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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
759
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
751
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
742
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
731
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
721
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2024
Added 29.68%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
659
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
658
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
650
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2022
Added 94.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
637
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 60.86%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
637
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
628
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
608
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
600
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
600
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
587
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
575
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
571
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.69%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Aug 13, 2025 Q2 2025 |
570
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
566
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2023
Added 3.1%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
548
shares
|
$983,490
0.02% of portfolio
|
Q2 2025
Added 86.39%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
533
shares
|
$956,569
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
524
shares
|
$940,417
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
511
shares
|
$917,086
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
505
shares
|
$906,318
0.0% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
500
shares
|
$897,345
0.14% of portfolio
|
Q4 2024
Reduced 9.09%
|