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 4 季 13F 持有人
White Mountains Insurance Group Ltd 在 2024/12/31 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
- 325
- 較 2024 年第 3 季 +27 家
- 持有股數
- 227.7 萬
- 較 2024 年第 3 季 +6.65 萬 (+3.0%)
- 總市值
- $44.3 億
- 較 2024 年第 3 季 +$7.13 億 (+19.2%)
- 新進機構
- 41
- 另有 112 家加碼
- 清倉機構
- 14
- 另有 83 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 251,739 | $4.90 億 | 0.01% | +956+0.4% | 加碼 |
| Morgan Stanley | 177,691 | $3.46 億 | 0.02% | −1,346−0.8% | 減碼 |
| Dimensional Fund Advisors LP | 157,395 | $3.06 億 | 0.07% | −1,139−0.7% | 減碼 |
| BlackRock, Inc. | 118,484 | $2.30 億 | 0.00% | +3,361+2.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 114,077 | $2.22 億 | 0.84% | −8,200−6.7% | 減碼 |
| River Road Asset Management, LLC | 112,415 | $2.19 億 | 2.91% | −5,791−4.9% | 減碼 |
| Boston Partners | 85,445 | $1.66 億 | 0.20% | +348+0.4% | 加碼 |
| Wallace Capital Management Inc. | 80,158 | $1.56 億 | 21.30% | −2,208−2.7% | 減碼 |
| London Co of Virginia | 69,268 | $1.35 億 | 0.74% | −585−0.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 57,755 | $1.12 億 | 0.07% | +72+0.1% | 加碼 |
| State Street Corp | 54,885 | $1.07 億 | 0.00% | +80.0% | 加碼 |
| Wellington Management Group LLP | 49,926 | $9,711 萬 | 0.02% | −10,749−17.7% | 減碼 |
| Fiduciary Management Inc | 49,114 | $9,553 萬 | 0.89% | −206−0.4% | 減碼 |
| Neuberger Berman Group LLC | 45,438 | $8,838 萬 | 0.07% | +12,328+37.2% | 加碼 |
| Bank of America Corp | 41,453 | $8,063 萬 | 0.01% | −1,006−2.4% | 減碼 |
| Geode Capital Management, LLC | 39,735 | $7,731 萬 | 0.01% | −109−0.3% | 減碼 |
| Reinhart Partners, Inc. | 38,272 | $7,444 萬 | 2.86% | −1,097−2.8% | 減碼 |
| Cooke & Bieler LP | 34,070 | $6,627 萬 | 0.64% | +34,070 | 新進 |
| Lord, Abbett & Co. LLC | 33,116 | $6,441 萬 | 0.20% | +104+0.3% | 加碼 |
| Raymond James Financial Inc | 32,472 | $6,316 萬 | 0.02% | +32,472 | 新進 |
| Norges Bank | 30,673 | $5,966 萬 | 0.01% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 28,726 | $5,587 萬 | 1.15% | −197−0.7% | 減碼 |
| Select Equity Group, L.P. | 27,599 | $5,368 萬 | 0.22% | −7,064−20.4% | 減碼 |
| Charles Schwab Investment Management Inc | 25,363 | $4,933 萬 | 0.01% | +143+0.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 23,236 | $4,482 萬 | 0.07% | +681+3.0% | 加碼 |
| Brown Advisory Inc | 22,421 | $4,361 萬 | 0.06% | −728−3.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,069 | $4,098 萬 | 7.30% | −129−0.6% | 減碼 |
| First Trust Advisors LP | 20,218 | $3,933 萬 | 0.03% | +9,308+85.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 19,417 | $3,777 萬 | 0.07% | −899−4.4% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 19,244 | $3,743 萬 | 1.77% | −1,494−7.2% | 減碼 |
| Northern Trust Corp | 18,071 | $3,515 萬 | 0.00% | +1,957+12.1% | 加碼 |
| Envestnet Asset Management Inc | 16,414 | $3,193 萬 | 0.01% | +238+1.5% | 加碼 |
| Elkhorn Partners Limited Partnership | 15,080 | $2,933 萬 | 19.26% | −1,095−6.8% | 減碼 |
| Bank of New York Mellon Corp | 12,600 | $2,451 萬 | 0.00% | +1,728+15.9% | 加碼 |
| California Public Employees Retirement System | 12,441 | $2,420 萬 | 0.02% | −766−5.8% | 減碼 |
| Royce & Associates LP | 12,306 | $2,394 萬 | 0.22% | −2,161−14.9% | 減碼 |
| WCM Investment Management, LLC | 11,651 | $2,248 萬 | 0.05% | +11,651 | 新進 |
| Victory Capital Management Inc | 11,548 | $2,246 萬 | 0.02% | +5,195+81.8% | 加碼 |
| Speece Thorson Capital Group Inc | 11,340 | $2,206 萬 | 4.35% | −58−0.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 10,246 | $1,993 萬 | 0.31% | −117−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 10,104 | $1,965 萬 | 0.00% | +2,464+32.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 10,089 | $1,962 萬 | 0.24% | +2,951+41.3% | 加碼 |
| AQR Capital Management LLC | 10,140 | $1,959 萬 | 0.03% | −766−7.0% | 減碼 |
| Perpetual Ltd | 9,627 | $1,873 萬 | 0.22% | −100−1.0% | 減碼 |
| Wells Fargo & Company | 9,546 | $1,857 萬 | 0.00% | −35−0.4% | 減碼 |
| GW&K Investment Management, LLC | 8,411 | $1,636 萬 | 0.14% | +865+11.5% | 加碼 |
| Nuveen Asset Management, LLC | 7,753 | $1,508 萬 | 0.00% | −5−0.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 7,366 | $1,433 萬 | 0.05% | +610+9.0% | 加碼 |
| Alaska Permanent Fund Corp | 5,902 | $1,148 萬 | 0.17% | 00.0% | 不變 |
| Phocas Financial Corp. | 5,702 | $1,109 萬 | 1.48% | +5,702 | 新進 |
| American Century Companies Inc | 5,375 | $1,045 萬 | 0.01% | −111−2.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $1,010 萬 | 0.12% | 00.0% | 不變 |
| Swiss National Bank | 5,046 | $981.5 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 4,549 | $884.8 萬 | 0.01% | +16+0.4% | 加碼 |
| Invesco Ltd. | 4,349 | $845.9 萬 | 0.00% | +205+4.9% | 加碼 |
| UBS Group AG | 4,306 | $837.5 萬 | 0.00% | +1,300+43.2% | 加碼 |
| Legal & General Group Plc | 4,049 | $787.6 萬 | 0.00% | +131+3.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 3,919 | $762.3 萬 | 0.06% | −214−5.2% | 減碼 |
| Prospector Partners LLC | 3,855 | $749.8 萬 | 0.85% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 3,280 | $638.0 萬 | 0.51% | −3−0.1% | 減碼 |
| Ameriprise Financial Inc | 3,277 | $637.4 萬 | 0.00% | +198+6.4% | 加碼 |
| SEI Investments Co | 3,217 | $625.9 萬 | 0.01% | +731+29.4% | 加碼 |
| JPMorgan Chase & Co | 2,777 | $540.1 萬 | 0.00% | −75−2.6% | 減碼 |
| Goldman Sachs Group Inc | 2,755 | $535.9 萬 | 0.00% | +890+47.7% | 加碼 |
| New York State Common Retirement Fund | 2,723 | $529.6 萬 | 0.01% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 2,719 | $528.9 萬 | 0.01% | −521−16.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 2,431 | $472.8 萬 | 0.21% | +41+1.7% | 加碼 |
| Janus Henderson Group PLC | 2,416 | $470.2 萬 | 0.00% | +1,193+97.5% | 加碼 |
| Millennium Management LLC | 2,401 | $467.0 萬 | 0.00% | +2,007+509.4% | 加碼 |
| California State Teachers Retirement System | 2,398 | $466.4 萬 | 0.01% | −25−1.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,372 | $461.4 萬 | 0.01% | −600−20.2% | 減碼 |
| MML Investors Services, LLC | 2,342 | $455.5 萬 | 0.02% | +280+13.6% | 加碼 |
| Creative Planning | 2,263 | $440.2 萬 | 0.00% | −73−3.1% | 減碼 |
| Davenport & Co LLC | 2,198 | $427.5 萬 | 0.03% | +27+1.2% | 加碼 |
| Barclays PLC | 2,142 | $416.6 萬 | 0.00% | +991+86.1% | 加碼 |
| First Manhattan Co | 1,115 | $405.4 萬 | 0.01% | +1,115 | 新進 |
| KBC Group NV | 2,059 | $400.5 萬 | 0.01% | +1,981+2,539.7% | 加碼 |
| Quantinno Capital Management LP | 2,044 | $397.6 萬 | 0.04% | +554+37.2% | 加碼 |
| Cerity Partners LLC | 1,848 | $358.6 萬 | 0.01% | +133+7.8% | 加碼 |
| LPL Financial LLC | 1,763 | $343.0 萬 | 0.00% | +501+39.7% | 加碼 |
| Price T Rowe Associates Inc | 1,566 | $304.6 萬 | 0.00% | +122+8.4% | 加碼 |
| HighTower Advisors, LLC | 1,563 | $304.0 萬 | 0.00% | +1+0.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,547 | $300.9 萬 | 0.04% | +105+7.3% | 加碼 |
| Parsons Capital Management Inc | 1,523 | $296.2 萬 | 0.16% | +10+0.7% | 加碼 |
| Stifel Financial Corp | 1,511 | $294.0 萬 | 0.00% | −37−2.4% | 減碼 |
| STRS Ohio | 1,501 | $292.0 萬 | 0.01% | +2+0.1% | 加碼 |
| SG Americas Securities, LLC | 1,476 | $287.1 萬 | 0.01% | +1,476 | 新進 |
| Colony Group, LLC | 1,388 | $270.0 萬 | 0.01% | +15+1.1% | 加碼 |
| TD Asset Management Inc | 1,380 | $268.4 萬 | 0.00% | +80+6.2% | 加碼 |
| Forum Financial Management, LP | 1,374 | $267.3 萬 | 0.04% | +176+14.7% | 加碼 |
| Royal Bank of Canada | 1,368 | $266.1 萬 | 0.00% | −138−9.2% | 減碼 |
| Truist Financial Corp | 1,352 | $263.0 萬 | 0.00% | −5−0.4% | 減碼 |
| Agf Management Ltd | 1,318 | $256.4 萬 | 0.01% | −82−5.9% | 減碼 |
| Leuthold Group, LLC | 1,272 | $247.4 萬 | 0.30% | −28−2.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,216 | $236.5 萬 | 0.01% | +34+2.9% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $228.8 萬 | 0.29% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,170 | $227.6 萬 | 0.00% | −6−0.5% | 減碼 |
| Pecaut & Co. | 1,167 | $227.0 萬 | 0.78% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 1,118 | $217.5 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,100 | $214.0 萬 | 0.01% | 00.0% | 不變 |