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 4 季 13F 持有人
White Mountains Insurance Group Ltd 在 2022/12/31 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
- 265
- 較 2022 年第 3 季 +21 家
- 持有股數
- 226.4 萬
- 較 2022 年第 3 季 +11.2 萬 (+5.2%)
- 總市值
- $32.0 億
- 較 2022 年第 3 季 +$3.98 億 (+14.2%)
- 新進機構
- 35
- 另有 67 家加碼
- 清倉機構
- 14
- 另有 97 家減碼
另有 7 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,921 | $3.59 億 | 0.01% | +4,689+1.9% | 加碼 |
| Morgan Stanley | 189,671 | $2.68 億 | 0.03% | +166,320+712.3% | 加碼 |
| Dimensional Fund Advisors LP | 160,079 | $2.26 億 | 0.08% | −886−0.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 153,270 | $2.17 億 | 1.38% | +9,312+6.5% | 加碼 |
| River Road Asset Management, LLC | 139,423 | $1.97 億 | 2.70% | +4,039+3.0% | 加碼 |
| Boston Partners | 124,320 | $1.77 億 | 0.24% | −3,692−2.9% | 減碼 |
| BlackRock Inc. | 111,755 | $1.58 億 | 0.00% | −3,479−3.0% | 減碼 |
| Wellington Management Group LLP | 83,374 | $1.18 億 | 0.02% | −6,636−7.4% | 減碼 |
| Wallace Capital Management Inc. | 73,611 | $1.04 億 | 16.31% | −212−0.3% | 減碼 |
| London Co of Virginia | 65,730 | $9,296 萬 | 0.55% | −1,686−2.5% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 55,493 | $7,849 萬 | 2.75% | −57,104−50.7% | 減碼 |
| State Street Corp | 50,349 | $7,121 萬 | 0.00% | −1,932−3.7% | 減碼 |
| Bank of America Corp | 42,606 | $6,026 萬 | 0.01% | +841+2.0% | 加碼 |
| Reinhart Partners, Inc. | 41,062 | $5,808 萬 | 3.15% | −651−1.6% | 減碼 |
| Fiduciary Management Inc | 35,197 | $4,978 萬 | 0.50% | −768−2.1% | 減碼 |
| Scout Investments, Inc. | 35,069 | $4,960 萬 | 1.01% | −818−2.3% | 減碼 |
| Geode Capital Management, LLC | 33,964 | $4,804 萬 | 0.01% | −841−2.4% | 減碼 |
| Cannell Peter B & Co Inc | 33,352 | $4,717 萬 | 1.69% | +561+1.7% | 加碼 |
| Raymond James & Associates | 30,468 | $4,309 萬 | 0.04% | +87+0.3% | 加碼 |
| FMR LLC | 28,645 | $4,051 萬 | 0.00% | +13,467+88.7% | 加碼 |
| Norges Bank | 27,397 | $3,875 萬 | 0.01% | +1,004+3.8% | 加碼 |
| Charles Schwab Investment Management Inc | 23,638 | $3,343 萬 | 0.01% | −1,413−5.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,672 | $3,207 萬 | 7.56% | +162+0.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 22,598 | $3,196 萬 | 0.09% | +12,724+128.9% | 加碼 |
| Victory Capital Management Inc | 21,303 | $3,013 萬 | 0.03% | −2,072−8.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 19,829 | $2,805 萬 | 0.45% | +672+3.5% | 加碼 |
| Elkhorn Partners Limited Partnership | 18,350 | $2,595 萬 | 17.76% | −160−0.9% | 減碼 |
| Pendal Group Limited | 17,788 | $2,516 萬 | 0.22% | 00.0% | 不變 |
| Speece Thorson Capital Group Inc | 15,373 | $2,174 萬 | 4.67% | −770−4.8% | 減碼 |
| Cove Street Capital, LLC | 14,925 | $2,111 萬 | 5.76% | −712−4.6% | 減碼 |
| Northern Trust Corp | 14,916 | $2,110 萬 | 0.00% | +231+1.6% | 加碼 |
| Wells Fargo & Company | 14,763 | $2,088 萬 | 0.01% | −553−3.6% | 減碼 |
| Royce & Associates LP | 12,506 | $1,769 萬 | 0.19% | 00.0% | 不變 |
| California Public Employees Retirement System | 12,333 | $1,744 萬 | 0.01% | +21+0.2% | 加碼 |
| Bank of New York Mellon Corp | 11,567 | $1,636 萬 | 0.00% | −703−5.7% | 減碼 |
| Nuveen Asset Management, LLC | 9,429 | $1,334 萬 | 0.01% | −2,023−17.7% | 減碼 |
| Federated Hermes, Inc. | 8,861 | $1,253 萬 | 0.03% | −4,622−34.3% | 減碼 |
| Eagle Asset Management Inc | 7,853 | $1,097 萬 | 0.07% | −435−5.2% | 減碼 |
| Lazard Asset Management LLC | 7,201 | $1,018 萬 | 0.01% | +2,503+53.3% | 加碼 |
| Envestnet Asset Management Inc | 6,587 | $931.6 萬 | 0.00% | −76−1.1% | 減碼 |
| Swiss National Bank | 6,246 | $883.4 萬 | 0.01% | +200+3.3% | 加碼 |
| American Century Companies Inc | 5,987 | $846.8 萬 | 0.01% | −93−1.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $755.7 萬 | 0.13% | 00.0% | 不變 |
| Hotchkis & Wiley Capital Management LLC | 5,343 | $755.7 萬 | 0.03% | +5,343 | 新進 |
| Brandywine Global Investment Management, LLC | 5,212 | $737.1 萬 | 0.06% | −153−2.9% | 減碼 |
| GW&K Investment Management, LLC | 5,070 | $717.1 萬 | 0.07% | +2,588+104.3% | 加碼 |
| Legal & General Group Plc | 5,006 | $708.0 萬 | 0.00% | −131−2.6% | 減碼 |
| Phocas Financial Corp. | 5,006 | $708.0 萬 | 1.02% | −1,631−24.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,906 | $693.9 萬 | 0.01% | +421+9.4% | 加碼 |
| UBS Asset Management Americas Inc | 4,794 | $678.0 萬 | 0.00% | +210+4.6% | 加碼 |
| Brookfield Asset Management Inc. | 4,733 | $669.4 萬 | 0.03% | +789+20.0% | 加碼 |
| Rhumbline Advisers | 4,489 | $634.9 萬 | 0.01% | −102−2.2% | 減碼 |
| Alaska Permanent Fund Corp | 4,381 | $619.7 萬 | 0.10% | −61−1.4% | 減碼 |
| New York State Common Retirement Fund | 4,062 | $574.5 萬 | 0.01% | −201−4.7% | 減碼 |
| Goldman Sachs Group Inc | 4,013 | $567.6 萬 | 0.00% | −1,808−31.1% | 減碼 |
| Credit Suisse AG | 3,866 | $546.8 萬 | 0.01% | −295−7.1% | 減碼 |
| Martingale Asset Management L P | 3,825 | $541.0 萬 | 0.11% | +214+5.9% | 加碼 |
| AQR Capital Management LLC | 3,771 | $531.5 萬 | 0.01% | +3,771 | 新進 |
| Lee Danner & Bass Inc | 3,683 | $520.9 萬 | 0.49% | 00.0% | 不變 |
| Comerica Bank | 3,557 | $516.0 萬 | 0.04% | +52+1.5% | 加碼 |
| TCWP LLC | 3,425 | $484.4 萬 | 0.98% | −110−3.1% | 減碼 |
| Ameriprise Financial Inc | 3,390 | $479.5 萬 | 0.00% | +719+26.9% | 加碼 |
| California State Teachers Retirement System | 3,240 | $458.2 萬 | 0.01% | −93−2.8% | 減碼 |
| Brown Advisory Inc | 3,167 | $447.9 萬 | 0.01% | +92+3.0% | 加碼 |
| Prospector Partners LLC | 3,080 | $435.6 萬 | 0.60% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 2,820 | $398.8 萬 | 0.01% | −2,540−47.4% | 減碼 |
| Invesco Ltd. | 2,816 | $398.3 萬 | 0.00% | +263+10.3% | 加碼 |
| Agf Management Ltd | 2,643 | $373.8 萬 | 0.03% | +2,643 | 新進 |
| STRS Ohio | 2,455 | $347.2 萬 | 0.02% | +352+16.7% | 加碼 |
| First Trust Advisors LP | 2,432 | $344.0 萬 | 0.00% | +2,009+474.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 2,370 | $335.2 萬 | 0.04% | 00.0% | 不變 |
| Royal Bank of Canada | 2,349 | $332.3 萬 | 0.00% | +303+14.8% | 加碼 |
| First Republic Investment Management, Inc. | 2,257 | $319.2 萬 | 0.01% | −1,356−37.5% | 減碼 |
| Davenport & Co LLC | 2,248 | $317.9 萬 | 0.03% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 1,990 | $281.5 萬 | 1.50% | +995+100.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,987 | $281.0 萬 | 0.05% | −74−3.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,917 | $271.1 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 1,809 | $255.9 萬 | 0.00% | −121−6.3% | 減碼 |
| Creative Planning | 1,744 | $246.7 萬 | 0.00% | −168−8.8% | 減碼 |
| Triad Investment Management | 1,730 | $244.7 萬 | 3.83% | −38−2.1% | 減碼 |
| SEI Investments Co | 1,620 | $229.0 萬 | 0.01% | +192+13.4% | 加碼 |
| Millennium Management LLC | 1,590 | $224.9 萬 | 0.00% | −7,304−82.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,584 | $224.0 萬 | 0.01% | −507−24.2% | 減碼 |
| Truist Financial Corp | 1,368 | $193.5 萬 | 0.00% | −95−6.5% | 減碼 |
| Caxton Associates LP | 1,356 | $191.8 萬 | 0.14% | 00.0% | 不變 |
| UBS Group AG | 1,344 | $190.1 萬 | 0.00% | −650−32.6% | 減碼 |
| Public Employees Retirement System of Ohio | 1,327 | $187.7 萬 | 0.01% | −260−16.4% | 減碼 |
| Price T Rowe Associates Inc | 1,306 | $184.7 萬 | 0.00% | −185−12.4% | 減碼 |
| JPMorgan Chase & Co | 1,263 | $178.6 萬 | 0.00% | −28−2.2% | 減碼 |
| Jane Street Group, LLC | 1,242 | $175.7 萬 | 0.00% | +949+323.9% | 加碼 |
| Pecaut & Co. | 1,179 | $166.7 萬 | 0.79% | −98−7.7% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $166.4 萬 | 0.24% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 1,171 | $165.6 萬 | 0.21% | +1,171 | 新進 |
| Alliancebernstein L.P. | 1,167 | $165.1 萬 | 0.00% | −26−2.2% | 減碼 |
| LPL Financial LLC | 1,110 | $157.0 萬 | 0.00% | +22+2.0% | 加碼 |
| AMG National Trust Bank | 1,110 | $157.0 萬 | 0.06% | +13+1.2% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $155.6 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Technologies LLC | 1,100 | $155.6 萬 | 0.00% | +200+22.2% | 加碼 |
| Treasurer of the State of North Carolina | 1,085 | $153.5 萬 | 0.01% | −119−9.9% | 減碼 |
| Advisor Group Holdings, Inc. | 1,081 | $152.9 萬 | 0.00% | −22−2.0% | 減碼 |