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 2 季 13F 持有人
White Mountains Insurance Group Ltd 在 2026/6/30 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
- 356
- 較 2026 年第 1 季 −7 家
- 持有股數
- 220.3 萬
- 較 2026 年第 1 季 +8,833 (+0.4%)
- 總市值
- $45.7 億
- 較 2026 年第 1 季 −$2.53 億 (−5.2%)
- 新進機構
- 39
- 另有 96 家加碼
- 清倉機構
- 46
- 另有 146 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of Montreal | 481 | $99.7 萬 | 0.00% | +48+11.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 482 | $99.9 萬 | 0.00% | −64−11.7% | 減碼 |
| Citigroup Inc | 483 | $100.1 萬 | 0.00% | −917−65.5% | 減碼 |
| Mirabella Financial Services LLP | 495 | $102.6 萬 | 0.10% | +495 | 新進 |
| TD Asset Management Inc | 512 | $106.2 萬 | 0.00% | −420−45.1% | 減碼 |
| Regions Financial Corp | 517 | $107.2 萬 | 0.01% | 00.0% | 不變 |
| Lexington Hill Partners, LLC | 520 | $107.8 萬 | 0.52% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 533 | $110.6 萬 | 0.30% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 523 | $113.8 萬 | 0.02% | +56+12.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 551 | $114.2 萬 | 0.00% | −47−7.9% | 減碼 |
| KLP Kapitalforvaltning AS | 565 | $117.1 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 583 | $120.9 萬 | 0.00% | +48+9.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 591 | $122.5 萬 | 0.00% | +591 | 新進 |
| CI Private Wealth, LLC | 611 | $126.7 萬 | 0.00% | −787−56.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 617 | $127.9 萬 | 0.00% | +3+0.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619 | $128.3 萬 | 0.03% | +2+0.3% | 加碼 |
| Vanguard Investments Australia, Ltd. | 622 | $129.0 萬 | 0.00% | −1−0.2% | 減碼 |
| Vident Advisory, LLC | 635 | $131.7 萬 | 0.01% | +635 | 新進 |
| Voya Investment Management LLC | 645 | $133.7 萬 | 0.00% | +408+172.2% | 加碼 |
| Advisor Group Holdings, Inc. | 652 | $135.2 萬 | 0.00% | +2+0.3% | 加碼 |
| Arizona State Retirement System | 664 | $137.7 萬 | 0.01% | −35−5.0% | 減碼 |
| Park Avenue Securities LLC | 674 | $139.7 萬 | 0.01% | −29−4.1% | 減碼 |
| Texas Yale Capital Corp. | 687 | $142.4 萬 | 0.03% | 00.0% | 不變 |
| Brandes Investment Partners, LP | 701 | $145.3 萬 | 0.01% | +3+0.4% | 加碼 |
| Truist Financial Corp | 716 | $148.5 萬 | 0.00% | +32+4.7% | 加碼 |
| Public Employees Retirement System of Ohio | 721 | $149.5 萬 | 0.00% | −30−4.0% | 減碼 |
| Farther Finance Advisors, LLC | 723 | $150.0 萬 | 0.01% | +67+10.2% | 加碼 |
| Nisa Investment Advisors, LLC | 754 | $156.3 萬 | 0.00% | +16+2.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 767 | $159.0 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 786 | $162.9 萬 | 0.00% | −119−13.1% | 減碼 |
| Private Management Group Inc | 806 | $167.1 萬 | 0.04% | −17−2.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 810 | $167.9 萬 | 0.01% | −14−1.7% | 減碼 |
| Summit Trail Advisors, LLC | 817 | $169.4 萬 | 0.02% | +57+7.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 841 | $174.4 萬 | 0.01% | −169−16.7% | 減碼 |
| Allianz Asset Management GmbH | 844 | $175.0 萬 | 0.00% | +844 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 851 | $176.4 萬 | 0.00% | −62−6.8% | 減碼 |
| Quadrature Capital Ltd | 859 | $178.1 萬 | 0.02% | −354−29.2% | 減碼 |
| Ethic Inc. | 860 | $178.3 萬 | 0.02% | +60+7.5% | 加碼 |
| Handelsbanken Fonder AB | 880 | $182.5 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 905 | $187.6 萬 | 0.00% | +905 | 新進 |
| State of New Jersey Common Pension Fund D | 914 | $189.5 萬 | 0.01% | −221−19.5% | 減碼 |
| Brave Asset Management Inc | 924 | $191.6 萬 | 0.41% | 00.0% | 不變 |
| Captrust Financial Advisors | 927 | $192.2 萬 | 0.00% | −308−24.9% | 減碼 |
| Vanguard Global Advisers, LLC | 940 | $194.9 萬 | 0.00% | −62−6.2% | 減碼 |
| Alliancebernstein L.P. | 944 | $207.4 萬 | 0.00% | −9−0.9% | 減碼 |
| Treasurer of the State of North Carolina | 1,026 | $212.7 萬 | 0.01% | −30−2.8% | 減碼 |
| Mercer Global Advisors Inc | 1,055 | $218.8 萬 | 0.00% | +189+21.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,079 | $223.7 萬 | 0.15% | +41+3.9% | 加碼 |
| Autumn Glory Partners, LLC | 1,080 | $223.9 萬 | 0.63% | 00.0% | 不變 |
| Leuthold Group, LLC | 1,104 | $228.9 萬 | 0.23% | +52+4.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 1,112 | $230.6 萬 | 0.02% | +30+2.8% | 加碼 |
| Jupiter Topco LLC | 1,123 | $231.7 萬 | 0.00% | +1,123 | 新進 |
| Walleye Capital LLC | 1,130 | $234.3 萬 | 0.01% | +1,130 | 新進 |
| Pecaut & Co. | 1,142 | $236.8 萬 | 0.72% | −30−2.6% | 減碼 |
| Midwest Professional Planners, LTD. | 1,164 | $241.3 萬 | 0.47% | +769+194.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,169 | $242.4 萬 | 0.00% | −5,454−82.3% | 減碼 |
| Northern Oak Wealth Management Inc | 1,176 | $243.9 萬 | 0.28% | 00.0% | 不變 |
| WCM Investment Management, LLC | 1,197 | $250.3 萬 | 0.00% | −4,798−80.0% | 減碼 |
| Stifel Financial Corp | 1,235 | $256.2 萬 | 0.00% | −59−4.6% | 減碼 |
| Royal Bank of Canada | 1,237 | $256.6 萬 | 0.00% | +42+3.5% | 加碼 |
| HighTower Advisors, LLC | 1,316 | $272.9 萬 | 0.00% | −131−9.1% | 減碼 |
| LPL Financial LLC | 1,318 | $273.3 萬 | 0.00% | −77−5.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,356 | $281.2 萬 | 0.03% | −124−8.4% | 減碼 |
| ExodusPoint Capital Management, LP | 1,443 | $299.2 萬 | 0.03% | +832+136.2% | 加碼 |
| Colony Group, LLC | 1,553 | $322.0 萬 | 0.00% | +424+37.6% | 加碼 |
| Toroso Investments, LLC | 1,578 | $327.2 萬 | 0.01% | +230+17.1% | 加碼 |
| XTX Topco Ltd | 1,644 | $340.9 萬 | 0.04% | +1,394+557.6% | 加碼 |
| Agf Management Ltd | 1,696 | $351.6 萬 | 0.01% | −7−0.4% | 減碼 |
| MML Investors Services, LLC | 1,741 | $361.0 萬 | 0.01% | −718−29.2% | 減碼 |
| Atlantic Union Bankshares Corp | 1,765 | $366.0 萬 | 0.06% | 00.0% | 不變 |
| Cerity Partners LLC | 1,797 | $372.7 萬 | 0.00% | −70−3.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 1,868 | $387.3 萬 | 0.12% | +1,868 | 新進 |
| Parsons Capital Management Inc | 1,887 | $391.2 萬 | 0.18% | −1−0.1% | 減碼 |
| Bradley Foster & Sargent Inc | 1,899 | $393.7 萬 | 0.06% | −103−5.1% | 減碼 |
| Davenport & Co LLC | 2,123 | $440.2 萬 | 0.02% | 00.0% | 不變 |
| Regency Capital Management Inc. | 2,146 | $444.9 萬 | 1.77% | +611+39.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,184 | $452.8 萬 | 0.01% | +5+0.2% | 加碼 |
| Legal & General Group Plc | 2,257 | $468.0 萬 | 0.00% | −151−6.3% | 減碼 |
| Price T Rowe Associates Inc | 2,335 | $484.2 萬 | 0.00% | +124+5.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,351 | $487.5 萬 | 0.01% | +90+4.0% | 加碼 |
| Russell Investments Group, Ltd. | 2,369 | $491.3 萬 | 0.00% | +1,227+107.4% | 加碼 |
| Vanguard Asset Management, Ltd | 2,392 | $496.0 萬 | 0.00% | +67+2.9% | 加碼 |
| Triad Investment Management | 2,471 | $512.3 萬 | 5.65% | −42−1.7% | 減碼 |
| New York State Common Retirement Fund | 2,532 | $525.0 萬 | 0.01% | +19+0.8% | 加碼 |
| California State Teachers Retirement System | 2,761 | $572.5 萬 | 0.01% | −126−4.4% | 減碼 |
| Ameriprise Financial Inc | 2,852 | $591.3 萬 | 0.00% | −14−0.5% | 減碼 |
| Lee Danner & Bass Inc | 3,253 | $674.5 萬 | 0.39% | +50+1.6% | 加碼 |
| Invesco Ltd. | 3,497 | $725.1 萬 | 0.00% | +530+17.9% | 加碼 |
| Nuveen, LLC | 3,679 | $762.8 萬 | 0.00% | −630−14.6% | 減碼 |
| Creative Planning | 3,861 | $800.6 萬 | 0.00% | −188−4.6% | 減碼 |
| Rhumbline Advisers | 3,898 | $808.2 萬 | 0.01% | −234−5.7% | 減碼 |
| Phocas Financial Corp. | 4,078 | $845.5 萬 | 1.17% | −214−5.0% | 減碼 |
| Franklin Resources Inc | 4,178 | $866.3 萬 | 0.00% | −620−12.9% | 減碼 |
| Winmill & Co. Inc | 4,800 | $995.2 萬 | 2.20% | +4,800 | 新進 |
| Swiss National Bank | 4,826 | $1,001 萬 | 0.01% | −210−4.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,193 | $1,077 萬 | 0.12% | −10.0% | 減碼 |
| California Public Employees Retirement System | 5,248 | $1,088 萬 | 0.01% | −1,166−18.2% | 減碼 |
| AQR Capital Management LLC | 5,450 | $1,130 萬 | 0.00% | −2,288−29.6% | 減碼 |
| JPMorgan Chase & Co | 5,410 | $1,154 萬 | 0.00% | +2,843+110.8% | 加碼 |
| Edgestream Partners, L.P. | 6,578 | $1,364 萬 | 0.41% | +3,448+110.2% | 加碼 |