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White Mountains Insurance Group (WTM) Institutional Ownership

White Mountains Insurance Group logo
$1,847.04 -14.96 (-0.80%)
As of 01/17/2025 03:59 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)
127
Total
Institutional Inflows
(last 12 months)
$462.12M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$200.67M
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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
1/17/2025 Janney Montgomery Scott LLC357$694K0.0%+51.3%0.014%
1/17/2025 SG Americas Securities LLC1,476$2.87M0.0%N/A0.057%
1/17/2025 Perpetual Ltd9,627$18.73M0.2%-1.0%0.375%
1/16/2025 Ballentine Partners LLC106$206K0.0%N/A0.004%
1/15/2025 HB Wealth Management LLC124$241K0.0%N/A0.005%
1/14/2025 Park Avenue Securities LLC598$1.16M0.0%+13.5%0.023%
1/13/2025 Reinhart Partners LLC.38,272$74.44M2.8%-2.8%1.490%
1/13/2025 Eagle Bay Advisors LLC53$103K0.1%N/A0.002%
1/10/2025 Harbor Capital Advisors Inc.2,431$4.73M0.2%+1.7%0.095%
1/10/2025 Fortitude Family Office LLC19$37K0.0%N/A0.001%
1/3/2025 Versant Capital Management Inc19$37K0.0%+90.0%0.001%
12/26/2024JPMorgan Chase & Co.2,852$4.84M0.0%-7.5%0.111%
12/19/2024Principal Financial Group Inc.158$268K0.0%-16.4%0.006%
12/13/2024Lord Abbett & CO. LLC33,012$55.99M0.2%+7.9%1.286%
12/3/2024Oddo BHF Asset Management Sas947$1.61M0.1%N/A0.037%
11/27/2024Franklin Resources Inc.354$654K0.0%+17.6%0.014%
11/25/2024Sanctuary Advisors LLC855$1.45M0.0%+14.9%0.033%
11/18/2024Teachers Retirement System of The State of Kentucky1,080$1.83M0.0%+14.4%0.042%
11/16/2024Geode Capital Management LLC39,844$67.60M0.0%+0.7%1.550%
11/15/2024Barclays PLC1,151$1.95M0.0%+101.9%0.045%
11/15/2024Public Employees Retirement System of Ohio941$1.60M0.0%-4.9%0.037%
11/15/2024MML Investors Services LLC2,062$3.50M0.0%+11.0%0.080%
11/15/2024XTX Topco Ltd400$678K0.0%N/A0.016%
11/15/2024Zacks Investment Management148$251K0.0%N/A0.006%
11/15/2024Jane Street Group LLC1,307$2.22M0.0%+41.0%0.051%
11/15/2024Wellington Management Group LLP60,675$102.92M0.0%-13.1%2.361%
11/15/2024Wallace Capital Management Inc.82,366$139.71M18.9%+1.3%3.205%
11/15/2024State Street Corp54,877$93.08M0.0%+5.2%2.135%
11/15/2024Stifel Financial Corp1,548$2.63M0.0%-6.2%0.060%
11/15/2024Quantinno Capital Management LP1,490$2.53M0.0%+12.3%0.058%
11/15/2024Hotchkis & Wiley Capital Management LLC6,756$11.46M0.0%-2.7%0.263%
11/15/2024HighTower Advisors LLC1,562$2.65M0.0%+579.1%0.061%
11/15/2024Centiva Capital LP137$232K0.0%N/A0.005%
11/14/2024Edgestream Partners L.P.4,472$7.59M0.3%N/A0.174%
11/14/2024Verition Fund Management LLC391$663K0.0%+26.5%0.015%
11/14/2024Captrust Financial Advisors536$909K0.0%+1.1%0.021%
11/14/2024Martingale Asset Management L P592$1.00M0.0%-52.8%0.023%
11/14/2024Isthmus Partners LLC164$278K0.0%N/A0.006%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,640$12.96M0.0%-1.0%0.298%
11/14/2024CreativeOne Wealth LLC148$251K0.0%-54.9%0.006%
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11/13/2024Glenmede Trust Co. NA384$651K0.0%+1.9%0.015%
11/13/2024Townsquare Capital LLC139$236K0.0%+13.9%0.005%
11/13/2024BNP Paribas Financial Markets301$511K0.0%+204.0%0.012%
11/13/2024Prospector Partners LLC3,855$6.54M0.7%+17.2%0.150%
11/13/2024FMR LLC22,196$37.65M0.0%+7.8%0.864%
11/13/2024Horizon Kinetics Asset Management LLC7,138$12.11M0.2%+422.9%0.278%
11/12/2024Summit Trail Advisors LLC228$387K0.0%-5.4%0.009%
11/12/2024Pitcairn Co.124$210K0.0%-6.8%0.005%
11/12/2024Cerity Partners LLC1,715$2.91M0.0%-0.8%0.067%
11/12/2024Raymond James Trust N.A.120$204K0.0%-8.4%0.005%
11/12/2024Charles Schwab Investment Management Inc.25,220$42.78M0.0%+1.5%0.981%
11/12/2024Smithfield Trust Co82$138K0.0%-15.5%0.003%
11/12/2024Thompson Siegel & Walmsley LLC10,363$17.58M0.3%-13.0%0.403%
11/8/2024PNC Financial Services Group Inc.541$918K0.0%-3.2%0.021%
11/6/2024Connable Office Inc.181$307K0.0%-4.7%0.007%
11/6/2024Royce & Associates LP14,467$24.54M0.2%-3.7%0.563%
11/6/2024KBC Group NV78$132K0.0%+21.9%0.003%
11/6/2024Speece Thorson Capital Group Inc.11,398$19.33M3.6%-0.3%0.444%
11/6/2024Oppenheimer Asset Management Inc.1,442$2.45M0.0%-0.7%0.056%
11/5/2024Victory Capital Management Inc.6,353$10.78M0.0%-44.5%0.247%
11/4/2024State of New Jersey Common Pension Fund D1,118$1.90M0.0%-6.0%0.044%
11/2/2024Covestor Ltd123$209K0.1%+36.7%0.005%
11/1/2024Atria Investments Inc584$990K0.0%+8.8%0.023%
11/1/2024Equitable Trust Co.401$680K0.0%+16.9%0.016%
10/31/2024Principal Financial Group Inc.158$268K0.0%-16.4%0.006%
10/30/2024River Road Asset Management LLC118,206$200.50M2.6%+1.6%4.607%
10/30/2024Amalgamated Bank134$227K0.0%-69.5%0.005%
10/29/2024Robeco Institutional Asset Management B.V.20,316$34.46M0.1%-5.0%0.792%
10/29/2024Cannon 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%
10/29/2024Farther Finance Advisors LLC134$227K0.0%-6.3%0.005%
10/28/2024US Bancorp DE151$256K0.0%-24.9%0.006%
10/24/2024Autumn Glory Partners LLC2,160$3.66M1.4%+100.0%0.084%
10/24/2024Leuthold Group LLC1,300$2.21M0.2%N/A0.051%
10/23/2024 Legacy Wealth Asset Management LLC317$538K0.1%+3.3%0.012%
10/23/2024Mraz Amerine & Associates Inc.21,198$35.96M6.5%+0.8%0.826%
10/22/2024Lecap Asset Management Ltd.296$502K0.1%N/A0.012%
10/22/2024 Eastern Bank100$170K0.0%N/A0.004%
10/22/2024Signaturefd LLC50$85K0.0%-10.7%0.002%
10/22/2024Sequoia Financial Advisors LLC884$1.50M0.0%+353.3%0.034%
10/19/2024Allspring 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%
10/16/2024Hengehold Capital Management LLC231$392K0.0%+26.2%0.009%
10/11/2024Creative 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%
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10/3/2024 Park Avenue Securities LLC527$894K0.0%-6.7%0.021%
9/5/2024Sanctuary Advisors LLC744$1.32M0.0%N/A0.029%
8/26/2024Teachers Retirement System of The State of Kentucky944$1.72M0.0%N/A0.037%
8/21/2024Truist Financial Corp1,803$3.28M0.0%-0.8%0.070%
8/19/2024Brandes Investment Partners LP339$616K0.0%+32.9%0.013%
8/16/2024Wallace Capital Management Inc.81,304$147.77M18.9%-0.9%3.169%
8/16/2024Quarry LP51$93K0.0%N/A0.002%
8/16/2024Creative Planning2,374$4.32M0.0%+2.0%0.093%
8/16/2024Magnolia Capital Advisors LLC135$245K0.0%N/A0.005%
8/16/2024Algert Global LLC800$1.45M0.0%+47.6%0.031%
(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, 260 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 214 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 412,522 shares in the last 24 months. This purchase volume represents approximately $668.36M 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 260,985 shares in the last 24 months. This volume of shares sold represents approximately $399.43M in transactions.


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This page (NYSE:WTM) was last updated on 1/21/2025 by MarketBeat.com Staff
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