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 3 季 13F 持有人
White Mountains Insurance Group Ltd 在 2023/9/30 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
- 272
- 較 2023 年第 2 季 +16 家
- 持有股數
- 226.9 萬
- 較 2023 年第 2 季 +2.40 萬 (+1.1%)
- 總市值
- $34.0 億
- 較 2023 年第 2 季 +$2.71 億 (+8.7%)
- 新進機構
- 32
- 另有 82 家加碼
- 清倉機構
- 16
- 另有 82 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,393 | $3.79 億 | 0.01% | −222−0.1% | 減碼 |
| Morgan Stanley | 202,923 | $3.04 億 | 0.03% | +914+0.5% | 加碼 |
| Dimensional Fund Advisors LP | 160,493 | $2.40 億 | 0.08% | +1,868+1.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 133,809 | $2.00 億 | 1.15% | −6,468−4.6% | 減碼 |
| River Road Asset Management, LLC | 127,766 | $1.91 億 | 2.72% | −5,190−3.9% | 減碼 |
| Boston Partners | 114,499 | $1.71 億 | 0.24% | −3,506−3.0% | 減碼 |
| BlackRock Inc. | 111,435 | $1.67 億 | 0.00% | −324−0.3% | 減碼 |
| Wallace Capital Management Inc. | 82,153 | $1.23 億 | 18.86% | +668+0.8% | 加碼 |
| Wellington Management Group LLP | 70,821 | $1.06 億 | 0.02% | −8,814−11.1% | 減碼 |
| London Co of Virginia | 64,210 | $9,604 萬 | 0.58% | −1,091−1.7% | 減碼 |
| State Street Corp | 46,965 | $7,025 萬 | 0.00% | −664−1.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 43,219 | $6,464 萬 | 0.05% | +33,567+347.8% | 加碼 |
| Bank of America Corp | 39,724 | $5,941 萬 | 0.01% | −2,173−5.2% | 減碼 |
| Reinhart Partners, Inc. | 36,859 | $5,513 萬 | 2.86% | −3,267−8.1% | 減碼 |
| Fiduciary Management Inc | 36,855 | $5,512 萬 | 0.56% | +359+1.0% | 加碼 |
| Geode Capital Management, LLC | 36,812 | $5,507 萬 | 0.01% | +632+1.7% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 32,945 | $4,928 萬 | 1.83% | −9,272−22.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 31,912 | $4,773 萬 | 0.13% | +234+0.7% | 加碼 |
| Cannell Peter B & Co Inc | 30,394 | $4,546 萬 | 1.56% | −1,505−4.7% | 減碼 |
| Norges Bank | 27,042 | $4,045 萬 | 0.01% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 24,614 | $3,682 萬 | 0.14% | +955+4.0% | 加碼 |
| Raymond James & Associates | 24,006 | $3,591 萬 | 0.03% | −670−2.7% | 減碼 |
| Charles Schwab Investment Management Inc | 23,900 | $3,575 萬 | 0.01% | +787+3.4% | 加碼 |
| Scout Investments, Inc. | 22,138 | $3,342 萬 | 0.77% | −1,620−6.8% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,024 | $3,294 萬 | 7.42% | −374−1.7% | 減碼 |
| Royce & Associates LP | 20,401 | $3,051 萬 | 0.31% | +7,865+62.7% | 加碼 |
| Victory Capital Management Inc | 19,130 | $2,861 萬 | 0.03% | +3,589+23.1% | 加碼 |
| Elkhorn Partners Limited Partnership | 17,830 | $2,667 萬 | 17.45% | −255−1.4% | 減碼 |
| Select Equity Group, L.P. | 17,702 | $2,648 萬 | 0.11% | +17,702 | 新進 |
| Brown Advisory Inc | 16,709 | $2,499 萬 | 0.04% | +7,260+76.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 16,258 | $2,432 萬 | 0.40% | −1,152−6.6% | 減碼 |
| Northern Trust Corp | 15,719 | $2,351 萬 | 0.00% | +309+2.0% | 加碼 |
| Perpetual Ltd | 14,476 | $2,165 萬 | 0.22% | −1,000−6.5% | 減碼 |
| California Public Employees Retirement System | 14,078 | $2,106 萬 | 0.02% | +196+1.4% | 加碼 |
| Speece Thorson Capital Group Inc | 12,915 | $1,932 萬 | 4.26% | −15−0.1% | 減碼 |
| Envestnet Asset Management Inc | 12,083 | $1,807 萬 | 0.01% | +4,875+67.6% | 加碼 |
| FMR LLC | 12,075 | $1,806 萬 | 0.00% | −10,476−46.5% | 減碼 |
| Wells Fargo & Company | 12,054 | $1,803 萬 | 0.01% | −1,856−13.3% | 減碼 |
| Bank of New York Mellon Corp | 11,539 | $1,726 萬 | 0.00% | +61+0.5% | 加碼 |
| Cove Street Capital, LLC | 10,363 | $1,554 萬 | 5.26% | +187+1.8% | 加碼 |
| AQR Capital Management LLC | 9,580 | $1,433 萬 | 0.03% | +317+3.4% | 加碼 |
| Federated Hermes, Inc. | 9,193 | $1,375 萬 | 0.04% | +393+4.5% | 加碼 |
| American Century Companies Inc | 9,118 | $1,364 萬 | 0.01% | +1,769+24.1% | 加碼 |
| Nuveen Asset Management, LLC | 8,139 | $1,217 萬 | 0.00% | −138−1.7% | 減碼 |
| GW&K Investment Management, LLC | 7,366 | $1,102 萬 | 0.11% | +1,342+22.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 7,200 | $1,077 萬 | 0.04% | +1,404+24.2% | 加碼 |
| Eagle Asset Management Inc | 6,936 | $1,037 萬 | 0.06% | −186−2.6% | 減碼 |
| Invesco Ltd. | 6,563 | $981.6 萬 | 0.00% | +1,877+40.1% | 加碼 |
| Swiss National Bank | 5,646 | $844.5 萬 | 0.01% | +100+1.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $799.1 萬 | 0.12% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 5,218 | $780.5 萬 | 0.15% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 5,117 | $765.3 萬 | 0.07% | −92−1.8% | 減碼 |
| Phocas Financial Corp. | 5,016 | $750.2 萬 | 1.09% | −6−0.1% | 減碼 |
| Legal & General Group Plc | 4,917 | $735.4 萬 | 0.00% | +5+0.1% | 加碼 |
| Rhumbline Advisers | 4,602 | $688.3 萬 | 0.01% | −51−1.1% | 減碼 |
| Credit Suisse AG | 4,370 | $653.6 萬 | 0.01% | −25−0.6% | 減碼 |
| Lazard Asset Management LLC | 4,277 | $639.6 萬 | 0.01% | −115−2.6% | 減碼 |
| Martingale Asset Management L P | 3,992 | $597.1 萬 | 0.13% | +425+11.9% | 加碼 |
| UBS Asset Management Americas Inc | 3,783 | $565.8 萬 | 0.00% | −916−19.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,751 | $561.0 萬 | 0.01% | −855−18.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 3,562 | $532.8 萬 | 0.01% | −1,120−23.9% | 減碼 |
| Ameriprise Financial Inc | 3,517 | $526.0 萬 | 0.00% | +81+2.4% | 加碼 |
| Renaissance Technologies LLC | 3,300 | $493.6 萬 | 0.01% | +500+17.9% | 加碼 |
| Lee Danner & Bass Inc | 3,283 | $491.0 萬 | 0.44% | −400−10.9% | 減碼 |
| Prospector Partners LLC | 3,227 | $482.7 萬 | 0.67% | 00.0% | 不變 |
| New York State Common Retirement Fund | 3,082 | $461.0 萬 | 0.01% | −500−14.0% | 減碼 |
| Goldman Sachs Group Inc | 2,826 | $422.7 萬 | 0.00% | +254+9.9% | 加碼 |
| California State Teachers Retirement System | 2,819 | $421.6 萬 | 0.01% | −271−8.8% | 減碼 |
| Allianz Asset Management GmbH | 2,678 | $400.5 萬 | 0.01% | −158−5.6% | 減碼 |
| JPMorgan Chase & Co | 2,304 | $344.6 萬 | 0.00% | −116−4.8% | 減碼 |
| Agf Management Ltd | 2,254 | $337.1 萬 | 0.02% | −329−12.7% | 減碼 |
| Davenport & Co LLC | 2,238 | $334.7 萬 | 0.03% | 00.0% | 不變 |
| Dean Investment Associates, LLC | 2,082 | $311.4 萬 | 0.51% | +239+13.0% | 加碼 |
| Creative Planning | 1,983 | $296.6 萬 | 0.00% | −21−1.0% | 減碼 |
| Franklin Resources Inc | 1,886 | $282.1 萬 | 0.00% | −2,257−54.5% | 減碼 |
| Qube Research & Technologies Ltd | 1,794 | $268.3 萬 | 0.01% | −1,355−43.0% | 減碼 |
| UBS Group AG | 1,770 | $264.7 萬 | 0.00% | +598+51.0% | 加碼 |
| Vident Advisory, LLC | 1,768 | $264.4 萬 | 0.08% | +1,768 | 新進 |
| Triad Investment Management | 1,746 | $261.1 萬 | 3.81% | +20+1.2% | 加碼 |
| SEI Investments Co | 1,739 | $260.2 萬 | 0.00% | −20−1.1% | 減碼 |
| Royal Bank of Canada | 1,691 | $252.9 萬 | 0.00% | +34+2.1% | 加碼 |
| STRS Ohio | 1,668 | $249.4 萬 | 0.01% | −475−22.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,661 | $248.4 萬 | 0.01% | −166−9.1% | 減碼 |
| Truist Financial Corp | 1,603 | $239.8 萬 | 0.00% | +384+31.5% | 加碼 |
| Stifel Financial Corp | 1,597 | $238.9 萬 | 0.00% | −158−9.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,519 | $227.2 萬 | 0.03% | −203−11.8% | 減碼 |
| Cerity Partners LLC | 1,484 | $222.0 萬 | 0.01% | −244−14.1% | 減碼 |
| Man Group plc | – | $221.1 萬 | 0.01% | – | – |
| Millennium Management LLC | 1,465 | $219.1 萬 | 0.00% | −1,612−52.4% | 減碼 |
| Advisor Group Holdings, Inc. | 1,458 | $218.1 萬 | 0.00% | +388+36.3% | 加碼 |
| Price T Rowe Associates Inc | 1,300 | $194.5 萬 | 0.00% | +14+1.1% | 加碼 |
| Janus Henderson Group PLC | 1,238 | $185.8 萬 | 0.00% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 1,225 | $183.2 萬 | 0.01% | +140+12.9% | 加碼 |
| Pecaut & Co. | 1,179 | $176.3 萬 | 0.74% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $175.9 萬 | 0.22% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,134 | $169.6 萬 | 0.00% | −6−0.5% | 減碼 |
| Forum Financial Management, LP | 1,111 | $166.2 萬 | 0.04% | +19+1.7% | 加碼 |
| Barclays PLC | 1,104 | $165.1 萬 | 0.00% | +23+2.1% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $164.5 萬 | 0.01% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 1,080 | $161.5 萬 | 0.99% | 00.0% | 不變 |