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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$1,892.04 -28.64 (-1.49%)
As of 03:56 PM Eastern
This is a fair market value 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)
197
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$301.71M
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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
10/10/2025Kathleen S. Wright Associates Inc.340$568K0.2%-10.5%0.013%
10/10/2025Perpetual Ltd8,127$13.58M0.2%+5.2%0.316%
10/9/2025Voya Investment Management LLC208$348K0.0%-25.4%0.008%
10/8/2025 Sendero Wealth Management LLC562$939K0.1%+34.1%0.022%
10/7/2025 Oak Thistle LLC657$1.10M0.2%N/A0.026%
9/26/2025Corient Private Wealth LLC849$1.53M0.0%+24.9%0.033%
9/4/2025Osaic Holdings Inc.390$701K0.0%+5.1%0.015%
8/27/2025Squarepoint Ops LLC279$501K0.0%+42.3%0.011%
8/19/2025State of Wyoming76$136K0.0%N/A0.003%
8/16/2025Evergreen Capital Management LLC115$207K0.0%-12.9%0.004%
8/15/2025Tower Research Capital LLC TRC 190$341K0.0%+216.7%0.007%
8/15/2025Corient Private Wealth LLC1,698$3.05M0.0%+149.7%0.066%
8/15/2025Captrust Financial Advisors759$1.36M0.0%-14.6%0.029%
8/15/2025Vident Advisory LLC120$215K0.0%N/A0.005%
8/15/2025Two Sigma Securities LLC170$305K0.0%-20.2%0.007%
8/15/2025Select Equity Group L.P.17,872$32.09M0.1%-36.2%0.693%
8/15/2025MML Investors Services LLC2,734$4.91M0.0%+6.2%0.106%
8/15/2025London Co. of Virginia68,770$123.51M0.7%-0.6%2.666%
8/15/2025HRT Financial LP5,087$9.13M0.0%N/A0.197%
8/15/2025BNP Paribas Financial Markets188$338K0.0%+27.9%0.007%
8/15/2025Bank of America Corp DE39,409$70.77M0.0%-4.0%1.527%
8/15/2025Ameriprise Financial Inc.3,482$6.25M0.0%-1.4%0.135%
8/15/2025AQR Capital Management LLC8,084$14.44M0.0%-4.8%0.313%
8/14/2025Jane Street Group LLC6,071$10.90M0.0%+950.3%0.235%
8/14/2025Raymond James Financial Inc.30,677$55.09M0.0%-3.3%1.189%
8/14/2025Quantinno Capital Management LP4,290$7.70M0.0%-6.9%0.166%
8/14/2025Main Street Financial Solutions LLC1,293$2.32M0.2%+2.5%0.050%
8/14/2025Treasurer of the State of North Carolina1,162$2.09M0.0%+3.2%0.045%
8/14/2025The Manufacturers Life Insurance Company 524$941K0.0%-5.8%0.020%
8/14/2025Sei Investments Co.4,905$8.81M0.0%+59.1%0.190%
8/14/2025Nebula Research & Development LLC201$361K0.0%-73.6%0.008%
8/14/2025Qube Research & Technologies Ltd1,792$3.22M0.0%+40.5%0.069%
8/14/2025State Street Corp57,241$102.79M0.0%+4.2%2.219%
8/14/2025Bank of Nova Scotia196$352K0.0%+26.5%0.008%
8/14/2025California Public Employees Retirement System10,394$18.67M0.0%-9.9%0.403%
8/13/2025Cresset Asset Management LLC288$517K0.0%-5.3%0.011%
8/13/2025Brown Advisory Inc.20,854$37.45M0.0%-5.5%0.810%
8/13/2025Walleye Capital LLC300$539K0.0%N/A0.012%
8/13/2025First Trust Advisors LP5,672$10.19M0.0%-75.3%0.220%
8/13/2025EverSource Wealth Advisors LLC43$77K0.0%+230.8%0.002%
8/13/2025Invesco Ltd.3,646$6.55M0.0%-9.3%0.142%
8/13/2025M&T Bank Corp125$224K0.0%-11.3%0.005%
8/13/2025Brandes Investment Partners LP570$1.02M0.0%+10.7%0.022%
8/13/2025Edgestream Partners L.P.7,809$14.02M0.4%+120.6%0.303%
8/13/2025River Road Asset Management LLC109,892$196.47M2.5%+0.2%4.268%
8/13/2025Leuthold Group LLC1,165$2.09M0.2%-1.9%0.045%
8/13/2025New York State Common Retirement Fund2,519$4.52M0.0%-7.5%0.098%
8/13/2025Norges Bank30,494$54.76M0.0%N/A1.184%
8/13/2025Quadrature Capital Ltd548$983K0.0%+86.4%0.021%
8/13/2025State Board of Administration of Florida Retirement System2,613$4.69M0.0%-12.7%0.101%
8/13/2025Elevation Point Wealth Partners LLC76$136K0.0%N/A0.003%
8/13/2025Quadrant Capital Group LLC133$239K0.0%-8.9%0.005%
8/12/2025Boston Partners89,394$160.47M0.2%+4.9%3.465%
8/12/2025Steward Partners Investment Advisory LLC105$189K0.0%+6.1%0.004%
8/12/2025Horizon Kinetics Asset Management LLC10,971$19.70M0.2%-3.3%0.425%
8/12/2025Global Retirement Partners LLC328$589K0.0%N/A0.013%
8/12/2025Prudential Financial Inc.150$279K0.0%N/A0.006%
8/12/2025American Century Companies Inc.6,365$11.43M0.0%-9.5%0.247%
8/12/2025Rhumbline Advisers4,280$7.69M0.0%-4.3%0.166%
8/12/2025Franklin Resources Inc.434$779K0.0%-6.7%0.017%
8/12/2025Legal & General Group Plc4,309$7.74M0.0%+4.3%0.167%
8/12/2025Brandywine Global Investment Management LLC3,526$6.33M0.0%-2.8%0.137%
8/12/2025MAI Capital Management63$113K0.0%-13.7%0.002%
8/12/2025JPMorgan Chase & Co.2,323$4.17M0.0%+17.0%0.090%
8/12/2025Ensign Peak Advisors Inc900$1.62M0.0%-10.0%0.035%
8/11/2025Midwest Professional Planners LTD.628$1.13M0.3%+6.1%0.024%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH230$413K0.0%+43.8%0.009%
8/8/2025Cetera Investment Advisers261$469K0.0%+3.6%0.010%
8/8/2025Creative Planning2,842$5.10M0.0%+5.7%0.111%
8/8/2025Smithfield Trust Co64$114K0.0%-12.3%0.002%
8/8/2025Police & Firemen s Retirement System of New Jersey934$1.68M0.0%+5.7%0.036%
8/8/2025Geode Capital Management LLC42,529$76.38M0.0%+0.8%1.655%
8/8/2025KBC Group NV72$129K0.0%-42.4%0.003%
8/7/2025Boston Partners89,170$160.07M0.2%+4.6%3.470%
8/7/2025Vise Technologies Inc.196$352K0.0%N/A0.008%
8/7/2025King Luther Capital Management Corp600$1.08M0.0%-1.6%0.023%
8/6/2025AGF Management Ltd.1,332$2.39M0.0%+4.4%0.052%
8/6/2025Wedbush Securities Inc.211$379K0.0%+2.9%0.008%
8/6/2025Savant Capital LLC192$345K0.0%+30.6%0.007%
8/6/2025Resona Asset Management Co. Ltd.487$875K0.0%+3.4%0.019%
8/5/2025Huntington National Bank16$29K0.0%-30.4%0.001%
8/5/2025Connable Office Inc.129$232K0.0%-14.0%0.005%
8/5/2025Bank of New York Mellon Corp10,860$19.50M0.0%-13.6%0.423%
8/5/2025Speece Thorson Capital Group Inc.11,383$20.44M4.2%+2.0%0.443%
8/5/2025Bank of Montreal Can432$776K0.0%+3.8%0.017%
8/4/2025Cooke & Bieler LP76,781$137.88M1.4%+40.5%2.988%
8/4/2025Strs Ohio1,575$2.83M0.0%+37.6%0.061%
8/4/2025Atria Investments Inc269$483K0.0%-55.8%0.010%
8/4/2025Keybank National Association OH158$284K0.0%-13.7%0.006%
8/1/2025Teacher Retirement System of Texas391$702K0.0%+4.3%0.015%
8/1/2025Envestnet Asset Management Inc.17,511$31.45M0.0%+1.4%0.681%
7/31/2025Oppenheimer Asset Management Inc.1,363$2.45M0.0%+2.1%0.053%
7/31/2025State of New Jersey Common Pension Fund D1,048$1.88M0.0%-2.3%0.041%
7/30/2025Forum Financial Management LP2,016$3.62M0.1%+21.2%0.078%
7/30/2025Ethic Inc.780$1.39M0.0%+32.0%0.030%
7/30/2025Legacy Wealth Asset Management LLC306$549K0.1%-1.9%0.012%
7/29/2025Chicago Partners Investment Group LLC511$914K0.0%+4.1%0.020%
7/29/2025WCM Investment Management LLC13,097$23.36M0.1%-1.1%0.510%
7/28/2025Ritholtz Wealth Management214$384K0.0%-9.3%0.008%
7/28/2025Equitable Trust Co.787$1.41M0.1%+42.3%0.031%
(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 572,026 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 161,476 shares in the last 24 months. This volume of shares sold represents approximately $301.71M in transactions.


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This page (NYSE:WTM) was last updated on 10/10/2025 by MarketBeat.com Staff
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