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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
566
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2023
Added 3.1%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
556
shares
|
$988,979
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
553
shares
|
$983,643
0.06% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
550
shares
|
$978,307
0.01% of portfolio
|
Q4 2023
Reduced 1.79%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
533
shares
|
$948,068
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
524
shares
|
$932,059
0.0% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
515
shares
|
$916,051
0.01% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
505
shares
|
$898,263
0.0% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$889,370
0.17% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
493
shares
|
$876,918
0.08% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
491
shares
|
$873,361
1.55% of portfolio
|
Q1 2025
Reduced 53.98%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
491
shares
|
$873,361
0.03% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
486
shares
|
$864,467
0.03% of portfolio
|
Q1 2025
Added 66.44%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
471
shares
|
$837,786
0.01% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
468
shares
|
$832,450
0.02% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
465
shares
|
$827,114
0.0% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
446
shares
|
$793,318
0.0% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
439
shares
|
$780,866
0.0% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
419
shares
|
$745,292
0.11% of portfolio
|
Q1 2025
Added 79.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
416
shares
|
$739,955
0.0% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
396
shares
|
$704,381
0.01% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
390
shares
|
$693,708
0.0% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
387
shares
|
$688,372
0.13% of portfolio
|
Q1 2023
Added 62.61%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
382
shares
|
$679,478
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
380
shares
|
$675,921
0.3% of portfolio
|
Q3 2023
New holding
|