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 $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
242
shares
|
$434,314
0.0% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
238
shares
|
$427,136
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
233
shares
|
$418,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
233
shares
|
$418,162
0.0% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
231
shares
|
$414,573
0.0% of portfolio
|
Q2 2025
Added 33.53%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
231
shares
|
$414,573
0.29% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
230
shares
|
$412,778
0.0% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
229
shares
|
$410,984
0.01% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
222
shares
|
$398,421
0.04% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
221
shares
|
$396,626
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Aug 04, 2025 Q2 2025 |
220
shares
|
$394,831
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
215
shares
|
$385,858
0.06% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
214
shares
|
$384,063
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
213
shares
|
$382,268
0.02% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
213
shares
|
$382,268
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
211
shares
|
$378,679
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
211
shares
|
$378,679
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
210
shares
|
$376,884
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
206
shares
|
$369,706
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
201
shares
|
$360,732
0.03% of portfolio
|
Q2 2025
Reduced 73.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$358,938
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
200
shares
|
$358,938
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
200
shares
|
$358,938
0.01% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
200
shares
|
$358,938
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
199
shares
|
$357,143
0.04% of portfolio
|
Q1 2021
New holding
|