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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,698 | $612.1 萬 | 0.01% | +4,698 | 新進 |
| Legal & General Group Plc | 5,137 | $669.4 萬 | 0.00% | −312−5.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $696.2 萬 | 0.12% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 5,360 | $698.4 萬 | 0.02% | +1,520+39.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 5,365 | $699.1 萬 | 0.07% | −297−5.2% | 減碼 |
| Goldman Sachs Group Inc | 5,821 | $758.5 萬 | 0.00% | −7,766−57.2% | 減碼 |
| Swiss National Bank | 6,046 | $787.8 萬 | 0.01% | −1,100−15.4% | 減碼 |
| American Century Companies Inc | 6,080 | $792.2 萬 | 0.01% | −181−2.9% | 減碼 |
| Phocas Financial Corp. | 6,637 | $864.8 萬 | 1.34% | +214+3.3% | 加碼 |
| Envestnet Asset Management Inc | 6,663 | $868.2 萬 | 0.00% | −729−9.9% | 減碼 |
| Eagle Asset Management Inc | 8,288 | $1,080 萬 | 0.07% | +576+7.5% | 加碼 |
| Millennium Management LLC | 8,894 | $1,159 萬 | 0.01% | +6,212+231.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 9,874 | $1,287 萬 | 0.04% | −435−4.2% | 減碼 |
| Nuveen Asset Management, LLC | 11,452 | $1,492 萬 | 0.01% | +103+0.9% | 加碼 |
| Bank of New York Mellon Corp | 12,270 | $1,599 萬 | 0.00% | −248−2.0% | 減碼 |
| California Public Employees Retirement System | 12,312 | $1,604 萬 | 0.01% | +1,662+15.6% | 加碼 |
| Royce & Associates LP | 12,506 | $1,630 萬 | 0.18% | +2,040+19.5% | 加碼 |
| Select Equity Group, L.P. | 13,099 | $1,707 萬 | 0.07% | −46,923−78.2% | 減碼 |
| Federated Hermes, Inc. | 13,483 | $1,757 萬 | 0.05% | −605−4.3% | 減碼 |
| Northern Trust Corp | 14,685 | $1,913 萬 | 0.00% | −1,201−7.6% | 減碼 |
| FMR LLC | 15,178 | $1,978 萬 | 0.00% | +15,090+17,147.7% | 加碼 |
| Wells Fargo & Company | 15,316 | $1,996 萬 | 0.01% | −159−1.0% | 減碼 |
| Cove Street Capital, LLC | 15,637 | $2,038 萬 | 5.69% | −662−4.1% | 減碼 |
| Speece Thorson Capital Group Inc | 16,143 | $2,104 萬 | 4.80% | +515+3.3% | 加碼 |
| Pendal Group Limited | 17,788 | $2,318 萬 | 0.23% | −3,625−16.9% | 減碼 |
| Elkhorn Partners Limited Partnership | 18,510 | $2,412 萬 | 17.45% | −3,395−15.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 19,157 | $2,496 萬 | 0.43% | −3,622−15.9% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,510 | $2,933 萬 | 7.87% | −161−0.7% | 減碼 |
| Morgan Stanley | 23,351 | $3,043 萬 | 0.00% | +703+3.1% | 加碼 |
| Victory Capital Management Inc | 23,375 | $3,046 萬 | 0.04% | −6,820−22.6% | 減碼 |
| Charles Schwab Investment Management Inc | 25,051 | $3,264 萬 | 0.01% | −2,196−8.1% | 減碼 |
| Norges Bank | 26,393 | $3,439 萬 | 0.01% | 00.0% | 不變 |
| Raymond James & Associates | 30,381 | $3,959 萬 | 0.04% | −4,223−12.2% | 減碼 |
| Cannell Peter B & Co Inc | 32,791 | $4,273 萬 | 1.64% | −480−1.4% | 減碼 |
| Geode Capital Management, LLC | 34,805 | $4,535 萬 | 0.01% | −2,733−7.3% | 減碼 |
| Scout Investments, Inc. | 35,887 | $4,676 萬 | 0.97% | −4,374−10.9% | 減碼 |
| Fiduciary Management Inc | 35,965 | $4,686 萬 | 0.49% | −302−0.8% | 減碼 |
| Reinhart Partners, Inc. | 41,713 | $5,435 萬 | 3.35% | −2,631−5.9% | 減碼 |
| Bank of America Corp | 41,765 | $5,442 萬 | 0.01% | +871+2.1% | 加碼 |
| State Street Corp | 52,281 | $6,812 萬 | 0.00% | −1,998−3.7% | 減碼 |
| London Co of Virginia | 67,416 | $8,784 萬 | 0.56% | −915−1.3% | 減碼 |
| Wallace Capital Management Inc. | 73,823 | $9,619 萬 | 16.03% | +715+1.0% | 加碼 |
| Wellington Management Group LLP | 90,010 | $1.17 億 | 0.02% | −96,088−51.6% | 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 |
| BlackRock Inc. | 115,234 | $1.50 億 | 0.01% | −3,842−3.2% | 減碼 |
| Atlanta Capital Management Co L L C | 127,468 | $1.66 億 | 0.74% | −7,721−5.7% | 減碼 |
| Boston Partners | 128,012 | $1.68 億 | 0.25% | −5,203−3.9% | 減碼 |
| River Road Asset Management, LLC | 135,384 | $1.76 億 | 2.63% | −3,846−2.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 143,958 | $1.88 億 | 1.35% | +3,047+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 160,965 | $2.10 億 | 0.08% | +561+0.3% | 加碼 |
| Vanguard Group Inc | 249,232 | $3.25 億 | 0.01% | −30,322−10.8% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −110,917−100.0% | 清倉 |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −31,496−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,277−100.0% | 清倉 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −6,297−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −2,422−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,449−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −920−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −626−100.0% | 清倉 |
| Adams Wealth Management | 0 | $0 | 0.00% | −543−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −494−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −415−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −318−100.0% | 清倉 |
| Dodge & Cox | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −282−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −268−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −247−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −203−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −171−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Cordasco Financial Network | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |