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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
787
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
780
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2023
Reduced 26.21%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
767
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.51%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
765
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
762
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
743
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
734
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
721
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Added 29.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
707
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
702
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
680
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
659
shares
|
$1.27 Million
0.46% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
657
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
650
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2022
Added 94.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
636
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
623
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
622
shares
|
$1.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
617
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2025 Q3 2025 |
614
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
608
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
608
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
605
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 19.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
598
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
587
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
577
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|