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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
38
shares
|
$68,071
0.02% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
33
shares
|
$59,114
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
33
shares
|
$59,114
0.01% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
32
shares
|
$57,323
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
29
shares
|
$51,949
0.0% of portfolio
|
Q1 2025
Added 866.67%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
28
shares
|
$50,157
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
26
shares
|
$46,575
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25
shares
|
$44,783
0.0% of portfolio
|
Q2 2024
Added 56.25%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
23
shares
|
$41,201
0.02% of portfolio
|
Q1 2022
Reduced 8.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
23
shares
|
$41,201
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
23
shares
|
$41,201
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
21
shares
|
$37,618
0.01% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
21
shares
|
$37,618
0.0% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
19
shares
|
$34,035
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17
shares
|
$30,452
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
17
shares
|
$30,452
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
17
shares
|
$30,452
0.01% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
15
shares
|
$26,870
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15
shares
|
$26,870
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13
shares
|
$23,287
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
12
shares
|
$21,496
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
12
shares
|
$21,496
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
12
shares
|
$21,496
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10
shares
|
$17,913
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
10
shares
|
$17,913
0.01% of portfolio
|
Q2 2018
New holding
|