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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
380
shares
|
$731,374
0.02% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
373
shares
|
$717,901
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
370
shares
|
$712,127
0.0% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
370
shares
|
$712,127
0.03% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
369
shares
|
$710,203
0.01% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
368
shares
|
$708,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
364
shares
|
$700,579
0.0% of portfolio
|
Q3 2025
Added 39.46%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
362
shares
|
$696,730
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
357
shares
|
$687,107
0.28% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
353
shares
|
$679,408
0.0% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
351
shares
|
$675,559
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
350
shares
|
$673,634
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
343
shares
|
$660,161
0.01% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
340
shares
|
$654,387
0.22% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
340
shares
|
$654,387
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
337
shares
|
$648,613
0.0% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
325
shares
|
$625,517
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
310
shares
|
$596,647
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
309
shares
|
$594,723
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
308
shares
|
$592,798
0.15% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
305
shares
|
$587,024
0.03% of portfolio
|
Q4 2023
Reduced 12.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$577,401
0.0% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
300
shares
|
$577,401
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
299
shares
|
$575,476
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
298
shares
|
$573,551
0.15% of portfolio
|
Q2 2021
Reduced 0.33%
|
|