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 327 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $4.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
300
shares
|
$596,502
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
298
shares
|
$592,525
0.2% of portfolio
|
Q2 2021
Reduced 0.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
296
shares
|
$588,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
296
shares
|
$588,548
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
284
shares
|
$564,688
0.06% of portfolio
|
Q3 2024
Added 108.82%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
284
shares
|
$564,688
0.12% of portfolio
|
Q4 2023
Added 5.58%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
282
shares
|
$560,711
0.0% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
280
shares
|
$556,735
0.29% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
270
shares
|
$536,851
0.39% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
270
shares
|
$536,851
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
253
shares
|
$503,050
0.0% of portfolio
|
Q4 2021
Added 31.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
246
shares
|
$489,131
0.0% of portfolio
|
Q3 2024
Added 37.43%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
244
shares
|
$485,154
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
236
shares
|
$469,248
0.0% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
234
shares
|
$465,271
0.06% of portfolio
|
Q2 2024
Added 24.47%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
232
shares
|
$461,294
0.24% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
231
shares
|
$459,306
0.04% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
228
shares
|
$453,341
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
222
shares
|
$441,411
0.04% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
221
shares
|
$439,423
0.02% of portfolio
|
Q2 2024
Added 636.67%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
219
shares
|
$435,446
0.01% of portfolio
|
Q1 2024
Added 26.59%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
219
shares
|
$435,446
0.0% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
215
shares
|
$427,493
0.06% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
214
shares
|
$425,504
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
214
shares
|
$425,504
0.0% of portfolio
|
Q3 2024
Added 0.47%
|