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 362 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 $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
249,170
shares
|
$447 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
165,064
shares
|
$296 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
155,753
shares
|
$280 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
127,468
shares
|
$229 Million
0.74% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
116,455
shares
|
$209 Million
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
109,892
shares
|
$197 Million
2.72% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
100,984
shares
|
$181 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
89,170
shares
|
$160 Million
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
83,699
shares
|
$150 Million
0.12% of portfolio
|
Q2 2025
Added 47.19%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
79,036
shares
|
$142 Million
20.68% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cooke & Bieler LP
|
Aug 04, 2025 Q2 2025 |
76,781
shares
|
$138 Million
1.54% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
71,478
shares
|
$128 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
68,770
shares
|
$123 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
62,941
shares
|
$113 Million
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
57,241
shares
|
$103 Million
0.0% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
42,529
shares
|
$76.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Reinhart Partners, Inc.
|
Jul 09, 2025 Q2 2025 |
41,694
shares
|
$74.8 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
39,409
shares
|
$70.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
32,227
shares
|
$57.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
30,677
shares
|
$55.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
30,494
shares
|
$54.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,269
shares
|
$54.3 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
29,585
shares
|
$53.1 Million
0.1% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
28,347
shares
|
$50.9 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
24,651
shares
|
$44.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.09%
|