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 328 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
650
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
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%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
649
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 51.64%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
608
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
592
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.75%
|
|
|
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%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
584
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
572
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
566
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2023
Added 3.1%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
565
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
550
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2023
Reduced 1.79%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
550
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2023
Reduced 4.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
546
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
541
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
536
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
534
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
534
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
531
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2024
Added 161.58%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
527
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
504
shares
|
$973,012
0.02% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
475
shares
|
$917,025
0.0% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
454
shares
|
$876,483
0.03% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
450
shares
|
$868,761
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
425
shares
|
$820,496
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
401
shares
|
$774,162
0.05% of portfolio
|
Q3 2024
Added 16.91%
|