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。
2024 年第 1 季 13F 持有人
White Mountains Insurance Group Ltd 在 2024/3/31 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
- 303
- 較 2023 年第 4 季 +11 家
- 持有股數
- 239.6 萬
- 較 2023 年第 4 季 +15.7 萬 (+7.0%)
- 總市值
- $40.6 億
- 較 2023 年第 4 季 +$6.85 億 (+20.3%)
- 新進機構
- 39
- 另有 91 家加碼
- 清倉機構
- 28
- 另有 95 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 251,930 | $4.52 億 | 0.01% | −1,489−0.6% | 減碼 |
| Morgan Stanley | 185,530 | $3.33 億 | 0.03% | −12,471−6.3% | 減碼 |
| Dimensional Fund Advisors LP | 161,918 | $2.91 億 | 0.08% | −390.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 130,914 | $2.35 億 | 1.02% | +1,394+1.1% | 加碼 |
| River Road Asset Management, LLC | 123,321 | $2.21 億 | 2.99% | −3,831−3.0% | 減碼 |
| BlackRock Inc. | 114,973 | $2.06 億 | 0.00% | +2,279+2.0% | 加碼 |
| Boston Partners | 90,594 | $1.62 億 | 0.19% | −1,958−2.1% | 減碼 |
| Wallace Capital Management Inc. | 82,077 | $1.47 億 | 20.09% | −2,080−2.5% | 減碼 |
| London Co of Virginia | 66,595 | $1.19 億 | 0.63% | +3,452+5.5% | 加碼 |
| Wellington Management Group LLP | 61,006 | $1.09 億 | 0.02% | −6,375−9.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 59,289 | $1.06 億 | 0.07% | +127+0.2% | 加碼 |
| Select Equity Group, L.P. | 49,931 | $8,959 萬 | 0.32% | +19,860+66.0% | 加碼 |
| State Street Corp | 48,620 | $8,724 萬 | 0.00% | −1,585−3.2% | 減碼 |
| Bank of America Corp | 40,730 | $7,308 萬 | 0.01% | +983+2.5% | 加碼 |
| Fiduciary Management Inc | 38,995 | $6,997 萬 | 0.62% | +1,017+2.7% | 加碼 |
| Geode Capital Management, LLC | 38,899 | $6,981 萬 | 0.01% | +1,174+3.1% | 加碼 |
| Reinhart Partners, Inc. | 38,225 | $6,859 萬 | 2.79% | +406+1.1% | 加碼 |
| Spears Abacus Advisors LLC | 30,236 | $5,425 萬 | 1.12% | +30,236 | 新進 |
| Robeco Institutional Asset Management B.V. | 29,623 | $5,315 萬 | 0.12% | −167−0.6% | 減碼 |
| Norges Bank | 29,550 | $5,302 萬 | 0.01% | +1,310+4.6% | 加碼 |
| Lord, Abbett & Co. LLC | 28,472 | $5,109 萬 | 0.16% | +3,934+16.0% | 加碼 |
| Charles Schwab Investment Management Inc | 24,829 | $4,455 萬 | 0.01% | +321+1.3% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 24,708 | $4,433 萬 | 1.70% | −7,738−23.8% | 減碼 |
| Raymond James & Associates | 23,337 | $4,187 萬 | 0.03% | −32−0.1% | 減碼 |
| Brown Advisory Inc | 23,121 | $4,149 萬 | 0.06% | +6,692+40.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 21,540 | $3,865 萬 | 7.30% | −443−2.0% | 減碼 |
| American Century Companies Inc | 20,791 | $3,731 萬 | 0.02% | +5,938+40.0% | 加碼 |
| Scout Investments, Inc. | 16,535 | $2,927 萬 | 0.72% | −1,516−8.4% | 減碼 |
| Elkhorn Partners Limited Partnership | 16,200 | $2,907 萬 | 20.97% | −1,619−9.1% | 減碼 |
| Royce & Associates LP | 16,142 | $2,896 萬 | 0.26% | −1,793−10.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 15,865 | $2,847 萬 | 0.44% | +70+0.4% | 加碼 |
| FMR LLC | 14,919 | $2,677 萬 | 0.00% | +2,737+22.5% | 加碼 |
| Northern Trust Corp | 14,596 | $2,619 萬 | 0.00% | −522−3.5% | 減碼 |
| Envestnet Asset Management Inc | 14,256 | $2,558 萬 | 0.01% | +581+4.2% | 加碼 |
| Victory Capital Management Inc | 14,251 | $2,557 萬 | 0.02% | −4,095−22.3% | 減碼 |
| Perpetual Ltd | 14,076 | $2,538 萬 | 0.25% | +100+0.7% | 加碼 |
| California Public Employees Retirement System | 14,078 | $2,526 萬 | 0.02% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 13,839 | $2,483 萬 | 0.04% | +2,391+20.9% | 加碼 |
| Speece Thorson Capital Group Inc | 13,751 | $2,467 萬 | 4.77% | +750+5.8% | 加碼 |
| Wells Fargo & Company | 11,509 | $2,065 萬 | 0.01% | −331−2.8% | 減碼 |
| Cove Street Capital, LLC | 10,057 | $1,805 萬 | 5.71% | −604−5.7% | 減碼 |
| Bank of New York Mellon Corp | 9,938 | $1,783 萬 | 0.00% | −1,199−10.8% | 減碼 |
| AQR Capital Management LLC | 9,152 | $1,642 萬 | 0.03% | +52+0.6% | 加碼 |
| First Trust Advisors LP | 7,473 | $1,341 萬 | 0.01% | +2,849+61.6% | 加碼 |
| GW&K Investment Management, LLC | 6,908 | $1,240 萬 | 0.11% | −119−1.7% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 6,700 | $1,202 萬 | 0.04% | −970−12.6% | 減碼 |
| Alaska Permanent Fund Corp | 5,897 | $1,058 萬 | 0.16% | +237+4.2% | 加碼 |
| Nuveen Asset Management, LLC | 5,325 | $955.5 萬 | 0.00% | −43−0.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $931.8 萬 | 0.12% | −150−2.8% | 減碼 |
| Swiss National Bank | 5,046 | $905.4 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 4,823 | $865.4 萬 | 0.01% | −349−6.7% | 減碼 |
| Credit Suisse AG | 4,593 | $824.1 萬 | 0.01% | +93+2.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 4,506 | $808.5 萬 | 0.06% | −38−0.8% | 減碼 |
| Legal & General Group Plc | 4,371 | $784.3 萬 | 0.00% | −400−8.4% | 減碼 |
| Invesco Ltd. | 4,318 | $774.8 萬 | 0.00% | −1,840−29.9% | 減碼 |
| Eagle Asset Management Inc | 4,341 | $768.4 萬 | 0.04% | −341−7.3% | 減碼 |
| UBS Asset Management Americas Inc | 3,819 | $685.2 萬 | 0.00% | +38+1.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,730 | $669.3 萬 | 0.01% | −321−7.9% | 減碼 |
| Ameriprise Financial Inc | 3,630 | $651.3 萬 | 0.00% | −282−7.2% | 減碼 |
| Prospector Partners LLC | 3,293 | $590.9 萬 | 0.68% | +25+0.8% | 加碼 |
| Martingale Asset Management L P | 3,255 | $584.0 萬 | 0.12% | −706−17.8% | 減碼 |
| JPMorgan Chase & Co | 3,105 | $557.1 萬 | 0.00% | +203+7.0% | 加碼 |
| Dean Investment Associates, LLC | 2,606 | $467.6 萬 | 0.64% | −20−0.8% | 減碼 |
| New York State Common Retirement Fund | 2,582 | $463.3 萬 | 0.01% | −501−16.3% | 減碼 |
| California State Teachers Retirement System | 2,554 | $458.3 萬 | 0.01% | −140−5.2% | 減碼 |
| SEI Investments Co | 2,418 | $433.8 萬 | 0.01% | +395+19.5% | 加碼 |
| Renaissance Technologies LLC | 2,400 | $430.6 萬 | 0.01% | −700−22.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 3,070 | $422.9 萬 | 0.01% | −1,271−29.3% | 減碼 |
| Creative Planning | 2,328 | $417.7 萬 | 0.00% | +424+22.3% | 加碼 |
| Davenport & Co LLC | 2,188 | $392.6 萬 | 0.02% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,848 | $331.6 萬 | 0.00% | −1,797−49.3% | 減碼 |
| Truist Financial Corp | 1,817 | $326.0 萬 | 0.00% | +72+4.1% | 加碼 |
| Triad Investment Management | 1,783 | $319.9 萬 | 3.88% | +17+1.0% | 加碼 |
| UBS Group AG | 1,764 | $316.5 萬 | 0.00% | +130+8.0% | 加碼 |
| Royal Bank of Canada | 1,740 | $312.1 萬 | 0.00% | +27+1.6% | 加碼 |
| Vident Advisory, LLC | 1,675 | $300.5 萬 | 0.06% | −77−4.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,661 | $298.0 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 1,637 | $293.8 萬 | 0.00% | −32−1.9% | 減碼 |
| Cerity Partners LLC | 1,605 | $288.0 萬 | 0.01% | +79+5.2% | 加碼 |
| Qube Research & Technologies Ltd | 1,569 | $281.5 萬 | 0.01% | −277−15.0% | 減碼 |
| Man Group plc | 1,509 | $270.8 萬 | 0.01% | +962+175.9% | 加碼 |
| STRS Ohio | 1,467 | $263.2 萬 | 0.01% | −438−23.0% | 減碼 |
| MML Investors Services, LLC | 1,465 | $262.9 萬 | 0.01% | +262+21.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,405 | $252.1 萬 | 0.04% | −62−4.2% | 減碼 |
| Price T Rowe Associates Inc | 1,316 | $236.2 萬 | 0.00% | −46−3.4% | 減碼 |
| Allianz Asset Management GmbH | 1,305 | $234.2 萬 | 0.00% | −541−29.3% | 減碼 |
| TD Asset Management Inc | 1,300 | $233.3 萬 | 0.00% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 1,250 | $224.3 萬 | 0.01% | +10+0.8% | 加碼 |
| Quantinno Capital Management LP | 1,246 | $223.6 萬 | 0.05% | +97+8.4% | 加碼 |
| Janus Henderson Group PLC | 1,235 | $223.2 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,231 | $220.9 萬 | 0.00% | −5−0.4% | 減碼 |
| Forum Financial Management, LP | 1,198 | $215.0 萬 | 0.04% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $211.1 萬 | 0.25% | 00.0% | 不變 |
| Pecaut & Co. | 1,167 | $209.4 萬 | 0.78% | 00.0% | 不變 |
| Parsons Capital Management Inc | 1,141 | $204.7 萬 | 0.14% | +250+28.1% | 加碼 |
| Nisa Investment Advisors, LLC | 1,100 | $197.4 萬 | 0.01% | 00.0% | 不變 |
| Agf Management Ltd | 1,088 | $195.2 萬 | 0.01% | −1,113−50.6% | 減碼 |
| Autumn Glory Partners, LLC | 1,080 | $193.8 萬 | 0.95% | 00.0% | 不變 |
| LPL Financial LLC | 1,055 | $189.3 萬 | 0.00% | +28+2.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,038 | $186.2 萬 | 0.02% | +7+0.7% | 加碼 |