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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$1,766.47 +30.34 (+1.75%)
As of 03:38 PM Eastern
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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)
173
Total
Institutional Inflows
(last 12 months)
$843.04M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$219.03M
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WTM Institutional Buying and Selling by Quarter

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White Mountains Insurance Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025SG Americas Securities LLC689$1.33M0.0%-53.3%0.027%
4/15/2025Parsons Capital Management Inc. RI1,508$2.90M0.2%-1.0%0.059%
4/15/2025 GAMMA Investing LLC76$146K0.0%+43.4%0.003%
4/14/2025Harbor Capital Advisors Inc.3,058$5.89M0.3%+25.8%0.120%
4/14/2025Farther Finance Advisors LLC392$746K0.0%+134.7%0.015%
4/11/2025 Reinhart Partners LLC.42,478$81.80M3.0%+11.0%1.672%
4/10/2025 Sendero Wealth Management LLC419$807K0.1%+79.1%0.016%
4/10/2025 Whipplewood Advisors LLC29$56K0.0%+866.7%0.001%
4/8/2025 Rhumbline Advisers4,472$8.61M0.0%-1.7%0.176%
4/8/2025 Parallel Advisors LLC27$52K0.0%-18.2%0.001%
4/7/2025 GAMMA Investing LLC146,362$281.87M0.1%+276,054.7%5.760%
4/4/2025 Quent Capital LLC56$108K0.0%-21.1%0.002%
4/3/2025 Versant Capital Management Inc91$175K0.0%+378.9%0.004%
3/18/2025California State Teachers Retirement System2,398$4.66M0.0%-1.0%0.094%
3/5/2025Phocas Financial Corp.5,702$11.09M1.5%N/A0.222%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH216$420K0.0%N/A0.008%
2/20/2025Forum Financial Management LP1,374$2.67M0.0%+14.7%0.053%
2/19/2025Public Employees Retirement System of Ohio890$1.73M0.0%-5.4%0.035%
2/18/2025Vise Technologies Inc.169$329K0.0%+21.6%0.007%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC10,104$19.65M0.0%+32.3%0.393%
2/17/2025Wallace Capital Management Inc.80,158$155.91M21.2%-2.7%3.119%
2/17/2025Two Sigma Investments LP470$914K0.0%+32.0%0.018%
2/17/2025Select Equity Group L.P.27,599$53.68M0.2%-20.4%1.074%
2/17/2025Southeastern Asset Management Inc. TN19,244$37.43M1.8%-7.2%0.749%
2/17/2025Quantinno Capital Management LP2,044$3.98M0.0%+37.2%0.080%
2/17/2025Millennium Management LLC2,401$4.67M0.0%+509.4%0.093%
2/17/2025Lazard Asset Management LLC281$546K0.0%+836.7%0.011%
2/17/2025London Co. of Virginia69,268$134.73M0.7%-0.8%2.695%
2/17/2025Janus Henderson Group PLC2,416$4.70M0.0%+97.5%0.094%
2/17/2025Focus Partners Wealth1,388$2.70M0.0%+1.1%0.054%
2/17/2025Ethic Inc.539$1.05M0.0%+6.9%0.021%
2/17/2025First Manhattan CO. LLC.1,115$2.17M0.0%N/A0.043%
2/17/2025Deutsche Bank AG337$655K0.0%+120.3%0.013%
2/17/2025D. E. Shaw & Co. Inc.2,719$5.29M0.0%-16.1%0.106%
2/17/2025Cresset Asset Management LLC320$622K0.0%-41.4%0.012%
2/17/2025Captrust Financial Advisors597$1.16M0.0%+11.4%0.023%
2/17/2025Brown Advisory Inc.22,421$43.61M0.1%-3.1%0.872%
2/17/2025Balyasny Asset Management L.P.277$539K0.0%N/A0.011%
2/17/2025Bank of America Corp DE41,453$80.63M0.0%-2.4%1.613%
2/17/2025BNP Paribas Financial Markets132$257K0.0%-56.1%0.005%
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2/17/2025Ameriprise Financial Inc.3,277$6.37M0.0%+6.4%0.128%
2/17/2025Algert Global LLC233$453K0.0%N/A0.009%
2/14/2025Jane Street Group LLC287$558K0.0%-78.0%0.011%
2/14/2025AQR Capital Management LLC10,140$19.59M0.0%-7.0%0.395%
2/14/2025Northern Trust Corp18,071$35.15M0.0%+12.1%0.703%
2/14/2025The Manufacturers Life Insurance Company 526$1.02M0.0%-1.5%0.020%
2/14/2025Tudor Investment Corp ET AL461$897K0.0%+27.0%0.018%
2/14/2025Two Sigma Securities LLC206$401K0.1%+30.4%0.008%
2/14/2025Lord Abbett & CO. LLC33,116$64.41M0.2%+0.3%1.289%
2/14/2025Voya Investment Management LLC495$963K0.0%+52.8%0.019%
2/14/2025Integrated Wealth Concepts LLC136$265K0.0%N/A0.005%
2/14/2025Fuller & Thaler Asset Management Inc.114,077$221.89M0.8%-6.7%4.439%
2/14/2025T. Rowe Price Investment Management Inc.57,755$112.34M0.1%+0.1%2.247%
2/14/2025MGO One Seven LLC176$342K0.0%N/A0.007%
2/14/2025Price T Rowe Associates Inc. MD1,566$3.05M0.0%+8.4%0.061%
2/14/2025Dark Forest Capital Management LP719$1.40M0.2%-15.5%0.028%
2/14/2025Stifel Financial Corp1,511$2.94M0.0%-2.4%0.059%
2/14/2025Tower Research Capital LLC TRC 60$117K0.0%+66.7%0.002%
2/14/2025Speece Thorson Capital Group Inc.11,340$22.06M4.4%-0.5%0.441%
2/14/2025MML Investors Services LLC2,342$4.56M0.0%+13.6%0.091%
2/14/2025Dimensional Fund Advisors LP157,395$306.14M0.1%-0.7%6.124%
2/14/2025First Trust Advisors LP20,218$39.33M0.0%+85.3%0.787%
2/14/2025Fiduciary Management Inc. WI49,114$95.53M0.9%-0.4%1.911%
2/14/2025Forum Financial Management LP1,374$2.67M0.0%+14.7%0.053%
2/14/2025GeoWealth Management LLC33$64K0.0%+26.9%0.001%
2/13/2025NewEdge Advisors LLC145$282K0.0%+1,218.2%0.006%
2/13/2025Main Street Financial Solutions LLC1,009$1.96M0.2%+0.7%0.039%
2/13/2025Elkhorn Partners Limited Partnership15,080$29.33M19.3%-6.8%0.587%
2/13/2025XTX Topco Ltd517$1.01M0.1%+29.3%0.020%
2/13/2025Mariner LLC825$1.60M0.0%+22.4%0.032%
2/13/2025Barclays PLC2,142$4.17M0.0%+86.1%0.083%
2/13/2025Sagespring Wealth Partners LLC114$222K0.0%N/A0.004%
2/13/2025Townsquare Capital LLC345$671K0.0%+148.2%0.013%
2/13/2025Sterling Capital Management LLC149$290K0.0%+56.8%0.006%
2/13/2025Treasurer of the State of North Carolina1,096$2.13M0.0%+0.9%0.043%
2/13/2025Renaissance Technologies LLC600$1.17M0.0%-68.4%0.023%
2/13/2025Bank of Nova Scotia182$354K0.0%-15.0%0.007%
2/13/2025Legal & General Group Plc4,049$7.88M0.0%-2.6%0.158%
2/13/2025Invesco Ltd.4,349$8.46M0.0%+4.9%0.169%
2/13/2025Bank of Montreal Can416$809K0.0%-2.1%0.016%
2/13/2025Cerity Partners LLC1,848$3.59M0.0%+7.8%0.072%
2/13/2025Quadrant Capital Group LLC31$60K0.0%-22.5%0.001%
2/13/2025Russell Investments Group Ltd.137$266K0.0%+5.4%0.005%
2/13/2025Envestnet Asset Management Inc.16,414$31.93M0.0%+1.5%0.639%
2/13/2025Resona Asset Management Co. Ltd.471$916K0.0%N/A0.018%
2/13/2025Wells Fargo & Company MN9,546$18.57M0.0%-0.4%0.371%
2/12/2025Pitcairn Co.135$263K0.0%+8.9%0.005%
2/12/2025ExodusPoint Capital Management LP402$782K0.0%-50.3%0.016%
2/12/2025Huntington National Bank22$43K0.0%+57.1%0.001%
2/12/2025 Columbia Asset Management125$243K0.0%N/A0.005%
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2/12/2025Geode Capital Management LLC39,735$77.31M0.0%-0.3%1.546%
2/12/2025Franklin Resources Inc.421$819K0.0%+18.9%0.016%
2/12/2025Cannell & Spears LLC28,726$55.87M1.2%-0.7%1.118%
2/12/2025Alliancebernstein L.P.1,170$2.28M0.0%-0.5%0.046%
2/12/2025Wellington Management Group LLP49,926$97.11M0.0%-17.7%1.965%
2/12/2025O Shaughnessy Asset Management LLC1,065$2.07M0.0%+4.7%0.041%
2/12/2025Brandywine Global Investment Management LLC3,919$7.62M0.1%-5.2%0.152%
2/12/2025Cove Street Capital LLC1,067$2.07M2.4%-49.7%0.042%
2/12/2025California Public Employees Retirement System12,441$24.20M0.0%-5.8%0.484%
2/12/2025Pictet Asset Management Holding SA320$622K0.0%-2.4%0.012%
(Data available from 1/1/2016 forward)

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WTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTM shares?

During the previous two years, 298 institutional investors and hedge funds held shares of White Mountains Insurance Group. The most heavily invested institutionals were Vanguard Group Inc. ($489.65M), Dimensional Fund Advisors LP ($306.14M), Morgan Stanley ($303.51M), Global Assets Advisory LLC ($241.38M), Fuller & Thaler Asset Management Inc. ($221.89M), River Road Asset Management LLC ($218.65M), and Boston Partners ($165.82M).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 242 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: GAMMA Investing LLC ($146.38K), Global Assets Advisory LLC ($134.53K), Norges Bank ($58.91K), Proficio Capital Partners LLC ($46.69K), Cooke & Bieler LP ($34.07K), Raymond James Financial Inc. ($32.47K), and Allspring Global Investments Holdings LLC ($25.63K).

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

Institutional investors have bought a total of 730,526 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

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

Of the 149 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: Wellington Management Group LLP ($44.77K), Boston Partners ($34.94K), River Road Asset Management LLC ($18.06K), Robeco Institutional Asset Management B.V. ($14.93K), Fuller & Thaler Asset Management Inc. ($14.67K), Victory Capital Management Inc. ($14.44K), and Scout Investments Inc. ($14.08K).

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

Institutional investors have sold a total of 294,890 shares in the last 24 months. This volume of shares sold represents approximately $476.13M in transactions.



This page (NYSE:WTM) was last updated on 4/15/2025 by MarketBeat.com Staff
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