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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$2,021.18 +8.14 (+0.40%)
Closing price 03:59 PM Eastern
Extended Trading
$2,025.35 +4.17 (+0.21%)
As of 04:19 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)
199
Total
Institutional Inflows
(last 12 months)
$983.45M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$540.20M
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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
10/2/2026Versant Capital Management Inc35$70K0.0%+45.8%0.001%
9/9/2026Pecaut & CO.1,142$2.37M0.7%-2.6%0.048%
9/9/2026Sequoia Financial Advisors LLC810$1.68M0.0%-1.7%0.034%
9/9/2026Tidal Investments LLC1,578$3.27M0.0%+17.1%0.066%
9/9/2026Triad Investment Management2,471$5.12M5.8%-1.7%0.103%
9/9/2026NewEdge Advisors LLC174$361K0.0%-8.9%0.007%
9/9/2026Squarepoint Ops LLC905$1.88M0.0%N/A0.038%
9/8/2026Mraz Amerine & Associates Inc.22,218$46.07M6.4%+0.2%0.931%
9/8/2026Allworth Financial LP45$93K0.0%-15.1%0.002%
9/8/2026Arizona State Retirement System664$1.38M0.0%-5.0%0.028%
9/2/2026Allianz Asset Management GmbH844$1.75M0.0%N/A0.035%
8/27/2026Corient Private Wealth LP611$1.27M0.0%-56.3%0.026%
8/26/2026Amundi425$881K0.0%-30.9%0.018%
8/26/2026HighTower Advisors LLC1,316$2.73M0.0%-9.1%0.055%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al160$332K0.0%N/A0.007%
8/22/2026Syon Capital LLC153$317K0.0%-6.7%0.006%
8/21/2026Athena Investment Management114$236K0.1%-49.1%0.005%
8/21/2026Midwest Professional Planners LTD.1,164$2.41M0.5%+194.7%0.049%
8/20/2026BTG Pactual Asset Management US LLC289$599K0.0%N/A0.012%
8/20/2026Private Management Group Inc.806$1.67M0.0%-2.1%0.034%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61$126K0.0%-99.2%0.003%
8/19/2026Hsbc Holdings PLC217$449K0.0%+130.9%0.009%
8/19/2026Wellington Management Group LLP14,532$30.13M0.0%-2.4%0.608%
8/19/2026Boussard & Gavaudan Gestion Sas11,679$24.46M1.2%N/A0.489%
8/18/2026Beacon Pointe Advisors LLC178$369K0.0%N/A0.007%
8/18/2026Empowered Funds LLC103$214K0.0%N/A0.004%
8/18/2026Public Employees Retirement System of Ohio721$1.50M0.0%N/A0.030%
8/17/2026Corient Private Wealth LP792$1.64M0.0%N/A0.033%
8/17/2026Bank of America Corp DE25,028$51.89M0.0%N/A1.047%
8/15/2026Wallace Capital Management Inc.80,067$166.01M18.2%N/A3.350%
8/15/2026Freestone Grove Partners LP240$498K0.0%N/A0.010%
8/15/2026Jupiter Topco LLC1,123$2.32M0.0%N/A0.047%
8/14/2026Hsbc Holdings PLC217$449K0.0%N/A0.009%
8/14/2026Legal & General Group Plc2,257$4.68M0.0%N/A0.094%
8/14/2026The Manufacturers Life Insurance Company617$1.28M0.0%N/A0.026%
8/13/2026Winmill & CO. Inc.4,800$9.95M2.2%N/A0.201%
8/13/2026Sanctuary Advisors LLC387$803K0.0%N/A0.016%
8/13/2026Bank of Nova Scotia158$328K0.0%N/A0.007%
8/12/2026Elevation Point Wealth Partners LLC294$610K0.0%N/A0.012%
8/12/2026Northwestern Mutual Wealth Management Co.40$83K0.0%N/A0.002%
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8/12/2026Quantbot Technologies LP112$232K0.0%N/A0.005%
8/12/2026Evolve Private Wealth LLC116$241K0.0%N/A0.005%
8/11/2026Keating Financial Advisory Services Inc.21$44K0.0%N/A0.001%
8/11/2026OneAscent Financial Services LLC253$525K0.0%N/A0.011%
8/11/2026Allworth Financial LP45$93K0.0%N/A0.002%
8/11/2026Vise Technologies Inc.101$209K0.0%N/A0.004%
8/10/2026NewEdge Wealth LLC104$216K0.0%N/A0.004%
8/10/2026Ackerman Asset Management LLC100$207K0.1%N/A0.004%
8/10/2026Great Lakes Advisors LLC110$228K0.0%N/A0.005%
8/10/2026Gables Capital Management Inc.15$31K0.0%N/A0.001%
8/8/2026Equity Investment Corp99$205K0.0%N/A0.004%
8/8/2026Meeder Asset Management Inc.217$450K0.0%N/A0.009%
8/7/2026BlackRock Inc.117,871$244.39M0.0%N/A4.753%
8/7/2026Deutsche Bank AG427$885K0.0%N/A0.017%
8/7/2026Perigon Wealth Management LLC110$228K0.0%N/A0.004%
8/6/2026Global Retirement Partners LLC85$176K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp8,412$17.44M0.0%N/A0.339%
8/6/2026One Wealth Advisors LLC111$230K0.0%N/A0.004%
7/9/2026Legacy Wealth Asset Management LLC329$682K0.1%+2.5%0.013%
7/8/2026Reinhart Partners LLC.44,480$92.27M2.1%+19.0%1.794%
7/7/2026GAMMA Investing LLC249$516K0.0%+23.3%0.010%
7/2/2026Versant Capital Management Inc24$50K0.0%-51.0%0.001%
6/3/2026NewEdge Advisors LLC191$420K0.0%-2.6%0.008%
5/19/2026Bank of America Corp DE28,358$62.30M0.0%-1.6%1.143%
5/19/2026Edgestream Partners L.P.3,130$6.88M0.2%+491.7%0.126%
5/18/2026Amundi615$1.35M0.0%N/A0.025%
5/18/2026California State Teachers Retirement System2,887$6.34M0.0%+17.5%0.116%
5/18/2026Royal Bank of Canada1,195$2.63M0.0%+8.9%0.048%
5/18/2026Empowered Funds LLC1,284$2.82M0.0%+1,342.7%0.052%
5/16/2026The Manufacturers Life Insurance Company614$1.35M0.0%+10.6%0.025%
5/16/2026Quantinno Capital Management LP9,784$21.50M0.0%+34.6%0.395%
5/15/2026Weiss Asset Management LP120$264K0.0%N/A0.005%
5/15/2026Bradley Foster & Sargent Inc. CT2,002$4.40M0.1%-63.3%0.081%
5/15/2026London Co. of Virginia57,131$125.54M0.8%-2.7%2.304%
5/15/2026Entropy Technologies LP470$1.03M0.0%-4.1%0.019%
5/15/2026Cannell & Spears LLC28,027$61.57M1.2%-0.3%1.130%
5/14/2026Renaissance Technologies LLC2,611$5.74M0.0%+74.0%0.105%
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%
5/8/2026Triad Investment Management2,513$5.52M6.1%-1.4%0.101%
5/8/2026PNC Financial Services Group Inc.546$1.20M0.0%+1.9%0.022%
5/7/2026WCM Investment Management LLC5,995$13.15M0.0%-43.9%0.242%
5/7/2026Dimensional Fund Advisors LP156,618$344.08M0.1%+0.0%6.315%
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5/7/2026Swiss National Bank5,036$11.06M0.0%-1.0%0.203%
5/6/2026California Public Employees Retirement System6,414$14.09M0.0%-4.5%0.259%
5/6/2026Kera Capital Partners Inc.125$275K0.0%+9.6%0.005%
5/6/2026Bessemer Group Inc.19$42K0.0%-26.9%0.001%
5/6/2026Allspring Global Investments Holdings LLC18,612$40.55M0.1%-7.8%0.750%
5/5/2026Regency Capital Management Inc. DE1,535$3.37M1.5%-6.1%0.062%
5/5/2026Midwest Professional Planners LTD.395$868K0.2%+1.8%0.016%
5/5/2026Bank of New York Mellon Corp8,444$18.55M0.0%-4.4%0.341%
5/5/2026Sanctuary Advisors LLC418$919K0.0%-12.0%0.017%
5/4/2026AMG National Trust Bank571$1.25M0.0%-4.0%0.023%


WTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 360 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 305 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 489,649 shares in the last 24 months. This purchase volume represents approximately $983.45M in transactions.

Of the 140 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 267,143 shares in the last 24 months. This volume of shares sold represents approximately $540.20M 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 10/2/2026. New 13F filings are added each quarter as they're published.
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