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 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2022/6/30 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
- 259
- 較 2022 年第 1 季 +18 家
- 持有股數
- 266.0 萬
- 較 2022 年第 1 季 −1.64 萬 (−0.6%)
- 總市值
- $33.2 億
- 較 2022 年第 1 季 +$2.47 億 (+8.0%)
- 新進機構
- 30
- 另有 62 家加碼
- 清倉機構
- 12
- 另有 105 家減碼
另有 3 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 279,554 | $3.48 億 | 0.01% | −1,005−0.4% | 減碼 |
| Wellington Management Group LLP | 186,098 | $2.32 億 | 0.05% | −26,924−12.6% | 減碼 |
| Dimensional Fund Advisors LP | 160,404 | $2.00 億 | 0.07% | +5,851+3.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 140,911 | $1.76 億 | 1.21% | +994+0.7% | 加碼 |
| River Road Asset Management, LLC | 139,230 | $1.73 億 | 2.43% | −12,062−8.0% | 減碼 |
| Atlanta Capital Management Co L L C | 135,189 | $1.68 億 | 0.73% | −15,553−10.3% | 減碼 |
| Boston Partners | 133,215 | $1.66 億 | 0.23% | −2,193−1.6% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 125,603 | $1.57 億 | 3.30% | +100+0.1% | 加碼 |
| BlackRock Inc. | 119,076 | $1.48 億 | 0.00% | −278−0.2% | 減碼 |
| Artisan Partners Limited Partnership | 110,917 | $1.38 億 | 0.23% | −7,844−6.6% | 減碼 |
| Wallace Capital Management Inc. | 73,108 | $9,183 萬 | 13.83% | +1,237+1.7% | 加碼 |
| London Co of Virginia | 68,331 | $8,515 萬 | 0.52% | −1,448−2.1% | 減碼 |
| Select Equity Group, L.P. | 60,022 | $7,480 萬 | 0.28% | +18,815+45.7% | 加碼 |
| State Street Corp | 54,279 | $6,764 萬 | 0.00% | −1,545−2.8% | 減碼 |
| Reinhart Partners, Inc. | 44,344 | $5,526 萬 | 3.03% | +29,464+198.0% | 加碼 |
| Bank of America Corp | 40,894 | $5,096 萬 | 0.01% | −11,606−22.1% | 減碼 |
| Scout Investments, Inc. | 40,261 | $5,017 萬 | 0.99% | −802−2.0% | 減碼 |
| Geode Capital Management, LLC | 37,538 | $4,678 萬 | 0.01% | −827−2.2% | 減碼 |
| Fiduciary Management Inc | 36,267 | $4,519 萬 | 0.43% | +375+1.0% | 加碼 |
| Raymond James & Associates | 34,604 | $4,312 萬 | 0.04% | +867+2.6% | 加碼 |
| Cannell Peter B & Co Inc | 33,271 | $4,146 萬 | 1.49% | −109−0.3% | 減碼 |
| Madison Avenue Partners, LP | 31,496 | $3,925 萬 | 8.03% | +21,496+215.0% | 加碼 |
| Victory Capital Management Inc | 30,195 | $3,763 萬 | 0.04% | +25,791+585.6% | 加碼 |
| Charles Schwab Investment Management Inc | 27,247 | $3,395 萬 | 0.01% | +562+2.1% | 加碼 |
| Norges Bank | 26,393 | $3,289 萬 | 0.01% | −1,649−5.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 22,779 | $2,839 萬 | 0.46% | −6,249−21.5% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,671 | $2,825 萬 | 7.26% | −102−0.4% | 減碼 |
| Morgan Stanley | 22,648 | $2,822 萬 | 0.00% | +18,662+468.2% | 加碼 |
| Elkhorn Partners Limited Partnership | 21,905 | $2,730 萬 | 17.48% | −115−0.5% | 減碼 |
| Pendal Group Limited | 21,413 | $2,668 萬 | 0.26% | −6,233−22.5% | 減碼 |
| Cove Street Capital, LLC | 16,299 | $2,031 萬 | 5.12% | −2,855−14.9% | 減碼 |
| Northern Trust Corp | 15,886 | $1,980 萬 | 0.00% | +326+2.1% | 加碼 |
| Speece Thorson Capital Group Inc | 15,628 | $1,948 萬 | 4.59% | −903−5.5% | 減碼 |
| Wells Fargo & Company | 15,475 | $1,928 萬 | 0.01% | −283−1.8% | 減碼 |
| Federated Hermes, Inc. | 14,088 | $1,756 萬 | 0.05% | −1,051−6.9% | 減碼 |
| Goldman Sachs Group Inc | 13,587 | $1,693 萬 | 0.00% | +6,396+88.9% | 加碼 |
| Bank of New York Mellon Corp | 12,518 | $1,560 萬 | 0.00% | −106−0.8% | 減碼 |
| Nuveen Asset Management, LLC | 11,349 | $1,414 萬 | 0.01% | −309−2.7% | 減碼 |
| California Public Employees Retirement System | 10,650 | $1,327 萬 | 0.01% | +4,358+69.3% | 加碼 |
| Royce & Associates LP | 10,466 | $1,304 萬 | 0.13% | −2,050−16.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 10,309 | $1,285 萬 | 0.04% | −44−0.4% | 減碼 |
| Eagle Asset Management Inc | 7,712 | $961.0 萬 | 0.06% | +28+0.4% | 加碼 |
| Envestnet Asset Management Inc | 7,392 | $921.2 萬 | 0.01% | +472+6.8% | 加碼 |
| Susquehanna International Group, LLP | 7,277 | $906.8 萬 | 0.02% | +6,450+779.9% | 加碼 |
| Swiss National Bank | 7,146 | $890.5 萬 | 0.01% | 00.0% | 不變 |
| New York State Common Retirement Fund | 6,853 | $854.0 萬 | 0.01% | −1,223−15.1% | 減碼 |
| Phocas Financial Corp. | 6,423 | $800.4 萬 | 1.20% | −66−1.0% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 6,297 | $784.7 萬 | 0.03% | −1,203−16.0% | 減碼 |
| American Century Companies Inc | 6,261 | $780.2 萬 | 0.01% | −602−8.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 5,662 | $705.6 萬 | 0.06% | −381−6.3% | 減碼 |
| UBS Asset Management Americas Inc | 5,452 | $679.4 萬 | 0.00% | −1,725−24.0% | 減碼 |
| Legal & General Group Plc | 5,449 | $679.0 萬 | 0.00% | −73−1.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $665.8 萬 | 0.11% | 00.0% | 不變 |
| Rhumbline Advisers | 4,508 | $561.8 萬 | 0.01% | −228−4.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,497 | $560.4 萬 | 0.01% | +4,069+950.7% | 加碼 |
| First Trust Advisors LP | 4,405 | $548.9 萬 | 0.01% | −9,203−67.6% | 減碼 |
| Credit Suisse AG | 4,137 | $515.6 萬 | 0.01% | −623−13.1% | 減碼 |
| Citadel Advisors LLC | 3,936 | $490.5 萬 | 0.01% | −2,766−41.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 3,840 | $478.5 萬 | 0.01% | −1,345−25.9% | 減碼 |
| California State Teachers Retirement System | 3,819 | $475.9 萬 | 0.01% | −7−0.2% | 減碼 |
| Lee Danner & Bass Inc | 3,683 | $458.9 萬 | 0.46% | 00.0% | 不變 |
| Martingale Asset Management L P | 3,611 | $450.2 萬 | 0.08% | −3,739−50.9% | 減碼 |
| Renaissance Technologies LLC | 3,500 | $436.1 萬 | 0.01% | −1,200−25.5% | 減碼 |
| Ameriprise Financial Inc | 3,426 | $426.9 萬 | 0.00% | −200−5.5% | 減碼 |
| Comerica Bank | 3,405 | $423.0 萬 | 0.03% | −824−19.5% | 減碼 |
| Alaska Permanent Fund Corp | 3,240 | $403.7 萬 | 0.06% | +3,240 | 新進 |
| Prospector Partners LLC | 3,100 | $386.3 萬 | 0.56% | +130+4.4% | 加碼 |
| Brown Advisory Inc | 3,075 | $383.2 萬 | 0.01% | −154−4.8% | 減碼 |
| First Republic Investment Management, Inc. | 3,022 | $376.6 萬 | 0.01% | +995+49.1% | 加碼 |
| Millennium Management LLC | 2,682 | $334.2 萬 | 0.00% | −6,058−69.3% | 減碼 |
| Invesco Ltd. | 2,629 | $327.6 萬 | 0.00% | −966−26.9% | 減碼 |
| AQR Capital Management LLC | 2,422 | $297.7 萬 | 0.01% | −1,011−29.4% | 減碼 |
| Dean Investment Associates, LLC | 2,242 | $279.4 萬 | 0.54% | −54−2.4% | 減碼 |
| Davenport & Co LLC | 2,212 | $275.6 萬 | 0.02% | +20+0.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,106 | $262.5 萬 | 0.04% | −288−12.0% | 減碼 |
| Royal Bank of Canada | 2,017 | $251.4 萬 | 0.00% | −33−1.6% | 減碼 |
| STRS Ohio | 1,987 | $247.6 萬 | 0.01% | +63+3.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,954 | $243.5 萬 | 0.01% | −499−20.3% | 減碼 |
| Stifel Financial Corp | 1,945 | $242.4 萬 | 0.00% | −67−3.3% | 減碼 |
| Creative Planning | 1,920 | $239.3 萬 | 0.00% | +51+2.7% | 加碼 |
| Pecaut & Co. | 1,716 | $213.8 萬 | 1.20% | −30−1.7% | 減碼 |
| Public Employees Retirement System of Ohio | 1,626 | $202.6 萬 | 0.01% | −97−5.6% | 減碼 |
| Truist Financial Corp | 1,619 | $201.8 萬 | 0.00% | +144+9.8% | 加碼 |
| JPMorgan Chase & Co | 1,601 | $199.5 萬 | 0.00% | −570−26.3% | 減碼 |
| Triad Investment Management | 1,592 | $198.4 萬 | 2.94% | −748−32.0% | 減碼 |
| Dean Capital Management | 1,549 | $193.0 萬 | 1.69% | −14−0.9% | 減碼 |
| SEI Investments Co | 1,599 | $190.9 萬 | 0.00% | −57−3.4% | 減碼 |
| Eaton Vance Management | 1,470 | $183.2 萬 | 0.00% | −1−0.1% | 減碼 |
| Barclays PLC | 1,469 | $183.1 萬 | 0.00% | −168−10.3% | 減碼 |
| Quadrature Capital Ltd | 1,449 | $180.6 萬 | 0.08% | +1,449 | 新進 |
| Price T Rowe Associates Inc | 1,376 | $171.5 萬 | 0.00% | −54−3.8% | 減碼 |
| UBS Group AG | 1,339 | $166.8 萬 | 0.00% | −437−24.6% | 減碼 |
| Alliancebernstein L.P. | 1,242 | $154.8 萬 | 0.00% | −35−2.7% | 減碼 |
| Treasurer of the State of North Carolina | 1,224 | $152.5 萬 | 0.01% | +148+13.8% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $146.6 萬 | 0.21% | 00.0% | 不變 |
| Citigroup Inc | 1,158 | $144.3 萬 | 0.00% | −205−15.0% | 減碼 |
| Nisa Investment Advisors, LLC | 1,100 | $137.1 萬 | 0.01% | 00.0% | 不變 |
| AMG National Trust Bank | 1,081 | $134.7 萬 | 0.05% | −19−1.7% | 減碼 |
| LPL Financial LLC | 1,060 | $132.1 萬 | 0.00% | +97+10.1% | 加碼 |
| Advisor Group Holdings, Inc. | 1,058 | $131.9 萬 | 0.00% | −958−47.5% | 減碼 |