White Mountains Insurance Group (WTM) Institutional Ownership

$1,750.18

+47.18 (+2.77%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 88.65%
Number of Institutional Buyers (last 12 months): 129
Total Institutional Inflows (last 12 months): $441.29M

Number of Institutional Sellers (last 12 months): 92
Total Institutional Outflows (last 12 months): $233.54M

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WTM Institutional Buying and Selling by Quarter

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White Mountains Insurance Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Legato Capital Management LLC	391	$711K	0.1%	-56.1%	0.015%
7/26/2024	Allspring Global Investments Holdings LLC	15,659	$28.46M	0.0%	+13.2%	0.609%
7/26/2024	Bank of New York Mellon Corp	10,868	$19.75M	0.0%	+9.4%	0.423%
7/25/2024	Raymond James Trust N.A.	131	$238K	0.0%	-5.8%	0.005%
7/24/2024	Family Firm Inc.	45	$82K	0.0%	N/A	0.002%
7/20/2024	Parsons Capital Management Inc. RI	1,473	$2.68M	0.2%	+29.1%	0.057%
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7/19/2024	Raymond James & Associates	22,688	$41.23M	0.0%	-2.8%	0.884%
7/19/2024	OFI Invest Asset Management	310	$526K	0.0%	N/A	0.012%
7/18/2024	Blue Trust Inc.	53	$95K	0.0%	+71.0%	0.002%
7/18/2024	Reinhart Partners LLC.	37,879	$68.84M	2.9%	-0.9%	1.474%
7/18/2024	Cove Street Capital LLC	2,485	$4.52M	3.3%	-75.3%	0.097%
7/17/2024	Hengehold Capital Management LLC	183	$333K	0.0%	+7.0%	0.007%
7/16/2024	Envestnet Portfolio Solutions Inc.	426	$774K	0.0%	+35.2%	0.017%
7/16/2024	Wealth Enhancement Advisory Services LLC	157	$285K	0.0%	+16.3%	0.006%
7/12/2024	Hexagon Capital Partners LLC	14	$25K	0.0%	+250.0%	0.001%
7/12/2024	Sendero Wealth Management LLC	234	$425K	0.1%	+24.5%	0.009%
7/12/2024	Opal Wealth Advisors LLC	198	$360K	0.1%	-10.8%	0.008%
7/12/2024	QRG Capital Management Inc.	533	$969K	0.0%	+3.7%	0.021%
7/9/2024	Park Avenue Securities LLC	565	$1.03M	0.0%	+7.2%	0.022%
7/9/2024	Harbor Capital Advisors Inc.	1,192	$2.17M	0.2%	+282.1%	0.046%
5/28/2024	Boston Partners	90,594	$162.42M	0.2%	-2.1%	3.525%
5/21/2024	LRI Investments LLC	109	$197K	0.0%	N/A	0.004%
5/17/2024	Tidal Investments LLC	479	$859K	0.0%	N/A	0.019%
5/16/2024	California State Teachers Retirement System	2,554	$4.58M	0.0%	-5.2%	0.099%
5/16/2024	B. Riley Wealth Advisors Inc.	166	$298K	0.0%	N/A	0.006%
5/16/2024	Elkhorn Partners Limited Partnership	16,200	$29.07M	19.0%	-9.1%	0.630%
5/15/2024	Public Employees Retirement System of Ohio	987	$1.77M	0.0%	-8.5%	0.038%
5/15/2024	Price T Rowe Associates Inc. MD	1,316	$2.36M	0.0%	-3.4%	0.051%
5/15/2024	Lazard Asset Management LLC	577	$1.04M	0.0%	-84.4%	0.022%
5/15/2024	LRI Investments LLC	109	$197K	0.0%	N/A	0.004%
5/15/2024	Elkhorn Partners Limited Partnership	23,600	$42.35M	32.5%	+32.4%	0.920%
5/14/2024	Vident Advisory LLC	1,675	$3.01M	0.1%	-4.4%	0.065%
5/14/2024	Pitcairn Co.	134	$240K	0.0%	-5.6%	0.005%
5/13/2024	Bessemer Group Inc.	85	$153K	0.0%	-15.8%	0.003%
5/13/2024	O Shaughnessy Asset Management LLC	1,038	$1.86M	0.0%	+0.7%	0.040%
5/10/2024	Vanguard Group Inc.	251,930	$452.04M	0.0%	-0.6%	9.818%
5/10/2024	Intech Investment Management LLC	128	$230K	0.0%	N/A	0.005%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	374	$662K	0.0%	-10.3%	0.015%
5/9/2024	Lord Abbett & CO. LLC	28,472	$51.09M	0.2%	+16.0%	1.110%
5/9/2024	Scout Investments Inc.	16,535	$29.27M	0.7%	-8.4%	0.644%
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5/9/2024	State Board of Administration of Florida Retirement System	3,070	$5.51M	0.0%	-29.3%	0.119%
5/8/2024	Avantax Advisory Services Inc.	117	$210K	0.0%	N/A	0.005%
5/8/2024	US Bancorp DE	229	$411K	0.0%	+15.1%	0.009%
5/8/2024	Russell Investments Group Ltd.	356	$639K	0.0%	+2,125.0%	0.014%
5/8/2024	QRG Capital Management Inc.	514	$922K	0.0%	-1.7%	0.020%
5/8/2024	Headlands Technologies LLC	80	$144K	0.0%	N/A	0.003%
5/8/2024	Williams Jones Wealth Management LLC.	5,193	$9.32M	0.1%	-2.8%	0.202%
5/7/2024	Sei Investments Co.	2,418	$4.34M	0.0%	+19.5%	0.094%
5/7/2024	Cove Street Capital LLC	10,057	$18.05M	5.7%	-5.7%	0.391%
5/7/2024	Oppenheimer & Close LLC	125	$224K	0.2%	N/A	0.005%
5/7/2024	Equity Investment Corp	122	$219K	0.0%	N/A	0.005%
5/7/2024	Oppenheimer Asset Management Inc.	1,405	$2.52M	0.0%	-4.2%	0.055%
5/6/2024	Envestnet Portfolio Solutions Inc.	315	$565K	0.0%	+24.5%	0.012%
5/2/2024	Fidelis Capital Partners LLC	19	$34K	0.0%	N/A	0.001%
5/1/2024	Janney Montgomery Scott LLC	142	$255K	0.0%	N/A	0.006%
5/1/2024	BNP Paribas Financial Markets	153	$275K	0.0%	+34.2%	0.006%
5/1/2024	Sequoia Financial Advisors LLC	195	$350K	0.0%	-62.9%	0.008%
4/30/2024	HB Wealth Management LLC	116	$208K	0.0%	N/A	0.005%
4/30/2024	Allspring Global Investments Holdings LLC	13,839	$24.83M	0.0%	+20.9%	0.539%
4/29/2024	Principal Financial Group Inc.	216	$388K	0.0%	+43.0%	0.008%
4/26/2024	UMB Bank n.a.	20	$36K	0.0%	+53.8%	0.001%
4/26/2024	SYSTM Wealth Solutions LLC	896	$1.61M	0.2%	-2.2%	0.035%
4/25/2024	Lindbrook Capital LLC	124	$222K	0.0%	-6.1%	0.005%
4/25/2024	Equitable Trust Co.	223	$400K	0.0%	+3.2%	0.009%
4/23/2024	Speece Thorson Capital Group Inc.	13,751	$24.67M	4.8%	+5.8%	0.535%
4/23/2024	Sutton Place Investors LLC	929	$1.67M	0.8%	N/A	0.036%
4/22/2024	Parsons Capital Management Inc. RI	1,141	$2.05M	0.1%	+28.1%	0.044%
4/22/2024	Raymond James & Associates	23,337	$41.87M	0.0%	-0.1%	0.908%
4/18/2024	Allspring Global Investments Holdings LLC	13,839	$24.83M	0.0%	+20.9%	0.538%
4/16/2024	Hengehold Capital Management LLC	171	$307K	0.0%	+21.3%	0.007%
4/12/2024	Triad Investment Management	1,783	$3.20M	3.9%	+1.0%	0.069%
4/12/2024	Global Assets Advisory LLC	134,528	$241.38M	0.8%	N/A	5.235%
4/10/2024	Shotwell Rutter Baer Inc	300	$522K	1.1%	-31.5%	0.012%
4/10/2024	Perpetual Ltd	14,076	$25.38M	0.2%	+0.7%	0.548%
4/9/2024	Alaska Permanent Fund Corp	5,897	$10.58M	0.2%	+4.2%	0.229%
4/3/2024	Reinhart Partners LLC.	38,225	$68.59M	2.8%	+1.1%	1.493%
3/22/2024	PNC Financial Services Group Inc.	399	$601K	0.0%	-38.8%	0.016%
3/11/2024	Vanguard Group Inc.	253,419	$381.40M	0.0%	+0.0%	9.899%
3/5/2024	Wellington Management Group LLP	67,381	$101.41M	0.0%	-4.9%	2.632%
2/23/2024	Speece Thorson Capital Group Inc.	13,001	$19.57M	4.0%	+0.7%	0.508%
2/14/2024	Hotchkis & Wiley Capital Management LLC	7,670	$11.54M	0.0%	+6.5%	0.300%
2/14/2024	Dean Capital Management	888	$1.34M	0.8%	+6.5%	0.035%
2/14/2024	Fiduciary Management Inc. WI	37,978	$57.16M	0.5%	+3.0%	1.484%
2/14/2024	Scout Investments Inc.	18,051	$27.17M	0.7%	-18.5%	0.705%
2/12/2024	Cove Street Capital LLC	10,661	$16.05M	4.9%	+2.9%	0.416%
2/12/2024	Eagle Asset Management Inc.	4,682	$7.05M	0.0%	-32.5%	0.183%
2/12/2024	Bank of Nova Scotia	254	$382K	0.0%	-9.3%	0.010%
2/12/2024	Treasurer of the State of North Carolina	1,240	$1.87M	0.0%	+1.2%	0.048%
2/12/2024	Allianz Asset Management GmbH	1,846	$2.78M	0.0%	-31.1%	0.072%
2/12/2024	TD Asset Management Inc	1,300	$1.96M	0.0%	+38.3%	0.051%
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2/12/2024	Hudson Value Partners LLC	206	$310K	0.1%	-10.0%	0.008%
2/9/2024	Prospector Partners LLC	3,268	$4.92M	0.6%	+1.3%	0.128%
2/9/2024	Brandes Investment Partners LP	156	$235K	0.0%	N/A	0.006%
2/9/2024	GW&K Investment Management LLC	7,027	$10.58M	0.1%	-4.6%	0.274%
2/9/2024	Corient Private Wealth LLC	1,053	$1.59M	0.0%	-1.7%	0.041%
2/9/2024	Wells Fargo & Company MN	11,840	$17.82M	0.0%	-1.8%	0.463%
2/9/2024	PNC Financial Services Group Inc.	399	$601K	0.0%	-38.8%	0.016%
2/9/2024	Norges Bank	28,240	$42.50M	0.0%	N/A	1.103%
2/8/2024	Main Street Financial Solutions LLC	1,012	$1.52M	0.2%	-0.8%	0.040%
2/8/2024	Brown Advisory Inc.	16,429	$24.73M	0.0%	-1.7%	0.642%

(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, 247 institutional investors and hedge funds held shares of White Mountains Insurance Group. The most heavily invested institutionals were Vanguard Group Inc. ($452.04M), 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 Boston Partners ($162.42M).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 205 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), Reinhart Partners Inc. ($29.46K), Victory Capital Management Inc. ($29.38K), Norges Bank ($28.24K), Robeco Institutional Asset Management B.V. ($22.53K), Allspring Global Investments Holdings LLC ($18.05K), and Perpetual Ltd ($15.58K).

How much institutional buying is happening at White Mountains Insurance Group?: Institutional investors have bought a total of 441,720 shares in the last 24 months. This purchase volume represents approximately $675.90M in transactions.
Which White Mountains Insurance Group major shareholders have been selling company stock?: Of the 134 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 ($43.84K), Wellington Management Group LLP ($24.90K), Scout Investments Inc. ($19.27K), Victory Capital Management Inc. ($17.51K), River Road Asset Management LLC ($16.12K), Cove Street Capital LLC ($14.30K), and Robeco Institutional Asset Management B.V. ($13.88K).
How much institutional selling is happening at White Mountains Insurance Group?: Institutional investors have sold a total of 289,622 shares in the last 24 months. This volume of shares sold represents approximately $416.19M in transactions.