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 3 季 13F 持有人
White Mountains Insurance Group Ltd 在 2024/9/30 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
- 304
- 較 2024 年第 2 季 +4 家
- 持有股數
- 224.6 萬
- 較 2024 年第 2 季 +8.63 萬 (+4.0%)
- 總市值
- $37.8 億
- 較 2024 年第 2 季 −$1.45 億 (−3.7%)
- 新進機構
- 29
- 另有 107 家加碼
- 清倉機構
- 25
- 另有 82 家減碼
另有 6 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 250,783 | $4.25 億 | 0.01% | −252−0.1% | 減碼 |
| Morgan Stanley | 179,037 | $3.04 億 | 0.02% | −5,898−3.2% | 減碼 |
| Dimensional Fund Advisors LP | 158,534 | $2.69 億 | 0.07% | −1,027−0.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 122,277 | $2.07 億 | 0.81% | −7,006−5.4% | 減碼 |
| River Road Asset Management, LLC | 118,206 | $2.01 億 | 2.62% | +1,886+1.6% | 加碼 |
| BlackRock, Inc. | 115,123 | $1.95 億 | 0.00% | +115,123 | 新進 |
| Boston Partners | 85,097 | $1.45 億 | 0.17% | −2,574−2.9% | 減碼 |
| Wallace Capital Management Inc. | 82,366 | $1.40 億 | 18.92% | +1,062+1.3% | 加碼 |
| London Co of Virginia | 69,853 | $1.18 億 | 0.62% | +3,397+5.1% | 加碼 |
| Wellington Management Group LLP | 60,675 | $1.03 億 | 0.02% | −9,114−13.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 57,683 | $9,784 萬 | 0.06% | −73−0.1% | 減碼 |
| State Street Corp | 54,877 | $9,308 萬 | 0.00% | +2,714+5.2% | 加碼 |
| Fiduciary Management Inc | 49,320 | $8,366 萬 | 0.73% | −36−0.1% | 減碼 |
| Bank of America Corp | 42,459 | $7,202 萬 | 0.01% | +1,273+3.1% | 加碼 |
| Geode Capital Management, LLC | 39,844 | $6,760 萬 | 0.01% | +273+0.7% | 加碼 |
| Reinhart Partners, Inc. | 39,369 | $6,678 萬 | 2.54% | +1,490+3.9% | 加碼 |
| Select Equity Group, L.P. | 34,663 | $5,880 萬 | 0.21% | −24,698−41.6% | 減碼 |
| Neuberger Berman Group LLC | 33,110 | $5,616 萬 | 0.04% | +15,949+92.9% | 加碼 |
| Lord, Abbett & Co. LLC | 33,012 | $5,599 萬 | 0.18% | +2,430+7.9% | 加碼 |
| Norges Bank | 30,673 | $5,203 萬 | 0.01% | +567+1.9% | 加碼 |
| Spears Abacus Advisors LLC | 28,923 | $4,906 萬 | 0.97% | −1,143−3.8% | 減碼 |
| Charles Schwab Investment Management Inc | 25,220 | $4,278 萬 | 0.01% | +379+1.5% | 加碼 |
| Brown Advisory Inc | 23,149 | $3,927 萬 | 0.05% | +334+1.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 22,555 | $3,826 萬 | 0.06% | +6,896+44.0% | 加碼 |
| FMR LLC | 22,196 | $3,765 萬 | 0.00% | +1,610+7.8% | 加碼 |
| Raymond James & Associates | 21,743 | $3,688 萬 | 0.02% | −945−4.2% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,198 | $3,596 萬 | 6.50% | +167+0.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 20,316 | $3,446 萬 | 0.07% | −1,062−5.0% | 減碼 |
| Envestnet Asset Management Inc | 16,176 | $2,744 萬 | 0.01% | +907+5.9% | 加碼 |
| Elkhorn Partners Limited Partnership | 16,175 | $2,744 萬 | 17.63% | +65+0.4% | 加碼 |
| Northern Trust Corp | 16,114 | $2,733 萬 | 0.00% | +172+1.1% | 加碼 |
| Royce & Associates LP | 14,467 | $2,454 萬 | 0.22% | −558−3.7% | 減碼 |
| Scout Investments, Inc. | 12,839 | $2,338 萬 | 0.61% | −2,133−14.2% | 減碼 |
| California Public Employees Retirement System | 13,207 | $2,240 萬 | 0.02% | −1,095−7.7% | 減碼 |
| Speece Thorson Capital Group Inc | 11,398 | $1,933 萬 | 3.57% | −33−0.3% | 減碼 |
| First Trust Advisors LP | 10,910 | $1,851 萬 | 0.02% | −720−6.2% | 減碼 |
| AQR Capital Management LLC | 10,906 | $1,849 萬 | 0.03% | +458+4.4% | 加碼 |
| Bank of New York Mellon Corp | 10,872 | $1,844 萬 | 0.00% | +40.0% | 加碼 |
| Thompson Siegel & Walmsley LLC | 10,363 | $1,758 萬 | 0.26% | −1,554−13.0% | 減碼 |
| Perpetual Ltd | 9,727 | $1,650 萬 | 0.18% | −449−4.4% | 減碼 |
| Wells Fargo & Company | 9,581 | $1,625 萬 | 0.00% | −1,665−14.8% | 減碼 |
| Nuveen Asset Management, LLC | 7,758 | $1,316 萬 | 0.00% | −74−0.9% | 減碼 |
| UBS Asset Management Americas Inc | 7,640 | $1,296 萬 | 0.00% | −79−1.0% | 減碼 |
| GW&K Investment Management, LLC | 7,546 | $1,280 萬 | 0.11% | +114+1.5% | 加碼 |
| Horizon Kinetics Asset Management LLC | 7,138 | $1,211 萬 | 0.18% | +5,773+422.9% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 6,756 | $1,146 萬 | 0.04% | −188−2.7% | 減碼 |
| Victory Capital Management Inc | 6,353 | $1,078 萬 | 0.01% | −5,084−44.5% | 減碼 |
| Alaska Permanent Fund Corp | 5,902 | $1,001 萬 | 0.15% | 00.0% | 不變 |
| American Century Companies Inc | 5,486 | $930.5 萬 | 0.01% | −9,217−62.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $880.8 萬 | 0.10% | 00.0% | 不變 |
| Swiss National Bank | 5,046 | $855.9 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 4,533 | $768.9 萬 | 0.01% | −14−0.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 4,133 | $764.1 萬 | 0.05% | −100−2.4% | 減碼 |
| Edgestream Partners, L.P. | 4,472 | $758.5 萬 | 0.33% | +4,472 | 新進 |
| Invesco Ltd. | 4,144 | $702.9 萬 | 0.00% | −6,902−62.5% | 減碼 |
| Legal & General Group Plc | 3,918 | $664.6 萬 | 0.00% | +146+3.9% | 加碼 |
| Prospector Partners LLC | 3,855 | $653.9 萬 | 0.70% | +566+17.2% | 加碼 |
| Lee Danner & Bass Inc | 3,283 | $556.9 萬 | 0.39% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 3,240 | $549.6 萬 | 0.01% | −360−10.0% | 減碼 |
| Ameriprise Financial Inc | 3,079 | $522.3 萬 | 0.00% | −6−0.2% | 減碼 |
| UBS Group AG | 3,006 | $509.9 萬 | 0.00% | +1,259+72.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,972 | $504.1 萬 | 0.01% | +1,060+55.4% | 加碼 |
| JPMorgan Chase & Co | 2,852 | $483.8 萬 | 0.00% | −232−7.5% | 減碼 |
| New York State Common Retirement Fund | 2,723 | $461.9 萬 | 0.01% | 00.0% | 不變 |
| SEI Investments Co | 2,486 | $421.7 萬 | 0.01% | +97+4.1% | 加碼 |
| California State Teachers Retirement System | 2,423 | $411.0 萬 | 0.00% | −67−2.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 2,390 | $405.4 萬 | 0.18% | +1,198+100.5% | 加碼 |
| Creative Planning | 2,336 | $396.3 萬 | 0.00% | −38−1.6% | 減碼 |
| Davenport & Co LLC | 2,171 | $368.2 萬 | 0.02% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 2,160 | $366.4 萬 | 1.41% | +1,080+100.0% | 加碼 |
| Cove Street Capital, LLC | 2,123 | $360.1 萬 | 2.82% | −362−14.6% | 減碼 |
| MML Investors Services, LLC | 2,062 | $349.7 萬 | 0.01% | +205+11.0% | 加碼 |
| Renaissance Technologies LLC | 1,900 | $322.3 萬 | 0.00% | −100−5.0% | 減碼 |
| Goldman Sachs Group Inc | 1,865 | $316.3 萬 | 0.00% | −389−17.3% | 減碼 |
| Cerity Partners LLC | 1,715 | $290.9 萬 | 0.01% | −14−0.8% | 減碼 |
| Qube Research & Technologies Ltd | 1,713 | $290.6 萬 | 0.01% | +69+4.2% | 加碼 |
| HighTower Advisors, LLC | 1,562 | $264.6 萬 | 0.00% | +1,332+579.1% | 加碼 |
| Stifel Financial Corp | 1,548 | $262.7 萬 | 0.00% | −103−6.2% | 減碼 |
| Parsons Capital Management Inc | 1,513 | $256.6 萬 | 0.16% | +40+2.7% | 加碼 |
| Royal Bank of Canada | 1,506 | $255.6 萬 | 0.00% | −36−2.3% | 減碼 |
| STRS Ohio | 1,499 | $254.3 萬 | 0.01% | +152+11.3% | 加碼 |
| Quantinno Capital Management LP | 1,490 | $252.7 萬 | 0.03% | +163+12.3% | 加碼 |
| Price T Rowe Associates Inc | 1,444 | $245.0 萬 | 0.00% | +71+5.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,442 | $244.6 萬 | 0.03% | −10−0.7% | 減碼 |
| Agf Management Ltd | 1,400 | $237.5 萬 | 0.01% | +330+30.8% | 加碼 |
| Colony Group, LLC | 1,373 | $232.9 萬 | 0.01% | +1,373 | 新進 |
| Man Group plc | 1,367 | $231.9 萬 | 0.01% | −967−41.4% | 減碼 |
| Truist Financial Corp | 1,357 | $230.2 萬 | 0.00% | −446−24.7% | 減碼 |
| Jane Street Group, LLC | 1,307 | $221.7 萬 | 0.00% | +380+41.0% | 加碼 |
| TD Asset Management Inc | 1,300 | $221.1 萬 | 0.00% | 00.0% | 不變 |
| Leuthold Group, LLC | 1,300 | $220.5 萬 | 0.25% | +1,300 | 新進 |
| LPL Financial LLC | 1,262 | $214.1 萬 | 0.00% | +172+15.8% | 加碼 |
| Janus Henderson Group PLC | 1,223 | $207.1 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 1,198 | $203.2 萬 | 0.03% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 1,182 | $200.5 萬 | 0.00% | +548+86.4% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $199.5 萬 | 0.23% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,176 | $199.5 萬 | 0.00% | −7−0.6% | 減碼 |
| Pecaut & Co. | 1,167 | $197.9 萬 | 0.70% | 00.0% | 不變 |
| Barclays PLC | 1,151 | $195.2 萬 | 0.00% | +581+101.9% | 加碼 |
| CI Private Wealth, LLC | 1,128 | $191.3 萬 | 0.00% | +298+35.9% | 加碼 |