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White Mountains Insurance Group (WTM) Institutional Ownership

+11.32 (+0.66%)
(As of 05/24/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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WTM Institutional Buying and Selling by Quarter

White Mountains Insurance Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 LRI Investments LLC109$197K0.0%N/A0.004%
5/17/2024 Tidal Investments LLC479$859K0.0%N/A0.019%
5/16/2024 California State Teachers Retirement System2,554$4.58M0.0%-5.2%0.099%
5/16/2024 B. Riley Wealth Advisors Inc.166$298K0.0%N/A0.006%
5/16/2024 Elkhorn Partners Limited Partnership16,200$29.07M19.0%-9.1%0.630%
5/15/2024 Public Employees Retirement System of Ohio987$1.77M0.0%-8.5%0.038%
5/15/2024 Price T Rowe Associates Inc. MD1,316$2.36M0.0%-3.4%0.051%
5/15/2024 Lazard Asset Management LLC577$1.04M0.0%-84.4%0.022%
5/15/2024 LRI Investments LLC109$197K0.0%N/A0.004%
5/15/2024 Elkhorn Partners Limited Partnership23,600$42.35M32.5%+32.4%0.920%
5/14/2024 Vident Advisory LLC1,675$3.01M0.1%-4.4%0.065%
5/14/2024 Pitcairn Co.134$240K0.0%-5.6%0.005%
5/13/2024 Bessemer Group Inc.85$153K0.0%-15.8%0.003%
5/13/2024 O Shaughnessy Asset Management LLC1,038$1.86M0.0%+0.7%0.040%
5/10/2024 Vanguard Group Inc.251,930$452.04M0.0%-0.6%9.818%
5/10/2024 Intech Investment Management LLC128$230K0.0%N/A0.005%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp374$662K0.0%-10.3%0.015%
5/9/2024 Lord Abbett & CO. LLC28,472$51.09M0.2%+16.0%1.110%
5/9/2024 Scout Investments Inc.16,535$29.27M0.7%-8.4%0.644%
5/9/2024 State Board of Administration of Florida Retirement System3,070$5.51M0.0%-29.3%0.119%
5/8/2024 Avantax Advisory Services Inc.117$210K0.0%N/A0.005%
5/8/2024 US Bancorp DE229$411K0.0%+15.1%0.009%
5/8/2024 Russell Investments Group Ltd.356$639K0.0%+2,125.0%0.014%
5/8/2024 QRG Capital Management Inc.514$922K0.0%-1.7%0.020%
5/8/2024 Headlands Technologies LLC80$144K0.0%N/A0.003%
5/8/2024 Williams Jones Wealth Management LLC.5,193$9.32M0.1%-2.8%0.202%
5/7/2024 Sei Investments Co.2,418$4.34M0.0%+19.5%0.094%
5/7/2024 Cove Street Capital LLC10,057$18.05M5.7%-5.7%0.391%
5/7/2024 Oppenheimer & Close LLC125$224K0.2%N/A0.005%
5/7/2024 Equity Investment Corp122$219K0.0%N/A0.005%
5/7/2024 Oppenheimer Asset Management Inc.1,405$2.52M0.0%-4.2%0.055%
5/6/2024 Envestnet Portfolio Solutions Inc.315$565K0.0%+24.5%0.012%
5/2/2024 Fidelis Capital Partners LLC19$34K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC142$255K0.0%N/A0.006%
5/1/2024 BNP Paribas Financial Markets153$275K0.0%+34.2%0.006%
5/1/2024 Sequoia Financial Advisors LLC195$350K0.0%-62.9%0.008%
4/30/2024 HB Wealth Management LLC116$208K0.0%N/A0.005%
4/30/2024 Allspring Global Investments Holdings LLC13,839$24.83M0.0%+20.9%0.539%
4/29/2024 Principal Financial Group Inc.216$388K0.0%+43.0%0.008%
4/26/2024 UMB Bank n.a.20$36K0.0%+53.8%0.001%
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4/26/2024 SYSTM Wealth Solutions LLC896$1.61M0.2%-2.2%0.035%
4/25/2024 Lindbrook Capital LLC124$222K0.0%-6.1%0.005%
4/25/2024 Equitable 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%
3/22/2024 PNC Financial Services Group Inc.399$601K0.0%-38.8%0.016%
3/11/2024 Vanguard Group Inc.253,419$381.40M0.0%+0.0%9.899%
3/5/2024 Wellington 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%
2/14/2024 Hotchkis & Wiley Capital Management LLC7,670$11.54M0.0%+6.5%0.300%
2/14/2024 Dean Capital Management888$1.34M0.8%+6.5%0.035%
2/14/2024 Fiduciary Management Inc. WI37,978$57.16M0.5%+3.0%1.484%
2/14/2024 Scout Investments Inc.18,051$27.17M0.7%-18.5%0.705%
2/12/2024 Cove Street Capital LLC10,661$16.05M4.9%+2.9%0.416%
2/12/2024 Eagle Asset Management Inc.4,682$7.05M0.0%-32.5%0.183%
2/12/2024 Bank 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%
2/12/2024 Allianz Asset Management GmbH1,846$2.78M0.0%-31.1%0.072%
2/12/2024 TD Asset Management Inc1,300$1.96M0.0%+38.3%0.051%
2/12/2024 Hudson Value Partners LLC206$310K0.1%-10.0%0.008%
2/9/2024 Prospector Partners LLC3,268$4.92M0.6%+1.3%0.128%
2/9/2024 Brandes Investment Partners LP156$235K0.0%N/A0.006%
2/9/2024 GW&K Investment Management LLC7,027$10.58M0.1%-4.6%0.274%
2/9/2024 Corient Private Wealth LLC1,053$1.59M0.0%-1.7%0.041%
2/9/2024 Wells Fargo & Company MN11,840$17.82M0.0%-1.8%0.463%
2/9/2024 PNC Financial Services Group Inc.399$601K0.0%-38.8%0.016%
2/9/2024 Norges 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%
2/8/2024 Robeco Institutional Asset Management B.V.19,435$30K0.0%-39.1%0.759%
2/7/2024 Boston Partners92,552$140.01M0.2%-19.2%3.615%
2/7/2024 Forum Financial Management LP1,198$1.80M0.0%+7.8%0.047%
2/7/2024 Envestnet Portfolio Solutions Inc.253$381K0.0%+39.8%0.010%
2/7/2024 Dimensional Fund Advisors LP161,957$243.75M0.1%+0.9%6.326%
2/7/2024 Johnson Investment Counsel Inc.235$354K0.0%N/A0.009%
2/7/2024 AGF Management Ltd.2,201$3.31M0.0%-2.4%0.086%
2/7/2024 Pecaut & CO.1,167$1.76M0.7%-1.0%0.046%
2/7/2024 Teacher Retirement System of Texas596$897K0.0%-12.2%0.023%
2/7/2024 Thompson Siegel & Walmsley LLC15,795$23.77M0.4%-2.8%0.617%
2/7/2024 Principal Securities Inc.106$160K0.0%N/A0.004%
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2/7/2024 Montag A & Associates Inc.19$29K0.0%N/A0.001%
2/6/2024 Hyman Charles D305$459K0.0%-12.9%0.012%
2/6/2024 Charles 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%
2/6/2024 Swiss National Bank5,046$7.59M0.0%-10.6%0.197%
2/5/2024 Victory 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%
2/2/2024 Truist Financial Corp1,745$2.63M0.0%+8.9%0.068%
(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, 244 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 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 202 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 ($16.23K), and Perpetual Ltd ($15.58K).

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

Institutional investors have bought a total of 437,473 shares in the last 24 months. This purchase volume represents approximately $667.98M 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 ($41.88K), River Road Asset Management LLC ($28.18K), Wellington Management Group LLP ($24.90K), Scout Investments Inc. ($20.07K), Victory Capital Management Inc. ($17.51K), Robeco Institutional Asset Management B.V. ($13.88K), and Raymond James & Associates ($11.35K).

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

Institutional investors have sold a total of 311,694 shares in the last 24 months. This volume of shares sold represents approximately $436.71M in transactions.

This page (NYSE:WTM) was last updated on 5/26/2024 by Staff

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