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 324 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
251,930
shares
|
$455 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
185,530
shares
|
$335 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.3%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
161,918
shares
|
$293 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
134,528
shares
|
$243 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2024 Q1 2024 |
130,914
shares
|
$237 Million
1.04% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
127,468
shares
|
$230 Million
0.74% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
River Road Asset Management, LLC
|
Apr 26, 2024 Q1 2024 |
123,321
shares
|
$223 Million
3.06% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
114,973
shares
|
$208 Million
0.0% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
90,594
shares
|
$164 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
82,077
shares
|
$148 Million
21.43% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2024 Q1 2024 |
66,595
shares
|
$120 Million
0.63% of portfolio
|
Q1 2024
Added 5.47%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
61,006
shares
|
$110 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 15, 2024 Q1 2024 |
59,289
shares
|
$107 Million
0.07% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Select Equity Group, L.P.
New York, NY |
May 15, 2024 Q1 2024 |
49,931
shares
|
$90.2 Million
0.33% of portfolio
|
Q1 2024
Added 66.04%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
48,620
shares
|
$87.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
40,730
shares
|
$73.6 Million
0.01% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2024 Q1 2024 |
38,995
shares
|
$70.5 Million
0.63% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
38,899
shares
|
$70.3 Million
0.01% of portfolio
|
Q1 2024
Added 3.11%
|
|
|
Reinhart Partners, Inc.
|
Apr 03, 2024 Q1 2024 |
38,225
shares
|
$69.1 Million
2.92% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,269
shares
|
$54.7 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Spears Abacus Advisors LLC
|
May 10, 2024 Q1 2024 |
30,236
shares
|
$54.6 Million
1.16% of portfolio
|
Q1 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 24, 2024 Q1 2024 |
29,623
shares
|
$53.5 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 09, 2024 Q1 2024 |
28,472
shares
|
$51.4 Million
0.17% of portfolio
|
Q1 2024
Added 16.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
24,829
shares
|
$44.9 Million
0.01% of portfolio
|
Q1 2024
Added 1.31%
|
|
|
Southeastern Asset Management Inc
Memphis, TN |
May 15, 2024 Q1 2024 |
24,708
shares
|
$44.6 Million
1.77% of portfolio
|
Q1 2024
Reduced 23.85%
|
|