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 352 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
251,739
shares
|
$461 Million
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
177,691
shares
|
$325 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
157,395
shares
|
$288 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
127,468
shares
|
$233 Million
0.74% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
116,455
shares
|
$213 Million
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
114,077
shares
|
$209 Million
0.86% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
112,415
shares
|
$206 Million
3.08% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
85,445
shares
|
$156 Million
0.21% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
80,158
shares
|
$147 Million
22.87% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
69,268
shares
|
$127 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
57,755
shares
|
$106 Million
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
54,885
shares
|
$100 Million
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
49,926
shares
|
$91.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
49,114
shares
|
$89.9 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
45,438
shares
|
$83.2 Million
0.07% of portfolio
|
Q4 2024
Added 37.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
41,453
shares
|
$75.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
39,735
shares
|
$72.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Reinhart Partners, Inc.
|
Jan 13, 2025 Q4 2024 |
38,272
shares
|
$70 Million
2.96% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Cooke & Bieler LP
|
Feb 07, 2025 Q4 2024 |
34,070
shares
|
$62.3 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
33,116
shares
|
$60.6 Million
0.2% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
32,472
shares
|
$59.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
30,673
shares
|
$56.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,269
shares
|
$55.4 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
28,726
shares
|
$52.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Select Equity Group, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
27,599
shares
|
$50.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 20.38%
|