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 351 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
103
shares
|
$179,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
103
shares
|
$179,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$174,533
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$174,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
99
shares
|
$172,787
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
91
shares
|
$158,825
0.03% of portfolio
|
Q1 2025
Added 378.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
85
shares
|
$148,353
0.0% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
73
shares
|
$127,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
73
shares
|
$127,409
0.01% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
65
shares
|
$113,446
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
61
shares
|
$106,465
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
61
shares
|
$106,465
0.0% of portfolio
|
Q4 2024
Reduced 42.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
60
shares
|
$104,719
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
60
shares
|
$104,719
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
56
shares
|
$97,738
0.01% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
53
shares
|
$92,502
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
50
shares
|
$87,266
0.0% of portfolio
|
Q4 2021
Added 1963.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
50
shares
|
$87,266
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
50
shares
|
$87,266
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
44
shares
|
$76,794
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
40
shares
|
$69,813
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
37
shares
|
$64,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
36
shares
|
$62,831
0.0% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
34
shares
|
$59,341
0.01% of portfolio
|
Q4 2023
Reduced 49.25%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
34
shares
|
$59,341
0.0% of portfolio
|
Q4 2024
Reduced 12.82%
|