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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$1,838.11 +10.01 (+0.55%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$1,839.34 +1.23 (+0.07%)
As of 05/21/2025 04:33 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.

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)
182
Total
Institutional Inflows
(last 12 months)
$954.31M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$284.17M
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WTM Institutional Buying and Selling by Quarter

White Mountains Insurance Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.17$33K0.0%+325.0%0.001%
5/20/2025 Focus Partners Wealth1,347$2.59M0.0%-3.0%0.052%
5/19/2025 Jane Street Group LLC578$1.11M0.0%+101.4%0.022%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC11,287$21.74M0.0%+11.7%0.439%
5/16/2025 Goldman Sachs Group Inc.4,259$8.20M0.0%+54.6%0.165%
5/16/2025 Select Equity Group L.P.27,999$53.92M0.2%+1.4%1.088%
5/16/2025 NewEdge Advisors LLC170$327K0.0%+17.2%0.007%
5/16/2025 Integrated Wealth Concepts LLC163$314K0.0%+19.9%0.006%
5/16/2025 Cove Street Capital LLC491$946K1.5%-54.0%0.019%
5/16/2025 AQR Capital Management LLC8,492$16.22M0.0%-16.3%0.330%
5/15/2025 Royal Bank of Canada1,282$2.47M0.0%-6.3%0.050%
5/15/2025 Magnetar Financial LLC118$227K0.0%N/A0.005%
5/15/2025 WPG Advisers LLC39$75K0.1%N/A0.002%
5/14/2025 Hotchkis & Wiley Capital Management LLC6,893$13.28M0.0%-6.4%0.268%
5/14/2025 Northwestern Mutual Wealth Management Co.21$40K0.0%+90.9%0.001%
5/14/2025 Douglass Winthrop Advisors LLC191$368K0.0%N/A0.007%
5/14/2025 Fiduciary Management Inc. WI71,795$138.26M1.3%+46.2%2.789%
5/14/2025 Martingale Asset Management L P607$1.17M0.0%+3.4%0.024%
5/14/2025 T. Rowe Price Investment Management Inc.62,466$120.30M0.1%+8.2%2.427%
5/14/2025 Fuller & Thaler Asset Management Inc.110,092$212.02M0.8%-3.5%4.277%
5/14/2025 Wellington Management Group LLP25,438$48.99M0.0%-49.0%0.988%
5/13/2025 Northern Trust Corp18,222$35.09M0.0%+0.8%0.708%
5/13/2025 Raymond James Financial Inc.31,724$61.09M0.0%-2.3%1.232%
5/13/2025 Cresset Asset Management LLC304$585K0.0%-5.0%0.012%
5/13/2025 American Century Companies Inc.7,036$13.55M0.0%+30.9%0.273%
5/13/2025 Ethic Inc.591$1.12M0.0%+9.6%0.023%
5/13/2025 Brandywine Global Investment Management LLC3,626$6.98M0.1%-7.5%0.141%
5/13/2025 Dimensional Fund Advisors LP156,617$301.61M0.1%-0.5%6.085%
5/13/2025 Lord Abbett & CO. LLC32,851$63.27M0.2%-0.8%1.276%
5/13/2025 Boston Partners85,236$163.26M0.2%-0.2%3.311%
5/13/2025 Russell Investments Group Ltd.116$223K0.0%-15.3%0.005%
5/13/2025 HighTower Advisors LLC1,466$2.82M0.0%-6.2%0.057%
5/12/2025 Nuveen LLC7,770$14.96M0.0%N/A0.302%
5/12/2025 King Luther Capital Management Corp610$1.18M0.0%-6.2%0.024%
5/12/2025 Invesco Ltd.4,020$7.74M0.0%-7.6%0.156%
5/12/2025 Townsquare Capital LLC357$688K0.0%+3.5%0.014%
5/12/2025 Swiss National Bank4,946$9.53M0.0%-2.0%0.192%
5/9/2025 Deutsche Bank AG322$620K0.0%-4.5%0.013%
5/9/2025 Chicago Partners Investment Group LLC491$877K0.0%+8.1%0.019%
5/9/2025 Charles Schwab Investment Management Inc.24,706$47.58M0.0%-2.6%0.960%
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5/9/2025 Vanguard Group Inc.250,116$481.68M0.0%-0.6%9.717%
5/9/2025 Atria Wealth Solutions Inc.211$406K0.0%N/A0.008%
5/9/2025 Connable Office Inc.150$289K0.0%-17.1%0.006%
5/9/2025 Phocas Financial Corp.5,391$10.38M1.6%-5.5%0.209%
5/9/2025 Bank of Nova Scotia155$299K0.0%-14.8%0.006%
5/9/2025 PNC Financial Services Group Inc.439$845K0.0%-17.9%0.017%
5/8/2025 US Bancorp DE151$291K0.0%-8.5%0.006%
5/7/2025 LPL Financial LLC1,870$3.60M0.0%+6.1%0.073%
5/7/2025 TD Asset Management Inc1,592$3.07M0.0%+15.4%0.062%
5/7/2025Equitable Trust Co.553$1.07M0.1%+15.0%0.021%
5/6/2025 Cetera Investment Advisers252$485K0.0%+3.7%0.010%
5/6/2025 Royce & Associates LP11,588$22.32M0.2%-5.8%0.450%
5/6/2025 Venturi Wealth Management LLC249$480K0.0%+11.2%0.010%
5/6/2025 KLP Kapitalforvaltning AS505$973K0.0%-16.5%0.020%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH160$308K0.0%-25.9%0.006%
5/5/2025 GW&K Investment Management LLC8,467$16.31M0.2%+0.7%0.329%
5/5/2025 Lindbrook Capital LLC108$208K0.0%-11.5%0.004%
5/5/2025 Teachers Retirement System of The State of Kentucky1,208$2.33M0.0%+11.9%0.047%
5/2/2025 Forum Financial Management LP1,663$3.20M0.1%+21.0%0.065%
5/2/2025 Cooke & Bieler LP54,652$105.25M1.1%+60.4%2.123%
5/2/2025 Victory Capital Management Inc.16,091$30.99M0.0%+39.3%0.625%
5/2/2025 Midwest Professional Planners LTD.592$1.14M0.4%+1.9%0.023%
5/2/2025 Edgestream Partners L.P.3,540$6.82M0.2%N/A0.138%
5/1/2025 LRI Investments LLC90$173K0.0%-18.9%0.003%
5/1/2025 CWM LLC23$44K0.0%-30.3%0.001%
5/1/2025 Speece Thorson Capital Group Inc.11,159$21.49M4.4%-1.6%0.434%
5/1/2025 Arizona State Retirement System737$1.42M0.0%-1.2%0.029%
4/30/2025 Cerity Partners LLC1,896$3.65M0.0%+2.6%0.074%
4/30/2025 Mraz Amerine & Associates Inc.21,028$40.01M6.9%-0.2%0.817%
4/30/2025 Nisa Investment Advisors LLC730$1.41M0.0%-33.6%0.028%
4/30/2025 Brown Advisory Inc.22,076$42.51M0.1%-1.5%0.858%
4/30/2025 Crossmark Global Holdings Inc.121$233K0.0%N/A0.005%
4/29/2025 Envestnet Asset Management Inc.17,269$33.26M0.0%+5.2%0.671%
4/29/2025 Lee Danner & Bass Inc.3,148$6.06M0.5%-4.0%0.122%
4/29/2025 Bank of New York Mellon Corp12,570$24.21M0.0%-0.2%0.488%
4/28/2025 Teacher Retirement System of Texas375$722K0.0%-18.7%0.015%
4/28/2025 First Horizon Advisors Inc.49$94K0.0%+36.1%0.002%
4/28/2025 Private Trust Co. NA15$29K0.0%+87.5%0.001%
4/28/2025 WCM Investment Management LLC13,245$25.20M0.1%+13.7%0.515%
4/28/2025 Klingenstein Fields & Co. LP380$732K0.0%-2.8%0.015%
4/28/2025 DAVENPORT & Co LLC2,173$4.19M0.0%-1.1%0.084%
4/28/2025 Summit Trail Advisors LLC486$936K0.0%+66.4%0.019%
4/25/2025 KBC Group NV125$241K0.0%-93.9%0.005%
4/24/2025 Allspring Global Investments Holdings LLC24,857$47.28M0.1%+7.0%0.978%
4/24/2025 Perpetual Ltd7,727$14.88M0.2%-19.7%0.304%
4/23/2025 Sequoia Financial Advisors LLC826$1.59M0.0%-9.9%0.033%
4/23/2025 Robeco Institutional Asset Management B.V.19,154$36.89M0.1%-1.4%0.754%
4/23/2025 Bessemer Group Inc.94$181K0.0%+10.6%0.004%
4/23/2025 Oppenheimer Asset Management Inc.1,335$2.57M0.0%-13.7%0.053%
4/21/2025 Riverwater Partners LLC142$273K0.1%N/A0.006%
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4/21/2025 Blue Trust Inc.85$164K0.0%+39.3%0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.287$553K0.0%-39.6%0.011%
4/17/2025 Sagespring Wealth Partners LLC137$264K0.0%+20.2%0.005%
4/17/2025 Janney Montgomery Scott LLC413$795K0.0%+15.7%0.016%
4/17/2025 Hengehold Capital Management LLC434$836K0.1%+31.9%0.017%
4/16/2025 Wealth Enhancement Advisory Services LLC173$333K0.0%+6.8%0.007%
4/15/2025 SG Americas Securities LLC689$1.33M0.0%-53.3%0.027%
4/15/2025 Parsons Capital Management Inc. RI1,508$2.90M0.2%-1.0%0.059%
4/15/2025 GAMMA Investing LLC76$146K0.0%+43.4%0.003%
4/14/2025 Harbor Capital Advisors Inc.3,058$5.89M0.3%+25.8%0.120%
(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, 310 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 WTM's institutional investors.

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

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

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

Of the 249 institutional investors that purchased White Mountains Insurance Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($146.38K), 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 760,811 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

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

Of the 161 institutional investors that sold White Mountains Insurance Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($56.61K), Boston Partners ($35.15K), Fuller & Thaler Asset Management Inc. ($18.65K), River Road Asset Management LLC ($17.33K), Robeco Institutional Asset Management B.V. ($15.19K), Scout Investments Inc. ($14.08K), and Cove Street Capital LLC ($10.58K).

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

Institutional investors have sold a total of 304,153 shares in the last 24 months. This volume of shares sold represents approximately $512.95M in transactions.



This page (NYSE:WTM) was last updated on 5/22/2025 by MarketBeat.com Staff
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