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 3 季 13F 持有人
White Mountains Insurance Group Ltd 在 2025/9/30 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
- 338
- 較 2025 年第 2 季 +17 家
- 持有股數
- 232.8 萬
- 較 2025 年第 2 季 +3.91 萬 (+1.7%)
- 總市值
- $38.9 億
- 較 2025 年第 2 季 −$2.16 億 (−5.3%)
- 新進機構
- 44
- 另有 105 家加碼
- 清倉機構
- 27
- 另有 103 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 247,004 | $4.13 億 | 0.01% | −2,166−0.9% | 減碼 |
| Dimensional Fund Advisors LP | 157,217 | $2.63 億 | 0.06% | +1,464+0.9% | 加碼 |
| Morgan Stanley | 138,862 | $2.32 億 | 0.01% | −26,202−15.9% | 減碼 |
| Neuberger Berman Group LLC | 115,015 | $1.92 億 | 0.14% | +31,316+37.4% | 加碼 |
| BlackRock, Inc. | 112,579 | $1.88 億 | 0.00% | −579−0.5% | 減碼 |
| River Road Asset Management, LLC | 109,588 | $1.83 億 | 2.05% | −304−0.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 108,091 | $1.81 億 | 0.61% | +7,107+7.0% | 加碼 |
| Cooke & Bieler LP | 107,851 | $1.80 億 | 1.86% | +31,070+40.5% | 加碼 |
| Fiduciary Management Inc | 94,383 | $1.58 億 | 1.60% | +22,905+32.0% | 加碼 |
| Boston Partners | 84,445 | $1.43 億 | 0.15% | −4,949−5.5% | 減碼 |
| Wallace Capital Management Inc. | 81,489 | $1.36 億 | 16.93% | +2,453+3.1% | 加碼 |
| London Co of Virginia | 66,802 | $1.12 億 | 0.62% | −1,968−2.9% | 減碼 |
| State Street Corp | 54,444 | $9,100 萬 | 0.00% | −2,797−4.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 47,772 | $7,985 萬 | 0.05% | −15,169−24.1% | 減碼 |
| Geode Capital Management, LLC | 42,090 | $7,037 萬 | 0.00% | −439−1.0% | 減碼 |
| Reinhart Partners, Inc. | 41,609 | $6,958 萬 | 2.26% | −85−0.2% | 減碼 |
| Bank of America Corp | 38,812 | $6,488 萬 | 0.00% | −597−1.5% | 減碼 |
| Lord, Abbett & Co. LLC | 36,919 | $6,171 萬 | 0.18% | +4,692+14.6% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 31,652 | $5,291 萬 | 2.70% | +10,558+50.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 31,698 | $5,232 萬 | 0.08% | +2,113+7.1% | 加碼 |
| Raymond James Financial Inc | 29,392 | $4,913 萬 | 0.02% | −1,285−4.2% | 減碼 |
| Spears Abacus Advisors LLC | 28,288 | $4,728 萬 | 0.89% | −59−0.2% | 減碼 |
| Charles Schwab Investment Management Inc | 24,232 | $4,050 萬 | 0.01% | +49+0.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 22,606 | $3,779 萬 | 5.89% | +1,030+4.8% | 加碼 |
| Brown Advisory Inc | 20,332 | $3,399 萬 | 0.04% | −522−2.5% | 減碼 |
| Wellington Management Group LLP | 19,211 | $3,211 萬 | 0.01% | −5,440−22.1% | 減碼 |
| Northern Trust Corp | 17,757 | $2,968 萬 | 0.00% | +352+2.0% | 加碼 |
| Envestnet Asset Management Inc | 17,591 | $2,940 萬 | 0.01% | +80+0.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 17,239 | $2,882 萬 | 0.04% | −583−3.3% | 減碼 |
| Select Equity Group, L.P. | 16,946 | $2,833 萬 | 0.12% | −926−5.2% | 減碼 |
| Elkhorn Partners Limited Partnership | 14,810 | $2,476 萬 | 16.80% | −90−0.6% | 減碼 |
| WCM Investment Management, LLC | 13,235 | $2,220 萬 | 0.05% | +138+1.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 13,084 | $2,187 萬 | 0.27% | +2,113+19.3% | 加碼 |
| UBS Group AG | 12,085 | $2,020 萬 | 0.00% | +7,073+141.1% | 加碼 |
| Speece Thorson Capital Group Inc | 11,262 | $1,883 萬 | 3.76% | −121−1.1% | 減碼 |
| Bank of New York Mellon Corp | 10,102 | $1,689 萬 | 0.00% | −758−7.0% | 減碼 |
| Wells Fargo & Company | 9,352 | $1,563 萬 | 0.00% | −235−2.5% | 減碼 |
| California Public Employees Retirement System | 9,232 | $1,543 萬 | 0.01% | −1,162−11.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 8,652 | $1,446 萬 | 0.23% | +347+4.2% | 加碼 |
| Victory Capital Management Inc | 8,526 | $1,425 萬 | 0.01% | −9,114−51.7% | 減碼 |
| Perpetual Ltd | 8,127 | $1,358 萬 | 0.17% | +400+5.2% | 加碼 |
| GW&K Investment Management, LLC | 8,010 | $1,339 萬 | 0.12% | −262−3.2% | 減碼 |
| Susquehanna International Group, LLP | 7,360 | $1,230 萬 | 0.02% | +7,072+2,455.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 7,106 | $1,188 萬 | 0.04% | +237+3.5% | 加碼 |
| Gotham Asset Management, LLC | 6,899 | $1,153 萬 | 0.05% | +5,939+618.6% | 加碼 |
| Royce & Associates LP | 6,302 | $1,053 萬 | 0.11% | −301−4.6% | 減碼 |
| Quantinno Capital Management LP | 6,054 | $1,012 萬 | 0.03% | +1,764+41.1% | 加碼 |
| Goldman Sachs Group Inc | 5,911 | $988.0 萬 | 0.00% | −974−14.1% | 減碼 |
| AQR Capital Management LLC | 5,913 | $983.8 萬 | 0.01% | −2,171−26.9% | 減碼 |
| Bradley Foster & Sargent Inc | 5,546 | $927.0 萬 | 0.14% | +24+0.4% | 加碼 |
| Phocas Financial Corp. | 5,505 | $920.2 萬 | 1.19% | +113+2.1% | 加碼 |
| SEI Investments Co | 5,386 | $900.2 萬 | 0.01% | +481+9.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $868.0 萬 | 0.10% | 00.0% | 不變 |
| Swiss National Bank | 4,946 | $826.7 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 4,820 | $805.7 萬 | 0.01% | −1,251−20.6% | 減碼 |
| JPMorgan Chase & Co | 4,322 | $722.4 萬 | 0.00% | +1,999+86.1% | 加碼 |
| Rhumbline Advisers | 4,232 | $707.4 萬 | 0.01% | −48−1.1% | 減碼 |
| Legal & General Group Plc | 4,049 | $676.8 萬 | 0.00% | −260−6.0% | 減碼 |
| Prospector Partners LLC | 3,783 | $632.3 萬 | 0.76% | −293−7.2% | 減碼 |
| HRT Financial LP | 3,587 | $599.5 萬 | 0.02% | −1,500−29.5% | 減碼 |
| Nuveen, LLC | 3,458 | $578.0 萬 | 0.00% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 3,326 | $555.9 萬 | 0.04% | −200−5.7% | 減碼 |
| Invesco Ltd. | 3,317 | $554.4 萬 | 0.00% | −329−9.0% | 減碼 |
| Lee Danner & Bass Inc | 3,148 | $526.2 萬 | 0.38% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 3,142 | $525.2 萬 | 0.01% | +529+20.2% | 加碼 |
| Creative Planning | 3,102 | $518.5 萬 | 0.00% | +260+9.1% | 加碼 |
| Ameriprise Financial Inc | 3,028 | $506.1 萬 | 0.00% | −454−13.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 2,939 | $491.3 萬 | 0.18% | +2,939 | 新進 |
| MML Investors Services, LLC | 2,852 | $476.7 萬 | 0.01% | +118+4.3% | 加碼 |
| New York State Common Retirement Fund | 2,519 | $421.1 萬 | 0.01% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 2,512 | $419.9 萬 | 0.00% | +76+3.1% | 加碼 |
| California State Teachers Retirement System | 2,433 | $406.7 萬 | 0.00% | +61+2.6% | 加碼 |
| LPL Financial LLC | 2,306 | $385.4 萬 | 0.00% | +321+16.2% | 加碼 |
| American Century Companies Inc | 2,242 | $374.8 萬 | 0.00% | −4,123−64.8% | 減碼 |
| Davenport & Co LLC | 2,173 | $363.2 萬 | 0.02% | 00.0% | 不變 |
| Forum Financial Management, LP | 2,016 | $337.0 萬 | 0.05% | 00.0% | 不變 |
| Cerity Partners LLC | 1,940 | $324.3 萬 | 0.01% | +40+2.1% | 加碼 |
| Price T Rowe Associates Inc | 1,882 | $314.6 萬 | 0.00% | +131+7.5% | 加碼 |
| Parsons Capital Management Inc | 1,882 | $314.6 萬 | 0.18% | −10−0.5% | 減碼 |
| Renaissance Technologies LLC | 1,851 | $309.4 萬 | 0.00% | +1,851 | 新進 |
| Agf Management Ltd | 1,780 | $297.5 萬 | 0.01% | +448+33.6% | 加碼 |
| Royal Bank of Canada | 1,770 | $295.8 萬 | 0.00% | −420−19.2% | 減碼 |
| Atlantic Union Bankshares Corp | 1,765 | $295.0 萬 | 0.06% | +1,765 | 新進 |
| Oppenheimer Asset Management Inc. | 1,572 | $262.8 萬 | 0.03% | +209+15.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,536 | $256.7 萬 | 0.00% | +1,348+717.0% | 加碼 |
| Citigroup Inc | 1,489 | $248.9 萬 | 0.00% | +127+9.3% | 加碼 |
| HighTower Advisors, LLC | 1,465 | $244.9 萬 | 0.00% | +1+0.1% | 加碼 |
| Edgestream Partners, L.P. | 1,371 | $229.2 萬 | 0.07% | −6,438−82.4% | 減碼 |
| Colony Group, LLC | 1,353 | $226.2 萬 | 0.00% | −243−15.2% | 減碼 |
| Stifel Financial Corp | 1,316 | $220.1 萬 | 0.00% | −28−2.1% | 減碼 |
| Main Street Financial Solutions, LLC | 1,261 | $210.9 萬 | 0.14% | −32−2.5% | 減碼 |
| Leuthold Group, LLC | 1,206 | $201.6 萬 | 0.22% | +41+3.5% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $196.6 萬 | 0.24% | 00.0% | 不變 |
| Truist Financial Corp | 1,173 | $196.1 萬 | 0.00% | −67−5.4% | 減碼 |
| Pecaut & Co. | 1,167 | $195.1 萬 | 0.63% | 00.0% | 不變 |
| TD Asset Management Inc | 1,166 | $194.9 萬 | 0.00% | −452−27.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,155 | $193.1 萬 | 0.01% | +107+10.2% | 加碼 |
| Treasurer of the State of North Carolina | 1,125 | $188.0 萬 | 0.01% | −37−3.2% | 減碼 |
| Janus Henderson Group PLC | 1,123 | $187.8 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 1,117 | $186.7 萬 | 0.02% | +183+19.6% | 加碼 |