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 |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
780
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2023
Reduced 26.21%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
762
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
737
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
736
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
730
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
721
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Added 29.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
720
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
700
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
689
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.32%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
682
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 69.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
680
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
659
shares
|
$1.17 Million
0.46% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
650
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2022
Added 94.61%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
637
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
610
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
609
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
608
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
607
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
600
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
600
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
592
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
591
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
587
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
578
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 101.39%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
574
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 0.35%
|