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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$13,472
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7
shares
|
$13,472
0.0% of portfolio
|
Q3 2025
Reduced 99.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7
shares
|
$13,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7
shares
|
$13,472
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
6
shares
|
$11,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$11,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$9,623
0.0% of portfolio
|
Q3 2025
Reduced 97.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$9,623
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5
shares
|
$9,623
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
4
shares
|
$7,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$7,698
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4
shares
|
$7,698
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
3
shares
|
$5,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3
shares
|
$5,774
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$5,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
2
shares
|
$3,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2
shares
|
$3,849
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
2
shares
|
$3,849
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1
shares
|
$1,924
0.0% of portfolio
|
Q2 2022
New holding
|
|