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 353 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $4.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
105
shares
|
$196,747
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
103
shares
|
$193,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
103
shares
|
$193,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$187,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$187,379
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
99
shares
|
$185,505
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
85
shares
|
$159,272
0.0% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
73
shares
|
$136,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
73
shares
|
$136,786
0.01% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
71
shares
|
$133,039
0.01% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
65
shares
|
$121,796
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
61
shares
|
$114,301
0.0% of portfolio
|
Q4 2024
Reduced 42.99%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
61
shares
|
$114,301
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
60
shares
|
$112,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
60
shares
|
$112,427
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
53
shares
|
$99,310
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
53
shares
|
$99,310
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
50
shares
|
$93,689
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
50
shares
|
$93,689
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
50
shares
|
$93,689
0.0% of portfolio
|
Q4 2021
Added 1963.64%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
44
shares
|
$82,446
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
40
shares
|
$74,951
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
37
shares
|
$69,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
36
shares
|
$67,456
0.0% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
34
shares
|
$63,708
0.0% of portfolio
|
Q4 2024
Reduced 12.82%
|