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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 7,904 | $801.5 萬 | 0.10% | −2,001−20.2% | 減碼 |
| Eagle Asset Management Inc | 8,010 | $810.8 萬 | 0.04% | −1,090−12.0% | 減碼 |
| Citadel Advisors LLC | 8,375 | $849.1 萬 | 0.01% | −51−0.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 8,882 | $900.5 萬 | 0.01% | +8,882 | 新進 |
| Robeco Institutional Asset Management B.V. | 12,079 | $1,225 萬 | 0.03% | −6,033−33.3% | 減碼 |
| Parametric Portfolio Associates LLC | 12,108 | $1,228 萬 | 0.01% | −318−2.6% | 減碼 |
| Bank of New York Mellon Corp | 12,725 | $1,290 萬 | 0.00% | +12+0.1% | 加碼 |
| Royce & Associates LP | 13,046 | $1,323 萬 | 0.10% | +6,149+89.2% | 加碼 |
| Renaissance Technologies LLC | 13,100 | $1,328 萬 | 0.02% | +800+6.5% | 加碼 |
| Nuveen Asset Management, LLC | 13,905 | $1,398 萬 | 0.00% | −894−6.0% | 減碼 |
| Wells Fargo & Company | 15,420 | $1,563 萬 | 0.00% | −9,836−38.9% | 減碼 |
| Cove Street Capital, LLC | 16,205 | $1,643 萬 | 2.88% | −5,232−24.4% | 減碼 |
| AQR Capital Management LLC | 16,461 | $1,668 萬 | 0.03% | −14,880−47.5% | 減碼 |
| Speece Thorson Capital Group Inc | 17,942 | $1,819 萬 | 3.48% | +63+0.4% | 加碼 |
| Northern Trust Corp | 21,416 | $2,171 萬 | 0.00% | −141−0.7% | 減碼 |
| Elkhorn Partners Limited Partnership | 22,100 | $2,241 萬 | 12.61% | +14+0.1% | 加碼 |
| Federated Hermes, Inc. | 22,467 | $2,278 萬 | 0.04% | +675+3.1% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 22,634 | $2,295 萬 | 5.89% | −308−1.3% | 減碼 |
| Charles Schwab Investment Management Inc | 25,342 | $2,570 萬 | 0.01% | −187−0.7% | 減碼 |
| Norges Bank | 26,862 | $2,724 萬 | 0.01% | +1,818+7.3% | 加碼 |
| First Trust Advisors LP | 27,104 | $2,748 萬 | 0.03% | +1,068+4.1% | 加碼 |
| Pendal Group Limited | 28,421 | $2,882 萬 | 0.23% | −1,000−3.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 29,223 | $2,963 萬 | 0.41% | −1,529−5.0% | 減碼 |
| Cannell Peter B & Co Inc | 34,059 | $3,453 萬 | 0.98% | −1,270−3.6% | 減碼 |
| Raymond James & Associates | 34,583 | $3,506 萬 | 0.03% | −929−2.6% | 減碼 |
| Fiduciary Management Inc | 35,432 | $3,593 萬 | 0.26% | −611−1.7% | 減碼 |
| Geode Capital Management, LLC | 36,853 | $3,737 萬 | 0.00% | +375+1.0% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理(Longleaf) | 51,602 | $5,232 萬 | 0.88% | +51,602 | 新進 |
| Scout Investments, Inc. | 52,571 | $5,330 萬 | 0.77% | −2,035−3.7% | 減碼 |
| State Street Corp | 53,459 | $5,420 萬 | 0.00% | −2,459−4.4% | 減碼 |
| Reinhart Partners, Inc. | 54,562 | $5,660 萬 | 2.72% | −1,198−2.1% | 減碼 |
| Bank of America Corp | 58,967 | $5,979 萬 | 0.01% | −3,900−6.2% | 減碼 |
| Wallace Capital Management Inc. | 71,340 | $7,233 萬 | 10.14% | −4,005−5.3% | 減碼 |
| London Co of Virginia | 72,625 | $7,363 萬 | 0.37% | −3,425−4.5% | 減碼 |
| Artisan Partners Limited Partnership | 93,491 | $9,479 萬 | 0.11% | +10,480+12.6% | 加碼 |
| BlackRock Inc. | 119,698 | $1.21 億 | 0.00% | −4,982−4.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 133,707 | $1.36 億 | 0.79% | +38,108+39.9% | 加碼 |
| Boston Partners | 137,836 | $1.40 億 | 0.17% | −5,996−4.2% | 減碼 |
| Dimensional Fund Advisors LP | 149,502 | $1.52 億 | 0.05% | −611−0.4% | 減碼 |
| River Road Asset Management, LLC | 166,729 | $1.69 億 | 1.80% | −2,348−1.4% | 減碼 |
| Atlanta Capital Management Co L L C | 173,278 | $1.76 億 | 0.59% | −3,140−1.8% | 減碼 |
| Wellington Management Group LLP | 221,559 | $2.25 億 | 0.04% | −2,301−1.0% | 減碼 |
| Vanguard Group Inc | 279,362 | $2.83 億 | 0.01% | −6,700−2.3% | 減碼 |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,415−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,310−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,270−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,067−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −402−100.0% | 清倉 |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −372−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −236−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −232−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −212−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −196−100.0% | 清倉 |
| Glenview Trust Co | 0 | $0 | 0.00% | −193−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −189−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |
| First Mercantile Trust Co | – | – | – | – | 本季未申報 |
| Green Harvest Asset Management LLC | – | – | – | – | 本季未申報 |