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 327 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $4.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
151
shares
|
$300,239
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
150
shares
|
$298,251
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
148
shares
|
$294,274
0.01% of portfolio
|
Q3 2024
Reduced 54.88%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
148
shares
|
$294,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
145
shares
|
$288,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
143
shares
|
$284,332
0.19% of portfolio
|
Q4 2023
Reduced 44.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
139
shares
|
$276,379
0.0% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
139
shares
|
$276,379
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
137
shares
|
$272,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
134
shares
|
$266,437
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
134
shares
|
$266,437
0.01% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
134
shares
|
$266,437
0.0% of portfolio
|
Q3 2024
Reduced 69.48%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
130
shares
|
$258,484
0.11% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
130
shares
|
$258,484
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
130
shares
|
$258,484
0.0% of portfolio
|
Q3 2024
Reduced 52.21%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
129
shares
|
$256,495
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
124
shares
|
$246,554
0.02% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
124
shares
|
$246,554
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
123
shares
|
$244,565
0.13% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
122
shares
|
$242,577
0.0% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
120
shares
|
$238,600
0.0% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
111
shares
|
$220,705
0.02% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$198,834
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$198,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
95
shares
|
$188,892
0.0% of portfolio
|
Q3 2024
New holding
|