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。
2025 年第 1 季 13F 持有人
White Mountains Insurance Group Ltd 在 2025/3/31 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
- 322
- 較 2024 年第 4 季 0 家
- 持有股數
- 230.9 萬
- 較 2024 年第 4 季 +3.97 萬 (+1.7%)
- 總市值
- $44.4 億
- 較 2024 年第 4 季 +$2,825 萬 (+0.6%)
- 新進機構
- 27
- 另有 102 家加碼
- 清倉機構
- 27
- 另有 107 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 250,116 | $4.82 億 | 0.01% | −1,623−0.6% | 減碼 |
| Morgan Stanley | 170,631 | $3.29 億 | 0.02% | −7,060−4.0% | 減碼 |
| Dimensional Fund Advisors LP | 156,617 | $3.02 億 | 0.07% | −778−0.5% | 減碼 |
| BlackRock, Inc. | 116,799 | $2.25 億 | 0.00% | −1,685−1.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 110,092 | $2.12 億 | 0.82% | −3,985−3.5% | 減碼 |
| River Road Asset Management, LLC | 109,665 | $2.11 億 | 2.87% | −2,750−2.4% | 減碼 |
| Boston Partners | 85,236 | $1.63 億 | 0.20% | −209−0.2% | 減碼 |
| Wallace Capital Management Inc. | 79,931 | $1.54 億 | 19.71% | −227−0.3% | 減碼 |
| Fiduciary Management Inc | 71,795 | $1.38 億 | 1.34% | +22,681+46.2% | 加碼 |
| London Co of Virginia | 69,158 | $1.33 億 | 0.76% | −110−0.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 62,466 | $1.20 億 | 0.08% | +4,711+8.2% | 加碼 |
| Neuberger Berman Group LLC | 56,864 | $1.10 億 | 0.09% | +11,426+25.1% | 加碼 |
| State Street Corp | 54,944 | $1.06 億 | 0.00% | +59+0.1% | 加碼 |
| Cooke & Bieler LP | 54,652 | $1.05 億 | 1.05% | +20,582+60.4% | 加碼 |
| Reinhart Partners, Inc. | 42,478 | $8,180 萬 | 2.98% | +4,206+11.0% | 加碼 |
| Geode Capital Management, LLC | 42,186 | $8,127 萬 | 0.01% | +2,451+6.2% | 加碼 |
| Bank of America Corp | 41,055 | $7,906 萬 | 0.01% | −398−1.0% | 減碼 |
| Lord, Abbett & Co. LLC | 32,851 | $6,327 萬 | 0.23% | −265−0.8% | 減碼 |
| Raymond James Financial Inc | 31,724 | $6,109 萬 | 0.02% | −748−2.3% | 減碼 |
| Norges Bank | 30,970 | $5,964 萬 | 0.01% | +297+1.0% | 加碼 |
| Spears Abacus Advisors LLC | 28,668 | $5,521 萬 | 1.19% | −58−0.2% | 減碼 |
| Select Equity Group, L.P. | 27,999 | $5,392 萬 | 0.24% | +400+1.4% | 加碼 |
| Wellington Management Group LLP | 25,438 | $4,899 萬 | 0.01% | −24,488−49.0% | 減碼 |
| Charles Schwab Investment Management Inc | 24,706 | $4,758 萬 | 0.01% | −657−2.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 24,857 | $4,728 萬 | 0.08% | +1,621+7.0% | 加碼 |
| First Trust Advisors LP | 22,927 | $4,415 萬 | 0.04% | +2,709+13.4% | 加碼 |
| Brown Advisory Inc | 22,076 | $4,251 萬 | 0.06% | −345−1.5% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,028 | $4,001 萬 | 6.87% | −41−0.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 19,154 | $3,689 萬 | 0.07% | −263−1.4% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 18,484 | $3,560 萬 | 1.90% | −760−3.9% | 減碼 |
| Northern Trust Corp | 18,222 | $3,509 萬 | 0.01% | +151+0.8% | 加碼 |
| Envestnet Asset Management Inc | 17,269 | $3,326 萬 | 0.01% | +855+5.2% | 加碼 |
| Victory Capital Management Inc | 16,091 | $3,099 萬 | 0.03% | +4,543+39.3% | 加碼 |
| Elkhorn Partners Limited Partnership | 14,905 | $2,870 萬 | 18.81% | −175−1.2% | 減碼 |
| WCM Investment Management, LLC | 13,245 | $2,520 萬 | 0.06% | +1,594+13.7% | 加碼 |
| Bank of New York Mellon Corp | 12,570 | $2,421 萬 | 0.00% | −30−0.2% | 減碼 |
| Royce & Associates LP | 11,588 | $2,232 萬 | 0.24% | −718−5.8% | 減碼 |
| California Public Employees Retirement System | 11,535 | $2,221 萬 | 0.02% | −906−7.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 11,345 | $2,185 萬 | 0.25% | +1,256+12.4% | 加碼 |
| UBS Asset Management Americas Inc | 11,287 | $2,174 萬 | 0.01% | +1,183+11.7% | 加碼 |
| Speece Thorson Capital Group Inc | 11,159 | $2,149 萬 | 4.43% | −181−1.6% | 減碼 |
| Wells Fargo & Company | 9,350 | $1,801 萬 | 0.00% | −196−2.1% | 減碼 |
| GW&K Investment Management, LLC | 8,467 | $1,631 萬 | 0.15% | +56+0.7% | 加碼 |
| AQR Capital Management LLC | 8,492 | $1,622 萬 | 0.02% | −1,648−16.3% | 減碼 |
| Thompson Siegel & Walmsley LLC | 8,317 | $1,602 萬 | 0.27% | −1,929−18.8% | 減碼 |
| Nuveen, LLC | 7,770 | $1,496 萬 | 0.00% | +7,770 | 新進 |
| Perpetual Ltd | 7,727 | $1,488 萬 | 0.18% | −1,900−19.7% | 減碼 |
| American Century Companies Inc | 7,036 | $1,355 萬 | 0.01% | +1,661+30.9% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 6,893 | $1,327 萬 | 0.04% | −473−6.4% | 減碼 |
| Alaska Permanent Fund Corp | 5,902 | $1,043 萬 | 0.15% | 00.0% | 不變 |
| Phocas Financial Corp. | 5,391 | $1,038 萬 | 1.59% | −311−5.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $1,000 萬 | 0.13% | 00.0% | 不變 |
| Swiss National Bank | 4,946 | $952.5 萬 | 0.01% | −100−2.0% | 減碼 |
| Quantinno Capital Management LP | 4,606 | $887.0 萬 | 0.06% | +2,562+125.3% | 加碼 |
| Rhumbline Advisers | 4,472 | $861.2 萬 | 0.01% | −77−1.7% | 減碼 |
| Goldman Sachs Group Inc | 4,259 | $820.2 萬 | 0.00% | +1,504+54.6% | 加碼 |
| Legal & General Group Plc | 4,130 | $795.4 萬 | 0.00% | +81+2.0% | 加碼 |
| SEI Investments Co | 4,100 | $789.7 萬 | 0.01% | +883+27.4% | 加碼 |
| Invesco Ltd. | 4,020 | $774.2 萬 | 0.00% | −329−7.6% | 減碼 |
| Prospector Partners LLC | 3,855 | $742.4 萬 | 0.85% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 3,626 | $698.3 萬 | 0.05% | −293−7.5% | 減碼 |
| Edgestream Partners, L.P. | 3,540 | $681.7 萬 | 0.23% | +3,540 | 新進 |
| Ameriprise Financial Inc | 3,532 | $680.2 萬 | 0.00% | +255+7.8% | 加碼 |
| UBS Group AG | 3,518 | $677.5 萬 | 0.00% | −788−18.3% | 減碼 |
| Barclays PLC | 3,295 | $634.6 萬 | 0.00% | +1,153+53.8% | 加碼 |
| Lee Danner & Bass Inc | 3,148 | $606.2 萬 | 0.49% | −132−4.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,058 | $588.9 萬 | 0.27% | +627+25.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,992 | $576.2 萬 | 0.01% | +620+26.1% | 加碼 |
| New York State Common Retirement Fund | 2,723 | $524.4 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 2,690 | $518.0 萬 | 0.00% | +427+18.9% | 加碼 |
| MML Investors Services, LLC | 2,574 | $495.7 萬 | 0.02% | +232+9.9% | 加碼 |
| California State Teachers Retirement System | 2,372 | $456.8 萬 | 0.01% | −26−1.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,358 | $454.1 萬 | 0.01% | −361−13.3% | 減碼 |
| Davenport & Co LLC | 2,173 | $418.5 萬 | 0.02% | −25−1.1% | 減碼 |
| JPMorgan Chase & Co | 1,986 | $382.5 萬 | 0.00% | −791−28.5% | 減碼 |
| Cerity Partners LLC | 1,896 | $365.1 萬 | 0.01% | +48+2.6% | 加碼 |
| LPL Financial LLC | 1,870 | $360.2 萬 | 0.00% | +107+6.1% | 加碼 |
| Price T Rowe Associates Inc | 1,672 | $322.0 萬 | 0.00% | +106+6.8% | 加碼 |
| Forum Financial Management, LP | 1,663 | $320.3 萬 | 0.05% | +289+21.0% | 加碼 |
| TD Asset Management Inc | 1,592 | $306.6 萬 | 0.00% | +212+15.4% | 加碼 |
| Parsons Capital Management Inc | 1,508 | $290.4 萬 | 0.16% | −15−1.0% | 減碼 |
| Dark Forest Capital Management LP | 1,491 | $287.1 萬 | 0.13% | +772+107.4% | 加碼 |
| HighTower Advisors, LLC | 1,466 | $282.3 萬 | 0.00% | −97−6.2% | 減碼 |
| Stifel Financial Corp | 1,405 | $270.7 萬 | 0.00% | −106−7.0% | 減碼 |
| Truist Financial Corp | 1,369 | $263.6 萬 | 0.00% | +17+1.3% | 加碼 |
| Colony Group, LLC | 1,347 | $259.4 萬 | 0.01% | −41−3.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,335 | $257.1 萬 | 0.03% | −212−13.7% | 減碼 |
| Royal Bank of Canada | 1,282 | $246.8 萬 | 0.00% | −86−6.3% | 減碼 |
| Agf Management Ltd | 1,276 | $245.7 萬 | 0.01% | −42−3.2% | 減碼 |
| Qube Research & Technologies Ltd | 1,275 | $245.5 萬 | 0.00% | +207+19.4% | 加碼 |
| Main Street Financial Solutions, LLC | 1,261 | $242.8 萬 | 0.21% | +252+25.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 1,208 | $232.6 萬 | 0.02% | +128+11.9% | 加碼 |
| Leuthold Group, LLC | 1,188 | $228.8 萬 | 0.30% | −84−6.6% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $226.5 萬 | 0.29% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,176 | $226.5 萬 | 0.00% | +1,176 | 新進 |
| Pecaut & Co. | 1,167 | $224.7 萬 | 0.76% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,155 | $222.4 萬 | 0.00% | −15−1.3% | 減碼 |
| STRS Ohio | 1,145 | $220.5 萬 | 0.01% | −356−23.7% | 減碼 |
| Treasurer of the State of North Carolina | 1,126 | $216.8 萬 | 0.01% | +30+2.7% | 加碼 |
| First Manhattan Co | 1,115 | $214.7 萬 | 0.01% | 00.0% | 不變 |