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 |
|---|---|---|---|---|---|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
270
shares
|
$480,259
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
270
shares
|
$480,259
0.33% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
263
shares
|
$467,808
0.0% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$466,029
0.01% of portfolio
|
Q4 2024
Added 28.43%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
253
shares
|
$450,021
0.0% of portfolio
|
Q4 2021
Added 31.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
252
shares
|
$448,242
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
249
shares
|
$442,906
0.03% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
236
shares
|
$419,782
0.01% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
233
shares
|
$414,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
231
shares
|
$410,888
0.29% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
231
shares
|
$410,888
0.0% of portfolio
|
Q2 2025
Added 33.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
222
shares
|
$394,880
0.04% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
220
shares
|
$391,322
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
219
shares
|
$389,544
0.01% of portfolio
|
Q1 2024
Added 26.59%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
215
shares
|
$382,429
0.06% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
214
shares
|
$380,650
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
213
shares
|
$378,871
0.07% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
213
shares
|
$378,871
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
211
shares
|
$375,314
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
206
shares
|
$366,420
0.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
206
shares
|
$366,420
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
205
shares
|
$364,641
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
200
shares
|
$355,748
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
200
shares
|
$355,748
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
200
shares
|
$355,748
0.42% of portfolio
|
Q4 2024
New holding
|