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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
108
shares
|
$193,826
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
105
shares
|
$188,442
0.0% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$179,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$179,469
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
94
shares
|
$168,700
0.0% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
90
shares
|
$161,522
0.01% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
77
shares
|
$138,191
0.0% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
76
shares
|
$136,396
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
76
shares
|
$136,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
73
shares
|
$131,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
72
shares
|
$129,217
0.0% of portfolio
|
Q2 2025
Reduced 42.4%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
71
shares
|
$127,422
0.01% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
64
shares
|
$114,860
0.01% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
61
shares
|
$109,476
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
54
shares
|
$96,913
0.0% of portfolio
|
Q2 2025
Added 1250.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
52
shares
|
$93,323
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
50
shares
|
$89,734
0.0% of portfolio
|
Q4 2021
Added 1963.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
50
shares
|
$89,734
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
48
shares
|
$86,145
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$82,555
0.0% of portfolio
|
Q2 2025
Added 70.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
43
shares
|
$77,171
0.0% of portfolio
|
Q2 2025
Added 230.77%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
42
shares
|
$75,376
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
40
shares
|
$71,787
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
38
shares
|
$68,198
0.02% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
33
shares
|
$59,224
0.01% of portfolio
|
Q2 2025
Reduced 63.74%
|