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 329 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 $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
95
shares
|
$173,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
94
shares
|
$171,828
0.0% of portfolio
|
Q3 2024
Added 77.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
85
shares
|
$155,376
0.0% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
82
shares
|
$149,892
0.01% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
78
shares
|
$142,580
0.0% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$137,097
0.0% of portfolio
|
Q2 2021
Reduced 14.77%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
71
shares
|
$129,785
0.01% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
61
shares
|
$111,505
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
61
shares
|
$111,505
0.01% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
53
shares
|
$96,881
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
50
shares
|
$91,398
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
50
shares
|
$91,398
0.0% of portfolio
|
Q4 2021
Added 1963.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
50
shares
|
$91,398
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47
shares
|
$85,914
0.0% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
44
shares
|
$80,430
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$73,118
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
40
shares
|
$73,118
0.0% of portfolio
|
Q2 2024
Added 21.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
39
shares
|
$71,290
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
37
shares
|
$67,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
36
shares
|
$65,806
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
35
shares
|
$63,978
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
34
shares
|
$62,150
0.01% of portfolio
|
Q4 2023
Reduced 49.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32
shares
|
$58,494
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30
shares
|
$54,838
0.0% of portfolio
|
Q3 2024
Reduced 88.81%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
28
shares
|
$51,182
0.06% of portfolio
|
Q3 2021
New holding
|