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。
2023 年第 1 季 13F 持有人
White Mountains Insurance Group Ltd 在 2023/3/31 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
- 262
- 較 2022 年第 4 季 +3 家
- 持有股數
- 224.4 萬
- 較 2022 年第 4 季 +6,408 (+0.3%)
- 總市值
- $30.9 億
- 較 2022 年第 4 季 −$7,182 萬 (−2.3%)
- 新進機構
- 24
- 另有 76 家加碼
- 清倉機構
- 21
- 另有 90 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 257,977 | $3.55 億 | 0.01% | +4,056+1.6% | 加碼 |
| Morgan Stanley | 200,899 | $2.77 億 | 0.03% | +11,228+5.9% | 加碼 |
| Dimensional Fund Advisors LP | 159,938 | $2.20 億 | 0.07% | −141−0.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 143,738 | $1.98 億 | 1.14% | −9,532−6.2% | 減碼 |
| River Road Asset Management, LLC | 138,689 | $1.91 億 | 2.60% | −734−0.5% | 減碼 |
| Boston Partners | 125,537 | $1.74 億 | 0.24% | +1,217+1.0% | 加碼 |
| BlackRock Inc. | 111,532 | $1.54 億 | 0.00% | −223−0.2% | 減碼 |
| Wallace Capital Management Inc. | 73,128 | $1.01 億 | 16.51% | −483−0.7% | 減碼 |
| Wellington Management Group LLP | 70,724 | $9,742 萬 | 0.02% | −12,650−15.2% | 減碼 |
| London Co of Virginia | 65,034 | $8,959 萬 | 0.52% | −696−1.1% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 53,533 | $7,374 萬 | 2.49% | −1,960−3.5% | 減碼 |
| State Street Corp | 47,873 | $6,594 萬 | 0.00% | −2,476−4.9% | 減碼 |
| Bank of America Corp | 42,387 | $5,839 萬 | 0.01% | −219−0.5% | 減碼 |
| Reinhart Partners, Inc. | 40,119 | $5,526 萬 | 2.99% | −943−2.3% | 減碼 |
| Geode Capital Management, LLC | 35,223 | $4,852 萬 | 0.01% | +1,259+3.7% | 加碼 |
| Fiduciary Management Inc | 34,424 | $4,742 萬 | 0.48% | −773−2.2% | 減碼 |
| Cannell Peter B & Co Inc | 33,240 | $4,579 萬 | 1.64% | −112−0.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 32,167 | $4,431 萬 | 0.12% | +9,569+42.3% | 加碼 |
| Scout Investments, Inc. | 30,611 | $4,217 萬 | 0.86% | −4,458−12.7% | 減碼 |
| Raymond James & Associates | 29,186 | $4,020 萬 | 0.03% | −1,282−4.2% | 減碼 |
| Norges Bank | 26,381 | $3,634 萬 | 0.01% | −1,016−3.7% | 減碼 |
| Charles Schwab Investment Management Inc | 23,140 | $3,188 萬 | 0.01% | −498−2.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,362 | $3,080 萬 | 7.58% | −310−1.4% | 減碼 |
| FMR LLC | 22,111 | $3,046 萬 | 0.00% | −6,534−22.8% | 減碼 |
| Elkhorn Partners Limited Partnership | 18,020 | $2,482 萬 | 16.42% | −330−1.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 17,417 | $2,399 萬 | 0.39% | −2,412−12.2% | 減碼 |
| Victory Capital Management Inc | 16,097 | $2,217 萬 | 0.02% | −5,206−24.4% | 減碼 |
| Perpetual Ltd | 15,476 | $2,132 萬 | 0.18% | +15,476 | 新進 |
| Northern Trust Corp | 15,121 | $2,083 萬 | 0.00% | +205+1.4% | 加碼 |
| Wells Fargo & Company | 14,481 | $1,995 萬 | 0.01% | −282−1.9% | 減碼 |
| California Public Employees Retirement System | 13,875 | $1,911 萬 | 0.02% | +1,542+12.5% | 加碼 |
| Royce & Associates LP | 13,656 | $1,881 萬 | 0.19% | +1,150+9.2% | 加碼 |
| Speece Thorson Capital Group Inc | 13,095 | $1,804 萬 | 3.80% | −2,278−14.8% | 減碼 |
| Bank of New York Mellon Corp | 11,794 | $1,625 萬 | 0.00% | +227+2.0% | 加碼 |
| Cove Street Capital, LLC | 10,945 | $1,508 萬 | 4.50% | −3,980−26.7% | 減碼 |
| Brown Advisory Inc | 10,072 | $1,387 萬 | 0.02% | +6,905+218.0% | 加碼 |
| Nuveen Asset Management, LLC | 9,224 | $1,271 萬 | 0.00% | −205−2.2% | 減碼 |
| Federated Hermes, Inc. | 8,922 | $1,229 萬 | 0.03% | +61+0.7% | 加碼 |
| Brookfield Asset Management Inc. | 8,687 | $1,197 萬 | 0.05% | +3,954+83.5% | 加碼 |
| Envestnet Asset Management Inc | 7,022 | $967.3 萬 | 0.00% | +435+6.6% | 加碼 |
| AQR Capital Management LLC | 6,697 | $922.4 萬 | 0.02% | +2,926+77.6% | 加碼 |
| Eagle Asset Management Inc | 6,575 | $905.6 萬 | 0.05% | −1,278−16.3% | 減碼 |
| American Century Companies Inc | 5,953 | $820.0 萬 | 0.01% | −34−0.6% | 減碼 |
| Lazard Asset Management LLC | 5,926 | $816.2 萬 | 0.01% | −1,275−17.7% | 減碼 |
| GW&K Investment Management, LLC | 5,806 | $799.8 萬 | 0.08% | +736+14.5% | 加碼 |
| Swiss National Bank | 5,546 | $764.0 萬 | 0.01% | −700−11.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 5,543 | $763.5 萬 | 0.03% | +200+3.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $736.0 萬 | 0.12% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 5,209 | $717.5 萬 | 0.06% | −3−0.1% | 減碼 |
| Phocas Financial Corp. | 5,057 | $696.6 萬 | 1.00% | +51+1.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 5,006 | $689.6 萬 | 0.01% | +100+2.0% | 加碼 |
| Legal & General Group Plc | 4,953 | $682.3 萬 | 0.00% | −53−1.1% | 減碼 |
| Invesco Ltd. | 4,857 | $669.0 萬 | 0.00% | +2,041+72.5% | 加碼 |
| UBS Asset Management Americas Inc | 4,699 | $647.3 萬 | 0.00% | −95−2.0% | 減碼 |
| Rhumbline Advisers | 4,392 | $605.0 萬 | 0.01% | −97−2.2% | 減碼 |
| Credit Suisse AG | 3,975 | $547.6 萬 | 0.01% | +109+2.8% | 加碼 |
| Martingale Asset Management L P | 3,811 | $525.0 萬 | 0.10% | −14−0.4% | 減碼 |
| Lee Danner & Bass Inc | 3,683 | $507.3 萬 | 0.47% | 00.0% | 不變 |
| Ameriprise Financial Inc | 3,621 | $498.8 萬 | 0.00% | +231+6.8% | 加碼 |
| New York State Common Retirement Fund | 3,562 | $490.7 萬 | 0.01% | −500−12.3% | 減碼 |
| We Are One Seven, LLC | 3,531 | $486.4 萬 | 0.31% | +3,531 | 新進 |
| TCWP LLC | 3,524 | $485.4 萬 | 0.92% | +99+2.9% | 加碼 |
| Allianz Asset Management GmbH | 3,235 | $445.6 萬 | 0.01% | +3,235 | 新進 |
| California State Teachers Retirement System | 3,199 | $440.7 萬 | 0.01% | −41−1.3% | 減碼 |
| First Trust Advisors LP | 3,189 | $439.3 萬 | 0.01% | +757+31.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,070 | $422.9 萬 | 0.01% | +250+8.9% | 加碼 |
| Agf Management Ltd | 2,615 | $360.2 萬 | 0.02% | −28−1.1% | 減碼 |
| Qube Research & Technologies Ltd | 2,451 | $337.6 萬 | 0.02% | +867+54.7% | 加碼 |
| STRS Ohio | 2,401 | $330.7 萬 | 0.01% | −54−2.2% | 減碼 |
| Goldman Sachs Group Inc | 2,394 | $329.8 萬 | 0.00% | −1,619−40.3% | 減碼 |
| JPMorgan Chase & Co | 2,356 | $324.5 萬 | 0.00% | +1,093+86.5% | 加碼 |
| Prospector Partners LLC | 2,257 | $310.9 萬 | 0.45% | −823−26.7% | 減碼 |
| Davenport & Co LLC | 2,232 | $307.5 萬 | 0.02% | −16−0.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 2,083 | $286.9 萬 | 0.03% | −287−12.1% | 減碼 |
| Autumn Glory Partners, LLC | 2,040 | $281.0 萬 | 2.40% | +50+2.5% | 加碼 |
| Creative Planning | 1,941 | $267.4 萬 | 0.00% | +197+11.3% | 加碼 |
| UBS Group AG | 1,910 | $263.1 萬 | 0.00% | +566+42.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,827 | $251.7 萬 | 0.01% | −90−4.7% | 減碼 |
| Stifel Financial Corp | 1,799 | $247.9 萬 | 0.00% | −10−0.6% | 減碼 |
| SEI Investments Co | 1,775 | $244.5 萬 | 0.00% | +155+9.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,732 | $238.6 萬 | 0.04% | −255−12.8% | 減碼 |
| Triad Investment Management | 1,729 | $238.2 萬 | 3.46% | −1−0.1% | 減碼 |
| CM Wealth Advisors LLC | 1,590 | $234.5 萬 | 0.45% | +1,590 | 新進 |
| Renaissance Technologies LLC | 1,700 | $234.2 萬 | 0.00% | +600+54.5% | 加碼 |
| Royal Bank of Canada | 1,649 | $227.1 萬 | 0.00% | −700−29.8% | 減碼 |
| Cerity Partners LLC | 1,581 | $217.8 萬 | 0.01% | +1,284+432.3% | 加碼 |
| Russell Investments Group, Ltd. | 1,335 | $183.9 萬 | 0.00% | +1,035+345.0% | 加碼 |
| Price T Rowe Associates Inc | 1,294 | $178.3 萬 | 0.00% | −12−0.9% | 減碼 |
| Public Employees Retirement System of Ohio | 1,285 | $177.0 萬 | 0.01% | −42−3.2% | 減碼 |
| Millennium Management LLC | 1,258 | $173.3 萬 | 0.00% | −332−20.9% | 減碼 |
| Truist Financial Corp | 1,253 | $172.6 萬 | 0.00% | −115−8.4% | 減碼 |
| Janus Henderson Group PLC | 1,239 | $170.4 萬 | 0.00% | +711+134.7% | 加碼 |
| Pecaut & Co. | 1,179 | $162.4 萬 | 0.74% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $162.0 萬 | 0.19% | 00.0% | 不變 |
| LPL Financial LLC | 1,148 | $158.2 萬 | 0.00% | +38+3.4% | 加碼 |
| Alliancebernstein L.P. | 1,102 | $151.8 萬 | 0.00% | −65−5.6% | 減碼 |
| Advisor Group Holdings, Inc. | 1,101 | $151.7 萬 | 0.00% | +20+1.9% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $151.5 萬 | 0.01% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 1,095 | $150.8 萬 | 0.01% | +10+0.9% | 加碼 |
| Main Street Financial Solutions, LLC | 1,090 | $150.2 萬 | 0.22% | +46+4.4% | 加碼 |