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 380 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $4.88 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%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$11,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
6
shares
|
$11,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6
shares
|
$11,548
0.0% of portfolio
|
Q4 2025
Added 20.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5
shares
|
$9,623
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$9,623
0.0% of portfolio
|
Q3 2025
Reduced 97.74%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4
shares
|
$7,698
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$7,698
0.0% of portfolio
|
Q3 2023
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
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
3
shares
|
$5,774
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$5,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
3
shares
|
$5,774
0.0% of portfolio
|
Q3 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
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
2
shares
|
$3,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
2
shares
|
$3,849
0.0% of portfolio
|
Q4 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
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 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%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$1,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1
shares
|
$1,924
0.0% of portfolio
|
Q2 2022
New holding
|
|