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 |
|---|---|---|---|---|---|
|
Chapman Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
143
shares
|
$256,640
0.19% of portfolio
|
Q4 2023
Reduced 44.36%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
142
shares
|
$254,845
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
140
shares
|
$251,256
0.0% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
140
shares
|
$251,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
134
shares
|
$240,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
133
shares
|
$238,693
0.01% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
133
shares
|
$238,693
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
130
shares
|
$233,309
0.11% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
130
shares
|
$233,309
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
129
shares
|
$231,515
0.02% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
128
shares
|
$229,720
0.0% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
127
shares
|
$227,925
0.0% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
125
shares
|
$224,336
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
125
shares
|
$224,336
0.0% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
122
shares
|
$218,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
121
shares
|
$217,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
120
shares
|
$215,362
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
120
shares
|
$215,362
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
120
shares
|
$215,362
0.0% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
118
shares
|
$211,773
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
118
shares
|
$211,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
117
shares
|
$209,978
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
115
shares
|
$206,389
0.0% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
115
shares
|
$206,389
0.01% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108
shares
|
$193,826
0.0% of portfolio
|
Q1 2025
New holding
|