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 352 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
270
shares
|
$525,592
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
270
shares
|
$525,592
0.42% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$510,019
0.01% of portfolio
|
Q4 2024
Added 28.43%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
253
shares
|
$492,499
0.0% of portfolio
|
Q4 2021
Added 31.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
243
shares
|
$473,033
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
240
shares
|
$467,193
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
240
shares
|
$467,193
0.13% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
234
shares
|
$455,513
0.07% of portfolio
|
Q2 2024
Added 24.47%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
233
shares
|
$453,567
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
231
shares
|
$449,673
0.28% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
224
shares
|
$436,047
0.02% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
222
shares
|
$432,154
0.04% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
Yorktown Management & Research CO Inc
|
Jan 27, 2025 Q4 2024 |
220
shares
|
$428,260
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
219
shares
|
$426,314
0.01% of portfolio
|
Q1 2024
Added 26.59%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
217
shares
|
$422,420
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
216
shares
|
$420,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
215
shares
|
$418,527
0.06% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
213
shares
|
$414,634
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
206
shares
|
$401,007
0.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
206
shares
|
$401,007
0.06% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
205
shares
|
$399,061
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
204
shares
|
$397,114
0.12% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
200
shares
|
$389,328
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
200
shares
|
$389,328
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
200
shares
|
$389,328
0.03% of portfolio
|
Q2 2019
New holding
|