White Mountains Insurance Group (WTM) Institutional Ownership

$2,112.09 -5.61 (-0.26%)

As of 08/21/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 88.65%
Number of Institutional Buyers (last 12 months): 196
Total Institutional Inflows (last 12 months): $979.42M

Number of Institutional Sellers (last 12 months): 136
Total Institutional Outflows (last 12 months): $537.62M

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WTM Institutional Buying and Selling by Quarter

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
8/22/2026	Syon Capital LLC	153	$317K	0.0%	-6.7%	0.006%
8/21/2026	Athena Investment Management	114	$236K	0.1%	-49.1%	0.005%
8/21/2026	Midwest Professional Planners LTD.	1,164	$2.41M	0.5%	+194.7%	0.049%
8/20/2026	BTG Pactual Asset Management US LLC	289	$599K	0.0%	N/A	0.012%
8/20/2026	Private Management Group Inc.	806	$1.67M	0.0%	-2.1%	0.034%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	61	$126K	0.0%	-99.2%	0.003%
8/19/2026	Hsbc Holdings PLC	217	$449K	0.0%	+130.9%	0.009%
8/19/2026	Wellington Management Group LLP	14,532	$30.13M	0.0%	-2.4%	0.608%
8/19/2026	Boussard & Gavaudan Gestion Sas	11,679	$24.46M	1.2%	N/A	0.489%
8/18/2026	Beacon Pointe Advisors LLC	178	$369K	0.0%	N/A	0.007%
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8/18/2026	Empowered Funds LLC	103	$214K	0.0%	N/A	0.004%
8/18/2026	Public Employees Retirement System of Ohio	721	$1.50M	0.0%	N/A	0.030%
8/17/2026	Corient Private Wealth LP	792	$1.64M	0.0%	N/A	0.033%
8/17/2026	Bank of America Corp DE	25,028	$51.89M	0.0%	N/A	1.047%
8/15/2026	Wallace Capital Management Inc.	80,067	$166.01M	18.2%	N/A	3.350%
8/15/2026	Freestone Grove Partners LP	240	$498K	0.0%	N/A	0.010%
8/15/2026	Jupiter Topco LLC	1,123	$2.32M	0.0%	N/A	0.047%
8/14/2026	Hsbc Holdings PLC	217	$449K	0.0%	N/A	0.009%
8/14/2026	Legal & General Group Plc	2,257	$4.68M	0.0%	N/A	0.094%
8/14/2026	The Manufacturers Life Insurance Company	617	$1.28M	0.0%	N/A	0.026%
8/13/2026	Winmill & CO. Inc.	4,800	$9.95M	2.2%	N/A	0.201%
8/13/2026	Sanctuary Advisors LLC	387	$803K	0.0%	N/A	0.016%
8/13/2026	Bank of Nova Scotia	158	$328K	0.0%	N/A	0.007%
8/12/2026	Elevation Point Wealth Partners LLC	294	$610K	0.0%	N/A	0.012%
8/12/2026	Northwestern Mutual Wealth Management Co.	40	$83K	0.0%	N/A	0.002%
8/12/2026	Quantbot Technologies LP	112	$232K	0.0%	N/A	0.005%
8/12/2026	Evolve Private Wealth LLC	116	$241K	0.0%	N/A	0.005%
8/11/2026	Keating Financial Advisory Services Inc.	21	$44K	0.0%	N/A	0.001%
8/11/2026	OneAscent Financial Services LLC	253	$525K	0.0%	N/A	0.011%
8/11/2026	Allworth Financial LP	45	$93K	0.0%	N/A	0.002%
8/11/2026	Vise Technologies Inc.	101	$209K	0.0%	N/A	0.004%
8/10/2026	NewEdge Wealth LLC	104	$216K	0.0%	N/A	0.004%
8/10/2026	Ackerman Asset Management LLC	100	$207K	0.1%	N/A	0.004%
8/10/2026	Great Lakes Advisors LLC	110	$228K	0.0%	N/A	0.005%
8/10/2026	Gables Capital Management Inc.	15	$31K	0.0%	N/A	0.001%
8/8/2026	Equity Investment Corp	99	$205K	0.0%	N/A	0.004%
8/8/2026	Meeder Asset Management Inc.	217	$450K	0.0%	N/A	0.009%
8/7/2026	BlackRock Inc.	117,871	$244.39M	0.0%	N/A	4.753%
8/7/2026	Deutsche Bank AG	427	$885K	0.0%	N/A	0.017%
8/7/2026	Perigon Wealth Management LLC	110	$228K	0.0%	N/A	0.004%
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8/6/2026	Global Retirement Partners LLC	85	$176K	0.0%	N/A	0.003%
8/6/2026	Bank of New York Mellon Corp	8,412	$17.44M	0.0%	N/A	0.339%
8/6/2026	One Wealth Advisors LLC	111	$230K	0.0%	N/A	0.004%
7/9/2026	Legacy Wealth Asset Management LLC	329	$682K	0.1%	+2.5%	0.013%
7/8/2026	Reinhart Partners LLC.	44,480	$92.27M	2.1%	+19.0%	1.794%
7/7/2026	GAMMA Investing LLC	249	$516K	0.0%	+23.3%	0.010%
7/2/2026	Versant Capital Management Inc	24	$50K	0.0%	-51.0%	0.001%
6/3/2026	NewEdge Advisors LLC	191	$420K	0.0%	-2.6%	0.008%
5/19/2026	Bank of America Corp DE	28,358	$62.30M	0.0%	-1.6%	1.143%
5/19/2026	Edgestream Partners L.P.	3,130	$6.88M	0.2%	+491.7%	0.126%
5/18/2026	Amundi	615	$1.35M	0.0%	N/A	0.025%
5/18/2026	California State Teachers Retirement System	2,887	$6.34M	0.0%	+17.5%	0.116%
5/18/2026	Royal Bank of Canada	1,195	$2.63M	0.0%	+8.9%	0.048%
5/18/2026	Empowered Funds LLC	1,284	$2.82M	0.0%	+1,342.7%	0.052%
5/16/2026	The Manufacturers Life Insurance Company	614	$1.35M	0.0%	+10.6%	0.025%
5/16/2026	Quantinno Capital Management LP	9,784	$21.50M	0.0%	+34.6%	0.395%
5/15/2026	Weiss Asset Management LP	120	$264K	0.0%	N/A	0.005%
5/15/2026	Bradley Foster & Sargent Inc. CT	2,002	$4.40M	0.1%	-63.3%	0.081%
5/15/2026	London Co. of Virginia	57,131	$125.54M	0.8%	-2.7%	2.304%
5/15/2026	Entropy Technologies LP	470	$1.03M	0.0%	-4.1%	0.019%
5/15/2026	Cannell & Spears LLC	28,027	$61.57M	1.2%	-0.3%	1.130%
5/14/2026	Renaissance Technologies LLC	2,611	$5.74M	0.0%	+74.0%	0.105%
5/14/2026	Public Employees Retirement System of Ohio	751	$1.65M	0.0%	-3.2%	0.030%
5/14/2026	Arrowstreet Capital Limited Partnership	1,913	$4.20M	0.0%	+135.9%	0.077%
5/14/2026	Capula Management Ltd	921	$2.02M	0.0%	N/A	0.037%
5/14/2026	Bank of Nova Scotia	178	$391K	0.0%	-5.8%	0.007%
5/14/2026	Sei Investments Co.	11,098	$24.38M	0.0%	+40.2%	0.448%
5/14/2026	State of Wyoming	179	$393K	0.0%	+33.6%	0.007%
5/13/2026	Cetera Investment Advisers	346	$761K	0.0%	-4.9%	0.014%
5/13/2026	NewEdge Wealth LLC	105	$231K	0.0%	-13.9%	0.004%
5/13/2026	First Trust Advisors LP	3,058	$6.72M	0.0%	-32.9%	0.123%
5/8/2026	Triad Investment Management	2,513	$5.52M	6.1%	-1.4%	0.101%
5/8/2026	PNC Financial Services Group Inc.	546	$1.20M	0.0%	+1.9%	0.022%
5/7/2026	WCM Investment Management LLC	5,995	$13.15M	0.0%	-43.9%	0.242%
5/7/2026	Dimensional Fund Advisors LP	156,618	$344.08M	0.1%	+0.0%	6.315%
5/7/2026	Swiss National Bank	5,036	$11.06M	0.0%	-1.0%	0.203%
5/6/2026	California Public Employees Retirement System	6,414	$14.09M	0.0%	-4.5%	0.259%
5/6/2026	Kera Capital Partners Inc.	125	$275K	0.0%	+9.6%	0.005%
5/6/2026	Bessemer Group Inc.	19	$42K	0.0%	-26.9%	0.001%
5/6/2026	Allspring Global Investments Holdings LLC	18,612	$40.55M	0.1%	-7.8%	0.750%
5/5/2026	Regency Capital Management Inc. DE	1,535	$3.37M	1.5%	-6.1%	0.062%
5/5/2026	Midwest Professional Planners LTD.	395	$868K	0.2%	+1.8%	0.016%
5/5/2026	Bank of New York Mellon Corp	8,444	$18.55M	0.0%	-4.4%	0.341%
5/5/2026	Sanctuary Advisors LLC	418	$919K	0.0%	-12.0%	0.017%
5/4/2026	AMG National Trust Bank	571	$1.25M	0.0%	-4.0%	0.023%
5/4/2026	Chicago Partners Investment Group LLC	467	$1.06M	0.0%	-10.7%	0.019%
5/2/2026	Global Assets Advisory LLC	15	$33K	0.0%	N/A	0.001%
5/1/2026	Sequoia Financial Advisors LLC	824	$1.81M	0.0%	-9.1%	0.033%
4/30/2026	Equitable Trust Co.	830	$1.82M	0.1%	-1.2%	0.033%
4/30/2026	Hsbc Holdings PLC	94	$206K	0.0%	N/A	0.004%
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4/30/2026	Kestra Advisory Services LLC	122	$268K	0.0%	-28.7%	0.005%
4/30/2026	Quantum Portfolio Management LLC	96	$211K	0.0%	N/A	0.004%
4/28/2026	Lee Danner & Bass Inc.	3,203	$7.04M	0.4%	+3.2%	0.129%
4/27/2026	HB Wealth Management LLC	151	$332K	0.0%	+16.2%	0.006%
4/27/2026	Elevation Point Wealth Partners LLC	297	$653K	0.0%	+33.2%	0.012%
4/25/2026	Eagle Bay Advisors LLC	104	$228K	0.2%	+14.3%	0.004%
4/25/2026	Keybank National Association OH	161	$354K	0.0%	-8.5%	0.006%
4/22/2026	Janney Montgomery Scott LLC	510	$1.12M	0.0%	+5.8%	0.021%
4/22/2026	Pictet Asset Management Holding SA	430	$945K	0.0%	+7.5%	0.017%
4/22/2026	Sterling Capital Management LLC	83	$182K	0.0%	-43.2%	0.003%

WTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 356 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), BlackRock Inc. ($244.39M), Fuller & Thaler Asset Management Inc. ($224.79M), Cooke & Bieler LP ($221.47M), and Fiduciary Management Inc. WI ($187.72M).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 302 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 ($146.53K), BlackRock Inc. ($117.87K), Cooke & Bieler LP ($107.85K), Norges Bank ($93.35K), Wallace Capital Management Inc. ($81.13K), Proficio Capital Partners LLC ($46.69K), and Gendell Jeffrey L ($32.52K).

Institutional investors have bought a total of 487,731 shares in the last 24 months. This purchase volume represents approximately $979.42M in transactions.

Of the 136 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), Robeco Institutional Asset Management B.V. ($17.20K), Vanguard Group Inc. ($13.47K), Allspring Global Investments Holdings LLC ($13.09K), Boston Partners ($12.48K), and London Co. of Virginia ($11.64K).

Institutional investors have sold a total of 265,889 shares in the last 24 months. This volume of shares sold represents approximately $537.62M in transactions.

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Institutional ownership data for NYSE:WTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

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White Mountains Insurance Group (WTM) Institutional Ownership

WTM Institutional Buying and Selling by Quarter

White Mountains Insurance Group Major Shareholders & Ownership History

WTM Institutional Ownership - Frequently Asked Questions

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White Mountains Insurance Group (WTM) Institutional Ownership

Institutional Ownership Changes (13F Filings) for White Mountains Insurance Group (NYSE:WTM)

WTM Institutional Buying and Selling by Quarter

White Mountains Insurance Group Major Shareholders & Ownership History

WTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTM shares?

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

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

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

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

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

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