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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
380
shares
|
$675,921
0.03% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
375
shares
|
$667,027
0.05% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
375
shares
|
$667,027
0.0% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
371
shares
|
$659,912
0.0% of portfolio
|
Q4 2024
Added 41.78%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
370
shares
|
$658,133
0.0% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
370
shares
|
$658,133
0.03% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
357
shares
|
$635,010
0.37% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
357
shares
|
$635,010
0.01% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
354
shares
|
$629,673
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
353
shares
|
$627,895
0.0% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
340
shares
|
$604,771
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
331
shares
|
$588,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
325
shares
|
$578,090
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
322
shares
|
$572,754
0.0% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
312
shares
|
$554,966
0.18% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
310
shares
|
$551,409
0.0% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
305
shares
|
$542,515
0.03% of portfolio
|
Q4 2023
Reduced 12.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
304
shares
|
$540,736
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
300
shares
|
$533,622
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
300
shares
|
$533,622
0.0% of portfolio
|
Q1 2025
Reduced 36.17%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
298
shares
|
$530,064
0.17% of portfolio
|
Q2 2021
Reduced 0.33%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
294
shares
|
$522,949
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
287
shares
|
$510,498
0.0% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
284
shares
|
$505,162
0.12% of portfolio
|
Q4 2023
Added 5.58%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
280
shares
|
$498,047
0.33% of portfolio
|
Q2 2023
Added 3.7%
|