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 4 季 13F 持有人
White Mountains Insurance Group Ltd 在 2025/12/31 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
- 353
- 較 2025 年第 3 季 +20 家
- 持有股數
- 224.9 萬
- 較 2025 年第 3 季 −7.73 萬 (−3.3%)
- 總市值
- $46.7 億
- 較 2025 年第 3 季 +$7.83 億 (+20.1%)
- 新進機構
- 55
- 另有 104 家加碼
- 清倉機構
- 35
- 另有 126 家減碼
另有 5 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 235,698 | $4.90 億 | 0.01% | −11,306−4.6% | 減碼 |
| Dimensional Fund Advisors LP | 156,604 | $3.25 億 | 0.07% | −613−0.4% | 減碼 |
| Neuberger Berman Group LLC | 129,654 | $2.69 億 | 0.20% | +14,639+12.7% | 加碼 |
| River Road Asset Management, LLC | 120,880 | $2.51 億 | 2.76% | +11,292+10.3% | 加碼 |
| BlackRock, Inc. | 112,289 | $2.33 億 | 0.00% | −290−0.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 108,172 | $2.25 億 | 0.76% | +81+0.1% | 加碼 |
| Cooke & Bieler LP | 106,579 | $2.21 億 | 2.31% | −1,272−1.2% | 減碼 |
| Fiduciary Management Inc | 90,333 | $1.88 億 | 2.06% | −4,050−4.3% | 減碼 |
| Morgan Stanley | 82,151 | $1.71 億 | 0.01% | −56,711−40.8% | 減碼 |
| Wallace Capital Management Inc. | 80,347 | $1.67 億 | 20.10% | −1,142−1.4% | 減碼 |
| Boston Partners | 76,911 | $1.60 億 | 0.17% | −7,534−8.9% | 減碼 |
| London Co of Virginia | 58,697 | $1.22 億 | 0.70% | −8,105−12.1% | 減碼 |
| State Street Corp | 50,663 | $1.05 億 | 0.00% | −3,781−6.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 44,560 | $9,260 萬 | 0.06% | −3,212−6.7% | 減碼 |
| Reinhart Partners, Inc. | 43,973 | $9,141 萬 | 2.74% | +2,364+5.7% | 加碼 |
| Geode Capital Management, LLC | 41,518 | $8,630 萬 | 0.01% | −572−1.4% | 減碼 |
| Lord, Abbett & Co. LLC | 33,796 | $7,023 萬 | 0.22% | −3,123−8.5% | 減碼 |
| Gendell Jeffrey L | 32,520 | $6,758 萬 | 1.18% | +32,520 | 新進 |
| Norges Bank | 32,184 | $6,688 萬 | 0.01% | +32,184 | 新進 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 31,652 | $6,577 萬 | 2.93% | 00.0% | 不變 |
| Bank of America Corp | 28,809 | $5,987 萬 | 0.00% | −10,003−25.8% | 減碼 |
| Spears Abacus Advisors LLC | 28,115 | $5,842 萬 | 1.09% | −173−0.6% | 減碼 |
| Raymond James Financial Inc | 23,969 | $4,981 萬 | 0.02% | −5,423−18.5% | 減碼 |
| Charles Schwab Investment Management Inc | 23,238 | $4,829 萬 | 0.01% | −994−4.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,629 | $4,702 萬 | 6.99% | +23+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 20,193 | $4,123 萬 | 0.07% | −11,505−36.3% | 減碼 |
| Select Equity Group, L.P. | 19,713 | $4,096 萬 | 0.19% | +2,767+16.3% | 加碼 |
| Brown Advisory Inc | 18,956 | $3,939 萬 | 0.05% | −1,376−6.8% | 減碼 |
| Northern Trust Corp | 16,667 | $3,463 萬 | 0.00% | −1,090−6.1% | 減碼 |
| Wellington Management Group LLP | 15,928 | $3,310 萬 | 0.01% | −3,283−17.1% | 減碼 |
| Envestnet Asset Management Inc | 15,798 | $3,283 萬 | 0.01% | −1,793−10.2% | 減碼 |
| Elkhorn Partners Limited Partnership | 13,598 | $2,826 萬 | 17.85% | −1,212−8.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 13,121 | $2,727 萬 | 0.37% | +37+0.3% | 加碼 |
| WCM Investment Management, LLC | 10,682 | $2,220 萬 | 0.05% | −2,553−19.3% | 減碼 |
| Speece Thorson Capital Group Inc | 10,672 | $2,218 萬 | 4.80% | −590−5.2% | 減碼 |
| Wells Fargo & Company | 9,141 | $1,899 萬 | 0.00% | −211−2.3% | 減碼 |
| Thompson Siegel & Walmsley LLC | 8,927 | $1,855 萬 | 0.31% | +275+3.2% | 加碼 |
| Bank of New York Mellon Corp | 8,831 | $1,835 萬 | 0.00% | −1,271−12.6% | 減碼 |
| GW&K Investment Management, LLC | 8,621 | $1,792 萬 | 0.15% | +611+7.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,593 | $1,786 萬 | 0.01% | +6,081+242.1% | 加碼 |
| SEI Investments Co | 7,916 | $1,645 萬 | 0.02% | +2,530+47.0% | 加碼 |
| UBS Asset Management Americas Inc | 7,655 | $1,591 萬 | 0.00% | +7,648+109,257.1% | 加碼 |
| Quantinno Capital Management LP | 7,271 | $1,511 萬 | 0.03% | +1,217+20.1% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 6,752 | $1,403 萬 | 0.04% | −354−5.0% | 減碼 |
| California Public Employees Retirement System | 6,716 | $1,396 萬 | 0.01% | −2,516−27.3% | 減碼 |
| Gotham Asset Management, LLC | 6,716 | $1,396 萬 | 0.05% | −183−2.7% | 減碼 |
| Victory Capital Management Inc | 6,296 | $1,308 萬 | 0.01% | −2,230−26.2% | 減碼 |
| UBS Group AG | 6,001 | $1,247 萬 | 0.00% | −6,084−50.3% | 減碼 |
| Royce & Associates LP | 5,947 | $1,236 萬 | 0.13% | −355−5.6% | 減碼 |
| Phocas Financial Corp. | 5,491 | $1,141 萬 | 1.48% | −14−0.3% | 減碼 |
| Bradley Foster & Sargent Inc | 5,456 | $1,134 萬 | 0.17% | −90−1.6% | 減碼 |
| Goldman Sachs Group Inc | 5,260 | $1,093 萬 | 0.00% | −651−11.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $1,079 萬 | 0.12% | 00.0% | 不變 |
| Swiss National Bank | 5,086 | $1,057 萬 | 0.01% | +140+2.8% | 加碼 |
| First Trust Advisors LP | 4,555 | $946.5 萬 | 0.01% | +4,555 | 新進 |
| AQR Capital Management LLC | 4,476 | $930.1 萬 | 0.00% | −1,437−24.3% | 減碼 |
| Rhumbline Advisers | 4,165 | $865.5 萬 | 0.01% | −67−1.6% | 減碼 |
| Dark Forest Capital Management LP | 3,615 | $751.2 萬 | 0.34% | +3,615 | 新進 |
| Cerity Partners LLC | 3,543 | $736.2 萬 | 0.01% | +1,603+82.6% | 加碼 |
| Nuveen, LLC | 3,475 | $722.1 萬 | 0.00% | +17+0.5% | 加碼 |
| Creative Planning | 3,415 | $709.6 萬 | 0.01% | +313+10.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,340 | $694.1 萬 | 0.00% | +1,804+117.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 3,226 | $670.4 萬 | 0.04% | −100−3.0% | 減碼 |
| Lee Danner & Bass Inc | 3,103 | $644.8 萬 | 0.46% | −45−1.4% | 減碼 |
| Ameriprise Financial Inc | 3,053 | $634.4 萬 | 0.00% | +25+0.8% | 加碼 |
| Legal & General Group Plc | 3,037 | $631.1 萬 | 0.00% | −1,012−25.0% | 減碼 |
| Invesco Ltd. | 2,995 | $622.4 萬 | 0.00% | −322−9.7% | 減碼 |
| MML Investors Services, LLC | 2,935 | $610.0 萬 | 0.01% | +83+2.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,792 | $580.2 萬 | 0.01% | −350−11.1% | 減碼 |
| Triad Investment Management | 2,548 | $529.4 萬 | 5.36% | +2,548 | 新進 |
| New York State Common Retirement Fund | 2,513 | $522.2 萬 | 0.01% | −6−0.2% | 減碼 |
| California State Teachers Retirement System | 2,457 | $510.6 萬 | 0.01% | +24+1.0% | 加碼 |
| Davenport & Co LLC | 2,123 | $441.2 萬 | 0.02% | −50−2.3% | 減碼 |
| Forum Financial Management, LP | 2,016 | $418.9 萬 | 0.05% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 1,990 | $413.6 萬 | 0.00% | +108+5.7% | 加碼 |
| LPL Financial LLC | 1,965 | $408.4 萬 | 0.00% | −341−14.8% | 減碼 |
| Parsons Capital Management Inc | 1,872 | $389.0 萬 | 0.21% | −10−0.5% | 減碼 |
| Citigroup Inc | 1,849 | $384.2 萬 | 0.00% | +360+24.2% | 加碼 |
| JPMorgan Chase & Co | 1,806 | $375.3 萬 | 0.00% | −2,516−58.2% | 減碼 |
| Atlantic Union Bankshares Corp | 1,765 | $366.8 萬 | 0.07% | 00.0% | 不變 |
| Jane Street Group, LLC | 1,707 | $354.7 萬 | 0.00% | −3,113−64.6% | 減碼 |
| Regency Capital Management Inc. | 1,635 | $339.8 萬 | 1.41% | +824+101.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,502 | $312.1 萬 | 0.04% | −70−4.5% | 減碼 |
| Renaissance Technologies LLC | 1,501 | $311.9 萬 | 0.00% | −350−18.9% | 減碼 |
| Colony Group, LLC | 1,610 | $309.8 萬 | 0.00% | +257+19.0% | 加碼 |
| HighTower Advisors, LLC | 1,447 | $300.7 萬 | 0.00% | −18−1.2% | 減碼 |
| Agf Management Ltd | 1,408 | $292.6 萬 | 0.01% | −372−20.9% | 減碼 |
| Stifel Financial Corp | 1,312 | $272.8 萬 | 0.00% | −4−0.3% | 減碼 |
| Citadel Advisors LLC | 1,193 | $247.9 萬 | 0.00% | +912+324.6% | 加碼 |
| Aquatic Capital Management LLC | 1,180 | $245.2 萬 | 0.07% | +415+54.2% | 加碼 |
| Northern Oak Wealth Management Inc | 1,176 | $244.4 萬 | 0.31% | 00.0% | 不變 |
| Pecaut & Co. | 1,167 | $242.5 萬 | 0.78% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 1,135 | $235.9 萬 | 0.01% | −20−1.7% | 減碼 |
| Janus Henderson Group PLC | 1,123 | $233.6 萬 | 0.00% | 00.0% | 不變 |
| Leuthold Group, LLC | 1,117 | $232.1 萬 | 0.25% | −89−7.4% | 減碼 |
| Marshall Wace, LLP | 1,098 | $228.2 萬 | 0.00% | +1,098 | 新進 |
| Royal Bank of Canada | 1,097 | $228.0 萬 | 0.00% | −673−38.0% | 減碼 |
| Autumn Glory Partners, LLC | 1,080 | $224.4 萬 | 0.79% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 1,070 | $222.3 萬 | 0.02% | −47−4.2% | 減碼 |
| Treasurer of the State of North Carolina | 1,034 | $214.9 萬 | 0.01% | −91−8.1% | 減碼 |