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 3 季 13F 持有人
White Mountains Insurance Group Ltd 在 2021/9/30 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
- 232
- 較 2021 年第 2 季 +2 家
- 持有股數
- 267.2 萬
- 較 2021 年第 2 季 −3.57 萬 (−1.3%)
- 總市值
- $28.6 億
- 較 2021 年第 2 季 −$2.50 億 (−8.0%)
- 新進機構
- 23
- 另有 71 家加碼
- 清倉機構
- 21
- 另有 78 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 286,062 | $3.06 億 | 0.01% | −3,252−1.1% | 減碼 |
| Wellington Management Group LLP | 223,860 | $2.39 億 | 0.04% | −12,808−5.4% | 減碼 |
| Atlanta Capital Management Co L L C | 176,418 | $1.89 億 | 0.67% | −18,554−9.5% | 減碼 |
| River Road Asset Management, LLC | 169,077 | $1.81 億 | 2.00% | +2,155+1.3% | 加碼 |
| Dimensional Fund Advisors LP | 150,113 | $1.61 億 | 0.05% | +6,541+4.6% | 加碼 |
| Boston Partners | 143,832 | $1.54 億 | 0.20% | +3,373+2.4% | 加碼 |
| BlackRock Inc. | 124,680 | $1.33 億 | 0.00% | −3,711−2.9% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 95,599 | $1.02 億 | 0.66% | −1,010−1.0% | 減碼 |
| Artisan Partners Limited Partnership | 83,011 | $8,879 萬 | 0.11% | +17,524+26.8% | 加碼 |
| London Co of Virginia | 76,050 | $8,134 萬 | 0.45% | −1,718−2.2% | 減碼 |
| Wallace Capital Management Inc. | 75,345 | $8,059 萬 | 10.94% | +1,167+1.6% | 加碼 |
| Bank of America Corp | 62,867 | $6,724 萬 | 0.01% | +4,273+7.3% | 加碼 |
| State Street Corp | 55,918 | $5,981 萬 | 0.00% | −4,866−8.0% | 減碼 |
| Reinhart Partners, Inc. | 55,760 | $5,964 萬 | 3.03% | −2,681−4.6% | 減碼 |
| Scout Investments, Inc. | 54,606 | $5,841 萬 | 0.87% | −1,784−3.2% | 減碼 |
| Geode Capital Management, LLC | 36,478 | $3,902 萬 | 0.01% | −648−1.7% | 減碼 |
| Fiduciary Management Inc | 36,043 | $3,855 萬 | 0.29% | +795+2.3% | 加碼 |
| Raymond James & Associates | 35,512 | $3,798 萬 | 0.03% | +325+0.9% | 加碼 |
| Cannell Peter B & Co Inc | 35,329 | $3,779 萬 | 1.15% | −82−0.2% | 減碼 |
| AQR Capital Management LLC | 31,341 | $3,352 萬 | 0.06% | +2,997+10.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 30,752 | $3,289 萬 | 0.47% | +27+0.1% | 加碼 |
| Pendal Group Limited | 29,421 | $3,147 萬 | 0.26% | +29,421 | 新進 |
| First Trust Advisors LP | 26,036 | $2,785 萬 | 0.03% | +712+2.8% | 加碼 |
| Charles Schwab Investment Management Inc | 25,529 | $2,731 萬 | 0.01% | +143+0.6% | 加碼 |
| Wells Fargo & Company | 25,256 | $2,701 萬 | 0.01% | −1,390−5.2% | 減碼 |
| Norges Bank | 25,044 | $2,679 萬 | 0.01% | −2,734−9.8% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,942 | $2,454 萬 | 6.70% | −278−1.2% | 減碼 |
| Elkhorn Partners Limited Partnership | 22,086 | $2,362 萬 | 14.28% | +50.0% | 加碼 |
| Federated Hermes, Inc. | 21,792 | $2,331 萬 | 0.04% | −459−2.1% | 減碼 |
| Northern Trust Corp | 21,557 | $2,306 萬 | 0.00% | −6,026−21.8% | 減碼 |
| Cove Street Capital, LLC | 21,437 | $2,293 萬 | 3.40% | +3,678+20.7% | 加碼 |
| Victory Capital Management Inc | 18,808 | $2,012 萬 | 0.02% | −35,506−65.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 18,112 | $1,938 萬 | 0.04% | 00.0% | 不變 |
| Speece Thorson Capital Group Inc | 17,879 | $1,912 萬 | 4.01% | +2,074+13.1% | 加碼 |
| Nuveen Asset Management, LLC | 14,799 | $1,587 萬 | 0.00% | −737−4.7% | 減碼 |
| Bank of New York Mellon Corp | 12,713 | $1,360 萬 | 0.00% | +472+3.9% | 加碼 |
| Parametric Portfolio Associates LLC | 12,426 | $1,329 萬 | 0.01% | −1,408−10.2% | 減碼 |
| Renaissance Technologies LLC | 12,300 | $1,316 萬 | 0.02% | −3,000−19.6% | 減碼 |
| Martingale Asset Management L P | 9,905 | $1,060 萬 | 0.14% | −1,761−15.1% | 減碼 |
| Eagle Asset Management Inc | 9,100 | $973.3 萬 | 0.04% | +6,600+264.0% | 加碼 |
| Goldman Sachs Group Inc | 8,843 | $945.9 萬 | 0.00% | +2,595+41.5% | 加碼 |
| Citadel Advisors LLC | 8,426 | $901.2 萬 | 0.01% | −490−5.5% | 減碼 |
| UBS Asset Management Americas Inc | 7,572 | $809.9 萬 | 0.00% | +538+7.6% | 加碼 |
| Envestnet Asset Management Inc | 7,209 | $771.1 萬 | 0.00% | −56−0.8% | 減碼 |
| Royce & Associates LP | 6,897 | $737.7 萬 | 0.06% | +6,897 | 新進 |
| California Public Employees Retirement System | 6,893 | $737.3 萬 | 0.01% | 00.0% | 不變 |
| Swiss National Bank | 6,846 | $732.3 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 6,361 | $680.3 萬 | 0.07% | +2,128+50.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 5,770 | $617.2 萬 | 0.05% | −512−8.2% | 減碼 |
| Fenimore Asset Management Inc | 5,768 | $617.0 萬 | 0.15% | −5,396−48.3% | 減碼 |
| Legal & General Group Plc | 5,601 | $599.1 萬 | 0.00% | +352+6.7% | 加碼 |
| Comerica Bank | 5,351 | $591.3 萬 | 0.04% | +4,592+605.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $571.5 萬 | 0.08% | −259−4.6% | 減碼 |
| Invesco Ltd. | 5,247 | $561.2 萬 | 0.00% | +478+10.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 5,205 | $556.7 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 5,145 | $550.3 萬 | 0.01% | +7+0.1% | 加碼 |
| Rhumbline Advisers | 4,921 | $526.4 萬 | 0.01% | +293+6.3% | 加碼 |
| Morgan Stanley | 4,876 | $521.7 萬 | 0.00% | +282+6.1% | 加碼 |
| Credit Suisse AG | 4,724 | $505.3 萬 | 0.00% | −34−0.7% | 減碼 |
| New York State Common Retirement Fund | 4,610 | $493.1 萬 | 0.01% | −4−0.1% | 減碼 |
| Qube Research & Technologies Ltd | 4,547 | $486.4 萬 | 0.06% | +774+20.5% | 加碼 |
| American Century Companies Inc | 4,426 | $473.4 萬 | 0.00% | +1,123+34.0% | 加碼 |
| Lazard Asset Management LLC | 4,019 | $429.8 萬 | 0.00% | −860−17.6% | 減碼 |
| Lee Danner & Bass Inc | 3,683 | $393.9 萬 | 0.36% | −300−7.5% | 減碼 |
| Brown Advisory Inc | 3,517 | $376.2 萬 | 0.01% | −4−0.1% | 減碼 |
| Winton Group Ltd | 3,415 | $365.3 萬 | 0.20% | +370+12.2% | 加碼 |
| UBS Group AG | 3,376 | $361.0 萬 | 0.00% | −293−8.0% | 減碼 |
| Barclays PLC | 3,359 | $359.2 萬 | 0.00% | +663+24.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 3,345 | $357.8 萬 | 0.03% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 3,070 | $328.4 萬 | 0.01% | −2,502−44.9% | 減碼 |
| Natixis | 2,978 | $318.5 萬 | 0.01% | +1,000+50.6% | 加碼 |
| Truist Financial Corp | 2,874 | $307.4 萬 | 0.01% | +186+6.9% | 加碼 |
| Ameriprise Financial Inc | 2,768 | $296.0 萬 | 0.00% | −4−0.1% | 減碼 |
| Citigroup Inc | 2,741 | $293.2 萬 | 0.00% | −870−24.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,566 | $274.4 萬 | 0.04% | +401+18.5% | 加碼 |
| Holocene Advisors, LP | 2,471 | $264.3 萬 | 0.02% | −602−19.6% | 減碼 |
| Bank of Nova Scotia | 2,463 | $263.4 萬 | 0.00% | −2,328−48.6% | 減碼 |
| JPMorgan Chase & Co | 2,446 | $261.6 萬 | 0.00% | −951−28.0% | 減碼 |
| Royal Bank of Canada | 2,373 | $253.8 萬 | 0.00% | +31+1.3% | 加碼 |
| Allianz Asset Management GmbH | 2,345 | $250.8 萬 | 0.00% | +2,053+703.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,339 | $250.2 萬 | 0.01% | +246+11.8% | 加碼 |
| CIBC Asset Management Inc | 2,310 | $247.1 萬 | 0.01% | +1,092+89.7% | 加碼 |
| Davenport & Co LLC | 2,292 | $245.2 萬 | 0.02% | +20+0.9% | 加碼 |
| Franklin Resources Inc | 2,270 | $242.7 萬 | 0.00% | +2,270 | 新進 |
| Public Employees Retirement System of Ohio | 2,017 | $215.7 萬 | 0.01% | +10+0.5% | 加碼 |
| Pecaut & Co. | 1,991 | $213.0 萬 | 1.27% | −333−14.3% | 減碼 |
| Stifel Financial Corp | 1,986 | $212.4 萬 | 0.00% | +61+3.2% | 加碼 |
| STRS Ohio | 1,981 | $211.8 萬 | 0.01% | −237−10.7% | 減碼 |
| First Republic Investment Management, Inc. | 1,929 | $206.3 萬 | 0.01% | +108+5.9% | 加碼 |
| ExodusPoint Capital Management, LP | 1,794 | $191.9 萬 | 0.03% | +276+18.2% | 加碼 |
| Advisor Group Holdings, Inc. | 1,667 | $178.3 萬 | 0.00% | −374−18.3% | 減碼 |
| Creative Planning | 1,634 | $174.8 萬 | 0.00% | −3−0.2% | 減碼 |
| SEI Investments Co | 1,650 | $171.5 萬 | 0.00% | −23−1.4% | 減碼 |
| Millennium Management LLC | 1,495 | $159.9 萬 | 0.00% | +1,271+567.4% | 加碼 |
| Eaton Vance Management | 1,475 | $157.8 萬 | 0.00% | −7−0.5% | 減碼 |
| Alliancebernstein L.P. | 1,473 | $157.6 萬 | 0.00% | −147−9.1% | 減碼 |
| Rafferty Asset Management, LLC | 1,452 | $155.3 萬 | 0.01% | −259−15.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,449 | $155.0 萬 | 0.00% | +400+38.1% | 加碼 |
| Price T Rowe Associates Inc | 1,426 | $152.5 萬 | 0.00% | +16+1.1% | 加碼 |
| Keybank National Association | 1,389 | $148.6 萬 | 0.01% | −360−20.6% | 減碼 |