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 355 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 $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
199
shares
|
$356,478
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$351,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
191
shares
|
$342,147
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
185
shares
|
$331,399
0.0% of portfolio
|
Q1 2024
Reduced 21.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
185
shares
|
$331,399
0.01% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
184
shares
|
$329,608
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
183
shares
|
$327,817
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
182
shares
|
$326,025
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
182
shares
|
$326,025
0.02% of portfolio
|
Q2 2025
Added 139.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
182
shares
|
$326,025
0.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
181
shares
|
$324,234
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
177
shares
|
$317,068
0.01% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
175
shares
|
$313,486
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
172
shares
|
$308,112
0.01% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
170
shares
|
$304,529
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
169
shares
|
$302,738
0.03% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
164
shares
|
$293,781
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
163
shares
|
$291,990
0.0% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
160
shares
|
$286,616
0.0% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
155
shares
|
$277,659
0.0% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
151
shares
|
$270,493
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
151
shares
|
$270,493
0.0% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
150
shares
|
$268,702
0.03% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
150
shares
|
$268,702
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
148
shares
|
$265,119
0.0% of portfolio
|
Q3 2024
New holding
|