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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$2,109.81 -10.10 (-0.48%)
Closing price 03:59 PM Eastern
Extended Trading
$2,111.64 +1.83 (+0.09%)
As of 04:10 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 Massive. 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)
212
Total
Institutional Inflows
(last 12 months)
$592.90M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$587.81M
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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
5/14/2026Public Employees Retirement System of Ohio751$1.65M0.0%-3.2%0.030%
5/14/2026Arrowstreet Capital Limited Partnership1,913$4.20M0.0%+135.9%0.077%
5/14/2026Capula Management Ltd921$2.02M0.0%N/A0.037%
5/14/2026Bank of Nova Scotia178$391K0.0%-5.8%0.007%
5/14/2026Sei Investments Co.11,098$24.38M0.0%+40.2%0.448%
5/14/2026State of Wyoming179$393K0.0%+33.6%0.007%
5/13/2026Cetera Investment Advisers346$761K0.0%-4.9%0.014%
5/13/2026NewEdge Wealth LLC105$231K0.0%-13.9%0.004%
5/13/2026First Trust Advisors LP3,058$6.72M0.0%-32.9%0.123%
5/8/2026 Triad Investment Management2,513$5.52M6.1%-1.4%0.101%
5/8/2026 PNC Financial Services Group Inc.546$1.20M0.0%+1.9%0.022%
5/7/2026 WCM Investment Management LLC5,995$13.15M0.0%-43.9%0.242%
5/7/2026 Dimensional Fund Advisors LP156,618$344.08M0.1%+0.0%6.315%
5/7/2026 Swiss National Bank5,036$11.06M0.0%-1.0%0.203%
5/6/2026 California Public Employees Retirement System6,414$14.09M0.0%-4.5%0.259%
5/6/2026 Kera Capital Partners Inc.125$275K0.0%+9.6%0.005%
5/6/2026 Bessemer Group Inc.19$42K0.0%-26.9%0.001%
5/6/2026 Allspring Global Investments Holdings LLC18,612$40.55M0.1%-7.8%0.750%
5/5/2026 Regency Capital Management Inc. DE1,535$3.37M1.5%-6.1%0.062%
5/5/2026 Midwest Professional Planners LTD.395$868K0.2%+1.8%0.016%
5/5/2026 Bank of New York Mellon Corp8,444$18.55M0.0%-4.4%0.341%
5/5/2026 Sanctuary Advisors LLC418$919K0.0%-12.0%0.017%
5/4/2026 AMG National Trust Bank571$1.25M0.0%-4.0%0.023%
5/4/2026 Chicago Partners Investment Group LLC467$1.06M0.0%-10.7%0.019%
5/2/2026 Global Assets Advisory LLC15$33K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC824$1.81M0.0%-9.1%0.033%
4/30/2026 Equitable Trust Co.830$1.82M0.1%-1.2%0.033%
4/30/2026 Hsbc Holdings PLC94$206K0.0%N/A0.004%
4/30/2026 Kestra Advisory Services LLC122$268K0.0%-28.7%0.005%
4/30/2026 Quantum Portfolio Management LLC96$211K0.0%N/A0.004%
4/28/2026 Lee Danner & Bass Inc.3,203$7.04M0.4%+3.2%0.129%
4/27/2026 HB Wealth Management LLC151$332K0.0%+16.2%0.006%
4/27/2026 Elevation Point Wealth Partners LLC297$653K0.0%+33.2%0.012%
4/25/2026 Eagle Bay Advisors LLC104$228K0.2%+14.3%0.004%
4/25/2026 Keybank National Association OH161$354K0.0%-8.5%0.006%
4/22/2026 Janney Montgomery Scott LLC510$1.12M0.0%+5.8%0.021%
4/22/2026 Pictet Asset Management Holding SA430$945K0.0%+7.5%0.017%
4/22/2026 Sterling Capital Management LLC83$182K0.0%-43.2%0.003%
4/22/2026 Venturi Wealth Management LLC243$534K0.0%+10.0%0.010%
4/20/2026 Blue Trust Inc.77$169K0.0%-13.5%0.003%
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4/16/2026 SG Americas Securities LLC201$442K0.0%+204.5%0.008%
4/16/2026 Lexington Hill Partners LLC520$1.14M0.6%N/A0.021%
3/17/2026Rockefeller Capital Management L.P.300$624K0.0%+36.4%0.012%
3/9/2026Corient Private Wealth LLC906$1.88M0.0%+51.5%0.037%
3/3/2026 Caitong International Asset Management Co. Ltd61$127K0.0%+335.7%0.002%
2/24/2026 River Road Asset Management LLC120,880$251.19M2.8%+10.3%4.752%
2/23/2026 Kera Capital Partners Inc.114$233K0.0%N/A0.004%
2/19/2026T. Rowe Price Investment Management Inc.44,560$92.60M0.1%-6.7%1.754%
2/19/2026 Invesco Ltd.2,995$6.22M0.0%-9.7%0.118%
2/19/2026Corient Private Wealth LLC906$1.88M0.0%+51.5%0.036%
2/18/2026Mercer Global Advisors Inc. ADV715$1.49M0.0%+386.4%0.028%
2/18/2026Fuller & Thaler Asset Management Inc.108,172$224.79M0.8%+0.1%4.252%
2/18/2026NewEdge Advisors LLC196$407K0.0%+15.3%0.008%
2/18/2026Empowered Funds LLC89$185K0.0%N/A0.003%
2/18/2026XTX Topco Ltd229$476K0.0%N/A0.009%
2/18/2026Quadrature Capital Ltd360$748K0.0%N/A0.014%
2/18/2026Millennium Management LLC856$1.78M0.0%-8.4%0.034%
2/18/2026Main Street Financial Solutions LLC835$1.74M0.1%-33.8%0.033%
2/18/2026Gotham Asset Management LLC6,716$13.96M0.1%-2.7%0.264%
2/18/2026First Manhattan CO. LLC.100$208K0.0%N/A0.004%
2/17/2026AQR Capital Management LLC4,476$9.30M0.0%-24.3%0.176%
2/17/2026Jain Global LLC559$1.16M0.0%+87.0%0.022%
2/17/2026 CHICAGO TRUST Co NA100$208K0.0%N/A0.004%
2/17/2026Jump Financial LLC658$1.37M0.0%N/A0.026%
2/17/2026Price T Rowe Associates Inc. MD1,990$4.14M0.0%+5.7%0.078%
2/17/2026T. Rowe Price Investment Management Inc.6,662$13.84M0.0%-86.1%0.262%
2/17/2026Elkhorn Partners Limited Partnership13,598$28.26M17.8%-8.2%0.535%
2/17/2026Public Employees Retirement System of Ohio776$1.61M0.0%-4.7%0.031%
2/17/2026California State Teachers Retirement System2,457$5.11M0.0%+1.0%0.097%
2/17/2026 Russell Investments Group Ltd.397$826K0.0%+13.1%0.016%
2/17/2026London Co. of Virginia58,697$122.00M0.7%-12.1%2.311%
2/17/2026State of Wisconsin Investment Board138$287K0.0%-44.6%0.005%
2/17/2026&PARTNERS638$1.33M0.0%+2.4%0.025%
2/17/2026Royal Bank of Canada1,097$2.28M0.0%-38.0%0.043%
2/16/2026Squarepoint Ops LLC706$1.47M0.0%+296.6%0.028%
2/16/2026Vanguard Personalized Indexing Management LLC253$526K0.0%+5.4%0.010%
2/16/2026Prospector Partners LLC490$1.02M2.2%-87.0%0.019%
2/16/2026Parker Investment Management LLC475$987K0.1%-5.0%0.019%
2/16/2026 MML Investors Services LLC2,935$6.10M0.0%+2.9%0.116%
2/16/2026Mariner LLC402$835K0.0%+87.9%0.016%
2/16/2026Nicolet Advisory Services LLC230$474K0.0%+8.0%0.009%
2/16/2026Focus Partners Wealth1,610$3.10M0.0%+19.0%0.063%
2/16/2026Entropy Technologies LP490$1.02M0.1%N/A0.019%
2/16/2026 Arax Advisory Partners281$585K0.0%-44.7%0.011%
2/16/2026Barclays PLC559$1.16M0.0%-41.3%0.022%
2/16/2026Brown Advisory Inc.18,956$39.39M0.1%-6.8%0.746%
2/16/2026 Ackerman Asset Management LLC100$208K0.1%N/A0.004%
2/13/2026 Kestra Advisory Services LLC171$356K0.0%+14.8%0.007%
2/13/2026Parkside Financial Bank & Trust62$129K0.0%-8.8%0.002%
2/13/2026Marshall Wace LLP1,098$2.28M0.0%N/A0.043%
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2/13/2026The Manufacturers Life Insurance Company 555$1.15M0.0%+3.9%0.022%
2/13/2026 Johnson Investment Counsel Inc.115$239K0.0%N/A0.005%
2/13/2026Gendell Jeffrey L32,520$67.58M1.2%N/A1.280%
2/13/2026Quarry LP26$54K0.0%-16.1%0.001%
2/13/2026Smartleaf Asset Management LLC14$29K0.0%+100.0%0.001%
2/13/2026Bank of Nova Scotia189$393K0.0%-6.4%0.007%
2/13/2026Morgan Stanley82,151$170.72M0.0%-40.8%3.234%
2/13/2026First Trust Advisors LP4,555$9.47M0.0%N/A0.179%
2/13/2026Charles Schwab Investment Management Inc.23,238$48.29M0.0%-4.1%0.915%
2/13/2026 Police & Firemen s Retirement System of New Jersey1,070$2.22M0.0%-4.2%0.042%


WTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 institutional investors and hedge funds held shares of White Mountains Insurance Group. The most heavily invested institutionals were Vanguard Group Inc. ($489.79M), Dimensional Fund Advisors LP ($344.08M), River Road Asset Management LLC ($251.19M), Fuller & Thaler Asset Management Inc. ($224.79M), Cooke & Bieler LP ($221.47M), Fiduciary Management Inc. WI ($187.72M), and Morgan Stanley ($170.72M).Learn more on White Mountains Insurance Group's institutional investors.

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

Of the 296 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), Cooke & Bieler LP ($107.85K), Norges Bank ($93.35K), Proficio Capital Partners LLC ($46.69K), Gendell Jeffrey L ($32.52K), Raymond James Financial Inc. ($32.47K), and Fiduciary Management Inc. WI ($22.68K).

Institutional investors have bought a total of 313,796 shares in the last 24 months. This purchase volume represents approximately $592.90M in transactions.

Of the 151 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: Morgan Stanley ($56.71K), T. Rowe Price Investment Management Inc. ($44.32K), First Trust Advisors LP ($18.75K), Robeco Institutional Asset Management B.V. ($18.53K), Vanguard Group Inc. ($13.47K), Allspring Global Investments Holdings LLC ($13.09K), and Boston Partners ($12.48K).

Institutional investors have sold a total of 296,257 shares in the last 24 months. This volume of shares sold represents approximately $587.81M in transactions.


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This page (NYSE:WTM) was last updated on 5/14/2026 by MarketBeat.com Staff.
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