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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$115,480
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
60
shares
|
$115,480
0.0% of portfolio
|
Q3 2025
Reduced 96.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
53
shares
|
$102,007
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
50
shares
|
$96,233
0.0% of portfolio
|
Q4 2021
Added 1963.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
50
shares
|
$96,233
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
48
shares
|
$92,384
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$90,459
0.0% of portfolio
|
Q3 2025
Reduced 55.24%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
45
shares
|
$86,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45
shares
|
$86,610
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
42
shares
|
$80,836
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
40
shares
|
$76,986
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
35
shares
|
$67,363
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
32
shares
|
$61,589
0.04% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31
shares
|
$59,664
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
31
shares
|
$59,664
0.0% of portfolio
|
Q3 2025
Reduced 42.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
30
shares
|
$57,740
0.0% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
29
shares
|
$55,815
0.02% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
28
shares
|
$53,890
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
28
shares
|
$53,890
0.03% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
25
shares
|
$48,116
0.0% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
23
shares
|
$44,267
0.02% of portfolio
|
Q1 2022
Reduced 8.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
21
shares
|
$40,418
0.01% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
20
shares
|
$38,493
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
19
shares
|
$36,568
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
18
shares
|
$34,644
0.0% of portfolio
|
Q3 2025
Reduced 43.75%
|
|