WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM)

Historical Holders from Q1 2014 to Q4 2025

Symbol
WTM on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
2,550,731
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
2,328,831
Holdings value
$3,894,232,988
% of all portfolios
0.01%
Number of holders
334
Number of buys
148
Number of sells
131
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 5.2% -17% $221,707,123 -$44,098,051 132,638 -17% Morgan Stanley 30 Sep 2025
As of 30 Sep 2025 WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM) has 334 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,328,831 shares of 2,550,731 outstanding shares and own 91% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM) own 73% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.7% 247,004 -0.87% 0.01% $412,872,126
DIMENSIONAL FUND ADVISORS LP 6.2% 157,217 +0.94% 0.06% $262,792,354
MORGAN STANLEY 5.4% 138,862 -16% 0.01% $232,114,441
NEUBERGER BERMAN GROUP LLC 4.5% 115,015 +37% 0.14% $192,249,873
BlackRock, Inc. 4.4% 112,579 -0.51% 0% $188,177,273
River Road Asset Management, LLC 4.3% 109,588 -0.28% 2.1% $183,178,534
FULLER & THALER ASSET MANAGEMENT, INC. 4.2% 108,091 +7% 0.61% $180,676,756
COOKE & BIELER LP 4.2% 107,851 +40% 1.9% $180,275,104
FIDUCIARY MANAGEMENT INC /WI/ 3.7% 94,383 +32% 1.6% $157,763,072
Boston Partners 3.3% 84,445 -5.5% 0.15% $142,516,897
Wallace Capital Management Inc. 3.2% 81,489 +3.1% 17% $136,210,177
LONDON CO OF VIRGINIA 2.6% 66,802 -2.9% 0.62% $111,677,110
STATE STREET CORP 2.1% 54,444 -4.9% 0% $91,004,235
T. Rowe Price Investment Management, Inc. 1.9% 47,772 -24% 0.05% $79,852,000
GEODE CAPITAL MANAGEMENT, LLC 1.7% 42,090 -1% 0% $70,368,669
REINHART PARTNERS, LLC. 1.6% 41,609 -0.2% 2.3% $69,578,230
BANK OF AMERICA CORP /DE/ 1.5% 38,812 -1.5% 0% $64,875,075
LORD, ABBETT & CO. LLC 1.4% 36,919 +15% 0.18% $61,711,000
Allspring Global Investments Holdings, LLC 1.2% 31,698 +7.1% 0.08% $52,317,550
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.2% 31,652 +50% 2.7% $52,906,951
RAYMOND JAMES FINANCIAL INC 1.2% 29,392 -4.2% 0.02% $49,129,334
Cannell & Spears LLC 1.1% 28,288 -0.21% 0.89% $47,283,279
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.95% 24,232 +0.2% 0.01% $40,504,273
Mraz, Amerine & Associates, Inc. 0.89% 22,606 +4.8% 5.9% $37,786,702
BROWN ADVISORY INC 0.8% 20,332 -2.5% 0.04% $33,986,810

Institutional Holders of WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,794 $3,727,697 -$26,505 $2078.03 6
2025 Q3 2,328,831 $3,894,232,988 +$8,138,397 $1671.52 334
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