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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
196
shares
|
$351,759
0.0% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
196
shares
|
$351,759
0.02% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
192
shares
|
$344,580
0.0% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
191
shares
|
$342,785
0.01% of portfolio
|
Q2 2025
Reduced 68.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
190
shares
|
$340,991
0.01% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
185
shares
|
$332,017
0.0% of portfolio
|
Q1 2024
Reduced 21.28%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
184
shares
|
$330,222
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
182
shares
|
$326,633
0.02% of portfolio
|
Q2 2025
Added 139.47%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
181
shares
|
$324,838
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
181
shares
|
$324,838
0.02% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
177
shares
|
$317,660
0.02% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
175
shares
|
$314,070
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
173
shares
|
$310,481
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
170
shares
|
$305,097
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
170
shares
|
$305,097
0.04% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
167
shares
|
$299,713
0.0% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
164
shares
|
$294,329
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
158
shares
|
$283,561
0.0% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
158
shares
|
$283,561
0.0% of portfolio
|
Q2 2025
Added 30.58%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
155
shares
|
$278,176
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
151
shares
|
$270,998
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
150
shares
|
$269,203
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
150
shares
|
$269,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
148
shares
|
$265,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
148
shares
|
$265,614
0.01% of portfolio
|
Q3 2024
Reduced 54.88%
|