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。
2022 年第 1 季 13F 持有人
White Mountains Insurance Group Ltd 在 2022/3/31 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
- 244
- 較 2021 年第 4 季 +4 家
- 持有股數
- 269.3 萬
- 較 2021 年第 4 季 +1.68 萬 (+0.6%)
- 總市值
- $30.9 億
- 較 2021 年第 4 季 +$3.73 億 (+13.7%)
- 新進機構
- 26
- 另有 63 家加碼
- 清倉機構
- 22
- 另有 94 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 400 | $45.5 萬 | 0.05% | −25−5.9% | 減碼 |
| Legacy Wealth Asset Management, LLC | 405 | $46.0 萬 | 0.16% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 409 | $46.5 萬 | 0.04% | +409 | 新進 |
| Keybank National Association | 411 | $46.7 萬 | 0.00% | −700−63.0% | 減碼 |
| Bank of Montreal | 425 | $47.0 萬 | 0.00% | −8−1.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 428 | $48.6 萬 | 0.00% | 00.0% | 不變 |
| Adams Wealth Management | 459 | $52.2 萬 | 0.17% | +15+3.4% | 加碼 |
| M&T Bank Corp | 460 | $52.2 萬 | 0.00% | +64+16.2% | 加碼 |
| Chicago Partners Investment Group LLC | 450 | $52.6 萬 | 0.04% | 00.0% | 不變 |
| Voya Investment Management LLC | 472 | $53.6 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 500 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 512 | $58.2 萬 | 0.03% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 517 | $58.7 萬 | 0.03% | 00.0% | 不變 |
| Parker Investment Management, LLC | 573 | $65.1 萬 | 0.11% | 00.0% | 不變 |
| First Hawaiian Bank | 575 | $65.3 萬 | 0.02% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 593 | $67.4 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 605 | $68.7 萬 | 0.01% | −23−3.7% | 減碼 |
| Amalgamated Financial Corp. | 605 | $68.7 萬 | 0.01% | +605 | 新進 |
| Teacher Retirement System of Texas | 628 | $71.4 萬 | 0.00% | +28+4.7% | 加碼 |
| Janus Henderson Group PLC | 628 | $71.6 萬 | 0.00% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 635 | $72.2 萬 | 0.01% | −199−23.9% | 減碼 |
| Bank of Nova Scotia | 656 | $74.5 萬 | 0.00% | −260−28.4% | 減碼 |
| Parsons Capital Management Inc | 680 | $77.3 萬 | 0.06% | 00.0% | 不變 |
| Captrust Financial Advisors | 695 | $79.0 萬 | 0.01% | +11+1.6% | 加碼 |
| Mercer Global Advisors Inc | 698 | $79.3 萬 | 0.00% | +10+1.5% | 加碼 |
| Karpas Strategies, LLC | 702 | $79.7 萬 | 0.25% | −49−6.5% | 減碼 |
| Forum Financial Management, LP | 710 | $80.6 萬 | 0.04% | +104+17.2% | 加碼 |
| Icon Wealth Partners, LLC | 714 | $81.1 萬 | 0.08% | 00.0% | 不變 |
| Gratus Capital LLC | 725 | $82.4 萬 | 0.08% | 00.0% | 不變 |
| Arizona State Retirement System | 816 | $92.7 萬 | 0.01% | −20−2.4% | 減碼 |
| Susquehanna International Group, LLP | 827 | $94.0 萬 | 0.00% | +595+256.5% | 加碼 |
| AGF Investments LLC | 857 | $97.4 萬 | 0.08% | −1−0.1% | 減碼 |
| Neuberger Berman Group LLC | 941 | $106.9 萬 | 0.00% | −4−0.4% | 減碼 |
| LPL Financial LLC | 963 | $109.4 萬 | 0.00% | +1+0.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 983 | $111.7 萬 | 0.00% | −212−17.7% | 減碼 |
| Jane Street Group, LLC | 1,014 | $115.2 萬 | 0.00% | +1,014 | 新進 |
| Brave Asset Management Inc | 1,041 | $118.3 萬 | 0.41% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 1,076 | $122.3 萬 | 0.01% | +14+1.3% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $125.0 萬 | 0.01% | 00.0% | 不變 |
| AMG National Trust Bank | 1,100 | $125.0 萬 | 0.04% | +129+13.3% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $133.7 萬 | 0.16% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,241 | $140.9 萬 | 0.00% | −7,641−86.0% | 減碼 |
| Alliancebernstein L.P. | 1,277 | $145.1 萬 | 0.00% | −103−7.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,295 | $147.1 萬 | 0.00% | −218−14.4% | 減碼 |
| Citigroup Inc | 1,363 | $154.9 萬 | 0.00% | −1,063−43.8% | 減碼 |
| Price T Rowe Associates Inc | 1,430 | $162.5 萬 | 0.00% | +57+4.2% | 加碼 |
| Eaton Vance Management | 1,471 | $167.1 萬 | 0.00% | +1+0.1% | 加碼 |
| Truist Financial Corp | 1,475 | $167.6 萬 | 0.00% | −673−31.3% | 減碼 |
| Rafferty Asset Management, LLC | 1,475 | $167.6 萬 | 0.01% | −72−4.7% | 減碼 |
| Dean Capital Management | 1,563 | $177.6 萬 | 1.54% | −35−2.2% | 減碼 |
| SEI Investments Co | 1,656 | $183.1 萬 | 0.00% | −372−18.3% | 減碼 |
| Barclays PLC | 1,637 | $186.1 萬 | 0.00% | −301−15.5% | 減碼 |
| Public Employees Retirement System of Ohio | 1,723 | $195.8 萬 | 0.01% | −45−2.5% | 減碼 |
| Pecaut & Co. | 1,746 | $198.4 萬 | 0.97% | −150−7.9% | 減碼 |
| UBS Group AG | 1,776 | $201.8 萬 | 0.00% | −1,184−40.0% | 減碼 |
| Creative Planning | 1,869 | $212.4 萬 | 0.00% | +227+13.8% | 加碼 |
| STRS Ohio | 1,924 | $218.6 萬 | 0.01% | −104−5.1% | 減碼 |
| Autumn Glory Partners, LLC | 1,990 | $226.2 萬 | 1.31% | +995+100.0% | 加碼 |
| Stifel Financial Corp | 2,012 | $228.8 萬 | 0.00% | +19+1.0% | 加碼 |
| First Republic Investment Management, Inc. | 2,027 | $230.3 萬 | 0.00% | +10+0.5% | 加碼 |
| Royal Bank of Canada | 2,050 | $232.8 萬 | 0.00% | −1,015−33.1% | 減碼 |
| Natixis | 2,086 | $237.0 萬 | 0.01% | +108+5.5% | 加碼 |
| HRT Financial LP | 2,135 | $242.5 萬 | 0.02% | +923+76.2% | 加碼 |
| JPMorgan Chase & Co | 2,171 | $246.6 萬 | 0.00% | +127+6.2% | 加碼 |
| Davenport & Co LLC | 2,192 | $249.1 萬 | 0.02% | −70−3.1% | 減碼 |
| Qube Research & Technologies Ltd | 2,262 | $257.0 萬 | 0.02% | −3,665−61.8% | 減碼 |
| Dean Investment Associates, LLC | 2,296 | $260.9 萬 | 0.47% | −72−3.0% | 減碼 |
| Triad Investment Management | 2,340 | $265.9 萬 | 2.52% | +1,537+191.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,394 | $272.0 萬 | 0.04% | +29+1.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,453 | $278.7 萬 | 0.01% | −209−7.9% | 減碼 |
| Holocene Advisors, LP | 2,590 | $294.3 萬 | 0.02% | +119+4.8% | 加碼 |
| Prospector Partners LLC | 2,970 | $337.5 萬 | 0.42% | +2,970 | 新進 |
| Brown Advisory Inc | 3,229 | $366.9 萬 | 0.01% | −217−6.3% | 減碼 |
| AQR Capital Management LLC | 3,433 | $379.3 萬 | 0.01% | −13,028−79.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 3,345 | $380.1 萬 | 0.04% | 00.0% | 不變 |
| Invesco Ltd. | 3,595 | $408.6 萬 | 0.00% | −1,723−32.4% | 減碼 |
| Ameriprise Financial Inc | 3,626 | $412.0 萬 | 0.00% | −8−0.2% | 減碼 |
| Fenimore Asset Management Inc | 3,661 | $416.0 萬 | 0.10% | −815−18.2% | 減碼 |
| Lee Danner & Bass Inc | 3,683 | $418.5 萬 | 0.36% | 00.0% | 不變 |
| California State Teachers Retirement System | 3,826 | $434.7 萬 | 0.01% | −394−9.3% | 減碼 |
| Morgan Stanley | 3,986 | $452.9 萬 | 0.00% | +253+6.8% | 加碼 |
| Comerica Bank | 4,229 | $454.6 萬 | 0.03% | −488−10.3% | 減碼 |
| Victory Capital Management Inc | 4,404 | $496.8 萬 | 0.00% | +3,989+961.2% | 加碼 |
| ExodusPoint Capital Management, LP | 4,699 | $533.9 萬 | 0.08% | +4,296+1,066.0% | 加碼 |
| Renaissance Technologies LLC | 4,700 | $534.0 萬 | 0.01% | −8,400−64.1% | 減碼 |
| Rhumbline Advisers | 4,736 | $538.1 萬 | 0.01% | −225−4.5% | 減碼 |
| Credit Suisse AG | 4,760 | $540.9 萬 | 0.00% | +560+13.3% | 加碼 |
| Advisor Group Holdings, Inc. | 2,016 | $584.7 萬 | 0.01% | −5−0.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 5,185 | $589.1 萬 | 0.01% | −20−0.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $607.1 萬 | 0.08% | −23−0.4% | 減碼 |
| Legal & General Group Plc | 5,522 | $627.5 萬 | 0.00% | −61−1.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 6,043 | $686.6 萬 | 0.05% | +273+4.7% | 加碼 |
| California Public Employees Retirement System | 6,292 | $714.9 萬 | 0.01% | +100+1.6% | 加碼 |
| Phocas Financial Corp. | 6,489 | $737.3 萬 | 0.93% | −104−1.6% | 減碼 |
| Citadel Advisors LLC | 6,702 | $761.5 萬 | 0.01% | −1,673−20.0% | 減碼 |
| American Century Companies Inc | 6,863 | $779.8 萬 | 0.01% | +641+10.3% | 加碼 |
| Envestnet Asset Management Inc | 6,920 | $786.2 萬 | 0.00% | −442−6.0% | 減碼 |
| Swiss National Bank | 7,146 | $812.0 萬 | 0.00% | +300+4.4% | 加碼 |
| UBS Asset Management Americas Inc | 7,177 | $815.5 萬 | 0.00% | −69−1.0% | 減碼 |
| Goldman Sachs Group Inc | 7,191 | $817.1 萬 | 0.00% | +739+11.5% | 加碼 |