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 |
|---|---|---|---|---|---|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
353
shares
|
$633,525
0.0% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
350
shares
|
$628,141
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
340
shares
|
$610,194
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
328
shares
|
$588,658
0.02% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
327
shares
|
$586,863
0.0% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
325
shares
|
$583,274
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
324
shares
|
$581,479
0.0% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
306
shares
|
$549,175
0.17% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
305
shares
|
$547,380
0.03% of portfolio
|
Q4 2023
Reduced 12.86%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
300
shares
|
$538,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
300
shares
|
$538,407
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
300
shares
|
$538,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
299
shares
|
$536,612
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
298
shares
|
$534,817
0.17% of portfolio
|
Q2 2021
Reduced 0.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
288
shares
|
$516,870
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
288
shares
|
$516,870
0.0% of portfolio
|
Q2 2025
Reduced 67.01%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
284
shares
|
$509,691
0.12% of portfolio
|
Q4 2023
Added 5.58%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
280
shares
|
$502,513
0.21% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
279
shares
|
$500,718
0.0% of portfolio
|
Q2 2025
Reduced 46.76%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
279
shares
|
$500,718
0.0% of portfolio
|
Q2 2025
Added 42.35%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
270
shares
|
$484,566
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
270
shares
|
$484,566
0.33% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
269
shares
|
$482,771
0.01% of portfolio
|
Q2 2025
Reduced 55.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
261
shares
|
$468,414
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
253
shares
|
$454,056
0.0% of portfolio
|
Q4 2021
Added 31.09%
|