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 |
|---|---|---|---|---|---|
| Chapman Investment Management, LLC | 300 | $37.4 萬 | 0.26% | 00.0% | 不變 |
| Dodge & Cox | 300 | $37.4 萬 | 0.00% | +300 | 新進 |
| The PNC Financial Services Group, Inc. | 302 | $37.6 萬 | 0.00% | −52−14.7% | 減碼 |
| Two Sigma Securities, LLC | 318 | $39.6 萬 | 0.07% | +36+12.8% | 加碼 |
| Klingenstein Fields & Co LP | 328 | $40.9 萬 | 0.02% | −189−36.6% | 減碼 |
| Regentatlantic Capital LLC | 334 | $41.6 萬 | 0.01% | −12−3.5% | 減碼 |
| Bryant Woods Investment Advisors, LLC | 340 | $42.4 萬 | 0.40% | 00.0% | 不變 |
| Squarepoint Ops LLC | 341 | $42.5 萬 | 0.00% | +341 | 新進 |
| Hyman Charles D | 350 | $43.6 萬 | 0.03% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 358 | $44.6 萬 | 0.01% | +47+15.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 358 | $44.6 萬 | 0.00% | +65+22.2% | 加碼 |
| KCM Investment Advisors LLC | 363 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 376 | $46.9 萬 | 0.03% | +34+9.9% | 加碼 |
| Kathleen S. Wright Associates Inc. | 380 | $47.4 萬 | 0.40% | 00.0% | 不變 |
| Voya Investment Management LLC | 382 | $47.6 萬 | 0.00% | −90−19.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 392 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 393 | $49.0 萬 | 0.20% | −12−3.0% | 減碼 |
| Keybank National Association | 397 | $49.5 萬 | 0.00% | −14−3.4% | 減碼 |
| Roundview Capital LLC | 400 | $49.9 萬 | 0.06% | 00.0% | 不變 |
| Holocene Advisors, LP | 415 | $51.7 萬 | 0.00% | −2,175−84.0% | 減碼 |
| M&T Bank Corp | 434 | $52.4 萬 | 0.00% | −26−5.7% | 減碼 |
| Chicago Partners Investment Group LLC | 450 | $55.8 萬 | 0.04% | 00.0% | 不變 |
| Quantinno Capital Management LP | 469 | $58.4 萬 | 0.08% | +469 | 新進 |
| MML Investors Services, LLC | 473 | $58.9 萬 | 0.00% | +83+21.3% | 加碼 |
| Teacher Retirement System of Texas | 478 | $59.6 萬 | 0.00% | −150−23.9% | 減碼 |
| Gsa Capital Partners LLP | 494 | $61.6 萬 | 0.09% | +494 | 新進 |
| Schonfeld Strategic Advisors LLC | 500 | $62.3 萬 | 0.01% | +500 | 新進 |
| Glenmede Trust Co NA | 501 | $62.4 萬 | 0.00% | +1+0.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 519 | $64.7 萬 | 0.03% | +7+1.4% | 加碼 |
| Amalgamated Bank | 522 | $65.0 萬 | 0.01% | −83−13.7% | 減碼 |
| Adams Wealth Management | 543 | $67.7 萬 | 0.26% | +84+18.3% | 加碼 |
| Bank of Montreal | 535 | $68.5 萬 | 0.00% | +110+25.9% | 加碼 |
| Parker Investment Management, LLC | 573 | $71.4 萬 | 0.16% | 00.0% | 不變 |
| First Hawaiian Bank | 575 | $71.7 萬 | 0.03% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 593 | $73.9 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 614 | $76.5 萬 | 0.00% | +614 | 新進 |
| Captrust Financial Advisors | 616 | $76.8 萬 | 0.00% | −79−11.4% | 減碼 |
| Janus Henderson Group PLC | 626 | $78.1 萬 | 0.00% | −2−0.3% | 減碼 |
| Mercer Global Advisors Inc | 652 | $81.2 萬 | 0.00% | −46−6.6% | 減碼 |
| Parsons Capital Management Inc | 660 | $82.2 萬 | 0.07% | −20−2.9% | 減碼 |
| Karpas Strategies, LLC | 702 | $87.4 萬 | 0.31% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 709 | $88.3 萬 | 0.00% | −532−42.9% | 減碼 |
| Icon Wealth Partners, LLC | 714 | $89.0 萬 | 0.11% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 716 | $89.2 萬 | 0.01% | −1,546−68.3% | 減碼 |
| Gratus Capital LLC | 725 | $90.3 萬 | 0.10% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 753 | $93.8 萬 | 0.00% | +539+251.9% | 加碼 |
| Bank of Nova Scotia | 766 | $95.5 萬 | 0.00% | +110+16.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 815 | $101.6 萬 | 0.00% | −168−17.1% | 減碼 |
| Arizona State Retirement System | 818 | $101.9 萬 | 0.01% | +2+0.2% | 加碼 |
| Brookfield Asset Management Inc. | 860 | $107.2 萬 | 0.00% | +860 | 新進 |
| AGF Investments LLC | 882 | $109.9 萬 | 0.10% | +25+2.9% | 加碼 |
| Rafferty Asset Management, LLC | 920 | $114.6 萬 | 0.01% | −555−37.6% | 減碼 |
| Forum Financial Management, LP | 924 | $115.1 萬 | 0.06% | +214+30.1% | 加碼 |
| Avalon Investment & Advisory | 933 | $116.3 萬 | 0.03% | +615+193.4% | 加碼 |
| Neuberger Berman Group LLC | 942 | $117.4 萬 | 0.00% | +1+0.1% | 加碼 |
| Jane Street Group, LLC | 950 | $118.4 萬 | 0.00% | −64−6.3% | 減碼 |
| Autumn Glory Partners, LLC | 995 | $124.0 萬 | 0.92% | −995−50.0% | 減碼 |
| Main Street Financial Solutions, LLC | 1,019 | $129.4 萬 | 0.17% | +1,019 | 新進 |
| Brave Asset Management Inc | 1,041 | $129.7 萬 | 0.58% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,058 | $131.9 萬 | 0.00% | −958−47.5% | 減碼 |
| LPL Financial LLC | 1,060 | $132.1 萬 | 0.00% | +97+10.1% | 加碼 |
| AMG National Trust Bank | 1,081 | $134.7 萬 | 0.05% | −19−1.7% | 減碼 |
| Nisa Investment Advisors, LLC | 1,100 | $137.1 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 1,158 | $144.3 萬 | 0.00% | −205−15.0% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $146.6 萬 | 0.21% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 1,224 | $152.5 萬 | 0.01% | +148+13.8% | 加碼 |
| Alliancebernstein L.P. | 1,242 | $154.8 萬 | 0.00% | −35−2.7% | 減碼 |
| UBS Group AG | 1,339 | $166.8 萬 | 0.00% | −437−24.6% | 減碼 |
| Price T Rowe Associates Inc | 1,376 | $171.5 萬 | 0.00% | −54−3.8% | 減碼 |
| Quadrature Capital Ltd | 1,449 | $180.6 萬 | 0.08% | +1,449 | 新進 |
| Barclays PLC | 1,469 | $183.1 萬 | 0.00% | −168−10.3% | 減碼 |
| Eaton Vance Management | 1,470 | $183.2 萬 | 0.00% | −1−0.1% | 減碼 |
| SEI Investments Co | 1,599 | $190.9 萬 | 0.00% | −57−3.4% | 減碼 |
| Dean Capital Management | 1,549 | $193.0 萬 | 1.69% | −14−0.9% | 減碼 |
| Triad Investment Management | 1,592 | $198.4 萬 | 2.94% | −748−32.0% | 減碼 |
| JPMorgan Chase & Co | 1,601 | $199.5 萬 | 0.00% | −570−26.3% | 減碼 |
| Truist Financial Corp | 1,619 | $201.8 萬 | 0.00% | +144+9.8% | 加碼 |
| Public Employees Retirement System of Ohio | 1,626 | $202.6 萬 | 0.01% | −97−5.6% | 減碼 |
| Pecaut & Co. | 1,716 | $213.8 萬 | 1.20% | −30−1.7% | 減碼 |
| Creative Planning | 1,920 | $239.3 萬 | 0.00% | +51+2.7% | 加碼 |
| Stifel Financial Corp | 1,945 | $242.4 萬 | 0.00% | −67−3.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,954 | $243.5 萬 | 0.01% | −499−20.3% | 減碼 |
| STRS Ohio | 1,987 | $247.6 萬 | 0.01% | +63+3.3% | 加碼 |
| Royal Bank of Canada | 2,017 | $251.4 萬 | 0.00% | −33−1.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,106 | $262.5 萬 | 0.04% | −288−12.0% | 減碼 |
| Davenport & Co LLC | 2,212 | $275.6 萬 | 0.02% | +20+0.9% | 加碼 |
| Dean Investment Associates, LLC | 2,242 | $279.4 萬 | 0.54% | −54−2.4% | 減碼 |
| AQR Capital Management LLC | 2,422 | $297.7 萬 | 0.01% | −1,011−29.4% | 減碼 |
| Invesco Ltd. | 2,629 | $327.6 萬 | 0.00% | −966−26.9% | 減碼 |
| Millennium Management LLC | 2,682 | $334.2 萬 | 0.00% | −6,058−69.3% | 減碼 |
| First Republic Investment Management, Inc. | 3,022 | $376.6 萬 | 0.01% | +995+49.1% | 加碼 |
| Brown Advisory Inc | 3,075 | $383.2 萬 | 0.01% | −154−4.8% | 減碼 |
| Prospector Partners LLC | 3,100 | $386.3 萬 | 0.56% | +130+4.4% | 加碼 |
| Alaska Permanent Fund Corp | 3,240 | $403.7 萬 | 0.06% | +3,240 | 新進 |
| Comerica Bank | 3,405 | $423.0 萬 | 0.03% | −824−19.5% | 減碼 |
| Ameriprise Financial Inc | 3,426 | $426.9 萬 | 0.00% | −200−5.5% | 減碼 |
| Renaissance Technologies LLC | 3,500 | $436.1 萬 | 0.01% | −1,200−25.5% | 減碼 |
| Martingale Asset Management L P | 3,611 | $450.2 萬 | 0.08% | −3,739−50.9% | 減碼 |
| Lee Danner & Bass Inc | 3,683 | $458.9 萬 | 0.46% | 00.0% | 不變 |
| California State Teachers Retirement System | 3,819 | $475.9 萬 | 0.01% | −7−0.2% | 減碼 |