Institutional Ownership White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM). We have compiled data on the 328 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
250,783
shares
|
$478 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
179,037
shares
|
$342 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
158,534
shares
|
$302 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
127,468
shares
|
$243 Million
0.74% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
122,277
shares
|
$233 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
118,206
shares
|
$225 Million
2.8% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
116,455
shares
|
$222 Million
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
85,097
shares
|
$162 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
82,366
shares
|
$157 Million
20.39% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
69,853
shares
|
$133 Million
0.64% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
60,675
shares
|
$116 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
57,683
shares
|
$110 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
54,877
shares
|
$105 Million
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
49,320
shares
|
$94.1 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
42,459
shares
|
$81 Million
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
39,844
shares
|
$76 Million
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Reinhart Partners, Inc.
|
Oct 09, 2024 Q3 2024 |
39,369
shares
|
$75.1 Million
2.61% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,663
shares
|
$66.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 41.61%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,110
shares
|
$63.2 Million
0.05% of portfolio
|
Q3 2024
Added 92.94%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Dec 13, 2024 Q3 2024 |
33,012
shares
|
$63 Million
0.18% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,269
shares
|
$57.7 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
28,923
shares
|
$55.2 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
25,220
shares
|
$48.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
23,149
shares
|
$44.2 Million
0.05% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
22,555
shares
|
$43 Million
0.06% of portfolio
|
Q3 2024
Added 44.04%
|