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 354 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
250,116
shares
|
$445 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
170,631
shares
|
$304 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
156,617
shares
|
$279 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
127,468
shares
|
$227 Million
0.74% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
116,455
shares
|
$207 Million
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
110,092
shares
|
$196 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
109,665
shares
|
$195 Million
3.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
85,236
shares
|
$152 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
79,931
shares
|
$142 Million
21.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2025 Q1 2025 |
71,795
shares
|
$128 Million
1.41% of portfolio
|
Q1 2025
Added 46.18%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
69,158
shares
|
$123 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
62,466
shares
|
$111 Million
0.08% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
56,864
shares
|
$101 Million
0.1% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
54,944
shares
|
$97.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Cooke & Bieler LP
|
May 02, 2025 Q1 2025 |
54,652
shares
|
$97.2 Million
1.18% of portfolio
|
Q1 2025
Added 60.41%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
42,186
shares
|
$75 Million
0.01% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Reinhart Partners, Inc.
|
Jul 09, 2025 Q2 2025 |
41,694
shares
|
$74.2 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,055
shares
|
$73 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
32,851
shares
|
$58.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
31,724
shares
|
$56.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,269
shares
|
$53.8 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
28,668
shares
|
$51 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Select Equity Group, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
27,999
shares
|
$49.8 Million
0.27% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
25,438
shares
|
$45.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
24,857
shares
|
$44.2 Million
0.09% of portfolio
|
Q1 2025
Added 6.98%
|