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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
2,519
shares
|
$4.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,512
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
2,433
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,306
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,242
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.78%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,173
shares
|
$4.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
2,016
shares
|
$3.88 Million
0.05% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,940
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
1,882
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,882
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
1,851
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,783
shares
|
$3.43 Million
4.11% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
1,780
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 33.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,770
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 70.83%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,765
shares
|
$3.4 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,572
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,489
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,480
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2022
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,465
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,371
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 82.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,316
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,261
shares
|
$2.43 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
1,214
shares
|
$2.34 Million
0.15% of portfolio
|
Q3 2022
Added 37.64%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
1,206
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,176
shares
|
$2.26 Million
0.24% of portfolio
|
Q4 2019
Reduced 7.11%
|
|