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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
33
shares
|
$59,224
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
32
shares
|
$57,430
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
32
shares
|
$57,430
0.05% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
31
shares
|
$55,635
0.0% of portfolio
|
Q2 2025
Added 34.78%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
28
shares
|
$50,251
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
28
shares
|
$50,251
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
26
shares
|
$46,661
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
23
shares
|
$41,277
0.02% of portfolio
|
Q1 2022
Reduced 8.0%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
22
shares
|
$39,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
21
shares
|
$37,688
0.01% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
19
shares
|
$34,099
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19
shares
|
$34,099
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
17
shares
|
$30,509
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
16
shares
|
$28,715
0.0% of portfolio
|
Q2 2025
Reduced 30.43%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
15
shares
|
$26,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$25,125
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$21,536
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12
shares
|
$21,536
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
12
shares
|
$21,536
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$21,536
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11
shares
|
$19,741
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$17,946
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
10
shares
|
$17,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
10
shares
|
$17,946
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10
shares
|
$17,946
0.01% of portfolio
|
Q2 2023
New holding
|