Security Snapshot

WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) Institutional Ownership

CUSIP: G9618E107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

363

Shares (Excl. Options)

2,207,903

Price

$2196.96

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Security identity
Issuer context
Shares outstanding
2,481,286
Reported price per share
$2196.96
Price from insider filings
$2196.96
Latest holder snapshot
Portfolio coverage rank
0.01%
Share change
-45,529
Value change
-$95,020,520
Number of holders
363
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • WTM - WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON is tracked under CUSIP G9618E107.
  • 363 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 352 to 363 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,672,654,306 to $4,850,493,906.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 363 institutions filings for Q1 2026.

Open SEC Evidence

Security key

G9618E107

Latest holder period

Q1 2026

13F holders

363

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
WTM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD CAPITAL MANAGEMENT LLC 5.2% $281,195,565 127,993 Vanguard Capital Management 31 Mar 2026
Neuberger Berman Group LLC 4.9% -4% $267,113,024 -$17,731,667 121,583 -6.2% Neuberger Berman Group LLC 30 Apr 2026
MORGAN STANLEY 3% -44% $158,207,684 -$114,965,582 76,817 -42% Morgan Stanley 31 Dec 2025

As of 31 Mar 2026, 363 institutional investors reported holding 2,207,903 shares of WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM). This represents 89% of the company’s total 2,481,286 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
67%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DIMENSIONAL FUND ADVISORS LP 6.3% 156,618 +0.01% 0.07% $344,084,166
NEUBERGER BERMAN GROUP LLC 5% 124,715 -3.8% 0.21% $273,993,893
River Road Asset Management, LLC 4.9% 120,519 -0.3% 3% $264,775,422
VANGUARD PORTFOLIO MANAGEMENT LLC 4.7% 115,553 0% 0.01% $253,865,319
BlackRock, Inc. 4.6% 113,328 +0.93% 0% $248,976,061
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 109,157 0% 0.01% $239,813,563
COOKE & BIELER LP 4.2% 104,857 -1.6% 2.6% $230,366,635
FULLER & THALER ASSET MANAGEMENT, INC. 4.2% 104,561 -3.3% 0.77% $229,715,563
FIDUCIARY MANAGEMENT INC /WI/ 3.4% 85,066 -5.8% 2.3% $186,886,599
Wallace Capital Management Inc. 3.2% 78,795 -1.9% 20% $173,109,162
MORGAN STANLEY 2.4% 59,295 -28% 0.01% $130,273,576
Boston Partners 2.3% 57,459 -25% 0.13% $126,222,446
LONDON CO OF VIRGINIA 2.3% 57,131 -2.7% 0.77% $125,537,405
STATE STREET CORP 2% 49,158 -3% 0% $107,998,160
GEODE CAPITAL MANAGEMENT, LLC 1.7% 42,119 +1.4% 0.01% $92,559,204
T. Rowe Price Investment Management, Inc. 1.7% 41,513 -6.8% 0.06% $91,203,000
GENDELL JEFFREY L 1.5% 37,814 +16% 1.1% $83,075,845
REINHART PARTNERS, LLC. 1.5% 37,374 -15% 2.4% $82,148,044
LORD, ABBETT & CO. LLC 1.3% 33,110 -2% 0.24% $72,741,000
BANK OF AMERICA CORP /DE/ 1.1% 28,358 -1.6% 0% $62,301,392
Cannell & Spears LLC 1.1% 28,027 -0.31% 1.2% $61,573,306
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.98% 24,241 +4.3% 0.01% $53,256,507
RAYMOND JAMES FINANCIAL INC 0.97% 23,951 -0.08% 0.02% $52,619,460
Mraz, Amerine & Associates, Inc. 0.89% 22,179 -2% 7.2% $48,726,795
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 0.76% 18,864 -40% 2% $41,443,454

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,207,903 $4,850,493,906 -$95,020,520 $2196.96 363
2025 Q4 2,249,077 $4,672,654,306 -$163,522,387 $2078.03 352
2025 Q3 2,328,196 $3,892,926,495 +$6,813,958 $1671.52 337
2025 Q2 2,319,591 $4,164,032,974 +$75,999,210 $1795.72 323
2025 Q1 2,276,772 $4,380,930,355 -$297,813 $1925.81 318
2024 Q4 2,275,935 $4,425,642,568 +$63,434,905 $1945.06 322
2024 Q3 2,225,354 $3,778,177,309 -$51,170,618 $1696.20 303
2024 Q2 2,278,803 $4,139,897,835 +$36,191,894 $1817.45 306
2024 Q1 2,257,876 $4,050,627,891 +$44,925,950 $1794.30 300
2023 Q4 2,272,473 $3,420,895,166 +$448,401 $1505.01 295
2023 Q3 2,270,617 $3,396,009,565 +$34,549,405 $1495.69 272
2023 Q2 2,245,483 $3,125,347,144 -$4,780,701 $1388.91 258
2023 Q1 2,244,965 $3,093,422,937 -$11,530,148 $1377.49 261
2022 Q4 2,264,311 $3,203,221,874 +$152,825,819 $1414.33 263
2022 Q3 2,283,636 $2,976,640,572 -$484,484,653 $1303.02 246
2022 Q2 2,659,641 $3,314,994,939 -$39,000,392 $1246.12 258
2022 Q1 2,663,943 $3,019,127,305 +$49,978,796 $1136.23 242
2021 Q4 2,675,937 $2,714,257,113 -$5,261,729 $1013.88 243
2021 Q3 2,671,067 $2,857,370,130 -$38,324,659 $1069.62 230
2021 Q2 2,711,945 $3,113,296,748 +$8,100,205 $1148.03 232
2021 Q1 2,708,626 $3,023,933,244 +$25,864,750 $1114.90 245
2020 Q4 2,696,102 $2,697,911,953 -$1,365,215 $1000.00 234
2020 Q3 2,698,359 $2,102,120,394 -$18,772,862 $779.00 216
2020 Q2 2,720,045 $2,415,355,341 -$2,045,819 $887.97 204
2020 Q1 2,720,561 $2,475,614,880 -$33,457,363 $910.00 226
2019 Q4 2,742,766 $3,059,658,174 -$32,860,239 $1115.51 252
2019 Q3 2,774,124 $2,995,831,040 -$26,027,851 $1080.00 248
2019 Q2 2,801,619 $2,861,785,183 +$20,334,731 $1021.44 249
2019 Q1 2,806,019 $2,596,957,316 +$39,478,200 $925.48 242
2018 Q4 2,767,043 $2,373,366,225 -$10,445,538 $857.69 242
2018 Q3 2,774,074 $2,596,081,055 -$16,819,815 $935.86 238
2018 Q2 2,821,255 $2,557,740,601 -$326,875,489 $906.61 227
2018 Q1 3,186,982 $2,621,416,419 +$51,033,745 $822.52 229
2017 Q4 3,117,597 $2,653,931,973 +$4,187,400 $851.28 213
2017 Q3 3,103,410 $2,659,778,464 -$624,624,357 $857.00 193
2017 Q2 3,833,182 $3,329,607,785 +$10,674,059 $868.63 205
2017 Q1 3,828,423 $3,367,813,853 +$214,197,149 $879.88 199
2016 Q4 3,763,782 $3,146,741,237 -$19,888,770 $836.05 202
2016 Q3 3,764,024 $3,123,923,790 -$325,244,808 $830.00 187
2016 Q2 4,155,506 $3,498,928,866 -$387,838,025 $842.00 196
2016 Q1 4,618,624 $3,706,750,980 -$156,294,392 $802.60 192
2015 Q4 4,830,375 $3,510,774,031 -$61,612,545 $726.81 193
2015 Q3 4,914,148 $3,672,335,331 -$65,889,466 $747.30 180
2015 Q2 5,053,603 $3,309,742,925 +$11,425,292 $654.94 170
2015 Q1 5,035,592 $3,446,379,757 +$9,562,577 $684.52 173
2014 Q4 5,026,289 $3,167,551,783 -$33,724,059 $630.11 179
2014 Q3 5,073,465 $3,196,689,910 -$68,364,237 $630.07 165
2014 Q2 5,186,143 $3,155,470,676 +$20,361,781 $608.44 178
2014 Q1 5,149,788 $3,089,286,263 -$7,682,092 $599.90 182
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