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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
108
shares
|
$193,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108
shares
|
$193,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
108
shares
|
$193,465
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
104
shares
|
$186,300
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$179,135
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
100
shares
|
$179,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
99
shares
|
$177,343
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
94
shares
|
$168,386
0.0% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
94
shares
|
$168,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
90
shares
|
$161,221
0.02% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
85
shares
|
$152,264
0.0% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
73
shares
|
$130,768
0.01% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
73
shares
|
$130,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
66
shares
|
$118,229
0.02% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
61
shares
|
$109,272
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
60
shares
|
$107,481
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
60
shares
|
$107,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
52
shares
|
$93,150
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
50
shares
|
$89,567
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
50
shares
|
$89,567
0.0% of portfolio
|
Q4 2021
Added 1963.64%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
49
shares
|
$87,776
0.0% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$82,402
0.0% of portfolio
|
Q2 2025
Added 70.37%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
45
shares
|
$80,610
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
40
shares
|
$71,654
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
39
shares
|
$69,862
0.07% of portfolio
|
Q1 2025
Reduced 15.22%
|