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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
127
shares
|
$244,433
0.0% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
126
shares
|
$242,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
125
shares
|
$240,583
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
125
shares
|
$240,583
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
123
shares
|
$236,734
0.0% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
121
shares
|
$232,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
120
shares
|
$230,960
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
120
shares
|
$230,960
0.0% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
120
shares
|
$230,960
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
117
shares
|
$225,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
117
shares
|
$225,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
113
shares
|
$217,487
0.0% of portfolio
|
Q3 2025
Added 46.75%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
108
shares
|
$207,864
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108
shares
|
$207,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
107
shares
|
$205,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$192,467
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$192,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
94
shares
|
$180,918
0.0% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
82
shares
|
$157,822
0.01% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
76
shares
|
$146,274
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
72
shares
|
$138,576
0.0% of portfolio
|
Q2 2025
Reduced 42.4%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
68
shares
|
$130,877
0.01% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
64
shares
|
$123,178
0.0% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
62
shares
|
$119,329
0.0% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
61
shares
|
$117,404
0.01% of portfolio
|
Q4 2022
New holding
|
|