White Mountains Insurance Group (WTM) Institutional Ownership

$1,828.59 -29.12 (-1.57%)

Closing price 02/21/2025 03:59 PM Eastern

Extended Trading

$1,828.82 +0.23 (+0.01%)

As of 02/21/2025 04:05 PM Eastern

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Current Institutional Ownership Percentage: 88.65%
Number of Institutional Buyers (last 12 months): 175
Total Institutional Inflows (last 12 months): $782.01M

Number of Institutional Sellers (last 12 months): 102
Total Institutional Outflows (last 12 months): $223.06M

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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
2/20/2025	Forum Financial Management LP	1,374	$2.67M	0.0%	+14.7%	0.053%
2/19/2025	Public Employees Retirement System of Ohio	890	$1.73M	0.0%	-5.4%	0.035%
2/18/2025	Vise Technologies Inc.	169	$329K	0.0%	+21.6%	0.007%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	10,104	$19.65M	0.0%	+32.3%	0.393%
2/17/2025	Wallace Capital Management Inc.	80,158	$155.91M	21.2%	-2.7%	3.119%
2/17/2025	Two Sigma Investments LP	470	$914K	0.0%	+32.0%	0.018%
2/17/2025	Select Equity Group L.P.	27,599	$53.68M	0.2%	-20.4%	1.074%
2/17/2025	Southeastern Asset Management Inc. TN	19,244	$37.43M	1.8%	-7.2%	0.749%
2/17/2025	Quantinno Capital Management LP	2,044	$3.98M	0.0%	+37.2%	0.080%
2/17/2025	Millennium Management LLC	2,401	$4.67M	0.0%	+509.4%	0.093%
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2/17/2025	Lazard Asset Management LLC	281	$546K	0.0%	+836.7%	0.011%
2/17/2025	London Co. of Virginia	69,268	$134.73M	0.7%	-0.8%	2.695%
2/17/2025	Janus Henderson Group PLC	2,416	$4.70M	0.0%	+97.5%	0.094%
2/17/2025	Focus Partners Wealth	1,388	$2.70M	0.0%	+1.1%	0.054%
2/17/2025	Ethic Inc.	539	$1.05M	0.0%	+6.9%	0.021%
2/17/2025	First Manhattan CO. LLC.	1,115	$2.17M	0.0%	N/A	0.043%
2/17/2025	Deutsche Bank AG	337	$655K	0.0%	+120.3%	0.013%
2/17/2025	D. E. Shaw & Co. Inc.	2,719	$5.29M	0.0%	-16.1%	0.106%
2/17/2025	Cresset Asset Management LLC	320	$622K	0.0%	-41.4%	0.012%
2/17/2025	Captrust Financial Advisors	597	$1.16M	0.0%	+11.4%	0.023%
2/17/2025	Brown Advisory Inc.	22,421	$43.61M	0.1%	-3.1%	0.872%
2/17/2025	Balyasny Asset Management L.P.	277	$539K	0.0%	N/A	0.011%
2/17/2025	Bank of America Corp DE	41,453	$80.63M	0.0%	-2.4%	1.613%
2/17/2025	BNP Paribas Financial Markets	132	$257K	0.0%	-56.1%	0.005%
2/17/2025	Ameriprise Financial Inc.	3,277	$6.37M	0.0%	+6.4%	0.128%
2/17/2025	Algert Global LLC	233	$453K	0.0%	N/A	0.009%
2/14/2025	Jane Street Group LLC	287	$558K	0.0%	-78.0%	0.011%
2/14/2025	AQR Capital Management LLC	10,140	$19.59M	0.0%	-7.0%	0.395%
2/14/2025	Northern Trust Corp	18,071	$35.15M	0.0%	+12.1%	0.703%
2/14/2025	The Manufacturers Life Insurance Company	526	$1.02M	0.0%	-1.5%	0.020%
2/14/2025	Tudor Investment Corp ET AL	461	$897K	0.0%	+27.0%	0.018%
2/14/2025	Two Sigma Securities LLC	206	$401K	0.1%	+30.4%	0.008%
2/14/2025	Lord Abbett & CO. LLC	33,116	$64.41M	0.2%	+0.3%	1.289%
2/14/2025	Voya Investment Management LLC	495	$963K	0.0%	+52.8%	0.019%
2/14/2025	Integrated Wealth Concepts LLC	136	$265K	0.0%	N/A	0.005%
2/14/2025	Fuller & Thaler Asset Management Inc.	114,077	$221.89M	0.8%	-6.7%	4.439%
2/14/2025	T. Rowe Price Investment Management Inc.	57,755	$112.34M	0.1%	+0.1%	2.247%
2/14/2025	MGO One Seven LLC	176	$342K	0.0%	N/A	0.007%
2/14/2025	Price T Rowe Associates Inc. MD	1,566	$3.05M	0.0%	+8.4%	0.061%
2/14/2025	Dark Forest Capital Management LP	719	$1.40M	0.2%	-15.5%	0.028%
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2/14/2025	Stifel Financial Corp	1,511	$2.94M	0.0%	-2.4%	0.059%
2/14/2025	Tower Research Capital LLC TRC	60	$117K	0.0%	+66.7%	0.002%
2/14/2025	Speece Thorson Capital Group Inc.	11,340	$22.06M	4.4%	-0.5%	0.441%
2/14/2025	MML Investors Services LLC	2,342	$4.56M	0.0%	+13.6%	0.091%
2/14/2025	Dimensional Fund Advisors LP	157,395	$306.14M	0.1%	-0.7%	6.124%
2/14/2025	First Trust Advisors LP	20,218	$39.33M	0.0%	+85.3%	0.787%
2/14/2025	Fiduciary Management Inc. WI	49,114	$95.53M	0.9%	-0.4%	1.911%
2/14/2025	Forum Financial Management LP	1,374	$2.67M	0.0%	+14.7%	0.053%
2/14/2025	GeoWealth Management LLC	33	$64K	0.0%	+26.9%	0.001%
2/13/2025	NewEdge Advisors LLC	145	$282K	0.0%	+1,218.2%	0.006%
2/13/2025	Main Street Financial Solutions LLC	1,009	$1.96M	0.2%	+0.7%	0.039%
2/13/2025	Elkhorn Partners Limited Partnership	15,080	$29.33M	19.3%	-6.8%	0.587%
2/13/2025	XTX Topco Ltd	517	$1.01M	0.1%	+29.3%	0.020%
2/13/2025	Mariner LLC	825	$1.60M	0.0%	+22.4%	0.032%
2/13/2025	Barclays PLC	2,142	$4.17M	0.0%	+86.1%	0.083%
2/13/2025	Sagespring Wealth Partners LLC	114	$222K	0.0%	N/A	0.004%
2/13/2025	Townsquare Capital LLC	345	$671K	0.0%	+148.2%	0.013%
2/13/2025	Sterling Capital Management LLC	149	$290K	0.0%	+56.8%	0.006%
2/13/2025	Treasurer of the State of North Carolina	1,096	$2.13M	0.0%	+0.9%	0.043%
2/13/2025	Renaissance Technologies LLC	600	$1.17M	0.0%	-68.4%	0.023%
2/13/2025	Bank of Nova Scotia	182	$354K	0.0%	-15.0%	0.007%
2/13/2025	Legal & General Group Plc	4,049	$7.88M	0.0%	-2.6%	0.158%
2/13/2025	Invesco Ltd.	4,349	$8.46M	0.0%	+4.9%	0.169%
2/13/2025	Bank of Montreal Can	416	$809K	0.0%	-2.1%	0.016%
2/13/2025	Cerity Partners LLC	1,848	$3.59M	0.0%	+7.8%	0.072%
2/13/2025	Quadrant Capital Group LLC	31	$60K	0.0%	-22.5%	0.001%
2/13/2025	Russell Investments Group Ltd.	137	$266K	0.0%	+5.4%	0.005%
2/13/2025	Envestnet Asset Management Inc.	16,414	$31.93M	0.0%	+1.5%	0.639%
2/13/2025	Resona Asset Management Co. Ltd.	471	$916K	0.0%	N/A	0.018%
2/13/2025	Wells Fargo & Company MN	9,546	$18.57M	0.0%	-0.4%	0.371%
2/12/2025	Pitcairn Co.	135	$263K	0.0%	+8.9%	0.005%
2/12/2025	ExodusPoint Capital Management LP	402	$782K	0.0%	-50.3%	0.016%
2/12/2025	Huntington National Bank	22	$43K	0.0%	+57.1%	0.001%
2/12/2025	Columbia Asset Management	125	$243K	0.0%	N/A	0.005%
2/12/2025	Geode Capital Management LLC	39,735	$77.31M	0.0%	-0.3%	1.546%
2/12/2025	Franklin Resources Inc.	421	$819K	0.0%	+18.9%	0.016%
2/12/2025	Cannell & Spears LLC	28,726	$55.87M	1.2%	-0.7%	1.118%
2/12/2025	Alliancebernstein L.P.	1,170	$2.28M	0.0%	-0.5%	0.046%
2/12/2025	Wellington Management Group LLP	49,926	$97.11M	0.0%	-17.7%	1.943%
2/12/2025	O Shaughnessy Asset Management LLC	1,065	$2.07M	0.0%	+4.7%	0.041%
2/12/2025	Brandywine Global Investment Management LLC	3,919	$7.62M	0.1%	-5.2%	0.152%
2/12/2025	Cove Street Capital LLC	1,067	$2.07M	2.4%	-49.7%	0.042%
2/12/2025	California Public Employees Retirement System	12,441	$24.20M	0.0%	-5.8%	0.484%
2/12/2025	Pictet Asset Management Holding SA	320	$622K	0.0%	-2.4%	0.012%
2/12/2025	Norges Bank	30,673	$59.66M	0.0%	N/A	1.194%
2/12/2025	JPMorgan Chase & Co.	2,777	$5.40M	0.0%	-2.6%	0.108%
2/12/2025	Mitsubishi UFJ Trust & Banking Corp	1,216	$2.37M	0.0%	+2.9%	0.047%
2/11/2025	Cannon Global Investment Management LLC	150	$292K	0.6%	-25.0%	0.006%
2/11/2025	Vanguard Group Inc.	251,739	$489.65M	0.0%	+0.4%	9.795%
2/11/2025	LPL Financial LLC	1,763	$3.43M	0.0%	+39.7%	0.069%
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2/11/2025	KLP Kapitalforvaltning AS	605	$1.18M	0.0%	N/A	0.024%
2/11/2025	Sei Investments Co.	3,217	$6.26M	0.0%	+29.4%	0.125%
2/11/2025	American Century Companies Inc.	5,375	$10.46M	0.0%	-2.0%	0.209%
2/11/2025	Teacher Retirement System of Texas	461	$897K	0.0%	+19.7%	0.018%
2/11/2025	Xponance Inc.	120	$233K	0.0%	N/A	0.005%
2/11/2025	Boston Partners	85,445	$165.82M	0.2%	+0.4%	3.325%
2/10/2025	Horizon Kinetics Asset Management LLC	10,089	$19.62M	0.2%	+41.3%	0.393%
2/10/2025	Glenview Trust co	110	$214K	0.0%	N/A	0.004%
2/10/2025	Corient Private Wealth LLC	639	$1.24M	0.0%	-43.4%	0.025%
2/10/2025	Royce & Associates LP	12,306	$23.94M	0.2%	-14.9%	0.479%

(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, 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 243 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 ($58.91K), Proficio Capital Partners LLC ($46.69K), Cooke & Bieler LP ($34.07K), Raymond James Financial Inc. ($32.47K), Allspring Global Investments Holdings LLC ($25.63K), and Perpetual Ltd ($15.58K).

How much institutional buying is happening at White Mountains Insurance Group?: Institutional investors have bought a total of 573,911 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.
Which White Mountains Insurance Group major shareholders have been selling company stock?: Of the 147 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), Victory Capital Management Inc. ($16.52K), Robeco Institutional Asset Management B.V. ($14.93K), Fuller & Thaler Asset Management Inc. ($14.67K), and Scout Investments Inc. ($14.08K).
How much institutional selling is happening at White Mountains Insurance Group?: Institutional investors have sold a total of 297,376 shares in the last 24 months. This volume of shares sold represents approximately $479.12M in transactions.

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This page (NYSE:WTM) was last updated on 2/22/2025 by MarketBeat.com Staff

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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

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