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 $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
213
shares
|
$414,282
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
206
shares
|
$400,667
0.14% of portfolio
|
Q4 2023
Reduced 10.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
204
shares
|
$396,777
0.01% of portfolio
|
Q3 2024
Added 121.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
201
shares
|
$390,942
0.11% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
201
shares
|
$390,942
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$388,998
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$388,998
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cannon Global Investment Management, LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$388,998
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
200
shares
|
$388,998
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
199
shares
|
$387,053
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
185
shares
|
$359,823
0.0% of portfolio
|
Q1 2024
Reduced 21.28%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
181
shares
|
$352,043
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
181
shares
|
$352,043
0.03% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
179
shares
|
$348,153
0.03% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
177
shares
|
$344,263
0.0% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
177
shares
|
$344,263
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
173
shares
|
$336,483
0.01% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
164
shares
|
$318,978
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
162
shares
|
$315,088
0.0% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
158
shares
|
$307,308
0.0% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
158
shares
|
$307,308
0.0% of portfolio
|
Q3 2024
Reduced 52.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
153
shares
|
$297,583
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
152
shares
|
$295,638
0.0% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
151
shares
|
$293,693
0.0% of portfolio
|
Q3 2024
Reduced 24.88%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
151
shares
|
$293,693
0.0% of portfolio
|
Q1 2023
New holding
|