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 4 季 13F 持有人
White Mountains Insurance Group Ltd 在 2023/12/31 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
- 295
- 較 2023 年第 3 季 +27 家
- 持有股數
- 227.2 萬
- 較 2023 年第 3 季 +4,337 (+0.2%)
- 總市值
- $34.2 億
- 較 2023 年第 3 季 +$2,638 萬 (+0.8%)
- 新進機構
- 42
- 另有 87 家加碼
- 清倉機構
- 15
- 另有 101 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 253,419 | $3.81 億 | 0.01% | +260.0% | 加碼 |
| Morgan Stanley | 198,001 | $2.98 億 | 0.03% | −4,922−2.4% | 減碼 |
| Dimensional Fund Advisors LP | 161,957 | $2.44 億 | 0.07% | +1,464+0.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 129,520 | $1.95 億 | 0.99% | −4,289−3.2% | 減碼 |
| River Road Asset Management, LLC | 127,152 | $1.91 億 | 2.66% | −614−0.5% | 減碼 |
| BlackRock Inc. | 112,694 | $1.70 億 | 0.00% | +1,259+1.1% | 加碼 |
| Boston Partners | 92,552 | $1.40 億 | 0.19% | −21,947−19.2% | 減碼 |
| Wallace Capital Management Inc. | 84,157 | $1.27 億 | 18.83% | +2,004+2.4% | 加碼 |
| Wellington Management Group LLP | 67,381 | $1.01 億 | 0.02% | −3,440−4.9% | 減碼 |
| London Co of Virginia | 63,143 | $9,503 萬 | 0.53% | −1,067−1.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 59,162 | $8,904 萬 | 0.06% | +15,943+36.9% | 加碼 |
| State Street Corp | 50,205 | $7,556 萬 | 0.00% | +3,240+6.9% | 加碼 |
| Bank of America Corp | 39,747 | $5,982 萬 | 0.01% | +23+0.1% | 加碼 |
| Fiduciary Management Inc | 37,978 | $5,716 萬 | 0.53% | +1,123+3.0% | 加碼 |
| Reinhart Partners, Inc. | 37,819 | $5,692 萬 | 2.50% | +960+2.6% | 加碼 |
| Geode Capital Management, LLC | 37,725 | $5,679 萬 | 0.01% | +913+2.5% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 32,446 | $4,883 萬 | 1.88% | −499−1.5% | 減碼 |
| Cannell Peter B & Co Inc | 30,269 | $4,555 萬 | 1.45% | −125−0.4% | 減碼 |
| Select Equity Group, L.P. | 30,071 | $4,526 萬 | 0.17% | +12,369+69.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 29,790 | $4,483 萬 | 0.11% | −2,122−6.6% | 減碼 |
| Norges Bank | 28,240 | $4,250 萬 | 0.01% | +1,198+4.4% | 加碼 |
| Lord, Abbett & Co. LLC | 24,538 | $3,693 萬 | 0.13% | −76−0.3% | 減碼 |
| Charles Schwab Investment Management Inc | 24,508 | $3,688 萬 | 0.01% | +608+2.5% | 加碼 |
| Raymond James & Associates | 23,369 | $3,517 萬 | 0.03% | −637−2.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,983 | $3,308 萬 | 6.93% | −41−0.2% | 減碼 |
| Victory Capital Management Inc | 18,346 | $2,761 萬 | 0.03% | −784−4.1% | 減碼 |
| Scout Investments, Inc. | 18,051 | $2,717 萬 | 0.68% | −4,087−18.5% | 減碼 |
| Royce & Associates LP | 17,935 | $2,699 萬 | 0.25% | −2,466−12.1% | 減碼 |
| Elkhorn Partners Limited Partnership | 17,819 | $2,682 萬 | 18.56% | −11−0.1% | 減碼 |
| Brown Advisory Inc | 16,429 | $2,473 萬 | 0.03% | −280−1.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 15,795 | $2,377 萬 | 0.38% | −463−2.8% | 減碼 |
| Northern Trust Corp | 15,118 | $2,275 萬 | 0.00% | −601−3.8% | 減碼 |
| American Century Companies Inc | 14,853 | $2,235 萬 | 0.02% | +5,735+62.9% | 加碼 |
| California Public Employees Retirement System | 14,078 | $2,119 萬 | 0.02% | 00.0% | 不變 |
| Perpetual Ltd | 13,976 | $2,103 萬 | 0.22% | −500−3.5% | 減碼 |
| Envestnet Asset Management Inc | 13,675 | $2,058 萬 | 0.01% | +1,592+13.2% | 加碼 |
| Speece Thorson Capital Group Inc | 13,001 | $1,957 萬 | 4.01% | +86+0.7% | 加碼 |
| FMR LLC | 12,182 | $1,833 萬 | 0.00% | +107+0.9% | 加碼 |
| Wells Fargo & Company | 11,840 | $1,782 萬 | 0.01% | −214−1.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 11,448 | $1,723 萬 | 0.03% | +11,448 | 新進 |
| Bank of New York Mellon Corp | 11,137 | $1,676 萬 | 0.00% | −402−3.5% | 減碼 |
| Cove Street Capital, LLC | 10,661 | $1,604 萬 | 4.91% | +298+2.9% | 加碼 |
| AQR Capital Management LLC | 9,100 | $1,355 萬 | 0.03% | −480−5.0% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 7,670 | $1,154 萬 | 0.04% | +470+6.5% | 加碼 |
| GW&K Investment Management, LLC | 7,027 | $1,058 萬 | 0.10% | −339−4.6% | 減碼 |
| Invesco Ltd. | 6,158 | $926.8 萬 | 0.00% | −405−6.2% | 減碼 |
| Alaska Permanent Fund Corp | 5,660 | $851.8 萬 | 0.14% | +442+8.5% | 加碼 |
| Nuveen Asset Management, LLC | 5,368 | $807.9 萬 | 0.00% | −2,771−34.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,343 | $804.1 萬 | 0.11% | 00.0% | 不變 |
| Rhumbline Advisers | 5,172 | $778.4 萬 | 0.01% | +570+12.4% | 加碼 |
| Phocas Financial Corp. | 5,113 | $769.5 萬 | 1.02% | +97+1.9% | 加碼 |
| Swiss National Bank | 5,046 | $759.4 萬 | 0.01% | −600−10.6% | 減碼 |
| Legal & General Group Plc | 4,771 | $718.0 萬 | 0.00% | −146−3.0% | 減碼 |
| Eagle Asset Management Inc | 4,682 | $704.6 萬 | 0.04% | −2,254−32.5% | 減碼 |
| First Trust Advisors LP | 4,624 | $695.9 萬 | 0.01% | +3,757+433.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 4,544 | $683.9 萬 | 0.06% | −573−11.2% | 減碼 |
| Credit Suisse AG | 4,500 | $677.3 萬 | 0.01% | +130+3.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 4,341 | $653.3 萬 | 0.01% | +779+21.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,051 | $609.7 萬 | 0.01% | +300+8.0% | 加碼 |
| Martingale Asset Management L P | 3,961 | $596.1 萬 | 0.12% | −31−0.8% | 減碼 |
| Ameriprise Financial Inc | 3,912 | $588.8 萬 | 0.00% | +395+11.2% | 加碼 |
| UBS Asset Management Americas Inc | 3,781 | $569.0 萬 | 0.00% | −2−0.1% | 減碼 |
| Lazard Asset Management LLC | 3,706 | $557.7 萬 | 0.01% | −571−13.4% | 減碼 |
| Goldman Sachs Group Inc | 3,645 | $548.6 萬 | 0.00% | +819+29.0% | 加碼 |
| Lee Danner & Bass Inc | 3,283 | $494.1 萬 | 0.42% | 00.0% | 不變 |
| Prospector Partners LLC | 3,268 | $491.8 萬 | 0.62% | +41+1.3% | 加碼 |
| Renaissance Technologies LLC | 3,100 | $466.6 萬 | 0.01% | −200−6.1% | 減碼 |
| New York State Common Retirement Fund | 3,083 | $464.0 萬 | 0.01% | +10.0% | 加碼 |
| JPMorgan Chase & Co | 2,902 | $436.8 萬 | 0.00% | +598+26.0% | 加碼 |
| California State Teachers Retirement System | 2,694 | $405.4 萬 | 0.01% | −125−4.4% | 減碼 |
| Dean Investment Associates, LLC | 2,626 | $395.2 萬 | 0.56% | +544+26.1% | 加碼 |
| Agf Management Ltd | 2,201 | $331.3 萬 | 0.02% | −53−2.4% | 減碼 |
| Davenport & Co LLC | 2,188 | $329.3 萬 | 0.02% | −50−2.2% | 減碼 |
| SEI Investments Co | 2,023 | $304.6 萬 | 0.00% | +284+16.3% | 加碼 |
| STRS Ohio | 1,905 | $286.7 萬 | 0.01% | +237+14.2% | 加碼 |
| Creative Planning | 1,904 | $286.6 萬 | 0.01% | −79−4.0% | 減碼 |
| Allianz Asset Management GmbH | 1,846 | $277.8 萬 | 0.01% | −832−31.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,846 | $277.8 萬 | 0.01% | +52+2.9% | 加碼 |
| Edgestream Partners, L.P. | 1,810 | $272.4 萬 | 0.20% | +1,421+365.3% | 加碼 |
| Triad Investment Management | 1,766 | $265.8 萬 | 3.49% | +20+1.1% | 加碼 |
| Vident Advisory, LLC | 1,752 | $263.7 萬 | 0.07% | −16−0.9% | 減碼 |
| Truist Financial Corp | 1,745 | $262.6 萬 | 0.00% | +142+8.9% | 加碼 |
| Royal Bank of Canada | 1,713 | $257.8 萬 | 0.00% | +22+1.3% | 加碼 |
| Stifel Financial Corp | 1,669 | $251.3 萬 | 0.00% | +72+4.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,661 | $250.0 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 1,634 | $245.9 萬 | 0.00% | −136−7.7% | 減碼 |
| Cerity Partners LLC | 1,526 | $229.7 萬 | 0.01% | +42+2.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,467 | $220.8 萬 | 0.03% | −52−3.4% | 減碼 |
| Price T Rowe Associates Inc | 1,362 | $205.0 萬 | 0.00% | +62+4.8% | 加碼 |
| TD Asset Management Inc | 1,300 | $195.7 萬 | 0.00% | +360+38.3% | 加碼 |
| Janus Henderson Group PLC | 1,235 | $186.9 萬 | 0.00% | −3−0.2% | 減碼 |
| Treasurer of the State of North Carolina | 1,240 | $186.6 萬 | 0.01% | +15+1.2% | 加碼 |
| Alliancebernstein L.P. | 1,236 | $186.0 萬 | 0.00% | +102+9.0% | 加碼 |
| MML Investors Services, LLC | 1,203 | $181.1 萬 | 0.01% | +208+20.9% | 加碼 |
| Federated Hermes, Inc. | 1,200 | $180.6 萬 | 0.00% | −7,993−86.9% | 減碼 |
| Forum Financial Management, LP | 1,198 | $180.3 萬 | 0.03% | +87+7.8% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $177.0 萬 | 0.21% | 00.0% | 不變 |
| Pecaut & Co. | 1,167 | $175.6 萬 | 0.71% | −12−1.0% | 減碼 |
| Quantinno Capital Management LP | 1,149 | $172.9 萬 | 0.06% | +86+8.1% | 加碼 |
| Autumn Glory Partners, LLC | 1,080 | $169.3 萬 | 0.96% | 00.0% | 不變 |