 +$8,965 萬 (+3.0%)
- 新進機構
- 17
- 另有 64 家加碼
- 清倉機構
- 28
- 另有 92 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $46.7 億 |
| 2025 年第 3 季 | 338 | $38.9 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 | $41.4 億 |
| 2024 年第 1 季 | 303 | $40.6 億 |
| 2023 年第 4 季 | 295 | $34.2 億 |
| 2023 年第 3 季 | 272 | $34.0 億 |
| 2023 年第 2 季 | 258 | $31.3 億 |
| 2023 年第 1 季 | 262 | $30.9 億 |
| 2022 年第 4 季 | 265 | $32.0 億 |
| 2022 年第 3 季 | 251 | $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 | $27.1 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 | $30.2 億 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 289,314 | $3.32 億 | 0.01% | −6,038−2.0% | 減碼 |
| Wellington Management Group LLP | 236,668 | $2.72 億 | 0.05% | +703+0.3% | 加碼 |
| Atlanta Capital Management Co L L C | 194,972 | $2.24 億 | 0.77% | −6,758−3.4% | 減碼 |
| River Road Asset Management, LLC | 166,922 | $1.92 億 | 2.06% | −2,937−1.7% | 減碼 |
| Dimensional Fund Advisors LP | 143,572 | $1.65 億 | 0.05% | +9,274+6.9% | 加碼 |
| Boston Partners | 140,459 | $1.61 億 | 0.21% | +3,264+2.4% | 加碼 |
| BlackRock Inc. | 128,391 | $1.47 億 | 0.00% | −13,096−9.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 96,609 | $1.11 億 | 0.72% | +27,376+39.5% | 加碼 |
| London Co of Virginia | 77,768 | $8,928 萬 | 0.48% | +5,431+7.5% | 加碼 |
| Wallace Capital Management Inc. | 74,178 | $8,516 萬 | 11.17% | +1,253+1.7% | 加碼 |
| Artisan Partners Limited Partnership | 65,487 | $7,518 萬 | 0.09% | +12,527+23.7% | 加碼 |
| State Street Corp | 60,784 | $6,978 萬 | 0.00% | +12,904+27.0% | 加碼 |
| Bank of America Corp | 58,594 | $6,727 萬 | 0.01% | +4,306+7.9% | 加碼 |
| Reinhart Partners, Inc. | 58,441 | $6,709 萬 | 3.33% | +2,678+4.8% | 加碼 |
| Scout Investments, Inc. | 56,390 | $6,474 萬 | 0.96% | +36,628+185.3% | 加碼 |
| Victory Capital Management Inc | 54,314 | $6,235 萬 | 0.06% | −10,658−16.4% | 減碼 |
| Geode Capital Management, LLC | 37,126 | $4,262 萬 | 0.01% | +871+2.4% | 加碼 |
| Cannell Peter B & Co Inc | 35,411 | $4,065 萬 | 1.22% | −240−0.7% | 減碼 |
| Fiduciary Management Inc | 35,248 | $4,047 萬 | 0.30% | −974−2.7% | 減碼 |
| Raymond James & Associates | 35,187 | $4,040 萬 | 0.04% | −9,703−21.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 30,725 | $3,527 萬 | 0.48% | −263−0.8% | 減碼 |
| AQR Capital Management LLC | 28,344 | $3,238 萬 | 0.06% | +18,059+175.6% | 加碼 |
| Norges Bank | 27,778 | $3,189 萬 | 0.01% | −1,715−5.8% | 減碼 |
| Northern Trust Corp | 27,583 | $3,167 萬 | 0.01% | +64+0.2% | 加碼 |
| Wells Fargo & Company | 26,646 | $3,059 萬 | 0.01% | −10,063−27.4% | 減碼 |
| Charles Schwab Investment Management Inc | 25,386 | $2,914 萬 | 0.01% | +847+3.5% | 加碼 |
| First Trust Advisors LP | 25,324 | $2,907 萬 | 0.03% | +6,545+34.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 23,220 | $2,666 萬 | 7.23% | −475−2.0% | 減碼 |
| Federated Hermes, Inc. | 22,251 | $2,555 萬 | 0.05% | +2,426+12.2% | 加碼 |
| Elkhorn Partners Limited Partnership | 22,081 | $2,535 萬 | 15.52% | −59−0.3% | 減碼 |
| Madison Avenue Partners, LP | 20,745 | $2,382 萬 | 7.11% | −11,771−36.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 18,112 | $2,079 萬 | 0.05% | −4,309−19.2% | 減碼 |
| Cove Street Capital, LLC | 17,759 | $2,039 萬 | 2.95% | −5,711−24.3% | 減碼 |
| Speece Thorson Capital Group Inc | 15,805 | $1,815 萬 | 3.79% | −82−0.5% | 減碼 |
| Nuveen Asset Management, LLC | 15,536 | $1,784 萬 | 0.01% | −990−6.0% | 減碼 |
| Renaissance Technologies LLC | 15,300 | $1,757 萬 | 0.02% | −3,000−16.4% | 減碼 |
| Parametric Portfolio Associates LLC | 13,834 | $1,588 萬 | 0.01% | −560−3.9% | 減碼 |
| Bank of New York Mellon Corp | 12,241 | $1,405 萬 | 0.00% | +642+5.5% | 加碼 |
| Martingale Asset Management L P | 11,666 | $1,340 萬 | 0.15% | −4,839−29.3% | 減碼 |
| Fenimore Asset Management Inc | 11,164 | $1,282 萬 | 0.31% | −624−5.3% | 減碼 |
| Citadel Advisors LLC | 8,916 | $1,024 萬 | 0.01% | −3,428−27.8% | 減碼 |
| Envestnet Asset Management Inc | 7,265 | $834.1 萬 | 0.00% | +264+3.8% | 加碼 |
| UBS Asset Management Americas Inc | 7,034 | $807.5 萬 | 0.00% | +1,348+23.7% | 加碼 |
| California Public Employees Retirement System | 6,893 | $791.3 萬 | 0.01% | −606−8.1% | 減碼 |
| Swiss National Bank | 6,846 | $785.9 萬 | 0.00% | −200−2.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 6,282 | $721.2 萬 | 0.05% | +6,282 | 新進 |
| Goldman Sachs Group Inc | 6,248 | $717.2 萬 | 0.00% | −3,672−37.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,602 | $643.1 萬 | 0.09% | +9+0.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,572 | $639.7 萬 | 0.01% | −3,090−35.7% | 減碼 |
| Legal & General Group Plc | 5,249 | $602.6 萬 | 0.00% | +102+2.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 5,205 | $597.5 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 5,138 | $589.9 萬 | 0.01% | −112−2.1% | 減碼 |
| QS Investors, LLC | 4,947 | $568.0 萬 | 0.07% | +4,700+1,902.8% | 加碼 |
| Lazard Asset Management LLC | 4,879 | $560.0 萬 | 0.01% | +4,597+1,630.1% | 加碼 |
| Bank of Nova Scotia | 4,791 | $550.0 萬 | 0.01% | −4,329−47.5% | 減碼 |
| Invesco Ltd. | 4,769 | $547.5 萬 | 0.00% | +833+21.2% | 加碼 |
| Credit Suisse AG | 4,758 | $546.2 萬 | 0.00% | −838−15.0% | 減碼 |
| Rhumbline Advisers | 4,628 | $531.3 萬 | 0.01% | −110−2.3% | 減碼 |
| New York State Common Retirement Fund | 4,614 | $529.7 萬 | 0.01% | +672+17.0% | 加碼 |
| Morgan Stanley | 4,594 | $527.4 萬 | 0.00% | −758−14.2% | 減碼 |
| Balyasny Asset Management LLC | 4,394 | $504.4 萬 | 0.03% | +113+2.6% | 加碼 |
| State of Alaska, Department of Revenue | 4,233 | $485.9 萬 | 0.05% | +1,354+47.0% | 加碼 |
| Lee Danner & Bass Inc | 3,983 | $457.3 萬 | 0.41% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 3,773 | $433.2 萬 | 0.05% | −995−20.9% | 減碼 |
| UBS Group AG | 3,669 | $421.2 萬 | 0.00% | −222−5.7% | 減碼 |
| Citigroup Inc | 3,611 | $414.5 萬 | 0.00% | −708−16.4% | 減碼 |
| Brown Advisory Inc | 3,521 | $404.2 萬 | 0.01% | +4+0.1% | 加碼 |
| JPMorgan Chase & Co | 3,397 | $389.9 萬 | 0.00% | +153+4.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 3,345 | $384.0 萬 | 0.04% | 00.0% | 不變 |
| American Century Companies Inc | 3,303 | $379.2 萬 | 0.00% | +2,115+178.0% | 加碼 |
| Holocene Advisors, LP | 3,073 | $352.8 萬 | 0.02% | +2,267+281.3% | 加碼 |
| Winton Group Ltd | 3,045 | $349.6 萬 | 0.19% | +292+10.6% | 加碼 |
| Ameriprise Financial Inc | 2,772 | $318.4 萬 | 0.00% | −1,685−37.8% | 減碼 |
| Barclays PLC | 2,696 | $309.4 萬 | 0.00% | −1,328−33.0% | 減碼 |
| Truist Financial Corp | 2,688 | $308.6 萬 | 0.01% | −100−3.6% | 減碼 |
| FMR LLC | 2,531 | $290.5 萬 | 0.00% | −38−1.5% | 減碼 |
| Eagle Asset Management Inc | 2,500 | $287.0 萬 | 0.01% | −175−6.5% | 減碼 |
| Royal Bank of Canada | 2,342 | $268.9 萬 | 0.00% | +227+10.7% | 加碼 |
| Pecaut & Co. | 2,324 | $266.8 萬 | 1.74% | −12−0.5% | 減碼 |
| Davenport & Co LLC | 2,272 | $260.8 萬 | 0.02% | +116+5.4% | 加碼 |
| STRS Ohio | 2,218 | $254.6 萬 | 0.01% | +414+22.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,165 | $248.6 萬 | 0.04% | −398−15.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,093 | $240.3 萬 | 0.01% | +2,093 | 新進 |
| Advisor Group Holdings, Inc. | 2,041 | $234.5 萬 | 0.01% | +114+5.9% | 加碼 |
| Public Employees Retirement System of Ohio | 2,007 | $230.4 萬 | 0.01% | +55+2.8% | 加碼 |
| Natixis | 1,978 | $227.1 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 1,925 | $221.0 萬 | 0.00% | −81−4.0% | 減碼 |
| First Republic Investment Management, Inc. | 1,821 | $209.0 萬 | 0.01% | +39+2.2% | 加碼 |
| Russell Investments Group, Ltd. | 1,800 | $206.6 萬 | 0.00% | −500−21.7% | 減碼 |
| Keybank National Association | 1,749 | $200.8 萬 | 0.01% | +433+32.9% | 加碼 |
| Rafferty Asset Management, LLC | 1,711 | $196.4 萬 | 0.01% | +193+12.7% | 加碼 |
| Creative Planning | 1,637 | $187.9 萬 | 0.00% | −77−4.5% | 減碼 |
| Alliancebernstein L.P. | 1,620 | $186.0 萬 | 0.00% | −100−5.8% | 減碼 |
| SEI Investments Co | 1,673 | $183.9 萬 | 0.00% | −470−21.9% | 減碼 |
| ExodusPoint Capital Management, LP | 1,518 | $174.3 萬 | 0.03% | −281−15.6% | 減碼 |
| Eaton Vance Management | 1,482 | $170.1 萬 | 0.00% | −1−0.1% | 減碼 |
| Price T Rowe Associates Inc | 1,410 | $161.9 萬 | 0.00% | −178−11.2% | 減碼 |
| CIBC Asset Management Inc | 1,218 | $139.8 萬 | 0.01% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $135.0 萬 | 0.16% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 1,144 | $131.3 萬 | 0.01% | +30+2.7% | 加碼 |