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 379 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
247,004
shares
|
$475 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
157,217
shares
|
$303 Million
0.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
138,862
shares
|
$267 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
127,468
shares
|
$245 Million
0.74% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
116,455
shares
|
$224 Million
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
115,015
shares
|
$221 Million
0.15% of portfolio
|
Q3 2025
Added 37.42%
|
|
|
River Road Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
109,588
shares
|
$211 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
108,091
shares
|
$208 Million
0.63% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Cooke & Bieler LP
|
Oct 31, 2025 Q3 2025 |
107,851
shares
|
$208 Million
2.04% of portfolio
|
Q3 2025
Added 40.47%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
94,383
shares
|
$182 Million
1.7% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
84,445
shares
|
$163 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
81,489
shares
|
$157 Million
17.61% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
66,802
shares
|
$129 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
54,444
shares
|
$105 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
47,772
shares
|
$91.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 24.1%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
42,090
shares
|
$81 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Reinhart Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
41,609
shares
|
$80.1 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
38,812
shares
|
$74.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
36,919
shares
|
$71.1 Million
0.18% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
31,698
shares
|
$61 Million
0.09% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Southeastern Asset Management Inc
Memphis, TN |
Nov 14, 2025 Q3 2025 |
31,652
shares
|
$60.9 Million
2.88% of portfolio
|
Q3 2025
Added 50.05%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,269
shares
|
$58.3 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
29,392
shares
|
$56.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
28,288
shares
|
$54.4 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
24,232
shares
|
$46.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|