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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 482 | $100.2 萬 | 0.00% | +20+4.3% | 加碼 |
| Prospector Partners LLC | 490 | $101.8 萬 | 2.18% | −3,293−87.0% | 減碼 |
| Entropy Technologies, LP | 490 | $101.8 萬 | 0.06% | +490 | 新進 |
| CAPROCK Group, Inc. | 509 | $105.8 萬 | 0.02% | +17+3.5% | 加碼 |
| Chicago Partners Investment Group LLC | 523 | $107.6 萬 | 0.03% | +7+1.4% | 加碼 |
| Edgestream Partners, L.P. | 529 | $109.9 萬 | 0.03% | −842−61.4% | 減碼 |
| Oak Thistle LLC | 530 | $110.1 萬 | 0.15% | −127−19.3% | 減碼 |
| Qube Research & Technologies Ltd | 532 | $110.6 萬 | 0.00% | −104−16.4% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 533 | $110.8 萬 | 0.35% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 536 | $111.4 萬 | 0.00% | +98+22.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 555 | $115.3 萬 | 0.00% | +21+3.9% | 加碼 |
| Barclays PLC | 559 | $116.2 萬 | 0.00% | −393−41.3% | 減碼 |
| Jain Global LLC | 559 | $116.2 萬 | 0.01% | +260+87.0% | 加碼 |
| King Luther Capital Management Corp | 560 | $116.4 萬 | 0.00% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 562 | $116.8 萬 | 0.13% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 570 | $118.4 萬 | 0.01% | +94+19.7% | 加碼 |
| AMG National Trust Bank | 595 | $123.6 萬 | 0.03% | +18+3.1% | 加碼 |
| KLP Kapitalforvaltning AS | 595 | $123.6 萬 | 0.00% | −10−1.7% | 減碼 |
| Summit Trail Advisors, LLC | 600 | $124.7 萬 | 0.02% | −228−27.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 617 | $128.2 萬 | 0.04% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 623 | $129.5 萬 | 0.00% | −16,616−96.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 638 | $132.6 萬 | 0.01% | +15+2.4% | 加碼 |
| Jump Financial, LLC | 658 | $136.7 萬 | 0.02% | +658 | 新進 |
| Brandes Investment Partners, LP | 665 | $138.2 萬 | 0.01% | +51+8.3% | 加碼 |
| Ethic Inc. | 672 | $139.6 萬 | 0.02% | −71−9.6% | 減碼 |
| Texas Yale Capital Corp. | 687 | $142.8 萬 | 0.04% | +7+1.0% | 加碼 |
| Captrust Financial Advisors | 705 | $146.5 萬 | 0.00% | −2−0.3% | 減碼 |
| Squarepoint Ops LLC | 706 | $146.7 萬 | 0.00% | +528+296.6% | 加碼 |
| Mercer Global Advisors Inc | 715 | $148.6 萬 | 0.00% | +568+386.4% | 加碼 |
| Arizona State Retirement System | 718 | $149.2 萬 | 0.01% | −44−5.8% | 減碼 |
| Private Management Group Inc | 726 | $150.9 萬 | 0.04% | +726 | 新進 |
| Nisa Investment Advisors, LLC | 734 | $152.5 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 736 | $152.9 萬 | 0.00% | −437−37.3% | 減碼 |
| Park Avenue Securities LLC | 761 | $158.1 萬 | 0.01% | +59+8.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 767 | $159.4 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 776 | $161.3 萬 | 0.01% | −38−4.7% | 減碼 |
| Regions Financial Corp | 792 | $164.6 萬 | 0.01% | 00.0% | 不變 |
| Alliancebernstein L.P. | 807 | $167.7 萬 | 0.00% | −148−15.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 811 | $168.5 萬 | 0.00% | +811 | 新進 |
| Main Street Financial Solutions, LLC | 835 | $173.6 萬 | 0.13% | −426−33.8% | 減碼 |
| Equitable Trust Co | 840 | $174.6 萬 | 0.08% | +53+6.7% | 加碼 |
| Millennium Management LLC | 856 | $177.9 萬 | 0.00% | −78−8.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 864 | $179.5 萬 | 0.14% | +12+1.4% | 加碼 |
| Handelsbanken Fonder AB | 880 | $182.9 萬 | 0.01% | −220−20.0% | 減碼 |
| American Century Companies Inc | 895 | $186.0 萬 | 0.00% | −1,347−60.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 906 | $188.2 萬 | 0.01% | +88+10.8% | 加碼 |
| CI Private Wealth, LLC | 906 | $188.2 萬 | 0.00% | +308+51.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 913 | $189.7 萬 | 0.00% | +660+260.9% | 加碼 |
| Brave Asset Management Inc | 924 | $192.0 萬 | 0.45% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 934 | $194.1 萬 | 0.01% | −49−5.0% | 減碼 |
| FMR LLC | 939 | $195.2 萬 | 0.00% | +314+50.2% | 加碼 |
| Holocene Advisors, LP | 998 | $207.4 萬 | 0.00% | +159+19.0% | 加碼 |
| TD Asset Management Inc | 1,000 | $207.8 萬 | 0.00% | −166−14.2% | 減碼 |
| Treasurer of the State of North Carolina | 1,034 | $214.9 萬 | 0.01% | −91−8.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 1,070 | $222.3 萬 | 0.02% | −47−4.2% | 減碼 |
| Autumn Glory Partners, LLC | 1,080 | $224.4 萬 | 0.79% | 00.0% | 不變 |
| Royal Bank of Canada | 1,097 | $228.0 萬 | 0.00% | −673−38.0% | 減碼 |
| Marshall Wace, LLP | 1,098 | $228.2 萬 | 0.00% | +1,098 | 新進 |
| Leuthold Group, LLC | 1,117 | $232.1 萬 | 0.25% | −89−7.4% | 減碼 |
| Janus Henderson Group PLC | 1,123 | $233.6 萬 | 0.00% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 1,135 | $235.9 萬 | 0.01% | −20−1.7% | 減碼 |
| Pecaut & Co. | 1,167 | $242.5 萬 | 0.78% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,176 | $244.4 萬 | 0.31% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 1,180 | $245.2 萬 | 0.07% | +415+54.2% | 加碼 |
| Citadel Advisors LLC | 1,193 | $247.9 萬 | 0.00% | +912+324.6% | 加碼 |
| Stifel Financial Corp | 1,312 | $272.8 萬 | 0.00% | −4−0.3% | 減碼 |
| Agf Management Ltd | 1,408 | $292.6 萬 | 0.01% | −372−20.9% | 減碼 |
| HighTower Advisors, LLC | 1,447 | $300.7 萬 | 0.00% | −18−1.2% | 減碼 |
| Colony Group, LLC | 1,610 | $309.8 萬 | 0.00% | +257+19.0% | 加碼 |
| Renaissance Technologies LLC | 1,501 | $311.9 萬 | 0.00% | −350−18.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,502 | $312.1 萬 | 0.04% | −70−4.5% | 減碼 |
| Regency Capital Management Inc. | 1,635 | $339.8 萬 | 1.41% | +824+101.6% | 加碼 |
| Jane Street Group, LLC | 1,707 | $354.7 萬 | 0.00% | −3,113−64.6% | 減碼 |
| Atlantic Union Bankshares Corp | 1,765 | $366.8 萬 | 0.07% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,806 | $375.3 萬 | 0.00% | −2,516−58.2% | 減碼 |
| Citigroup Inc | 1,849 | $384.2 萬 | 0.00% | +360+24.2% | 加碼 |
| Parsons Capital Management Inc | 1,872 | $389.0 萬 | 0.21% | −10−0.5% | 減碼 |
| LPL Financial LLC | 1,965 | $408.4 萬 | 0.00% | −341−14.8% | 減碼 |
| Price T Rowe Associates Inc | 1,990 | $413.6 萬 | 0.00% | +108+5.7% | 加碼 |
| Forum Financial Management, LP | 2,016 | $418.9 萬 | 0.05% | 00.0% | 不變 |
| Davenport & Co LLC | 2,123 | $441.2 萬 | 0.02% | −50−2.3% | 減碼 |
| California State Teachers Retirement System | 2,457 | $510.6 萬 | 0.01% | +24+1.0% | 加碼 |
| New York State Common Retirement Fund | 2,513 | $522.2 萬 | 0.01% | −6−0.2% | 減碼 |
| Triad Investment Management | 2,548 | $529.4 萬 | 5.36% | +2,548 | 新進 |
| State Board of Administration of Florida Retirement System | 2,792 | $580.2 萬 | 0.01% | −350−11.1% | 減碼 |
| MML Investors Services, LLC | 2,935 | $610.0 萬 | 0.01% | +83+2.9% | 加碼 |
| Invesco Ltd. | 2,995 | $622.4 萬 | 0.00% | −322−9.7% | 減碼 |
| Legal & General Group Plc | 3,037 | $631.1 萬 | 0.00% | −1,012−25.0% | 減碼 |
| Ameriprise Financial Inc | 3,053 | $634.4 萬 | 0.00% | +25+0.8% | 加碼 |
| Lee Danner & Bass Inc | 3,103 | $644.8 萬 | 0.46% | −45−1.4% | 減碼 |
| Brandywine Global Investment Management, LLC | 3,226 | $670.4 萬 | 0.04% | −100−3.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,340 | $694.1 萬 | 0.00% | +1,804+117.4% | 加碼 |
| Creative Planning | 3,415 | $709.6 萬 | 0.01% | +313+10.1% | 加碼 |
| Nuveen, LLC | 3,475 | $722.1 萬 | 0.00% | +17+0.5% | 加碼 |
| Cerity Partners LLC | 3,543 | $736.2 萬 | 0.01% | +1,603+82.6% | 加碼 |
| Dark Forest Capital Management LP | 3,615 | $751.2 萬 | 0.34% | +3,615 | 新進 |
| Rhumbline Advisers | 4,165 | $865.5 萬 | 0.01% | −67−1.6% | 減碼 |
| AQR Capital Management LLC | 4,476 | $930.1 萬 | 0.00% | −1,437−24.3% | 減碼 |
| First Trust Advisors LP | 4,555 | $946.5 萬 | 0.01% | +4,555 | 新進 |
| Swiss National Bank | 5,086 | $1,057 萬 | 0.01% | +140+2.8% | 加碼 |