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White Mountains Insurance Group (WTM) Institutional Ownership

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$1,775.97
-8.14 (-0.46%)
(As of 04/26/2024 ET)
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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)
131
Total
Institutional Inflows
(last 12 months)
$470.13M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$255.32M
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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
4/26/2024UMB Bank n.a.20$36K0.0%+53.8%0.001%
4/26/2024SYSTM Wealth Solutions LLC896$1.61M0.2%-2.2%0.035%
4/25/2024Lindbrook Capital LLC124$222K0.0%-6.1%0.005%
4/25/2024Equitable Trust Co.223$400K0.0%+3.2%0.009%
4/23/2024 Speece Thorson Capital Group Inc.13,751$24.67M4.8%+5.8%0.535%
4/23/2024 Sutton Place Investors LLC929$1.67M0.8%N/A0.036%
4/22/2024 Parsons Capital Management Inc. RI1,141$2.05M0.1%+28.1%0.044%
4/22/2024 Raymond James & Associates23,337$41.87M0.0%-0.1%0.908%
4/18/2024 Allspring Global Investments Holdings LLC13,839$24.83M0.0%+20.9%0.538%
4/16/2024 Hengehold Capital Management LLC171$307K0.0%+21.3%0.007%
4/12/2024 Triad Investment Management1,783$3.20M3.9%+1.0%0.069%
4/12/2024 Global Assets Advisory LLC134,528$241.38M0.8%N/A5.235%
4/10/2024 Shotwell Rutter Baer Inc300$522K1.1%-31.5%0.012%
4/10/2024 Perpetual Ltd14,076$25.38M0.2%+0.7%0.548%
4/9/2024 Alaska Permanent Fund Corp5,897$10.58M0.2%+4.2%0.229%
4/3/2024 Reinhart Partners LLC.38,225$68.59M2.8%+1.1%1.493%
3/22/2024PNC Financial Services Group Inc.399$601K0.0%-38.8%0.016%
3/11/2024Vanguard Group Inc.253,419$381.40M0.0%+0.0%9.899%
3/5/2024Wellington Management Group LLP67,381$101.41M0.0%-4.9%2.632%
2/23/2024 Speece Thorson Capital Group Inc.13,001$19.57M4.0%+0.7%0.508%
2/14/2024Hotchkis & Wiley Capital Management LLC7,670$11.54M0.0%+6.5%0.300%
2/14/2024Dean Capital Management888$1.34M0.8%+6.5%0.035%
2/14/2024Fiduciary Management Inc. WI37,978$57.16M0.5%+3.0%1.484%
2/14/2024Scout Investments Inc.18,051$27.17M0.7%-18.5%0.705%
2/12/2024Cove Street Capital LLC10,661$16.05M4.9%+2.9%0.416%
2/12/2024Eagle Asset Management Inc.4,682$7.05M0.0%-32.5%0.183%
2/12/2024Bank of Nova Scotia254$382K0.0%-9.3%0.010%
2/12/2024Treasurer of the State of North Carolina1,240$1.87M0.0%+1.2%0.048%
2/12/2024Allianz Asset Management GmbH1,846$2.78M0.0%-31.1%0.072%
2/12/2024TD Asset Management Inc1,300$1.96M0.0%+38.3%0.051%
2/12/2024Hudson Value Partners LLC206$310K0.1%-10.0%0.008%
2/9/2024Prospector Partners LLC3,268$4.92M0.6%+1.3%0.128%
2/9/2024Brandes Investment Partners LP156$235K0.0%N/A0.006%
2/9/2024GW&K Investment Management LLC7,027$10.58M0.1%-4.6%0.274%
2/9/2024Corient Private Wealth LLC1,053$1.59M0.0%-1.7%0.041%
2/9/2024Wells Fargo & Company MN11,840$17.82M0.0%-1.8%0.463%
2/9/2024PNC Financial Services Group Inc.399$601K0.0%-38.8%0.016%
2/9/2024Norges Bank28,240$42.50M0.0%N/A1.103%
2/8/2024 Main Street Financial Solutions LLC1,012$1.52M0.2%-0.8%0.040%
2/8/2024 Brown Advisory Inc.16,429$24.73M0.0%-1.7%0.642%
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2/8/2024 Robeco Institutional Asset Management B.V.19,435$30K0.0%-39.1%0.759%
2/7/2024Boston Partners92,552$140.01M0.2%-19.2%3.615%
2/7/2024Forum Financial Management LP1,198$1.80M0.0%+7.8%0.047%
2/7/2024Envestnet Portfolio Solutions Inc.253$381K0.0%+39.8%0.010%
2/7/2024Dimensional Fund Advisors LP161,957$243.75M0.1%+0.9%6.326%
2/7/2024Johnson Investment Counsel Inc.235$354K0.0%N/A0.009%
2/7/2024AGF Management Ltd.2,201$3.31M0.0%-2.4%0.086%
2/7/2024Pecaut & CO.1,167$1.76M0.7%-1.0%0.046%
2/7/2024Teacher Retirement System of Texas596$897K0.0%-12.2%0.023%
2/7/2024Thompson Siegel & Walmsley LLC15,795$23.77M0.4%-2.8%0.617%
2/7/2024Principal Securities Inc.106$160K0.0%N/A0.004%
2/7/2024Montag A & Associates Inc.19$29K0.0%N/A0.001%
2/6/2024Hyman Charles D305$459K0.0%-12.9%0.012%
2/6/2024Charles Schwab Investment Management Inc.24,508$36.89M0.0%+2.5%0.957%
2/6/2024 Summit Trail Advisors LLC171$257K0.0%+6.2%0.007%
2/6/2024 Amalgamated Bank408$614K0.0%-4.0%0.016%
2/6/2024 Los Angeles Capital Management LLC285$429K0.0%N/A0.011%
2/6/2024Swiss National Bank5,046$7.59M0.0%-10.6%0.197%
2/5/2024Victory Capital Management Inc.18,346$27.61M0.0%-4.1%0.717%
2/5/2024Cannell & Co.30,269$45.56M1.4%-0.4%1.182%
2/2/2024Truist Financial Corp1,745$2.63M0.0%+8.9%0.068%
2/2/2024Chapman Investment Management LLC143$215K0.2%-44.4%0.006%
2/2/2024Community Bank N.A.34$51K0.0%-49.3%0.001%
2/2/2024 Alaska Permanent Fund Corp5,660$8.52M0.1%+8.5%0.221%
2/1/2024 GAMMA Investing LLC21$33K0.0%N/A0.001%
2/1/2024Parkside Financial Bank & Trust47$71K0.0%-31.9%0.002%
2/1/2024Signaturefd LLC56$84K0.0%-15.2%0.002%
1/31/2024Federated Hermes Inc.1,200$1.81M0.0%-86.9%0.047%
1/31/2024Mraz Amerine & Associates Inc.21,983$33.08M6.9%-0.2%0.859%
1/31/2024River Road Asset Management LLC127,152$191.37M2.6%-0.5%4.967%
1/30/2024Strs Ohio1,905$2.87M0.0%+14.2%0.074%
1/30/2024 Phocas Financial Corp.5,113$7.70M1.0%+1.9%0.200%
1/26/2024Cerity Partners LLC1,526$2.30M0.0%+2.8%0.060%
1/26/2024Sequoia Financial Advisors LLC525$790K0.0%+167.9%0.021%
1/25/2024 Allspring Global Investments Holdings LLC11,448$17.23M0.0%N/A0.447%
1/24/2024 CENTRAL TRUST Co100$151K0.0%-9.1%0.004%
1/24/2024Allworth Financial LP17$26K0.0%N/A0.001%
1/24/2024Arizona State Retirement System716$1.08M0.0%-1.8%0.028%
1/23/2024 Venturi Wealth Management LLC30$45K0.0%-23.1%0.001%
1/23/2024DAVENPORT & Co LLC2,188$3.29M0.0%-2.2%0.085%
1/22/2024 Essex Savings Bank284$427K0.1%+5.6%0.011%
1/22/2024 Parsons Capital Management Inc. RI891$1.34M0.1%+11.4%0.035%
1/22/2024 Opal Wealth Advisors LLC223$336K0.1%+3.2%0.009%
1/19/2024 Hengehold Capital Management LLC141$212K0.0%N/A0.006%
1/18/2024Blue Trust Inc.29$43K0.0%+38.1%0.001%
1/18/2024 Ritholtz Wealth Management254$382K0.0%N/A0.010%
1/18/2024 Shotwell Rutter Baer Inc438$671K0.6%N/A0.017%
1/17/2024 Sendero Wealth Management LLC188$283K0.1%+9.3%0.007%
1/16/2024 Reinhart Partners LLC.37,819$56.92M2.5%+2.6%1.477%
1/16/2024 Raymond James & Associates23,369$35.17M0.0%-2.7%0.913%
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1/16/2024 Legato Capital Management LLC888$1.34M0.2%+6.5%0.035%
1/11/2024 Raymond James Trust N.A.143$215K0.0%N/A0.006%
1/2/2024Anchor Investment Management LLC50$75K0.0%N/A0.002%
12/19/2023Public Employees Retirement System of Ohio1,051$1.57M0.0%-9.6%0.041%
12/18/2023Gladius Capital Management LP24$36K0.0%+500.0%0.001%
12/18/2023Vanguard Group Inc.253,393$379.00M0.0%-0.1%9.898%
12/1/2023B. Riley Wealth Advisors Inc.166$248K0.0%N/A0.006%
12/1/2023Wellington Management Group LLP70,821$105.93M0.0%-11.1%2.766%
11/30/2023American Century Companies Inc.9,118$13.64M0.0%+24.1%0.356%
11/20/2023 Speece Thorson Capital Group Inc.12,915$19.32M4.3%-0.1%0.504%
(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, 235 institutional investors and hedge funds held shares of White Mountains Insurance Group. The most heavily invested institutionals were Vanguard Group Inc. ($381.40M), Morgan Stanley ($303.51M), Dimensional Fund Advisors LP ($243.75M), Global Assets Advisory LLC ($241.38M), Fuller & Thaler Asset Management Inc. ($200.14M), River Road Asset Management LLC ($191.37M), and Southeastern Asset Management Inc. TN ($156.52M).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 196 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: Global Assets Advisory LLC ($134.53K), Southeastern Asset Management Inc. TN ($74.00K), Victory Capital Management Inc. ($33.37K), Reinhart Partners Inc. ($29.46K), Norges Bank ($28.24K), Robeco Institutional Asset Management B.V. ($22.53K), and Perpetual Ltd ($15.58K).

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

Institutional investors have bought a total of 519,451 shares in the last 24 months. This purchase volume represents approximately $751.42M in transactions.

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

Of the 130 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: Boston Partners ($44.31K), River Road Asset Management LLC ($43.62K), Wellington Management Group LLP ($24.90K), Scout Investments Inc. ($18.55K), Victory Capital Management Inc. ($17.51K), Robeco Institutional Asset Management B.V. ($13.88K), and Raymond James & Associates ($12.20K).

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

Institutional investors have sold a total of 331,173 shares in the last 24 months. This volume of shares sold represents approximately $451.86M in transactions.


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This page (NYSE:WTM) was last updated on 4/27/2024 by MarketBeat.com Staff

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