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 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2023/6/30 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
- 258
- 較 2023 年第 1 季 −1 家
- 持有股數
- 224.5 萬
- 較 2023 年第 1 季 +2,855 (+0.1%)
- 總市值
- $31.3 億
- 較 2023 年第 1 季 +$3,378 萬 (+1.1%)
- 新進機構
- 26
- 另有 70 家加碼
- 清倉機構
- 27
- 另有 90 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,615 | $3.52 億 | 0.01% | −4,362−1.7% | 減碼 |
| Morgan Stanley | 202,009 | $2.81 億 | 0.03% | +1,110+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 158,625 | $2.20 億 | 0.07% | −1,313−0.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 140,277 | $1.95 億 | 1.11% | −3,461−2.4% | 減碼 |
| River Road Asset Management, LLC | 132,956 | $1.85 億 | 2.55% | −5,733−4.1% | 減碼 |
| Boston Partners | 118,005 | $1.65 億 | 0.22% | −7,532−6.0% | 減碼 |
| BlackRock Inc. | 111,759 | $1.55 億 | 0.00% | +227+0.2% | 加碼 |
| Wallace Capital Management Inc. | 81,485 | $1.13 億 | 17.47% | +8,357+11.4% | 加碼 |
| Wellington Management Group LLP | 79,635 | $1.11 億 | 0.02% | +8,911+12.6% | 加碼 |
| London Co of Virginia | 65,301 | $9,070 萬 | 0.51% | +267+0.4% | 加碼 |
| State Street Corp | 47,629 | $6,615 萬 | 0.00% | −244−0.5% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 42,217 | $5,864 萬 | 2.07% | −11,316−21.1% | 減碼 |
| Bank of America Corp | 41,897 | $5,819 萬 | 0.01% | −490−1.2% | 減碼 |
| Reinhart Partners, Inc. | 40,126 | $5,573 萬 | 2.82% | +70.0% | 加碼 |
| Fiduciary Management Inc | 36,496 | $5,069 萬 | 0.51% | +2,072+6.0% | 加碼 |
| Geode Capital Management, LLC | 36,180 | $5,025 萬 | 0.01% | +957+2.7% | 加碼 |
| Cannell Peter B & Co Inc | 31,899 | $4,430 萬 | 1.47% | −1,341−4.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 31,678 | $4,400 萬 | 0.12% | −489−1.5% | 減碼 |
| Scout Investments, Inc. | 23,758 | $3,818 萬 | 0.78% | −6,853−22.4% | 減碼 |
| Norges Bank | 27,042 | $3,756 萬 | 0.01% | +661+2.5% | 加碼 |
| Raymond James & Associates | 24,676 | $3,427 萬 | 0.03% | −4,510−15.5% | 減碼 |
| Lord, Abbett & Co. LLC | 23,659 | $3,286 萬 | 0.11% | +23,659 | 新進 |
| Charles Schwab Investment Management Inc | 23,113 | $3,210 萬 | 0.01% | −27−0.1% | 減碼 |
| FMR LLC | 22,551 | $3,132 萬 | 0.00% | +440+2.0% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 22,398 | $3,111 萬 | 7.31% | +36+0.2% | 加碼 |
| Elkhorn Partners Limited Partnership | 18,085 | $2,512 萬 | 16.04% | +65+0.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 17,410 | $2,418 萬 | 0.39% | −70.0% | 減碼 |
| Victory Capital Management Inc | 15,541 | $2,159 萬 | 0.02% | −556−3.5% | 減碼 |
| Perpetual Ltd | 15,476 | $2,149 萬 | 0.18% | 00.0% | 不變 |
| Northern Trust Corp | 15,410 | $2,140 萬 | 0.00% | +289+1.9% | 加碼 |
| Wells Fargo & Company | 13,910 | $1,932 萬 | 0.01% | −571−3.9% | 減碼 |
| California Public Employees Retirement System | 13,882 | $1,928 萬 | 0.02% | +7+0.1% | 加碼 |
| Speece Thorson Capital Group Inc | 12,930 | $1,796 萬 | 3.68% | −165−1.3% | 減碼 |
| Royce & Associates LP | 12,536 | $1,741 萬 | 0.17% | −1,120−8.2% | 減碼 |
| Bank of New York Mellon Corp | 11,478 | $1,594 萬 | 0.00% | −316−2.7% | 減碼 |
| Cove Street Capital, LLC | 10,176 | $1,413 萬 | 4.39% | −769−7.0% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 9,652 | $1,341 萬 | 0.01% | +9,652 | 新進 |
| Brown Advisory Inc | 9,449 | $1,312 萬 | 0.02% | −623−6.2% | 減碼 |
| AQR Capital Management LLC | 9,263 | $1,278 萬 | 0.03% | +2,566+38.3% | 加碼 |
| Federated Hermes, Inc. | 8,800 | $1,222 萬 | 0.03% | −122−1.4% | 減碼 |
| Nuveen Asset Management, LLC | 8,277 | $1,150 萬 | 0.00% | −947−10.3% | 減碼 |
| American Century Companies Inc | 7,349 | $1,021 萬 | 0.01% | +1,396+23.5% | 加碼 |
| Envestnet Asset Management Inc | 7,208 | $1,001 萬 | 0.00% | +186+2.6% | 加碼 |
| Eagle Asset Management Inc | 7,122 | $989.2 萬 | 0.06% | +547+8.3% | 加碼 |
| GW&K Investment Management, LLC | 6,024 | $836.7 萬 | 0.08% | +218+3.8% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 5,796 | $805.0 萬 | 0.03% | +253+4.6% | 加碼 |
| Swiss National Bank | 5,546 | $770.3 萬 | 0.01% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 5,343 | $742.1 萬 | 0.11% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 5,218 | $724.7 萬 | 0.14% | +5,218 | 新進 |
| Brandywine Global Investment Management, LLC | 5,209 | $723.5 萬 | 0.06% | 00.0% | 不變 |
| Phocas Financial Corp. | 5,022 | $697.5 萬 | 0.95% | −35−0.7% | 減碼 |
| Legal & General Group Plc | 4,912 | $682.2 萬 | 0.00% | −41−0.8% | 減碼 |
| Invesco Ltd. | 4,686 | $650.8 萬 | 0.00% | −171−3.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 4,682 | $650.3 萬 | 0.01% | +1,612+52.5% | 加碼 |
| UBS Asset Management Americas Inc | 4,699 | $647.3 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 4,653 | $646.3 萬 | 0.01% | +261+5.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,606 | $639.7 萬 | 0.01% | −400−8.0% | 減碼 |
| Credit Suisse AG | 4,395 | $610.4 萬 | 0.01% | +420+10.6% | 加碼 |
| Lazard Asset Management LLC | 4,392 | $609.9 萬 | 0.01% | −1,534−25.9% | 減碼 |
| Franklin Resources Inc | 4,143 | $575.4 萬 | 0.00% | +4,143 | 新進 |
| Lee Danner & Bass Inc | 3,683 | $511.5 萬 | 0.44% | 00.0% | 不變 |
| New York State Common Retirement Fund | 3,582 | $497.5 萬 | 0.01% | +20+0.6% | 加碼 |
| Martingale Asset Management L P | 3,567 | $495.4 萬 | 0.10% | −244−6.4% | 減碼 |
| Ameriprise Financial Inc | 3,436 | $477.2 萬 | 0.00% | −185−5.1% | 減碼 |
| Prospector Partners LLC | 3,227 | $448.2 萬 | 0.63% | +970+43.0% | 加碼 |
| Qube Research & Technologies Ltd | 3,149 | $437.4 萬 | 0.02% | +698+28.5% | 加碼 |
| California State Teachers Retirement System | 3,090 | $429.2 萬 | 0.01% | −109−3.4% | 減碼 |
| Millennium Management LLC | 3,077 | $427.4 萬 | 0.00% | +1,819+144.6% | 加碼 |
| Allianz Asset Management GmbH | 2,836 | $393.9 萬 | 0.01% | −399−12.3% | 減碼 |
| Renaissance Technologies LLC | 2,800 | $388.9 萬 | 0.01% | +1,100+64.7% | 加碼 |
| Agf Management Ltd | 2,583 | $358.8 萬 | 0.03% | −32−1.2% | 減碼 |
| Goldman Sachs Group Inc | 2,572 | $357.2 萬 | 0.00% | +178+7.4% | 加碼 |
| JPMorgan Chase & Co | 2,420 | $336.1 萬 | 0.00% | +64+2.7% | 加碼 |
| Davenport & Co LLC | 2,238 | $310.8 萬 | 0.02% | +6+0.3% | 加碼 |
| STRS Ohio | 2,143 | $297.6 萬 | 0.01% | −258−10.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 2,083 | $289.3 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 2,004 | $278.4 萬 | 0.00% | +63+3.2% | 加碼 |
| Dean Investment Associates, LLC | 1,843 | $256.0 萬 | 0.42% | +1,199+186.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,827 | $253.8 萬 | 0.01% | 00.0% | 不變 |
| SEI Investments Co | 1,759 | $244.4 萬 | 0.00% | −16−0.9% | 減碼 |
| Man Group plc | 1,756 | $243.9 萬 | 0.01% | – | – |
| Stifel Financial Corp | 1,755 | $243.8 萬 | 0.00% | −44−2.4% | 減碼 |
| Cerity Partners LLC | 1,728 | $240.0 萬 | 0.01% | +147+9.3% | 加碼 |
| Triad Investment Management | 1,726 | $239.7 萬 | 3.34% | −3−0.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,722 | $239.2 萬 | 0.04% | −10−0.6% | 減碼 |
| Royal Bank of Canada | 1,657 | $230.2 萬 | 0.00% | +8+0.5% | 加碼 |
| Price T Rowe Associates Inc | 1,286 | $178.7 萬 | 0.00% | −8−0.6% | 減碼 |
| Janus Henderson Group PLC | 1,238 | $172.1 萬 | 0.00% | −1−0.1% | 減碼 |
| Truist Financial Corp | 1,219 | $169.3 萬 | 0.00% | −34−2.7% | 減碼 |
| Pecaut & Co. | 1,179 | $163.8 萬 | 0.69% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $163.4 萬 | 0.19% | 00.0% | 不變 |
| UBS Group AG | 1,172 | $162.8 萬 | 0.00% | −738−38.6% | 減碼 |
| Public Employees Retirement System of Ohio | 1,162 | $161.4 萬 | 0.01% | −123−9.6% | 減碼 |
| Alliancebernstein L.P. | 1,140 | $158.3 萬 | 0.00% | +38+3.4% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $152.8 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 1,097 | $152.4 萬 | 0.00% | +774+239.6% | 加碼 |
| Forum Financial Management, LP | 1,092 | $151.7 萬 | 0.03% | +89+8.9% | 加碼 |
| Treasurer of the State of North Carolina | 1,085 | $150.7 萬 | 0.01% | −10−0.9% | 減碼 |
| Barclays PLC | 1,081 | $150.1 萬 | 0.00% | +360+49.9% | 加碼 |
| Autumn Glory Partners, LLC | 1,080 | $150.0 萬 | 1.10% | −960−47.1% | 減碼 |