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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
209
shares
|
$402,256
0.01% of portfolio
|
Q3 2025
Added 49.29%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
208
shares
|
$400,331
0.01% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
208
shares
|
$400,331
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
208
shares
|
$400,331
0.0% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
206
shares
|
$396,482
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
202
shares
|
$388,783
0.0% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
200
shares
|
$384,934
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
200
shares
|
$384,934
0.01% of portfolio
|
Q3 2025
Reduced 33.11%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
200
shares
|
$384,934
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
199
shares
|
$383,009
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
199
shares
|
$383,009
0.02% of portfolio
|
Q4 2025
Added 8.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
194
shares
|
$373,385
0.05% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
191
shares
|
$367,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
190
shares
|
$365,687
0.01% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
190
shares
|
$365,687
0.15% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
188
shares
|
$361,837
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
187
shares
|
$359,913
0.0% of portfolio
|
Q3 2025
Reduced 30.48%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
187
shares
|
$359,913
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
187
shares
|
$359,913
0.01% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
185
shares
|
$356,063
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
183
shares
|
$352,214
0.04% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
181
shares
|
$348,365
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
178
shares
|
$342,591
0.0% of portfolio
|
Q3 2025
Reduced 36.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
177
shares
|
$340,666
0.02% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
170
shares
|
$327,193
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|