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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$1,930.90 +46.24 (+2.45%)
(As of 12/20/2024 05:31 PM ET)

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)
127
Total
Institutional Inflows
(last 12 months)
$461.30M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$198.90M
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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
12/19/2024 Principal Financial Group Inc.158$268K0.0%-16.4%0.006%
12/13/2024 Lord Abbett & CO. LLC33,012$55.99M0.2%+7.9%1.285%
12/3/2024 Oddo BHF Asset Management Sas947$1.61M0.1%N/A0.037%
11/27/2024 Franklin Resources Inc.354$654K0.0%+17.6%0.014%
11/25/2024 Sanctuary Advisors LLC855$1.45M0.0%+14.9%0.033%
11/18/2024 Teachers Retirement System of The State of Kentucky1,080$1.83M0.0%+14.4%0.042%
11/16/2024 Geode Capital Management LLC39,844$67.60M0.0%+0.7%1.550%
11/15/2024 Barclays PLC1,151$1.95M0.0%+101.9%0.045%
11/15/2024 Public Employees Retirement System of Ohio941$1.60M0.0%-4.9%0.037%
11/15/2024 MML Investors Services LLC2,062$3.50M0.0%+11.0%0.080%
11/15/2024 XTX Topco Ltd400$678K0.0%N/A0.016%
11/15/2024 Zacks Investment Management148$251K0.0%N/A0.006%
11/15/2024 Jane Street Group LLC1,307$2.22M0.0%+41.0%0.051%
11/15/2024 Wellington Management Group LLP60,675$102.92M0.0%-13.1%2.361%
11/15/2024 Wallace Capital Management Inc.82,366$139.71M18.9%+1.3%3.205%
11/15/2024 State Street Corp54,877$93.08M0.0%+5.2%2.135%
11/15/2024 Stifel Financial Corp1,548$2.63M0.0%-6.2%0.060%
11/15/2024 Quantinno Capital Management LP1,490$2.53M0.0%+12.3%0.058%
11/15/2024 Hotchkis & Wiley Capital Management LLC6,756$11.46M0.0%-2.7%0.263%
11/15/2024 HighTower Advisors LLC1,562$2.65M0.0%+579.1%0.061%
11/15/2024 Centiva Capital LP137$232K0.0%N/A0.005%
11/14/2024 Edgestream Partners L.P.4,472$7.59M0.3%N/A0.174%
11/14/2024 Verition Fund Management LLC391$663K0.0%+26.5%0.015%
11/14/2024 Captrust Financial Advisors536$909K0.0%+1.1%0.021%
11/14/2024 Martingale Asset Management L P592$1.00M0.0%-52.8%0.023%
11/14/2024 Isthmus Partners LLC164$278K0.0%N/A0.006%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,640$12.96M0.0%-1.0%0.298%
11/14/2024 CreativeOne Wealth LLC148$251K0.0%-54.9%0.006%
11/13/2024 Glenmede Trust Co. NA384$651K0.0%+1.9%0.015%
11/13/2024 Townsquare Capital LLC139$236K0.0%+13.9%0.005%
11/13/2024 BNP Paribas Financial Markets301$511K0.0%+204.0%0.012%
11/13/2024 Prospector Partners LLC3,855$6.54M0.7%+17.2%0.150%
11/13/2024 FMR LLC22,196$37.65M0.0%+7.8%0.864%
11/13/2024 Horizon Kinetics Asset Management LLC7,138$12.11M0.2%+422.9%0.278%
11/12/2024 Summit Trail Advisors LLC228$387K0.0%-5.4%0.009%
11/12/2024 Pitcairn Co.124$210K0.0%-6.8%0.005%
11/12/2024 Cerity Partners LLC1,715$2.91M0.0%-0.8%0.067%
11/12/2024 Raymond James Trust N.A.120$204K0.0%-8.4%0.005%
11/12/2024 Charles Schwab Investment Management Inc.25,220$42.78M0.0%+1.5%0.981%
11/12/2024 Smithfield Trust Co82$138K0.0%-15.5%0.003%
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11/12/2024 Thompson Siegel & Walmsley LLC10,363$17.58M0.3%-13.0%0.403%
11/8/2024 PNC Financial Services Group Inc.541$918K0.0%-3.2%0.021%
11/6/2024 Connable Office Inc.181$307K0.0%-4.7%0.007%
11/6/2024 Royce & Associates LP14,467$24.54M0.2%-3.7%0.563%
11/6/2024 KBC Group NV78$132K0.0%+21.9%0.003%
11/6/2024 Speece Thorson Capital Group Inc.11,398$19.33M3.6%-0.3%0.444%
11/6/2024 Oppenheimer Asset Management Inc.1,442$2.45M0.0%-0.7%0.056%
11/5/2024 Victory Capital Management Inc.6,353$10.78M0.0%-44.5%0.247%
11/4/2024 State of New Jersey Common Pension Fund D1,118$1.90M0.0%-6.0%0.044%
11/2/2024 Covestor Ltd123$209K0.1%+36.7%0.005%
11/1/2024 Atria Investments Inc584$990K0.0%+8.8%0.023%
11/1/2024Equitable Trust Co.401$680K0.0%+16.9%0.016%
10/31/2024 Principal Financial Group Inc.158$268K0.0%-16.4%0.006%
10/30/2024 River Road Asset Management LLC118,206$200.50M2.6%+1.6%4.607%
10/30/2024 Amalgamated Bank134$227K0.0%-69.5%0.005%
10/29/2024 Robeco Institutional Asset Management B.V.20,316$34.46M0.1%-5.0%0.792%
10/29/2024 Cannon Global Investment Management LLC200$339K0.5%N/A0.008%
10/29/2024 Harbor Capital Advisors Inc.2,390$4.05M0.2%+100.5%0.093%
10/29/2024 Farther Finance Advisors LLC134$227K0.0%-6.3%0.005%
10/28/2024 US Bancorp DE151$256K0.0%-24.9%0.006%
10/24/2024 Autumn Glory Partners LLC2,160$3.66M1.4%+100.0%0.084%
10/24/2024 Leuthold Group LLC1,300$2.21M0.2%N/A0.051%
10/23/2024 Legacy Wealth Asset Management LLC317$538K0.1%+3.3%0.012%
10/23/2024 Mraz Amerine & Associates Inc.21,198$35.96M6.5%+0.8%0.826%
10/22/2024 Lecap Asset Management Ltd.296$502K0.1%N/A0.012%
10/22/2024 Eastern Bank100$170K0.0%N/A0.004%
10/22/2024 Signaturefd LLC50$85K0.0%-10.7%0.002%
10/22/2024 Sequoia Financial Advisors LLC884$1.50M0.0%+353.3%0.034%
10/19/2024 Allspring Global Investments Holdings LLC22,555$38.26M0.1%+44.0%0.879%
10/18/2024Raymond James & Associates21,743$36.88M0.0%-4.2%0.847%
10/18/2024Blue Trust Inc.94$171K0.0%+77.4%0.004%
10/16/2024 Hengehold Capital Management LLC231$392K0.0%+26.2%0.009%
10/11/2024 Creative Planning2,336$3.96M0.0%-1.6%0.091%
10/9/2024 Reinhart Partners LLC.39,369$66.78M2.5%+3.9%1.534%
10/9/2024 UMB Bank n.a.28$47K0.0%+40.0%0.001%
10/9/2024 Perpetual Ltd9,727$16.50M0.2%-4.4%0.379%
10/7/2024 Shotwell Rutter Baer Inc270$480K0.4%-10.0%0.011%
10/7/2024 GAMMA Investing LLC49$83K0.0%+104.2%0.002%
10/3/2024 Park Avenue Securities LLC527$894K0.0%-6.7%0.021%
9/5/2024 Sanctuary Advisors LLC744$1.32M0.0%N/A0.029%
8/26/2024 Teachers Retirement System of The State of Kentucky944$1.72M0.0%N/A0.037%
8/21/2024 Truist Financial Corp1,803$3.28M0.0%-0.8%0.070%
8/19/2024 Brandes Investment Partners LP339$616K0.0%+32.9%0.013%
8/16/2024 Wallace Capital Management Inc.81,304$147.77M18.9%-0.9%3.169%
8/16/2024 Quarry LP51$93K0.0%N/A0.002%
8/16/2024 Creative Planning2,374$4.32M0.0%+2.0%0.093%
8/16/2024 Magnolia Capital Advisors LLC135$245K0.0%N/A0.005%
8/16/2024 Algert Global LLC800$1.45M0.0%+47.6%0.031%
8/15/2024 Select Equity Group L.P.59,361$107.89M0.4%+18.9%2.313%
8/15/2024 The Manufacturers Life Insurance Company530$963K0.0%+3.3%0.021%
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8/15/2024 Dark Forest Capital Management LP771$1.40M0.3%+137.2%0.030%
8/15/2024 AQR Capital Management LLC10,448$18.54M0.0%+14.2%0.407%
8/14/2024 Frank Rimerman Advisors LLC177$322K0.0%N/A0.007%
8/13/2024 Ensign Peak Advisors Inc1,095$1.99M0.0%+9.5%0.043%
8/13/2024 Summit Trail Advisors LLC241$438K0.0%+42.6%0.009%
8/13/2024 Sei Investments Co.2,389$4.34M0.0%-1.2%0.093%
8/13/2024 Public Employees Retirement Association of Colorado353$642K0.0%-9.9%0.014%
8/12/2024 Elkhorn Partners Limited Partnership16,110$29.28M20.2%-0.6%0.628%
8/12/2024 Amalgamated Bank439$798K0.0%+218.1%0.017%
8/9/2024 Renaissance Technologies LLC2,000$3.64M0.0%-16.7%0.078%
(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, 255 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 ($289.99M), Global Assets Advisory LLC ($241.38M), River Road Asset Management LLC ($200.50M), Fuller & Thaler Asset Management Inc. ($200.14M), 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 209 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), Norges Bank ($28.24K), Allspring Global Investments Holdings LLC ($24.95K), Robeco Institutional Asset Management B.V. ($22.53K), Perpetual Ltd ($15.58K), Brown Advisory Inc. ($14.17K), and Select Equity Group L.P. ($9.43K).

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

Institutional investors have bought a total of 410,888 shares in the last 24 months. This purchase volume represents approximately $664.97M in transactions.

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

Of the 132 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 ($38.64K), Wellington Management Group LLP ($34.02K), Victory Capital Management Inc. ($18.59K), Scout Investments Inc. ($14.89K), Robeco Institutional Asset Management B.V. ($14.03K), Cove Street Capital LLC ($13.64K), and River Road Asset Management LLC ($12.27K).

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

Institutional investors have sold a total of 261,866 shares in the last 24 months. This volume of shares sold represents approximately $399.97M in transactions.



This page (NYSE:WTM) was last updated on 12/21/2024 by MarketBeat.com Staff
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