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。
2026 年第 1 季 13F 持有人
White Mountains Insurance Group Ltd 在 2026/3/31 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
- 368
- 較 2025 年第 4 季 +23 家
- 持有股數
- 221.0 萬
- 較 2025 年第 4 季 +23.3 萬 (+11.8%)
- 總市值
- $48.6 億
- 較 2025 年第 4 季 +$7.49 億 (+18.2%)
- 新進機構
- 49
- 另有 120 家加碼
- 清倉機構
- 26
- 另有 111 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 156,618 | $3.44 億 | 0.07% | +140.0% | 加碼 |
| Neuberger Berman Group LLC | 124,715 | $2.74 億 | 0.21% | −4,939−3.8% | 減碼 |
| River Road Asset Management, LLC | 120,519 | $2.65 億 | 3.00% | −361−0.3% | 減碼 |
| Vanguard Portfolio Management LLC | 115,553 | $2.54 億 | 0.01% | +115,553 | 新進 |
| BlackRock, Inc. | 113,328 | $2.49 億 | 0.00% | +1,039+0.9% | 加碼 |
| Vanguard Capital Management LLC | 109,157 | $2.40 億 | 0.01% | +109,157 | 新進 |
| Cooke & Bieler LP | 104,857 | $2.30 億 | 2.61% | −1,722−1.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 104,561 | $2.30 億 | 0.77% | −3,611−3.3% | 減碼 |
| Fiduciary Management Inc | 85,066 | $1.87 億 | 2.32% | −5,267−5.8% | 減碼 |
| Wallace Capital Management Inc. | 78,795 | $1.73 億 | 19.88% | −1,552−1.9% | 減碼 |
| Morgan Stanley | 59,295 | $1.30 億 | 0.01% | −22,856−27.8% | 減碼 |
| Boston Partners | 57,459 | $1.26 億 | 0.13% | −19,452−25.3% | 減碼 |
| London Co of Virginia | 57,131 | $1.26 億 | 0.77% | −1,566−2.7% | 減碼 |
| State Street Corp | 49,158 | $1.08 億 | 0.00% | −1,505−3.0% | 減碼 |
| Geode Capital Management, LLC | 42,119 | $9,256 萬 | 0.01% | +601+1.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 41,513 | $9,120 萬 | 0.06% | −3,047−6.8% | 減碼 |
| Gendell Jeffrey L | 37,814 | $8,308 萬 | 1.13% | +5,294+16.3% | 加碼 |
| Reinhart Partners, Inc. | 37,374 | $8,215 萬 | 2.36% | −6,599−15.0% | 減碼 |
| Lord, Abbett & Co. LLC | 33,110 | $7,274 萬 | 0.24% | −686−2.0% | 減碼 |
| Bank of America Corp | 28,358 | $6,230 萬 | 0.00% | −451−1.6% | 減碼 |
| Spears Abacus Advisors LLC | 28,027 | $6,157 萬 | 1.21% | −88−0.3% | 減碼 |
| Charles Schwab Investment Management Inc | 24,241 | $5,326 萬 | 0.01% | +1,003+4.3% | 加碼 |
| Raymond James Financial Inc | 23,951 | $5,262 萬 | 0.02% | −18−0.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 22,179 | $4,873 萬 | 7.18% | −450−2.0% | 減碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 18,864 | $4,144 萬 | 2.04% | −12,788−40.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 18,612 | $4,055 萬 | 0.07% | −1,581−7.8% | 減碼 |
| Brown Advisory Inc | 17,844 | $3,920 萬 | 0.06% | −1,112−5.9% | 減碼 |
| Goldman Sachs Group Inc | 15,783 | $3,467 萬 | 0.00% | +10,523+200.1% | 加碼 |
| Envestnet Asset Management Inc | 15,563 | $3,419 萬 | 0.01% | −235−1.5% | 減碼 |
| Northern Trust Corp | 15,495 | $3,404 萬 | 0.00% | −1,172−7.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 15,186 | $3,336 萬 | 0.01% | +15,186 | 新進 |
| Wellington Management Group LLP | 14,884 | $3,270 萬 | 0.01% | −1,044−6.6% | 減碼 |
| Boussard & Gavaudan Investment Management LLP | 13,975 | $3,097 萬 | 2.97% | +13,975 | 新進 |
| Jane Street Group, LLC | 13,808 | $3,034 萬 | 0.03% | +12,101+708.9% | 加碼 |
| Horizon Kinetics Asset Management LLC | 13,112 | $2,881 萬 | 0.31% | −9−0.1% | 減碼 |
| Elkhorn Partners Limited Partnership | 12,700 | $2,790 萬 | 17.76% | −898−6.6% | 減碼 |
| Victory Capital Management Inc | 11,145 | $2,449 萬 | 0.02% | +4,849+77.0% | 加碼 |
| SEI Investments Co | 11,098 | $2,438 萬 | 0.02% | +3,182+40.2% | 加碼 |
| Susquehanna International Group, LLP | 10,965 | $2,409 萬 | 0.03% | +10,833+8,206.8% | 加碼 |
| Select Equity Group, L.P. | 10,560 | $2,320 萬 | 0.12% | −9,153−46.4% | 減碼 |
| UBS Group AG | 10,441 | $2,294 萬 | 0.00% | +4,440+74.0% | 加碼 |
| Quantinno Capital Management LP | 9,784 | $2,150 萬 | 0.04% | +2,513+34.6% | 加碼 |
| Speece Thorson Capital Group Inc | 9,397 | $2,065 萬 | 4.70% | −1,275−11.9% | 減碼 |
| Gotham Asset Management, LLC | 9,047 | $1,988 萬 | 0.06% | +2,331+34.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,910 | $1,957 萬 | 0.02% | +317+3.7% | 加碼 |
| Wells Fargo & Company | 8,782 | $1,929 萬 | 0.00% | −359−3.9% | 減碼 |
| Bank of New York Mellon Corp | 8,444 | $1,855 萬 | 0.00% | −387−4.4% | 減碼 |
| American Century Companies Inc | 8,308 | $1,825 萬 | 0.01% | +7,413+828.3% | 加碼 |
| GW&K Investment Management, LLC | 7,926 | $1,741 萬 | 0.15% | −695−8.1% | 減碼 |
| UBS Asset Management Americas Inc | 7,826 | $1,719 萬 | 0.00% | +171+2.2% | 加碼 |
| AQR Capital Management LLC | 7,738 | $1,700 萬 | 0.01% | +3,262+72.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,209 | $1,584 萬 | 0.28% | −1,718−19.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 6,623 | $1,455 萬 | 0.01% | +3,283+98.3% | 加碼 |
| Royce & Associates LP | 6,460 | $1,419 萬 | 0.14% | +513+8.6% | 加碼 |
| California Public Employees Retirement System | 6,414 | $1,409 萬 | 0.01% | −302−4.5% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 6,048 | $1,329 萬 | 0.04% | −704−10.4% | 減碼 |
| WCM Investment Management, LLC | 5,995 | $1,315 萬 | 0.03% | −4,687−43.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,194 | $1,141 萬 | 0.14% | +10.0% | 加碼 |
| Swiss National Bank | 5,036 | $1,106 萬 | 0.01% | −50−1.0% | 減碼 |
| Franklin Resources Inc | 4,798 | $1,054 萬 | 0.00% | +4,398+1,099.5% | 加碼 |
| Nuveen, LLC | 4,309 | $946.7 萬 | 0.00% | +834+24.0% | 加碼 |
| Phocas Financial Corp. | 4,292 | $942.9 萬 | 1.48% | −1,199−21.8% | 減碼 |
| Rhumbline Advisers | 4,132 | $907.8 萬 | 0.01% | −33−0.8% | 減碼 |
| Creative Planning | 4,049 | $889.6 萬 | 0.01% | +634+18.6% | 加碼 |
| Marshall Wace, LLP | 3,878 | $852.0 萬 | 0.01% | +2,780+253.2% | 加碼 |
| Lee Danner & Bass Inc | 3,203 | $703.7 萬 | 0.44% | +100+3.2% | 加碼 |
| Edgestream Partners, L.P. | 3,130 | $687.6 萬 | 0.23% | +2,601+491.7% | 加碼 |
| First Trust Advisors LP | 3,058 | $671.8 萬 | 0.00% | −1,497−32.9% | 減碼 |
| Invesco Ltd. | 2,967 | $651.8 萬 | 0.00% | −28−0.9% | 減碼 |
| California State Teachers Retirement System | 2,887 | $634.3 萬 | 0.01% | +430+17.5% | 加碼 |
| Ameriprise Financial Inc | 2,866 | $629.6 萬 | 0.00% | −187−6.1% | 減碼 |
| Renaissance Technologies LLC | 2,611 | $573.6 萬 | 0.01% | +1,110+74.0% | 加碼 |
| Citadel Advisors LLC | 2,603 | $571.9 萬 | 0.00% | +1,410+118.2% | 加碼 |
| JPMorgan Chase & Co | 2,567 | $563.2 萬 | 0.00% | +761+42.1% | 加碼 |
| New York State Common Retirement Fund | 2,513 | $552.1 萬 | 0.01% | 00.0% | 不變 |
| Triad Investment Management | 2,513 | $552.1 萬 | 6.52% | −35−1.4% | 減碼 |
| MML Investors Services, LLC | 2,459 | $540.3 萬 | 0.01% | −476−16.2% | 減碼 |
| Legal & General Group Plc | 2,408 | $529.0 萬 | 0.00% | −629−20.7% | 減碼 |
| HRT Financial LP | 2,375 | $521.7 萬 | 0.01% | +2,242+1,685.7% | 加碼 |
| Vanguard Asset Management, Ltd | 2,325 | $510.8 萬 | 0.00% | +2,325 | 新進 |
| State Board of Administration of Florida Retirement System | 2,261 | $496.7 萬 | 0.01% | −531−19.0% | 減碼 |
| Dark Forest Capital Management LP | 2,255 | $495.4 萬 | 0.44% | −1,360−37.6% | 減碼 |
| Price T Rowe Associates Inc | 2,211 | $485.8 萬 | 0.00% | +221+11.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,179 | $478.7 萬 | 0.01% | +1,556+249.8% | 加碼 |
| Davenport & Co LLC | 2,123 | $466.4 萬 | 0.03% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 2,002 | $439.8 萬 | 0.07% | −3,454−63.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,913 | $420.3 萬 | 0.00% | +1,102+135.9% | 加碼 |
| Parsons Capital Management Inc | 1,888 | $414.8 萬 | 0.19% | +16+0.9% | 加碼 |
| Cerity Partners LLC | 1,867 | $410.2 萬 | 0.01% | −1,676−47.3% | 減碼 |
| Atlantic Union Bankshares Corp | 1,765 | $387.8 萬 | 0.07% | 00.0% | 不變 |
| Colony Group, LLC | 1,129 | $381.6 萬 | 0.00% | −481−29.9% | 減碼 |
| Agf Management Ltd | 1,703 | $374.1 萬 | 0.02% | +295+21.0% | 加碼 |
| Regency Capital Management Inc. | 1,535 | $337.2 萬 | 1.51% | −100−6.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,480 | $325.2 萬 | 0.04% | −22−1.5% | 減碼 |
| HighTower Advisors, LLC | 1,447 | $317.9 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,400 | $307.6 萬 | 0.00% | −449−24.3% | 減碼 |
| LPL Financial LLC | 1,395 | $306.5 萬 | 0.00% | −570−29.0% | 減碼 |
| CI Private Wealth, LLC | 1,398 | $302.3 萬 | 0.00% | +492+54.3% | 加碼 |
| Toroso Investments, LLC | 1,348 | $295.9 萬 | 0.01% | +1,144+560.8% | 加碼 |
| Stifel Financial Corp | 1,294 | $284.4 萬 | 0.00% | −18−1.4% | 減碼 |