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 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2025/6/30 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
- 325
- 較 2025 年第 1 季 +7 家
- 持有股數
- 232.0 萬
- 較 2025 年第 1 季 +1.23 萬 (+0.5%)
- 總市值
- $41.7 億
- 較 2025 年第 1 季 −$2.76 億 (−6.2%)
- 新進機構
- 33
- 另有 103 家加碼
- 清倉機構
- 26
- 另有 112 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 249,170 | $4.47 億 | 0.01% | −946−0.4% | 減碼 |
| Morgan Stanley | 165,064 | $2.96 億 | 0.02% | −5,567−3.3% | 減碼 |
| Dimensional Fund Advisors LP | 155,753 | $2.80 億 | 0.06% | −864−0.6% | 減碼 |
| BlackRock, Inc. | 113,158 | $2.03 億 | 0.00% | −3,641−3.1% | 減碼 |
| River Road Asset Management, LLC | 109,892 | $1.96 億 | 2.49% | +227+0.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 100,984 | $1.81 億 | 0.66% | −9,108−8.3% | 減碼 |
| Boston Partners | 89,394 | $1.60 億 | 0.18% | +4,158+4.9% | 加碼 |
| Neuberger Berman Group LLC | 83,699 | $1.50 億 | 0.12% | +26,835+47.2% | 加碼 |
| Wallace Capital Management Inc. | 79,036 | $1.42 億 | 19.34% | −895−1.1% | 減碼 |
| Cooke & Bieler LP | 76,781 | $1.38 億 | 1.38% | +22,129+40.5% | 加碼 |
| Fiduciary Management Inc | 71,478 | $1.28 億 | 1.23% | −317−0.4% | 減碼 |
| London Co of Virginia | 68,770 | $1.24 億 | 0.70% | −388−0.6% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 62,941 | $1.13 億 | 0.07% | +475+0.8% | 加碼 |
| State Street Corp | 57,241 | $1.03 億 | 0.00% | +2,297+4.2% | 加碼 |
| Geode Capital Management, LLC | 42,529 | $7,638 萬 | 0.01% | +343+0.8% | 加碼 |
| Reinhart Partners, Inc. | 41,694 | $7,490 萬 | 2.56% | −784−1.8% | 減碼 |
| Bank of America Corp | 39,409 | $7,077 萬 | 0.01% | −1,646−4.0% | 減碼 |
| Lord, Abbett & Co. LLC | 32,227 | $5,787 萬 | 0.19% | −624−1.9% | 減碼 |
| Raymond James Financial Inc | 30,677 | $5,509 萬 | 0.02% | −1,047−3.3% | 減碼 |
| Norges Bank | 30,494 | $5,476 萬 | 0.01% | −476−1.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 29,585 | $5,296 萬 | 0.09% | +4,728+19.0% | 加碼 |
| Spears Abacus Advisors LLC | 28,347 | $5,090 萬 | 1.03% | −321−1.1% | 減碼 |
| Wellington Management Group LLP | 24,651 | $4,427 萬 | 0.01% | −787−3.1% | 減碼 |
| Charles Schwab Investment Management Inc | 24,183 | $4,343 萬 | 0.01% | −523−2.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,576 | $3,874 萬 | 6.21% | +548+2.6% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 21,094 | $3,788 萬 | 1.91% | +2,610+14.1% | 加碼 |
| Brown Advisory Inc | 20,854 | $3,745 萬 | 0.05% | −1,222−5.5% | 減碼 |
| Select Equity Group, L.P. | 17,872 | $3,209 萬 | 0.14% | −10,127−36.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 17,822 | $3,200 萬 | 0.05% | −1,332−7.0% | 減碼 |
| Victory Capital Management Inc | 17,640 | $3,168 萬 | 0.02% | +1,549+9.6% | 加碼 |
| Envestnet Asset Management Inc | 17,511 | $3,144 萬 | 0.01% | +242+1.4% | 加碼 |
| Northern Trust Corp | 17,405 | $3,125 萬 | 0.00% | −817−4.5% | 減碼 |
| Elkhorn Partners Limited Partnership | 14,900 | $2,676 萬 | 19.45% | −50.0% | 減碼 |
| WCM Investment Management, LLC | 13,097 | $2,336 萬 | 0.05% | −148−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 12,276 | $2,204 萬 | 0.00% | +989+8.8% | 加碼 |
| Speece Thorson Capital Group Inc | 11,383 | $2,044 萬 | 4.16% | +224+2.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 10,971 | $1,970 萬 | 0.23% | −374−3.3% | 減碼 |
| Bank of New York Mellon Corp | 10,860 | $1,950 萬 | 0.00% | −1,710−13.6% | 減碼 |
| California Public Employees Retirement System | 10,394 | $1,866 萬 | 0.01% | −1,141−9.9% | 減碼 |
| Wells Fargo & Company | 9,587 | $1,722 萬 | 0.00% | +237+2.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 8,305 | $1,491 萬 | 0.25% | −12−0.1% | 減碼 |
| GW&K Investment Management, LLC | 8,272 | $1,485 萬 | 0.13% | −195−2.3% | 減碼 |
| AQR Capital Management LLC | 8,084 | $1,444 萬 | 0.01% | −408−4.8% | 減碼 |
| Edgestream Partners, L.P. | 7,809 | $1,402 萬 | 0.39% | +4,269+120.6% | 加碼 |
| Perpetual Ltd | 7,727 | $1,388 萬 | 0.16% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 6,885 | $1,236 萬 | 0.00% | +2,626+61.7% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 6,869 | $1,233 萬 | 0.04% | −24−0.3% | 減碼 |
| Royce & Associates LP | 6,603 | $1,186 萬 | 0.12% | −4,985−43.0% | 減碼 |
| American Century Companies Inc | 6,365 | $1,143 萬 | 0.01% | −671−9.5% | 減碼 |
| Jane Street Group, LLC | 6,071 | $1,090 萬 | 0.02% | +5,493+950.3% | 加碼 |
| First Trust Advisors LP | 5,672 | $1,019 萬 | 0.01% | −17,255−75.3% | 減碼 |
| Bradley Foster & Sargent Inc | 5,522 | $991.6 萬 | 0.16% | +5,522 | 新進 |
| Phocas Financial Corp. | 5,392 | $968.3 萬 | 1.39% | +10.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $932.5 萬 | 0.11% | 00.0% | 不變 |
| HRT Financial LP | 5,087 | $913.4 萬 | 0.04% | +5,087 | 新進 |
| UBS Group AG | 5,012 | $900.0 萬 | 0.00% | +1,494+42.5% | 加碼 |
| Swiss National Bank | 4,946 | $888.2 萬 | 0.01% | 00.0% | 不變 |
| SEI Investments Co | 4,905 | $880.9 萬 | 0.01% | +805+19.6% | 加碼 |
| Legal & General Group Plc | 4,309 | $773.8 萬 | 0.00% | +179+4.3% | 加碼 |
| Quantinno Capital Management LP | 4,290 | $770.4 萬 | 0.03% | −316−6.9% | 減碼 |
| Rhumbline Advisers | 4,280 | $768.6 萬 | 0.01% | −192−4.3% | 減碼 |
| Prospector Partners LLC | 4,076 | $731.9 萬 | 0.85% | +221+5.7% | 加碼 |
| Invesco Ltd. | 3,646 | $654.7 萬 | 0.00% | −374−9.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 3,526 | $633.2 萬 | 0.04% | −100−2.8% | 減碼 |
| Ameriprise Financial Inc | 3,482 | $625.3 萬 | 0.00% | −50−1.4% | 減碼 |
| Nuveen, LLC | 3,458 | $621.0 萬 | 0.00% | −4,312−55.5% | 減碼 |
| Barclays PLC | 3,383 | $607.5 萬 | 0.00% | +88+2.7% | 加碼 |
| Lee Danner & Bass Inc | 3,148 | $565.3 萬 | 0.44% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 2,976 | $534.4 萬 | 0.22% | −82−2.7% | 減碼 |
| Creative Planning | 2,842 | $510.3 萬 | 0.00% | +152+5.7% | 加碼 |
| MML Investors Services, LLC | 2,734 | $490.9 萬 | 0.01% | +160+6.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,613 | $469.2 萬 | 0.01% | −379−12.7% | 減碼 |
| New York State Common Retirement Fund | 2,519 | $452.3 萬 | 0.01% | −204−7.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,436 | $437.4 萬 | 0.00% | +78+3.3% | 加碼 |
| California State Teachers Retirement System | 2,372 | $425.9 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,323 | $417.1 萬 | 0.00% | +337+17.0% | 加碼 |
| Royal Bank of Canada | 2,190 | $393.3 萬 | 0.00% | +908+70.8% | 加碼 |
| Davenport & Co LLC | 2,173 | $390.2 萬 | 0.02% | 00.0% | 不變 |
| Forum Financial Management, LP | 2,016 | $362.0 萬 | 0.06% | +353+21.2% | 加碼 |
| LPL Financial LLC | 1,985 | $356.4 萬 | 0.00% | +115+6.1% | 加碼 |
| Cerity Partners LLC | 1,900 | $341.2 萬 | 0.01% | +4+0.2% | 加碼 |
| Parsons Capital Management Inc | 1,892 | $339.8 萬 | 0.21% | +384+25.5% | 加碼 |
| Qube Research & Technologies Ltd | 1,792 | $321.8 萬 | 0.00% | +517+40.5% | 加碼 |
| Price T Rowe Associates Inc | 1,751 | $314.5 萬 | 0.00% | +79+4.7% | 加碼 |
| TD Asset Management Inc | 1,618 | $290.5 萬 | 0.00% | +26+1.6% | 加碼 |
| Colony Group, LLC | 1,596 | $286.6 萬 | 0.01% | +249+18.5% | 加碼 |
| STRS Ohio | 1,575 | $282.8 萬 | 0.01% | +430+37.6% | 加碼 |
| HighTower Advisors, LLC | 1,464 | $262.9 萬 | 0.00% | −2−0.1% | 減碼 |
| Millennium Management LLC | 1,392 | $250.0 萬 | 0.00% | +436+45.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,363 | $244.8 萬 | 0.03% | +28+2.1% | 加碼 |
| Citigroup Inc | 1,362 | $244.6 萬 | 0.00% | +494+56.9% | 加碼 |
| Stifel Financial Corp | 1,344 | $241.4 萬 | 0.00% | −61−4.3% | 減碼 |
| Agf Management Ltd | 1,332 | $239.2 萬 | 0.01% | +56+4.4% | 加碼 |
| Main Street Financial Solutions, LLC | 1,293 | $232.1 萬 | 0.17% | +32+2.5% | 加碼 |
| Truist Financial Corp | 1,240 | $222.7 萬 | 0.00% | −129−9.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 1,208 | $216.9 萬 | 0.02% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $211.2 萬 | 0.27% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,171 | $210.3 萬 | 0.00% | −5−0.4% | 減碼 |
| Pecaut & Co. | 1,167 | $209.6 萬 | 0.70% | 00.0% | 不變 |
| Leuthold Group, LLC | 1,165 | $209.2 萬 | 0.25% | −23−1.9% | 減碼 |