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White Mountains Insurance Group (WTM) Institutional Ownership

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$1,792.20 +13.46 (+0.76%)
Closing price 03:58 PM Eastern
Extended Trading
$1,791.23 -0.96 (-0.05%)
As of 07:14 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for White Mountains Insurance Group (NYSE:WTM)

Current
Institutional Ownership
Percentage
88.65%
Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$959.70M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$269.66M
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Skip Chart & View Institutional Buying and Selling Data

WTM Institutional Buying and Selling by Quarter

White Mountains Insurance Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Parsons Capital Management Inc. RI1,892$3.40M0.2%+25.5%0.074%
7/18/2025 Robeco Institutional Asset Management B.V.17,822$32.00M0.1%-7.0%0.693%
7/18/2025 B.O.S.S. Retirement Advisors LLC533$957K0.2%N/A0.021%
7/18/2025 Truist Financial Corp1,240$2.23M0.0%-9.4%0.048%
7/17/2025 Janney Montgomery Scott LLC446$801K0.0%+8.0%0.017%
7/17/2025 Hengehold Capital Management LLC493$885K0.1%+13.6%0.019%
7/16/2025 Steph & Co.26$47K0.0%N/A0.001%
7/15/2025 Public Employees Retirement System of Ohio810$1.46M0.0%+2.0%0.032%
7/15/2025 Fifth Third Bancorp17$31K0.0%+183.3%0.001%
7/14/2025 Opal Wealth Advisors LLC38$68K0.0%-81.8%0.001%
7/14/2025 GAMMA Investing LLC182$327K0.0%+139.5%0.007%
7/14/2025 Park Avenue Securities LLC637$1.14M0.0%N/A0.025%
7/11/2025 Farther Finance Advisors LLC468$840K0.0%+19.4%0.018%
7/10/2025 Wealth Enhancement Advisory Services LLC231$412K0.0%+33.5%0.009%
7/9/2025 Reinhart Partners LLC.41,694$74.90M2.6%-1.8%1.620%
7/9/2025 Harbor Capital Advisors Inc.2,976$5.34M0.2%-2.7%0.116%
7/8/2025 Parallel Advisors LLC46$83K0.0%+70.4%0.002%
6/27/2025Goldman Sachs Group Inc.4,259$8.20M0.0%+54.6%0.166%
6/18/2025Voya Investment Management LLC524$1.01M0.0%+5.9%0.020%
5/29/2025Rhumbline Advisers4,472$8.61M0.0%-1.7%0.174%
5/28/2025Strs Ohio1,145$2.21M0.0%N/A0.044%
5/21/2025Geneos Wealth Management Inc.17$33K0.0%+325.0%0.001%
5/20/2025Focus Partners Wealth1,347$2.59M0.0%-3.0%0.052%
5/19/2025Jane Street Group LLC578$1.11M0.0%+101.4%0.022%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC11,287$21.74M0.0%+11.7%0.439%
5/16/2025Goldman Sachs Group Inc.4,259$8.20M0.0%+54.6%0.165%
5/16/2025Select Equity Group L.P.27,999$53.92M0.2%+1.4%1.088%
5/16/2025NewEdge Advisors LLC170$327K0.0%+17.2%0.007%
5/16/2025Integrated Wealth Concepts LLC163$314K0.0%+19.9%0.006%
5/16/2025Cove Street Capital LLC491$946K1.5%-54.0%0.019%
5/16/2025AQR Capital Management LLC8,492$16.22M0.0%-16.3%0.330%
5/15/2025Royal Bank of Canada1,282$2.47M0.0%-6.3%0.050%
5/15/2025Magnetar Financial LLC118$227K0.0%N/A0.005%
5/15/2025WPG Advisers LLC39$75K0.1%N/A0.002%
5/14/2025Hotchkis & Wiley Capital Management LLC6,893$13.28M0.0%-6.4%0.268%
5/14/2025Northwestern Mutual Wealth Management Co.21$40K0.0%+90.9%0.001%
5/14/2025Douglass Winthrop Advisors LLC191$368K0.0%N/A0.007%
5/14/2025Fiduciary Management Inc. WI71,795$138.26M1.3%+46.2%2.789%
5/14/2025Martingale Asset Management L P607$1.17M0.0%+3.4%0.024%
5/14/2025T. Rowe Price Investment Management Inc.62,466$120.30M0.1%+8.2%2.427%
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5/14/2025Fuller & Thaler Asset Management Inc.110,092$212.02M0.8%-3.5%4.277%
5/14/2025Wellington Management Group LLP25,438$48.99M0.0%-49.0%0.988%
5/13/2025Northern Trust Corp18,222$35.09M0.0%+0.8%0.708%
5/13/2025Raymond James Financial Inc.31,724$61.09M0.0%-2.3%1.232%
5/13/2025Cresset Asset Management LLC304$585K0.0%-5.0%0.012%
5/13/2025American Century Companies Inc.7,036$13.55M0.0%+30.9%0.273%
5/13/2025Ethic Inc.591$1.12M0.0%+9.6%0.023%
5/13/2025Brandywine Global Investment Management LLC3,626$6.98M0.1%-7.5%0.141%
5/13/2025Dimensional Fund Advisors LP156,617$301.61M0.1%-0.5%6.085%
5/13/2025Lord Abbett & CO. LLC32,851$63.27M0.2%-0.8%1.276%
5/13/2025Boston Partners85,236$163.26M0.2%-0.2%3.311%
5/13/2025Russell Investments Group Ltd.116$223K0.0%-15.3%0.005%
5/13/2025HighTower Advisors LLC1,466$2.82M0.0%-6.2%0.057%
5/12/2025Nuveen LLC7,770$14.96M0.0%N/A0.302%
5/12/2025King Luther Capital Management Corp610$1.18M0.0%-6.2%0.024%
5/12/2025Invesco Ltd.4,020$7.74M0.0%-7.6%0.156%
5/12/2025Townsquare Capital LLC357$688K0.0%+3.5%0.014%
5/12/2025Swiss National Bank4,946$9.53M0.0%-2.0%0.192%
5/9/2025Deutsche Bank AG322$620K0.0%-4.5%0.013%
5/9/2025Chicago Partners Investment Group LLC491$877K0.0%+8.1%0.019%
5/9/2025Charles Schwab Investment Management Inc.24,706$47.58M0.0%-2.6%0.960%
5/9/2025Vanguard Group Inc.250,116$481.68M0.0%-0.6%9.717%
5/9/2025Atria Wealth Solutions Inc.211$406K0.0%N/A0.008%
5/9/2025Connable Office Inc.150$289K0.0%-17.1%0.006%
5/9/2025Phocas Financial Corp.5,391$10.38M1.6%-5.5%0.209%
5/9/2025Bank of Nova Scotia155$299K0.0%-14.8%0.006%
5/9/2025PNC Financial Services Group Inc.439$845K0.0%-17.9%0.017%
5/8/2025US Bancorp DE151$291K0.0%-8.5%0.006%
5/7/2025LPL Financial LLC1,870$3.60M0.0%+6.1%0.073%
5/7/2025TD Asset Management Inc1,592$3.07M0.0%+15.4%0.062%
5/7/2025Equitable Trust Co.553$1.07M0.1%+15.0%0.021%
5/6/2025Cetera Investment Advisers252$485K0.0%+3.7%0.010%
5/6/2025Royce & Associates LP11,588$22.32M0.2%-5.8%0.450%
5/6/2025Venturi Wealth Management LLC249$480K0.0%+11.2%0.010%
5/6/2025KLP Kapitalforvaltning AS505$973K0.0%-16.5%0.020%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH160$308K0.0%-25.9%0.006%
5/5/2025GW&K Investment Management LLC8,467$16.31M0.2%+0.7%0.329%
5/5/2025Lindbrook Capital LLC108$208K0.0%-11.5%0.004%
5/5/2025Teachers Retirement System of The State of Kentucky1,208$2.33M0.0%+11.9%0.047%
5/2/2025Forum Financial Management LP1,663$3.20M0.1%+21.0%0.065%
5/2/2025Cooke & Bieler LP54,652$105.25M1.1%+60.4%2.123%
5/2/2025Victory Capital Management Inc.16,091$30.99M0.0%+39.3%0.625%
5/2/2025Midwest Professional Planners LTD.592$1.14M0.4%+1.9%0.023%
5/2/2025Edgestream Partners L.P.3,540$6.82M0.2%N/A0.138%
5/1/2025LRI Investments LLC90$173K0.0%-18.9%0.003%
5/1/2025CWM LLC23$44K0.0%-30.3%0.001%
5/1/2025Speece Thorson Capital Group Inc.11,159$21.49M4.4%-1.6%0.434%
5/1/2025Arizona State Retirement System737$1.42M0.0%-1.2%0.029%
4/30/2025Cerity Partners LLC1,896$3.65M0.0%+2.6%0.074%
4/30/2025Mraz Amerine & Associates Inc.21,028$40.01M6.9%-0.2%0.817%
Trump’s $100 Trillion Land Rush Is On (Ad)

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Click here now to discover the full story and how to stake your claim before this land rush goes ful
4/30/2025Nisa Investment Advisors LLC730$1.41M0.0%-33.6%0.028%
4/30/2025Brown Advisory Inc.22,076$42.51M0.1%-1.5%0.858%
4/30/2025Crossmark Global Holdings Inc.121$233K0.0%N/A0.005%
4/29/2025Envestnet Asset Management Inc.17,269$33.26M0.0%+5.2%0.671%
4/29/2025Lee Danner & Bass Inc.3,148$6.06M0.5%-4.0%0.122%
4/29/2025Bank of New York Mellon Corp12,570$24.21M0.0%-0.2%0.488%
4/28/2025Teacher Retirement System of Texas375$722K0.0%-18.7%0.015%
4/28/2025First Horizon Advisors Inc.49$94K0.0%+36.1%0.002%
4/28/2025Private Trust Co. NA15$29K0.0%+87.5%0.001%
4/28/2025WCM Investment Management LLC13,245$25.20M0.1%+13.7%0.515%
(Data available from 1/1/2016 forward)

WTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTM shares?

During the previous two years, 312 institutional investors and hedge funds held shares of White Mountains Insurance Group. The most heavily invested institutionals were Vanguard Group Inc. ($481.68M), Morgan Stanley ($303.51M), Dimensional Fund Advisors LP ($301.61M), Global Assets Advisory LLC ($241.38M), River Road Asset Management LLC ($218.65M), Fuller & Thaler Asset Management Inc. ($212.02M), and Boston Partners ($163.26M).Learn more on White Mountains Insurance Group's institutional investors.

What percentage of White Mountains Insurance Group's stock is owned by institutional investors?

88.65% of White Mountains Insurance Group's stock is owned by institutional investors. Learn more on WTM's institutional investor holdings.

Which institutional investors have been buying White Mountains Insurance Group's stock?

Of the 253 institutional investors that purchased White Mountains Insurance Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($146.48K), Global Assets Advisory LLC ($134.53K), Norges Bank ($58.91K), Cooke & Bieler LP ($54.65K), Proficio Capital Partners LLC ($46.69K), Raymond James Financial Inc. ($32.47K), and Allspring Global Investments Holdings LLC ($27.25K).

How much institutional buying is happening at White Mountains Insurance Group?

Institutional investors have bought a total of 502,122 shares in the last 24 months. This purchase volume represents approximately $959.70M in transactions.

Which of White Mountains Insurance Group's major shareholders have been selling company stock?

Of the 123 institutional investors that sold White Mountains Insurance Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($44.35K), Fuller & Thaler Asset Management Inc. ($12.19K), Victory Capital Management Inc. ($7.90K), Select Equity Group L.P. ($7.06K), American Century Companies Inc. ($6.20K), River Road Asset Management LLC ($5.79K), and Thompson Siegel & Walmsley LLC ($5.62K).

How much institutional selling is happening at White Mountains Insurance Group?

Institutional investors have sold a total of 143,274 shares in the last 24 months. This volume of shares sold represents approximately $269.66M in transactions.


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This page (NYSE:WTM) was last updated on 7/22/2025 by MarketBeat.com Staff
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