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 4 季 13F 持有人
White Mountains Insurance Group Ltd 在 2021/12/31 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
- 243
- 較 2021 年第 3 季 +14 家
- 持有股數
- 267.6 萬
- 較 2021 年第 3 季 +5,375 (+0.2%)
- 總市值
- $27.1 億
- 較 2021 年第 3 季 −$1.43 億 (−5.0%)
- 新進機構
- 33
- 另有 57 家加碼
- 清倉機構
- 19
- 另有 95 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 428 | $43.4 萬 | 0.00% | −245−36.4% | 減碼 |
| Bank of Montreal | 433 | $44.0 萬 | 0.00% | −6−1.4% | 減碼 |
| Adams Wealth Management | 444 | $45.0 萬 | 0.14% | +128+40.5% | 加碼 |
| Chicago Partners Investment Group LLC | 450 | $47.2 萬 | 0.03% | 00.0% | 不變 |
| Voya Investment Management LLC | 472 | $47.9 萬 | 0.00% | −144−23.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 487 | $49.4 萬 | 0.00% | +163+50.3% | 加碼 |
| Glenmede Trust Co NA | 500 | $50.6 萬 | 0.00% | −23−4.4% | 減碼 |
| Deutsche Bank AG | 502 | $50.9 萬 | 0.00% | −4−0.8% | 減碼 |
| Fragasso Group Inc. | 505 | $51.2 萬 | 0.06% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 512 | $51.9 萬 | 0.03% | +512 | 新進 |
| Klingenstein Fields & Co LP | 517 | $52.4 萬 | 0.02% | 00.0% | 不變 |
| Parker Investment Management, LLC | 573 | $58.1 萬 | 0.09% | 00.0% | 不變 |
| First Hawaiian Bank | 575 | $58.3 萬 | 0.02% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 593 | $60.1 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 600 | $60.8 萬 | 0.00% | +99+19.8% | 加碼 |
| Forum Financial Management, LP | 606 | $61.4 萬 | 0.03% | +606 | 新進 |
| Schonfeld Strategic Advisors LLC | 615 | $62.3 萬 | 0.01% | −112−15.4% | 減碼 |
| Amalgamated Bank | 628 | $63.7 萬 | 0.00% | −5−0.8% | 減碼 |
| Janus Henderson Group PLC | 628 | $63.8 萬 | 0.00% | +316+101.3% | 加碼 |
| Alpine Global Management, LLC | 648 | $65.7 萬 | 0.10% | +648 | 新進 |
| Virtu Financial LLC | 670 | $67.9 萬 | 0.07% | +670 | 新進 |
| Parsons Capital Management Inc | 680 | $68.9 萬 | 0.05% | 00.0% | 不變 |
| Captrust Financial Advisors | 684 | $69.4 萬 | 0.00% | +450+192.3% | 加碼 |
| Mercer Global Advisors Inc | 688 | $69.8 萬 | 0.00% | +79+13.0% | 加碼 |
| Icon Wealth Partners, LLC | 714 | $72.4 萬 | 0.07% | 00.0% | 不變 |
| Gratus Capital LLC | 725 | $73.5 萬 | 0.07% | 00.0% | 不變 |
| Karpas Strategies, LLC | 751 | $76.1 萬 | 0.24% | 00.0% | 不變 |
| Squarepoint Ops LLC | 780 | $79.1 萬 | 0.00% | +780 | 新進 |
| Triad Investment Management | 803 | $81.4 萬 | 0.74% | +803 | 新進 |
| Horizon Kinetics Asset Management LLC | 834 | $84.6 萬 | 0.02% | −251−23.1% | 減碼 |
| Arizona State Retirement System | 836 | $84.8 萬 | 0.01% | −10−1.2% | 減碼 |
| AGF Investments LLC | 858 | $87.0 萬 | 0.07% | +310+56.6% | 加碼 |
| Neuberger Berman Group LLC | 945 | $92.4 萬 | 0.00% | +205+27.7% | 加碼 |
| Bank of Nova Scotia | 916 | $92.9 萬 | 0.00% | −1,547−62.8% | 減碼 |
| LPL Financial LLC | 962 | $97.5 萬 | 0.00% | +89+10.2% | 加碼 |
| AMG National Trust Bank | 971 | $98.5 萬 | 0.03% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 995 | $100.9 萬 | 0.42% | +995 | 新進 |
| Brave Asset Management Inc | 1,041 | $105.5 萬 | 0.29% | −15−1.4% | 減碼 |
| Treasurer of the State of North Carolina | 1,062 | $107.7 萬 | 0.01% | −30−2.7% | 減碼 |
| Keybank National Association | 1,111 | $112.6 萬 | 0.00% | −278−20.0% | 減碼 |
| Nisa Investment Advisors, LLC | 1,100 | $114.5 萬 | 0.01% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $119.3 萬 | 0.13% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,195 | $121.2 萬 | 0.00% | −1,875−61.1% | 減碼 |
| HRT Financial LP | 1,212 | $122.8 萬 | 0.01% | −157−11.5% | 減碼 |
| LMR Partners LLP | 1,230 | $124.7 萬 | 0.02% | +1,230 | 新進 |
| Price T Rowe Associates Inc | 1,373 | $139.2 萬 | 0.00% | −53−3.7% | 減碼 |
| Alliancebernstein L.P. | 1,380 | $139.9 萬 | 0.00% | −93−6.3% | 減碼 |
| Millennium Management LLC | 1,412 | $143.2 萬 | 0.00% | −83−5.6% | 減碼 |
| Nuance Investments, LLC | 1,431 | $145.1 萬 | 0.03% | +139+10.8% | 加碼 |
| Eaton Vance Management | 1,470 | $149.0 萬 | 0.00% | −5−0.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,513 | $153.4 萬 | 0.00% | +64+4.4% | 加碼 |
| Rafferty Asset Management, LLC | 1,547 | $156.9 萬 | 0.01% | +95+6.5% | 加碼 |
| Dean Capital Management | 1,598 | $162.0 萬 | 1.39% | +825+106.7% | 加碼 |
| Creative Planning | 1,642 | $166.5 萬 | 0.00% | +8+0.5% | 加碼 |
| Public Employees Retirement System of Ohio | 1,768 | $179.3 萬 | 0.01% | −249−12.3% | 減碼 |
| Pecaut & Co. | 1,896 | $192.2 萬 | 0.98% | −95−4.8% | 減碼 |
| Barclays PLC | 1,938 | $196.5 萬 | 0.00% | −1,421−42.3% | 減碼 |
| Natixis | 1,978 | $200.5 萬 | 0.01% | −1,000−33.6% | 減碼 |
| Stifel Financial Corp | 1,993 | $202.1 萬 | 0.00% | +7+0.4% | 加碼 |
| SEI Investments Co | 2,028 | $204.3 萬 | 0.00% | +378+22.9% | 加碼 |
| First Republic Investment Management, Inc. | 2,017 | $204.5 萬 | 0.00% | +88+4.6% | 加碼 |
| Advisor Group Holdings, Inc. | 2,021 | $204.7 萬 | 0.00% | +354+21.2% | 加碼 |
| STRS Ohio | 2,028 | $205.6 萬 | 0.01% | +47+2.4% | 加碼 |
| JPMorgan Chase & Co | 2,044 | $207.2 萬 | 0.00% | −402−16.4% | 減碼 |
| Truist Financial Corp | 2,148 | $217.8 萬 | 0.00% | −726−25.3% | 減碼 |
| Allianz Asset Management GmbH | 2,257 | $228.9 萬 | 0.00% | −88−3.8% | 減碼 |
| Davenport & Co LLC | 2,262 | $229.3 萬 | 0.02% | −30−1.3% | 減碼 |
| State of Alaska, Department of Revenue | 2,297 | $232.8 萬 | 0.02% | −4,064−63.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,365 | $239.8 萬 | 0.03% | −201−7.8% | 減碼 |
| Dean Investment Associates, LLC | 2,368 | $240.1 萬 | 0.42% | +1,176+98.7% | 加碼 |
| Citigroup Inc | 2,426 | $246.0 萬 | 0.00% | −315−11.5% | 減碼 |
| Holocene Advisors, LP | 2,471 | $250.5 萬 | 0.01% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 2,662 | $269.9 萬 | 0.01% | +323+13.8% | 加碼 |
| UBS Group AG | 2,960 | $300.1 萬 | 0.00% | −416−12.3% | 減碼 |
| Royal Bank of Canada | 3,065 | $310.8 萬 | 0.00% | +692+29.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 3,345 | $339.1 萬 | 0.03% | 00.0% | 不變 |
| Brown Advisory Inc | 3,446 | $349.4 萬 | 0.00% | −71−2.0% | 減碼 |
| Ameriprise Financial Inc | 3,634 | $368.4 萬 | 0.00% | +866+31.3% | 加碼 |
| Lee Danner & Bass Inc | 3,683 | $373.4 萬 | 0.32% | 00.0% | 不變 |
| Morgan Stanley | 3,733 | $378.5 萬 | 0.00% | −1,143−23.4% | 減碼 |
| Credit Suisse AG | 4,200 | $425.9 萬 | 0.00% | −524−11.1% | 減碼 |
| California State Teachers Retirement System | 4,220 | $427.9 萬 | 0.01% | −925−18.0% | 減碼 |
| Fenimore Asset Management Inc | 4,476 | $453.8 萬 | 0.10% | −1,292−22.4% | 減碼 |
| Comerica Bank | 4,717 | $475.5 萬 | 0.03% | −634−11.8% | 減碼 |
| Rhumbline Advisers | 4,961 | $503.0 萬 | 0.01% | +40+0.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 5,205 | $527.7 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 5,318 | $539.2 萬 | 0.00% | +71+1.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,366 | $544.1 萬 | 0.07% | +23+0.4% | 加碼 |
| Legal & General Group Plc | 5,583 | $566.1 萬 | 0.00% | −18−0.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 5,770 | $585.0 萬 | 0.04% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 5,927 | $600.9 萬 | 0.05% | +1,380+30.3% | 加碼 |
| California Public Employees Retirement System | 6,192 | $627.8 萬 | 0.00% | −701−10.2% | 減碼 |
| American Century Companies Inc | 6,222 | $630.8 萬 | 0.00% | +1,796+40.6% | 加碼 |
| New York State Common Retirement Fund | 6,389 | $647.8 萬 | 0.01% | +1,779+38.6% | 加碼 |
| Goldman Sachs Group Inc | 6,452 | $654.2 萬 | 0.00% | −2,391−27.0% | 減碼 |
| Phocas Financial Corp. | 6,593 | $668.5 萬 | 0.85% | +6,593 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 6,840 | $693.5 萬 | 0.02% | +6,840 | 新進 |
| Swiss National Bank | 6,846 | $694.1 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 7,246 | $734.7 萬 | 0.00% | −326−4.3% | 減碼 |
| Envestnet Asset Management Inc | 7,362 | $746.4 萬 | 0.00% | +153+2.1% | 加碼 |