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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 358 | $46.6 萬 | 0.20% | −35−8.9% | 減碼 |
| Voya Investment Management LLC | 363 | $47.3 萬 | 0.00% | −19−5.0% | 減碼 |
| KCM Investment Advisors LLC | 363 | $47.3 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 365 | $47.6 萬 | 0.00% | −32−8.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 371 | $48.3 萬 | 0.00% | +13+3.6% | 加碼 |
| AE Wealth Management LLC | 375 | $48.9 萬 | 0.00% | +375 | 新進 |
| Zeke Capital Advisors, LLC | 376 | $49.0 萬 | 0.04% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 380 | $49.5 萬 | 0.40% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 391 | $50.9 萬 | 0.03% | +63+19.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 392 | $51.1 萬 | 0.00% | 00.0% | 不變 |
| Roundview Capital LLC | 400 | $52.1 萬 | 0.07% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 422 | $55.0 萬 | 0.00% | −56−11.7% | 減碼 |
| First Trust Advisors LP | 423 | $55.1 萬 | 0.00% | −3,982−90.4% | 減碼 |
| Bank of Montreal | 412 | $56.8 萬 | 0.00% | −123−23.0% | 減碼 |
| HighTower Advisors, LLC | 436 | $56.9 萬 | 0.00% | +143+48.8% | 加碼 |
| Quantinno Capital Management LP | 438 | $57.1 萬 | 0.07% | −31−6.6% | 減碼 |
| SG Americas Securities, LLC | 442 | $57.6 萬 | 0.01% | +442 | 新進 |
| Algert Global LLC | 444 | $57.9 萬 | 0.03% | +269+153.7% | 加碼 |
| Chicago Partners Investment Group LLC | 450 | $60.1 萬 | 0.04% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 476 | $62.0 萬 | 0.00% | −277−36.8% | 減碼 |
| Vestcor Inc | 477 | $62.2 萬 | 0.02% | +477 | 新進 |
| Allspring Global Investments Holdings, LLC | 479 | $62.3 萬 | 0.00% | −230−32.4% | 減碼 |
| Glenmede Trust Co NA | 492 | $64.1 萬 | 0.00% | −9−1.8% | 減碼 |
| Aquatic Capital Management LLC | 500 | $65.2 萬 | 0.06% | +500 | 新進 |
| Amalgamated Bank | 519 | $67.6 萬 | 0.01% | −3−0.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 519 | $67.6 萬 | 0.04% | 00.0% | 不變 |
| M&T Bank Corp | 546 | $71.2 萬 | 0.00% | +112+25.8% | 加碼 |
| Two Sigma Investments, LP | 569 | $74.1 萬 | 0.00% | +569 | 新進 |
| First Hawaiian Bank | 572 | $74.5 萬 | 0.03% | −3−0.5% | 減碼 |
| Parker Investment Management, LLC | 573 | $74.7 萬 | 0.24% | 00.0% | 不變 |
| MML Investors Services, LLC | 583 | $76.0 萬 | 0.01% | +110+23.3% | 加碼 |
| Bank of Nova Scotia | 585 | $76.2 萬 | 0.00% | −181−23.6% | 減碼 |
| Handelsbanken Fonder AB | 593 | $77.3 萬 | 0.01% | 00.0% | 不變 |
| Gratus Capital LLC | 618 | $80.5 萬 | 0.09% | −107−14.8% | 減碼 |
| Regentatlantic Capital LLC | 650 | $84.6 萬 | 0.03% | +316+94.6% | 加碼 |
| Parsons Capital Management Inc | 660 | $86.0 萬 | 0.08% | 00.0% | 不變 |
| Citigroup Inc | 685 | $89.3 萬 | 0.00% | −473−40.8% | 減碼 |
| Karpas Strategies, LLC | 702 | $91.4 萬 | 0.35% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 706 | $92.0 萬 | 0.02% | +348+97.2% | 加碼 |
| Icon Wealth Advisors, LLC | 714 | $93.0 萬 | 0.11% | +714 | 新進 |
| Captrust Financial Advisors | 744 | $96.9 萬 | 0.01% | +128+20.8% | 加碼 |
| Ensign Peak Advisors, Inc | 750 | $97.7 萬 | 0.00% | +670+837.5% | 加碼 |
| Arizona State Retirement System | 809 | $105.4 萬 | 0.01% | −9−1.1% | 減碼 |
| Renaissance Technologies LLC | 900 | $117.3 萬 | 0.00% | −2,600−74.3% | 減碼 |
| Forum Financial Management, LP | 924 | $120.4 萬 | 0.06% | 00.0% | 不變 |
| Avalon Investment & Advisory | 933 | $121.6 萬 | 0.04% | 00.0% | 不變 |
| Dean Capital Management | 978 | $127.4 萬 | 1.91% | −571−36.9% | 減碼 |
| Autumn Glory Partners, LLC | 995 | $129.7 萬 | 0.87% | 00.0% | 不變 |
| Verition Fund Management LLC | 1,014 | $132.1 萬 | 0.02% | +839+479.4% | 加碼 |
| Brave Asset Management Inc | 1,041 | $135.6 萬 | 0.70% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 1,060 | $138.1 萬 | 0.00% | +118+12.5% | 加碼 |
| Main Street Financial Solutions, LLC | 1,058 | $139.6 萬 | 0.23% | +39+3.8% | 加碼 |
| LPL Financial LLC | 1,088 | $141.8 萬 | 0.00% | +28+2.6% | 加碼 |
| AMG National Trust Bank | 1,097 | $142.9 萬 | 0.05% | +16+1.5% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $143.3 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,103 | $143.7 萬 | 0.00% | +45+4.3% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $153.3 萬 | 0.23% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,193 | $155.5 萬 | 0.00% | −49−3.9% | 減碼 |
| Treasurer of the State of North Carolina | 1,204 | $156.9 萬 | 0.01% | −20−1.6% | 減碼 |
| AGF Investments LLC | 1,214 | $158.2 萬 | 0.15% | +332+37.6% | 加碼 |
| Pecaut & Co. | 1,277 | $166.4 萬 | 0.88% | −439−25.6% | 減碼 |
| JPMorgan Chase & Co | 1,291 | $168.2 萬 | 0.00% | −310−19.4% | 減碼 |
| Caxton Associates LP | 1,356 | $176.7 萬 | 0.30% | +1,356 | 新進 |
| SEI Investments Co | 1,428 | $186.1 萬 | 0.00% | −171−10.7% | 減碼 |
| Truist Financial Corp | 1,463 | $190.6 萬 | 0.00% | −156−9.6% | 減碼 |
| Eaton Vance Management | 1,480 | $192.8 萬 | 0.00% | +10+0.7% | 加碼 |
| Price T Rowe Associates Inc | 1,491 | $194.3 萬 | 0.00% | +115+8.4% | 加碼 |
| Public Employees Retirement System of Ohio | 1,587 | $206.8 萬 | 0.01% | −39−2.4% | 減碼 |
| Citadel Advisors LLC | 1,683 | $219.3 萬 | 0.00% | −2,253−57.2% | 減碼 |
| Triad Investment Management | 1,768 | $230.4 萬 | 4.00% | +176+11.1% | 加碼 |
| Creative Planning | 1,912 | $249.1 萬 | 0.00% | −8−0.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,917 | $249.8 萬 | 0.01% | −37−1.9% | 減碼 |
| Stifel Financial Corp | 1,930 | $251.6 萬 | 0.00% | −15−0.8% | 減碼 |
| UBS Group AG | 1,994 | $259.9 萬 | 0.00% | +655+48.9% | 加碼 |
| Royal Bank of Canada | 2,046 | $266.6 萬 | 0.00% | +29+1.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,061 | $268.5 萬 | 0.05% | −45−2.1% | 減碼 |
| Qube Research & Technologies Ltd | 2,091 | $272.5 萬 | 0.02% | +1,375+192.0% | 加碼 |
| STRS Ohio | 2,103 | $274.0 萬 | 0.01% | +116+5.8% | 加碼 |
| Davenport & Co LLC | 2,248 | $292.9 萬 | 0.03% | +36+1.6% | 加碼 |
| Dean Investment Associates, LLC | 2,350 | $306.2 萬 | 0.62% | +108+4.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 2,370 | $308.8 萬 | 0.04% | +2,370 | 新進 |
| GW&K Investment Management, LLC | 2,482 | $323.4 萬 | 0.04% | +2,482 | 新進 |
| Invesco Ltd. | 2,553 | $332.7 萬 | 0.00% | −76−2.9% | 減碼 |
| Ameriprise Financial Inc | 2,671 | $348.1 萬 | 0.00% | −755−22.0% | 減碼 |
| Brown Advisory Inc | 3,075 | $400.7 萬 | 0.01% | 00.0% | 不變 |
| Prospector Partners LLC | 3,080 | $401.3 萬 | 0.62% | −20−0.6% | 減碼 |
| California State Teachers Retirement System | 3,333 | $434.3 萬 | 0.01% | −486−12.7% | 減碼 |
| TCWP LLC | 3,535 | $460.6 萬 | 0.98% | +3,535 | 新進 |
| Comerica Bank | 3,505 | $462.9 萬 | 0.04% | +100+2.9% | 加碼 |
| Martingale Asset Management L P | 3,611 | $470.7 萬 | 0.09% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 3,613 | $470.8 萬 | 0.01% | +591+19.6% | 加碼 |
| Lee Danner & Bass Inc | 3,683 | $479.9 萬 | 0.51% | 00.0% | 不變 |
| Barclays PLC | 3,838 | $500.0 萬 | 0.01% | +2,369+161.3% | 加碼 |
| Brookfield Asset Management Inc. | 3,944 | $513.9 萬 | 0.02% | +3,084+358.6% | 加碼 |
| Credit Suisse AG | 4,161 | $542.2 萬 | 0.01% | +24+0.6% | 加碼 |
| New York State Common Retirement Fund | 4,263 | $555.5 萬 | 0.01% | −2,590−37.8% | 減碼 |
| Alaska Permanent Fund Corp | 4,442 | $578.8 萬 | 0.10% | +1,202+37.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,485 | $584.4 萬 | 0.01% | −12−0.3% | 減碼 |
| UBS Asset Management Americas Inc | 4,584 | $597.3 萬 | 0.00% | −868−15.9% | 減碼 |
| Rhumbline Advisers | 4,591 | $598.2 萬 | 0.01% | +83+1.8% | 加碼 |