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 $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
493
shares
|
$884,782
0.08% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Aug 06, 2025 Q2 2025 |
487
shares
|
$874,014
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
477
shares
|
$856,067
0.0% of portfolio
|
Q2 2025
Reduced 40.97%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
474
shares
|
$850,683
1.39% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
468
shares
|
$839,914
0.02% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
446
shares
|
$800,431
0.0% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
434
shares
|
$778,895
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
434
shares
|
$778,895
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
432
shares
|
$775,306
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
419
shares
|
$751,975
0.11% of portfolio
|
Q1 2025
Added 79.06%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
401
shares
|
$719,670
0.0% of portfolio
|
Q2 2025
Reduced 64.04%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
391
shares
|
$701,723
0.0% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
390
shares
|
$699,929
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
387
shares
|
$694,545
0.13% of portfolio
|
Q1 2023
Added 62.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
384
shares
|
$689,160
0.0% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
382
shares
|
$685,571
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
380
shares
|
$681,982
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
380
shares
|
$681,982
0.03% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
375
shares
|
$673,008
0.05% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
374
shares
|
$671,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
372
shares
|
$667,624
0.01% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
370
shares
|
$664,035
0.03% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
370
shares
|
$664,035
0.0% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
357
shares
|
$640,704
0.32% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
356
shares
|
$638,909
0.01% of portfolio
|
Q2 2025
Reduced 47.8%
|