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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
148
shares
|
$265,119
0.01% of portfolio
|
Q3 2024
Reduced 54.88%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
147
shares
|
$263,328
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
146
shares
|
$261,537
0.01% of portfolio
|
Q1 2025
Added 370.97%
|
|
|
Chapman Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
143
shares
|
$256,163
0.22% of portfolio
|
Q4 2023
Reduced 44.36%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
142
shares
|
$254,371
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
141
shares
|
$252,580
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
137
shares
|
$245,414
0.0% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
137
shares
|
$245,414
0.01% of portfolio
|
Q1 2025
Added 20.18%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
134
shares
|
$240,040
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
134
shares
|
$240,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
133
shares
|
$238,249
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
132
shares
|
$236,458
0.01% of portfolio
|
Q1 2025
Added 28.16%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
130
shares
|
$232,875
0.11% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
125
shares
|
$223,918
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
125
shares
|
$223,918
0.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$223,918
0.0% of portfolio
|
Q1 2025
Reduced 93.93%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
123
shares
|
$220,336
0.16% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
122
shares
|
$218,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
121
shares
|
$216,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
120
shares
|
$214,962
0.0% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
118
shares
|
$211,379
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
116
shares
|
$207,796
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
116
shares
|
$207,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
116
shares
|
$207,796
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
110
shares
|
$197,048
0.0% of portfolio
|
Q4 2024
New holding
|