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 380 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 |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
298
shares
|
$573,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
298
shares
|
$573,551
0.15% of portfolio
|
Q2 2021
Reduced 0.33%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
292
shares
|
$562,003
0.0% of portfolio
|
Q3 2025
Added 26.96%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
284
shares
|
$546,606
0.11% of portfolio
|
Q4 2023
Added 5.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
281
shares
|
$540,832
0.0% of portfolio
|
Q3 2025
Reduced 76.0%
|
|
|
Highlander Partners, L.P.
|
Nov 13, 2025 Q3 2025 |
280
shares
|
$538,907
0.18% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
270
shares
|
$519,660
0.33% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
270
shares
|
$519,660
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
254
shares
|
$488,866
0.0% of portfolio
|
Q3 2025
Reduced 22.32%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
253
shares
|
$486,941
0.0% of portfolio
|
Q4 2021
Added 31.09%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
249
shares
|
$479,242
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
240
shares
|
$461,920
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
234
shares
|
$450,372
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
229
shares
|
$440,749
0.21% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
229
shares
|
$440,749
0.01% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
224
shares
|
$431,126
0.01% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
222
shares
|
$427,276
0.04% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
220
shares
|
$423,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
214
shares
|
$411,879
0.0% of portfolio
|
Q3 2025
Reduced 71.16%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
214
shares
|
$411,879
0.02% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
213
shares
|
$409,954
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
213
shares
|
$409,954
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
211
shares
|
$406,105
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
210
shares
|
$404,180
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
210
shares
|
$404,180
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|