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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
562
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Added 34.13%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
560
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
534
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
533
shares
|
$1.03 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
516
shares
|
$993,129
0.02% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
508
shares
|
$977,732
0.01% of portfolio
|
Q3 2025
Added 180.66%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$962,335
0.11% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
500
shares
|
$962,335
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
492
shares
|
$946,937
0.02% of portfolio
|
Q3 2025
Added 167.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
476
shares
|
$916,142
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
462
shares
|
$889,197
0.0% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
452
shares
|
$869,950
0.0% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
450
shares
|
$866,101
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
438
shares
|
$843,005
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
432
shares
|
$831,457
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
420
shares
|
$808,361
0.02% of portfolio
|
Q3 2025
Added 121.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
413
shares
|
$794,888
0.0% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
401
shares
|
$771,792
0.01% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
396
shares
|
$762,169
0.0% of portfolio
|
Q3 2025
Added 32.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
396
shares
|
$762,169
0.01% of portfolio
|
Q3 2025
Added 128.9%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
396
shares
|
$762,169
0.0% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
394
shares
|
$758,319
0.06% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
392
shares
|
$754,470
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
387
shares
|
$744,847
0.13% of portfolio
|
Q1 2023
Added 62.61%
|
|