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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 7,350 | $835.3 萬 | 0.13% | −554−7.0% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 7,500 | $852.2 萬 | 0.03% | +660+9.6% | 加碼 |
| Eagle Asset Management Inc | 7,684 | $873.0 萬 | 0.04% | −326−4.1% | 減碼 |
| New York State Common Retirement Fund | 8,076 | $917.6 萬 | 0.01% | +1,687+26.4% | 加碼 |
| Millennium Management LLC | 8,740 | $993.1 萬 | 0.01% | +7,328+519.0% | 加碼 |
| Madison Avenue Partners, LP | 10,000 | $1,136 萬 | 2.12% | +10,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 10,353 | $1,176 萬 | 0.03% | −1,726−14.3% | 減碼 |
| Nuveen Asset Management, LLC | 11,658 | $1,231 萬 | 0.00% | −2,247−16.2% | 減碼 |
| Parametric Portfolio Associates LLC | 12,513 | $1,422 萬 | 0.01% | +405+3.3% | 加碼 |
| Royce & Associates LP | 12,516 | $1,422 萬 | 0.12% | −530−4.1% | 減碼 |
| Bank of New York Mellon Corp | 12,624 | $1,434 萬 | 0.00% | −101−0.8% | 減碼 |
| First Trust Advisors LP | 13,608 | $1,546 萬 | 0.02% | −13,496−49.8% | 減碼 |
| Federated Hermes, Inc. | 15,139 | $1,720 萬 | 0.04% | −7,328−32.6% | 減碼 |
| Northern Trust Corp | 15,560 | $1,768 萬 | 0.00% | −5,856−27.3% | 減碼 |
| Wells Fargo & Company | 15,758 | $1,791 萬 | 0.00% | +338+2.2% | 加碼 |
| Speece Thorson Capital Group Inc | 16,531 | $1,878 萬 | 4.02% | −1,411−7.9% | 減碼 |
| Cove Street Capital, LLC | 19,154 | $2,176 萬 | 3.85% | +2,949+18.2% | 加碼 |
| Elkhorn Partners Limited Partnership | 22,020 | $2,502 萬 | 13.44% | −80−0.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,773 | $2,588 萬 | 6.15% | +139+0.6% | 加碼 |
| Charles Schwab Investment Management Inc | 26,685 | $3,032 萬 | 0.01% | +1,343+5.3% | 加碼 |
| Pendal Group Limited | 27,646 | $3,141 萬 | 0.26% | −775−2.7% | 減碼 |
| Norges Bank | 28,042 | $3,186 萬 | 0.01% | +1,180+4.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 29,028 | $3,298 萬 | 0.47% | −195−0.7% | 減碼 |
| Cannell Peter B & Co Inc | 33,380 | $3,793 萬 | 1.14% | −679−2.0% | 減碼 |
| Raymond James & Associates | 33,737 | $3,833 萬 | 0.03% | −846−2.4% | 減碼 |
| Fiduciary Management Inc | 35,892 | $4,078 萬 | 0.33% | +460+1.3% | 加碼 |
| Geode Capital Management, LLC | 38,365 | $4,359 萬 | 0.01% | +1,512+4.1% | 加碼 |
| Scout Investments, Inc. | 41,063 | $4,666 萬 | 0.75% | −11,508−21.9% | 減碼 |
| Select Equity Group, L.P. | 41,207 | $4,682 萬 | 0.15% | +41,207 | 新進 |
| Bank of America Corp | 52,500 | $5,965 萬 | 0.01% | −6,467−11.0% | 減碼 |
| State Street Corp | 55,824 | $6,343 萬 | 0.00% | +2,365+4.4% | 加碼 |
| Reinhart Partners, Inc. | 14,880 | $6,430 萬 | 3.11% | −39,682−72.7% | 減碼 |
| Wallace Capital Management Inc. | 71,871 | $7,547 萬 | 11.37% | +531+0.7% | 加碼 |
| London Co of Virginia | 69,779 | $7,929 萬 | 0.42% | −2,846−3.9% | 減碼 |
| Artisan Partners Limited Partnership | 118,761 | $1.35 億 | 0.18% | +25,270+27.0% | 加碼 |
| BlackRock Inc. | 119,354 | $1.36 億 | 0.00% | −344−0.3% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理(Longleaf) | 125,503 | $1.43 億 | 2.52% | +73,901+143.2% | 加碼 |
| Boston Partners | 135,408 | $1.54 億 | 0.19% | −2,428−1.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 139,917 | $1.59 億 | 0.94% | +6,210+4.6% | 加碼 |
| Atlanta Capital Management Co L L C | 150,742 | $1.71 億 | 0.63% | −22,536−13.0% | 減碼 |
| River Road Asset Management, LLC | 151,292 | $1.72 億 | 1.90% | −15,437−9.3% | 減碼 |
| Dimensional Fund Advisors LP | 154,553 | $1.76 億 | 0.05% | +5,051+3.4% | 加碼 |
| Wellington Management Group LLP | 213,022 | $2.42 億 | 0.04% | −8,537−3.9% | 減碼 |
| Vanguard Group Inc | 280,559 | $3.19 億 | 0.01% | +1,197+0.4% | 加碼 |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −2,297−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,257−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,230−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −780−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −648−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −505−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −393−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −374−100.0% | 清倉 |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Markston International LLC | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |