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 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2024/6/30 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
- 306
- 較 2024 年第 1 季 +5 家
- 持有股數
- 227.9 萬
- 較 2024 年第 1 季 −11.1 萬 (−4.6%)
- 總市值
- $41.4 億
- 較 2024 年第 1 季 +$9,595 萬 (+2.4%)
- 新進機構
- 31
- 另有 104 家加碼
- 清倉機構
- 26
- 另有 87 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 251,035 | $4.56 億 | 0.01% | −895−0.4% | 減碼 |
| Morgan Stanley | 184,935 | $3.36 億 | 0.03% | −595−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 159,561 | $2.90 億 | 0.08% | −2,357−1.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 129,283 | $2.35 億 | 1.01% | −1,631−1.2% | 減碼 |
| BlackRock Inc. | 116,455 | $2.12 億 | 0.00% | +1,482+1.3% | 加碼 |
| River Road Asset Management, LLC | 116,320 | $2.11 億 | 3.03% | −7,001−5.7% | 減碼 |
| Boston Partners | 87,671 | $1.59 億 | 0.20% | −2,923−3.2% | 減碼 |
| Wallace Capital Management Inc. | 81,304 | $1.48 億 | 21.41% | −773−0.9% | 減碼 |
| Wellington Management Group LLP | 69,789 | $1.27 億 | 0.02% | +8,783+14.4% | 加碼 |
| London Co of Virginia | 66,456 | $1.21 億 | 0.68% | −139−0.2% | 減碼 |
| Select Equity Group, L.P. | 59,361 | $1.08 億 | 0.43% | +9,430+18.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 57,756 | $1.05 億 | 0.07% | −1,533−2.6% | 減碼 |
| State Street Corp | 52,163 | $9,480 萬 | 0.00% | +3,543+7.3% | 加碼 |
| Fiduciary Management Inc | 49,356 | $8,970 萬 | 0.83% | +10,361+26.6% | 加碼 |
| Bank of America Corp | 41,186 | $7,485 萬 | 0.01% | +456+1.1% | 加碼 |
| Geode Capital Management, LLC | 39,571 | $7,194 萬 | 0.01% | +672+1.7% | 加碼 |
| Reinhart Partners, Inc. | 37,879 | $6,884 萬 | 2.86% | −346−0.9% | 減碼 |
| Lord, Abbett & Co. LLC | 30,582 | $5,558 萬 | 0.18% | +2,110+7.4% | 加碼 |
| Norges Bank | 30,106 | $5,472 萬 | 0.01% | +556+1.9% | 加碼 |
| Spears Abacus Advisors LLC | 30,066 | $5,464 萬 | 1.13% | −170−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 24,841 | $4,515 萬 | 0.01% | +120.0% | 加碼 |
| Brown Advisory Inc | 22,815 | $4,147 萬 | 0.05% | −306−1.3% | 減碼 |
| Raymond James & Associates | 22,688 | $4,123 萬 | 0.03% | −649−2.8% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 21,423 | $3,894 萬 | 1.70% | −3,285−13.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 21,378 | $3,885 萬 | 0.08% | −8,245−27.8% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,031 | $3,822 萬 | 7.85% | −509−2.4% | 減碼 |
| FMR LLC | 20,586 | $3,741 萬 | 0.00% | +5,667+38.0% | 加碼 |
| Neuberger Berman Group LLC | 17,161 | $3,119 萬 | 0.03% | +16,147+1,592.4% | 加碼 |
| Elkhorn Partners Limited Partnership | 16,110 | $2,928 萬 | 20.16% | −90−0.6% | 減碼 |
| Northern Trust Corp | 15,942 | $2,897 萬 | 0.00% | +1,346+9.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 15,659 | $2,846 萬 | 0.05% | +1,820+13.2% | 加碼 |
| Envestnet Asset Management Inc | 15,269 | $2,775 萬 | 0.01% | +1,013+7.1% | 加碼 |
| Royce & Associates LP | 15,025 | $2,731 萬 | 0.26% | −1,117−6.9% | 減碼 |
| Scout Investments, Inc. | 14,972 | $2,721 萬 | 0.73% | −1,563−9.5% | 減碼 |
| American Century Companies Inc | 14,703 | $2,672 萬 | 0.02% | −6,088−29.3% | 減碼 |
| California Public Employees Retirement System | 14,302 | $2,599 萬 | 0.02% | +224+1.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 11,917 | $2,166 萬 | 0.35% | −3,948−24.9% | 減碼 |
| First Trust Advisors LP | 11,630 | $2,114 萬 | 0.02% | +4,157+55.6% | 加碼 |
| Victory Capital Management Inc | 11,437 | $2,079 萬 | 0.02% | −2,814−19.7% | 減碼 |
| Speece Thorson Capital Group Inc | 11,431 | $2,078 萬 | 4.25% | −2,320−16.9% | 減碼 |
| Wells Fargo & Company | 11,246 | $2,044 萬 | 0.01% | −263−2.3% | 減碼 |
| Invesco Ltd. | 11,046 | $2,008 萬 | 0.00% | +6,728+155.8% | 加碼 |
| Bank of New York Mellon Corp | 10,868 | $1,975 萬 | 0.00% | +930+9.4% | 加碼 |
| AQR Capital Management LLC | 10,448 | $1,853 萬 | 0.03% | +1,296+14.2% | 加碼 |
| Perpetual Ltd | 10,176 | $1,849 萬 | 0.20% | −3,900−27.7% | 減碼 |
| Nuveen Asset Management, LLC | 7,832 | $1,423 萬 | 0.00% | +2,507+47.1% | 加碼 |
| UBS Asset Management Americas Inc | 7,719 | $1,403 萬 | 0.00% | +3,900+102.1% | 加碼 |
| GW&K Investment Management, LLC | 7,432 | $1,351 萬 | 0.12% | +524+7.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 6,944 | $1,262 萬 | 0.04% | +244+3.6% | 加碼 |
| Alaska Permanent Fund Corp | 5,902 | $1,054 萬 | 0.16% | +5+0.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $943.8 萬 | 0.12% | 00.0% | 不變 |
| Swiss National Bank | 5,046 | $917.1 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 4,547 | $826.4 萬 | 0.01% | −276−5.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 4,233 | $769.3 萬 | 0.06% | −273−6.1% | 減碼 |
| Legal & General Group Plc | 3,772 | $685.5 萬 | 0.00% | −599−13.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,600 | $654.3 萬 | 0.01% | −130−3.5% | 減碼 |
| Eagle Asset Management Inc | 3,619 | $638.4 萬 | 0.03% | −722−16.6% | 減碼 |
| Prospector Partners LLC | 3,289 | $597.8 萬 | 0.70% | −4−0.1% | 減碼 |
| Lee Danner & Bass Inc | 3,283 | $596.7 萬 | 0.46% | +3,283 | 新進 |
| Ameriprise Financial Inc | 3,085 | $560.7 萬 | 0.00% | −545−15.0% | 減碼 |
| JPMorgan Chase & Co | 3,084 | $560.5 萬 | 0.00% | −21−0.7% | 減碼 |
| New York State Common Retirement Fund | 2,723 | $494.9 萬 | 0.01% | +141+5.5% | 加碼 |
| California State Teachers Retirement System | 2,490 | $452.5 萬 | 0.01% | −64−2.5% | 減碼 |
| Cove Street Capital, LLC | 2,485 | $451.6 萬 | 3.24% | −7,572−75.3% | 減碼 |
| SEI Investments Co | 2,389 | $434.2 萬 | 0.01% | −29−1.2% | 減碼 |
| Creative Planning | 2,374 | $431.5 萬 | 0.00% | +46+2.0% | 加碼 |
| Man Group plc | 2,334 | $424.2 萬 | 0.01% | +825+54.7% | 加碼 |
| Goldman Sachs Group Inc | 2,254 | $409.7 萬 | 0.00% | +406+22.0% | 加碼 |
| Davenport & Co LLC | 2,171 | $394.6 萬 | 0.02% | −17−0.8% | 減碼 |
| Renaissance Technologies LLC | 2,000 | $363.5 萬 | 0.01% | −400−16.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,912 | $347.5 萬 | 0.01% | −1,158−37.7% | 減碼 |
| MML Investors Services, LLC | 1,857 | $337.5 萬 | 0.01% | +392+26.8% | 加碼 |
| Truist Financial Corp | 1,803 | $327.7 萬 | 0.00% | −14−0.8% | 減碼 |
| UBS Group AG | 1,747 | $317.5 萬 | 0.00% | −17−1.0% | 減碼 |
| Cerity Partners LLC | 1,729 | $314.2 萬 | 0.01% | +124+7.7% | 加碼 |
| Vident Advisory, LLC | 1,724 | $313.3 萬 | 0.09% | +49+2.9% | 加碼 |
| Stifel Financial Corp | 1,651 | $300.2 萬 | 0.00% | +14+0.9% | 加碼 |
| Qube Research & Technologies Ltd | 1,644 | $298.8 萬 | 0.01% | +75+4.8% | 加碼 |
| Royal Bank of Canada | 1,542 | $280.4 萬 | 0.00% | −198−11.4% | 減碼 |
| Parsons Capital Management Inc | 1,473 | $267.7 萬 | 0.18% | +332+29.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,452 | $263.9 萬 | 0.03% | +47+3.3% | 加碼 |
| Price T Rowe Associates Inc | 1,373 | $249.6 萬 | 0.00% | +57+4.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 1,365 | $248.1 萬 | 0.04% | +1,365 | 新進 |
| STRS Ohio | 1,347 | $244.8 萬 | 0.01% | −120−8.2% | 減碼 |
| Quantinno Capital Management LP | 1,327 | $241.2 萬 | 0.04% | +81+6.5% | 加碼 |
| TD Asset Management Inc | 1,300 | $236.3 萬 | 0.00% | 00.0% | 不變 |
| Martingale Asset Management L P | 1,253 | $227.7 萬 | 0.05% | −2,002−61.5% | 減碼 |
| Janus Henderson Group PLC | 1,223 | $223.3 萬 | 0.00% | −12−1.0% | 減碼 |
| Forum Financial Management, LP | 1,198 | $217.7 萬 | 0.04% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 1,192 | $216.6 萬 | 0.17% | +880+282.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,189 | $216.1 萬 | 0.01% | −472−28.4% | 減碼 |
| Alliancebernstein L.P. | 1,183 | $215.0 萬 | 0.00% | −48−3.9% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $213.8 萬 | 0.26% | 00.0% | 不變 |
| Pecaut & Co. | 1,167 | $212.1 萬 | 0.80% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,100 | $199.9 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 1,095 | $199.0 萬 | 0.00% | +95+9.5% | 加碼 |
| LPL Financial LLC | 1,090 | $198.1 萬 | 0.00% | +35+3.3% | 加碼 |
| Treasurer of the State of North Carolina | 1,086 | $197.4 萬 | 0.01% | −164−13.1% | 減碼 |
| Autumn Glory Partners, LLC | 1,080 | $196.3 萬 | 1.00% | 00.0% | 不變 |
| Agf Management Ltd | 1,070 | $194.5 萬 | 0.01% | −18−1.7% | 減碼 |