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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$1,773.25 +19.63 (+1.12%)
Closing price 09/19/2025 03:59 PM Eastern
Extended Trading
$1,770.46 -2.79 (-0.16%)
As of 09/19/2025 04:22 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)
196
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$302.40M
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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
9/4/2025 Osaic Holdings Inc.390$701K0.0%+5.1%0.015%
8/27/2025 Squarepoint Ops LLC279$501K0.0%+42.3%0.011%
8/19/2025 State of Wyoming76$136K0.0%N/A0.003%
8/16/2025 Evergreen Capital Management LLC115$207K0.0%-12.9%0.004%
8/15/2025 Tower Research Capital LLC TRC 190$341K0.0%+216.7%0.007%
8/15/2025 Corient Private Wealth LLC1,698$3.05M0.0%+149.7%0.066%
8/15/2025 Captrust Financial Advisors759$1.36M0.0%-14.6%0.029%
8/15/2025 Vident Advisory LLC120$215K0.0%N/A0.005%
8/15/2025 Two Sigma Securities LLC170$305K0.0%-20.2%0.007%
8/15/2025 Select Equity Group L.P.17,872$32.09M0.1%-36.2%0.693%
8/15/2025 MML Investors Services LLC2,734$4.91M0.0%+6.2%0.106%
8/15/2025 London Co. of Virginia68,770$123.51M0.7%-0.6%2.666%
8/15/2025 HRT Financial LP5,087$9.13M0.0%N/A0.197%
8/15/2025 BNP Paribas Financial Markets188$338K0.0%+27.9%0.007%
8/15/2025 Bank of America Corp DE39,409$70.77M0.0%-4.0%1.527%
8/15/2025 Ameriprise Financial Inc.3,482$6.25M0.0%-1.4%0.135%
8/15/2025 AQR Capital Management LLC8,084$14.44M0.0%-4.8%0.313%
8/14/2025 Jane Street Group LLC6,071$10.90M0.0%+950.3%0.235%
8/14/2025 Raymond James Financial Inc.30,677$55.09M0.0%-3.3%1.189%
8/14/2025 Quantinno Capital Management LP4,290$7.70M0.0%-6.9%0.166%
8/14/2025 Main Street Financial Solutions LLC1,293$2.32M0.2%+2.5%0.050%
8/14/2025 Treasurer of the State of North Carolina1,162$2.09M0.0%+3.2%0.045%
8/14/2025 The Manufacturers Life Insurance Company 524$941K0.0%-5.8%0.020%
8/14/2025 Sei Investments Co.4,905$8.81M0.0%+59.1%0.190%
8/14/2025 Nebula Research & Development LLC201$361K0.0%-73.6%0.008%
8/14/2025 Qube Research & Technologies Ltd1,792$3.22M0.0%+40.5%0.069%
8/14/2025 State Street Corp57,241$102.79M0.0%+4.2%2.219%
8/14/2025 Bank of Nova Scotia196$352K0.0%+26.5%0.008%
8/14/2025 California Public Employees Retirement System10,394$18.67M0.0%-9.9%0.403%
8/13/2025 Cresset Asset Management LLC288$517K0.0%-5.3%0.011%
8/13/2025 Brown Advisory Inc.20,854$37.45M0.0%-5.5%0.810%
8/13/2025 Walleye Capital LLC300$539K0.0%N/A0.012%
8/13/2025 First Trust Advisors LP5,672$10.19M0.0%-75.3%0.220%
8/13/2025 EverSource Wealth Advisors LLC43$77K0.0%+230.8%0.002%
8/13/2025 Invesco Ltd.3,646$6.55M0.0%-9.3%0.142%
8/13/2025 M&T Bank Corp125$224K0.0%-11.3%0.005%
8/13/2025 Brandes Investment Partners LP570$1.02M0.0%+10.7%0.022%
8/13/2025 Edgestream Partners L.P.7,809$14.02M0.4%+120.6%0.303%
8/13/2025 River Road Asset Management LLC109,892$196.47M2.5%+0.2%4.268%
8/13/2025 Leuthold Group LLC1,165$2.09M0.2%-1.9%0.045%
8/13/2025 New York State Common Retirement Fund2,519$4.52M0.0%-7.5%0.098%
8/13/2025 Norges Bank30,494$54.76M0.0%N/A1.184%
8/13/2025 Quadrature Capital Ltd548$983K0.0%+86.4%0.021%
8/13/2025 State Board of Administration of Florida Retirement System2,613$4.69M0.0%-12.7%0.101%
8/13/2025 Elevation Point Wealth Partners LLC76$136K0.0%N/A0.003%
8/13/2025 Quadrant Capital Group LLC133$239K0.0%-8.9%0.005%
8/12/2025 Boston Partners89,394$160.47M0.2%+4.9%3.465%
8/12/2025 Steward Partners Investment Advisory LLC105$189K0.0%+6.1%0.004%
8/12/2025 Horizon Kinetics Asset Management LLC10,971$19.70M0.2%-3.3%0.425%
8/12/2025 Global Retirement Partners LLC328$589K0.0%N/A0.013%
8/12/2025 Prudential Financial Inc.150$279K0.0%N/A0.006%
8/12/2025 American Century Companies Inc.6,365$11.43M0.0%-9.5%0.247%
8/12/2025 Rhumbline Advisers4,280$7.69M0.0%-4.3%0.166%
8/12/2025 Franklin Resources Inc.434$779K0.0%-6.7%0.017%
8/12/2025 Legal & General Group Plc4,309$7.74M0.0%+4.3%0.167%
8/12/2025 Brandywine Global Investment Management LLC3,526$6.33M0.0%-2.8%0.137%
8/12/2025 MAI Capital Management63$113K0.0%-13.7%0.002%
8/12/2025 JPMorgan Chase & Co.2,323$4.17M0.0%+17.0%0.090%
8/12/2025 Ensign Peak Advisors Inc900$1.62M0.0%-10.0%0.035%
8/11/2025 Midwest Professional Planners LTD.628$1.13M0.3%+6.1%0.024%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH230$413K0.0%+43.8%0.009%
8/8/2025 Cetera Investment Advisers261$469K0.0%+3.6%0.010%
8/8/2025 Creative Planning2,842$5.10M0.0%+5.7%0.111%
8/8/2025 Smithfield Trust Co64$114K0.0%-12.3%0.002%
8/8/2025 Police & Firemen s Retirement System of New Jersey934$1.68M0.0%+5.7%0.036%
8/8/2025 Geode Capital Management LLC42,529$76.38M0.0%+0.8%1.655%
8/8/2025 KBC Group NV72$129K0.0%-42.4%0.003%
8/7/2025 Boston Partners89,170$160.07M0.2%+4.6%3.470%
8/7/2025 Vise Technologies Inc.196$352K0.0%N/A0.008%
8/7/2025 King Luther Capital Management Corp600$1.08M0.0%-1.6%0.023%
8/6/2025 AGF Management Ltd.1,332$2.39M0.0%+4.4%0.052%
8/6/2025 Wedbush Securities Inc.211$379K0.0%+2.9%0.008%
8/6/2025 Savant Capital LLC192$345K0.0%+30.6%0.007%
8/6/2025 Resona Asset Management Co. Ltd.487$875K0.0%+3.4%0.019%
8/5/2025 Huntington National Bank16$29K0.0%-30.4%0.001%
8/5/2025 Connable Office Inc.129$232K0.0%-14.0%0.005%
8/5/2025 Bank of New York Mellon Corp10,860$19.50M0.0%-13.6%0.423%
8/5/2025 Speece Thorson Capital Group Inc.11,383$20.44M4.2%+2.0%0.443%
8/5/2025 Bank of Montreal Can432$776K0.0%+3.8%0.017%
8/4/2025 Cooke & Bieler LP76,781$137.88M1.4%+40.5%2.988%
8/4/2025 Strs Ohio1,575$2.83M0.0%+37.6%0.061%
8/4/2025 Atria Investments Inc269$483K0.0%-55.8%0.010%
8/4/2025 Keybank National Association OH158$284K0.0%-13.7%0.006%
8/1/2025 Teacher Retirement System of Texas391$702K0.0%+4.3%0.015%
8/1/2025 Envestnet Asset Management Inc.17,511$31.45M0.0%+1.4%0.681%
7/31/2025 Oppenheimer Asset Management Inc.1,363$2.45M0.0%+2.1%0.053%
7/31/2025 State of New Jersey Common Pension Fund D1,048$1.88M0.0%-2.3%0.041%
7/30/2025 Forum Financial Management LP2,016$3.62M0.1%+21.2%0.078%
7/30/2025 Ethic Inc.780$1.39M0.0%+32.0%0.030%
7/30/2025 Legacy Wealth Asset Management LLC306$549K0.1%-1.9%0.012%
7/29/2025 Chicago Partners Investment Group LLC511$914K0.0%+4.1%0.020%
7/29/2025 WCM Investment Management LLC13,097$23.36M0.1%-1.1%0.510%
7/28/2025 Ritholtz Wealth Management214$384K0.0%-9.3%0.008%
7/28/2025Equitable Trust Co.787$1.41M0.1%+42.3%0.031%
7/28/2025 TD Asset Management Inc1,618$2.91M0.0%+1.6%0.063%
7/25/2025 Atria Wealth Solutions Inc.229$411K0.0%+8.5%0.009%
7/25/2025 Envestnet Portfolio Solutions Inc.327$587K0.0%+13.9%0.013%
7/25/2025 Allspring Global Investments Holdings LLC29,585$52.96M0.1%+19.0%1.149%
7/25/2025 CWM LLC31$56K0.0%+34.8%0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC233$418K0.0%+13.1%0.009%
(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, 315 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), Fuller & Thaler Asset Management Inc. ($212.02M), River Road Asset Management LLC ($196.47M), and Boston Partners ($160.47M).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 260 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 ($89.41K), Cooke & Bieler LP ($76.78K), Proficio Capital Partners LLC ($46.69K), Raymond James Financial Inc. ($32.47K), and Allspring Global Investments Holdings LLC ($31.98K).

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

Institutional investors have bought a total of 572,180 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 139 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), First Trust Advisors LP ($17.26K), Select Equity Group L.P. ($17.19K), Fuller & Thaler Asset Management Inc. ($12.19K), River Road Asset Management LLC ($5.79K), Victory Capital Management Inc. ($5.08K), and Robeco Institutional Asset Management B.V. ($3.56K).

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

Institutional investors have sold a total of 161,882 shares in the last 24 months. This volume of shares sold represents approximately $302.40M in transactions.


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This page (NYSE:WTM) was last updated on 9/20/2025 by MarketBeat.com Staff
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