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 354 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 $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
24,706
shares
|
$43.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
22,927
shares
|
$40.8 Million
0.04% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
22,076
shares
|
$39.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,743
shares
|
$38.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
21,028
shares
|
$37.4 Million
7.29% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Southeastern Asset Management Inc
Memphis, TN |
May 15, 2025 Q1 2025 |
18,484
shares
|
$32.9 Million
2.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
18,222
shares
|
$32.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
17,822
shares
|
$31.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
17,788
shares
|
$31.6 Million
0.21% of portfolio
|
Q3 2022
Reduced 16.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,269
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
16,091
shares
|
$28.6 Million
0.03% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
May 14, 2025 Q1 2025 |
14,905
shares
|
$26.5 Million
18.81% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
13,245
shares
|
$23.6 Million
0.07% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
12,839
shares
|
$22.8 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
11,588
shares
|
$20.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
11,535
shares
|
$20.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
11,345
shares
|
$20.2 Million
0.28% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
11,287
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Speece Thorson Capital Group Inc
|
May 01, 2025 Q1 2025 |
11,159
shares
|
$19.8 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,350
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,492
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
8,467
shares
|
$15.1 Million
0.15% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
8,317
shares
|
$14.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
7,770
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,753
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|