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 3 季 13F 持有人
White Mountains Insurance Group Ltd 在 2022/9/30 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
- 251
- 較 2022 年第 2 季 −4 家
- 持有股數
- 228.3 萬
- 較 2022 年第 2 季 −37.6 萬 (−14.1%)
- 總市值
- $29.8 億
- 較 2022 年第 2 季 −$3.38 億 (−10.2%)
- 新進機構
- 24
- 另有 67 家加碼
- 清倉機構
- 28
- 另有 94 家減碼
另有 4 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 249,232 | $3.25 億 | 0.01% | −30,322−10.8% | 減碼 |
| Dimensional Fund Advisors LP | 160,965 | $2.10 億 | 0.08% | +561+0.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 143,958 | $1.88 億 | 1.35% | +3,047+2.2% | 加碼 |
| River Road Asset Management, LLC | 135,384 | $1.76 億 | 2.63% | −3,846−2.8% | 減碼 |
| Boston Partners | 128,012 | $1.68 億 | 0.25% | −5,203−3.9% | 減碼 |
| Atlanta Capital Management Co L L C | 127,468 | $1.66 億 | 0.74% | −7,721−5.7% | 減碼 |
| BlackRock Inc. | 115,234 | $1.50 億 | 0.01% | −3,842−3.2% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 112,597 | $1.47 億 | 3.69% | −13,006−10.4% | 減碼 |
| Wellington Management Group LLP | 90,010 | $1.17 億 | 0.02% | −96,088−51.6% | 減碼 |
| Wallace Capital Management Inc. | 73,823 | $9,619 萬 | 16.03% | +715+1.0% | 加碼 |
| London Co of Virginia | 67,416 | $8,784 萬 | 0.56% | −915−1.3% | 減碼 |
| State Street Corp | 52,281 | $6,812 萬 | 0.00% | −1,998−3.7% | 減碼 |
| Bank of America Corp | 41,765 | $5,442 萬 | 0.01% | +871+2.1% | 加碼 |
| Reinhart Partners, Inc. | 41,713 | $5,435 萬 | 3.35% | −2,631−5.9% | 減碼 |
| Fiduciary Management Inc | 35,965 | $4,686 萬 | 0.49% | −302−0.8% | 減碼 |
| Scout Investments, Inc. | 35,887 | $4,676 萬 | 0.97% | −4,374−10.9% | 減碼 |
| Geode Capital Management, LLC | 34,805 | $4,535 萬 | 0.01% | −2,733−7.3% | 減碼 |
| Cannell Peter B & Co Inc | 32,791 | $4,273 萬 | 1.64% | −480−1.4% | 減碼 |
| Raymond James & Associates | 30,381 | $3,959 萬 | 0.04% | −4,223−12.2% | 減碼 |
| Norges Bank | 26,393 | $3,439 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 25,051 | $3,264 萬 | 0.01% | −2,196−8.1% | 減碼 |
| Victory Capital Management Inc | 23,375 | $3,046 萬 | 0.04% | −6,820−22.6% | 減碼 |
| Morgan Stanley | 23,351 | $3,043 萬 | 0.00% | +703+3.1% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 22,510 | $2,933 萬 | 7.87% | −161−0.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 19,157 | $2,496 萬 | 0.43% | −3,622−15.9% | 減碼 |
| Elkhorn Partners Limited Partnership | 18,510 | $2,412 萬 | 17.45% | −3,395−15.5% | 減碼 |
| Pendal Group Limited | 17,788 | $2,318 萬 | 0.23% | −3,625−16.9% | 減碼 |
| Speece Thorson Capital Group Inc | 16,143 | $2,104 萬 | 4.80% | +515+3.3% | 加碼 |
| Cove Street Capital, LLC | 15,637 | $2,038 萬 | 5.69% | −662−4.1% | 減碼 |
| Wells Fargo & Company | 15,316 | $1,996 萬 | 0.01% | −159−1.0% | 減碼 |
| FMR LLC | 15,178 | $1,978 萬 | 0.00% | +15,090+17,147.7% | 加碼 |
| Northern Trust Corp | 14,685 | $1,913 萬 | 0.00% | −1,201−7.6% | 減碼 |
| Federated Hermes, Inc. | 13,483 | $1,757 萬 | 0.05% | −605−4.3% | 減碼 |
| Select Equity Group, L.P. | 13,099 | $1,707 萬 | 0.07% | −46,923−78.2% | 減碼 |
| Royce & Associates LP | 12,506 | $1,630 萬 | 0.18% | +2,040+19.5% | 加碼 |
| California Public Employees Retirement System | 12,312 | $1,604 萬 | 0.01% | +1,662+15.6% | 加碼 |
| Bank of New York Mellon Corp | 12,270 | $1,599 萬 | 0.00% | −248−2.0% | 減碼 |
| Nuveen Asset Management, LLC | 11,452 | $1,492 萬 | 0.01% | +103+0.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 9,874 | $1,287 萬 | 0.04% | −435−4.2% | 減碼 |
| Millennium Management LLC | 8,894 | $1,159 萬 | 0.01% | +6,212+231.6% | 加碼 |
| Eagle Asset Management Inc | 8,288 | $1,080 萬 | 0.07% | +576+7.5% | 加碼 |
| Envestnet Asset Management Inc | 6,663 | $868.2 萬 | 0.00% | −729−9.9% | 減碼 |
| Phocas Financial Corp. | 6,637 | $864.8 萬 | 1.34% | +214+3.3% | 加碼 |
| American Century Companies Inc | 6,080 | $792.2 萬 | 0.01% | −181−2.9% | 減碼 |
| Swiss National Bank | 6,046 | $787.8 萬 | 0.01% | −1,100−15.4% | 減碼 |
| Goldman Sachs Group Inc | 5,821 | $758.5 萬 | 0.00% | −7,766−57.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 5,365 | $699.1 萬 | 0.07% | −297−5.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 5,360 | $698.4 萬 | 0.02% | +1,520+39.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $696.2 萬 | 0.12% | 00.0% | 不變 |
| Legal & General Group Plc | 5,137 | $669.4 萬 | 0.00% | −312−5.7% | 減碼 |
| Lazard Asset Management LLC | 4,698 | $612.1 萬 | 0.01% | +4,698 | 新進 |
| Rhumbline Advisers | 4,591 | $598.2 萬 | 0.01% | +83+1.8% | 加碼 |
| UBS Asset Management Americas Inc | 4,584 | $597.3 萬 | 0.00% | −868−15.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,485 | $584.4 萬 | 0.01% | −12−0.3% | 減碼 |
| Alaska Permanent Fund Corp | 4,442 | $578.8 萬 | 0.10% | +1,202+37.1% | 加碼 |
| New York State Common Retirement Fund | 4,263 | $555.5 萬 | 0.01% | −2,590−37.8% | 減碼 |
| Credit Suisse AG | 4,161 | $542.2 萬 | 0.01% | +24+0.6% | 加碼 |
| Brookfield Asset Management Inc. | 3,944 | $513.9 萬 | 0.02% | +3,084+358.6% | 加碼 |
| Barclays PLC | 3,838 | $500.0 萬 | 0.01% | +2,369+161.3% | 加碼 |
| Lee Danner & Bass Inc | 3,683 | $479.9 萬 | 0.51% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 3,613 | $470.8 萬 | 0.01% | +591+19.6% | 加碼 |
| Martingale Asset Management L P | 3,611 | $470.7 萬 | 0.09% | 00.0% | 不變 |
| Comerica Bank | 3,505 | $462.9 萬 | 0.04% | +100+2.9% | 加碼 |
| TCWP LLC | 3,535 | $460.6 萬 | 0.98% | +3,535 | 新進 |
| California State Teachers Retirement System | 3,333 | $434.3 萬 | 0.01% | −486−12.7% | 減碼 |
| Prospector Partners LLC | 3,080 | $401.3 萬 | 0.62% | −20−0.6% | 減碼 |
| Brown Advisory Inc | 3,075 | $400.7 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 2,671 | $348.1 萬 | 0.00% | −755−22.0% | 減碼 |
| Invesco Ltd. | 2,553 | $332.7 萬 | 0.00% | −76−2.9% | 減碼 |
| GW&K Investment Management, LLC | 2,482 | $323.4 萬 | 0.04% | +2,482 | 新進 |
| Teachers Retirement System of the State of Kentucky | 2,370 | $308.8 萬 | 0.04% | +2,370 | 新進 |
| Dean Investment Associates, LLC | 2,350 | $306.2 萬 | 0.62% | +108+4.8% | 加碼 |
| Davenport & Co LLC | 2,248 | $292.9 萬 | 0.03% | +36+1.6% | 加碼 |
| STRS Ohio | 2,103 | $274.0 萬 | 0.01% | +116+5.8% | 加碼 |
| Qube Research & Technologies Ltd | 2,091 | $272.5 萬 | 0.02% | +1,375+192.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,061 | $268.5 萬 | 0.05% | −45−2.1% | 減碼 |
| Royal Bank of Canada | 2,046 | $266.6 萬 | 0.00% | +29+1.4% | 加碼 |
| UBS Group AG | 1,994 | $259.9 萬 | 0.00% | +655+48.9% | 加碼 |
| Stifel Financial Corp | 1,930 | $251.6 萬 | 0.00% | −15−0.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,917 | $249.8 萬 | 0.01% | −37−1.9% | 減碼 |
| Creative Planning | 1,912 | $249.1 萬 | 0.00% | −8−0.4% | 減碼 |
| Triad Investment Management | 1,768 | $230.4 萬 | 4.00% | +176+11.1% | 加碼 |
| Citadel Advisors LLC | 1,683 | $219.3 萬 | 0.00% | −2,253−57.2% | 減碼 |
| Public Employees Retirement System of Ohio | 1,587 | $206.8 萬 | 0.01% | −39−2.4% | 減碼 |
| Price T Rowe Associates Inc | 1,491 | $194.3 萬 | 0.00% | +115+8.4% | 加碼 |
| Eaton Vance Management | 1,480 | $192.8 萬 | 0.00% | +10+0.7% | 加碼 |
| Truist Financial Corp | 1,463 | $190.6 萬 | 0.00% | −156−9.6% | 減碼 |
| SEI Investments Co | 1,428 | $186.1 萬 | 0.00% | −171−10.7% | 減碼 |
| Caxton Associates LP | 1,356 | $176.7 萬 | 0.30% | +1,356 | 新進 |
| JPMorgan Chase & Co | 1,291 | $168.2 萬 | 0.00% | −310−19.4% | 減碼 |
| Pecaut & Co. | 1,277 | $166.4 萬 | 0.88% | −439−25.6% | 減碼 |
| AGF Investments LLC | 1,214 | $158.2 萬 | 0.15% | +332+37.6% | 加碼 |
| Treasurer of the State of North Carolina | 1,204 | $156.9 萬 | 0.01% | −20−1.6% | 減碼 |
| Alliancebernstein L.P. | 1,193 | $155.5 萬 | 0.00% | −49−3.9% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $153.3 萬 | 0.23% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,103 | $143.7 萬 | 0.00% | +45+4.3% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $143.3 萬 | 0.01% | 00.0% | 不變 |
| AMG National Trust Bank | 1,097 | $142.9 萬 | 0.05% | +16+1.5% | 加碼 |
| LPL Financial LLC | 1,088 | $141.8 萬 | 0.00% | +28+2.6% | 加碼 |
| Main Street Financial Solutions, LLC | 1,058 | $139.6 萬 | 0.23% | +39+3.8% | 加碼 |