WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM)
CUSIP: G9618E107
Q3 2016 13F Holders as of 30 Sep 2016
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 2,560,567
- Total 13F shares
- 3,764,024
- Share change
- -391,281
- Total reported value
- $3,123,923,790
- Price per share
- $830.00
- Number of holders
- 187
- Value change
- -$325,244,808
- Number of buys
- 71
- Number of sells
- 92
Quarterly Holders Quick Answers
What is CUSIP G9618E107?
CUSIP G9618E107 identifies WTM - WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP G9618E107:
Top shareholders of WTM - WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC |
13F
|
Company |
40%
|
1,033,834
|
$870,491,000 | — | 30 Jun 2016 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
12%
|
303,758
|
$255,764,000 | — | 30 Jun 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
286,540
|
$241,268,000 | — | 30 Jun 2016 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
8%
|
203,696
|
$171,512,000 | — | 30 Jun 2016 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
6.3%
|
161,196
|
$135,727,000 | — | 30 Jun 2016 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
5.9%
|
151,291
|
$127,387,000 | — | 30 Jun 2016 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
5.5%
|
141,091
|
$118,798,000 | — | 30 Jun 2016 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
5.3%
|
135,356
|
$113,970,000 | — | 30 Jun 2016 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
5.2%
|
133,725
|
$112,596,000 | — | 30 Jun 2016 | |
| Boston Partners |
13F
|
Company |
5%
|
127,056
|
$106,981,000 | — | 30 Jun 2016 | |
| Wallace Capital Management Inc. |
13F
|
Company |
3.6%
|
91,720
|
$77,228,000 | — | 30 Jun 2016 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
2.7%
|
69,447
|
$58,474,000 | — | 30 Jun 2016 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
2.7%
|
68,390
|
$57,584,000 | — | 30 Jun 2016 | |
| River Road Asset Management, LLC |
13F
|
Company |
2.6%
|
67,850
|
$57,130,000 | — | 30 Jun 2016 | |
| STATE STREET CORP |
13F
|
Company |
2.3%
|
59,916
|
$50,450,000 | — | 30 Jun 2016 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.1%
|
52,824
|
$44,477,000 | — | 30 Jun 2016 | |
| BlackRock Fund Advisors |
13F
|
Company |
1.8%
|
46,235
|
$38,930,000 | — | 30 Jun 2016 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
45,870
|
$38,621,000 | — | 30 Jun 2016 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
1.8%
|
44,856
|
$37,769,000 | — | 30 Jun 2016 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
1.6%
|
41,124
|
$34,626,000 | — | 30 Jun 2016 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
1.5%
|
38,031
|
$32,022,000 | — | 30 Jun 2016 | |
| Cannell & Co. |
13F
|
Company |
1.5%
|
37,982
|
$31,981,000 | — | 30 Jun 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
33,069
|
$27,844,000 | — | 30 Jun 2016 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.3%
|
32,509
|
$27,373,000 | — | 30 Jun 2016 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
1.2%
|
31,328
|
$26,378,000 | — | 30 Jun 2016 | |
| Mraz, Amerine & Associates, Inc. |
13F
|
Company |
1.2%
|
31,032
|
$26,129,000 | — | 30 Jun 2016 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
30,028
|
$25,284,000 | — | 30 Jun 2016 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
1.1%
|
29,151
|
$24,545,000 | — | 30 Jun 2016 | |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
13F
|
Company |
1.1%
|
28,700
|
$24,165,000 | — | 30 Jun 2016 | |
| IMPAX ASSET MANAGEMENT LLC |
13F
|
Company |
0.95%
|
24,295
|
$20,456,000 | — | 30 Jun 2016 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
0.9%
|
22,968
|
$19,339,000 | — | 30 Jun 2016 | |
| GoodHaven Capital Management, LLC |
13F
|
Company |
0.89%
|
22,709
|
$19,121,000 | — | 30 Jun 2016 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.84%
|
21,463
|
$18,072,000 | — | 30 Jun 2016 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.83%
|
21,186
|
$17,840,000 | — | 30 Jun 2016 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.81%
|
20,679
|
$17,412,000 | — | 30 Jun 2016 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.77%
|
19,800
|
$16,672,000 | — | 30 Jun 2016 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.77%
|
19,659
|
$16,554,000 | — | 30 Jun 2016 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.73%
|
18,660
|
$15,712,000 | — | 30 Jun 2016 | |
| SPEECE THORSON CAPITAL GROUP INC |
13F
|
Company |
0.72%
|
18,325
|
$15,430,000 | — | 30 Jun 2016 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.7%
|
17,813
|
$15,000,000 | — | 30 Jun 2016 | |
| Invesco Ltd. |
13F
|
Company |
0.68%
|
17,359
|
$14,617,000 | — | 30 Jun 2016 | |
| ADVISORY RESEARCH INC |
13F
|
Company |
0.62%
|
15,751
|
$13,262,000 | — | 30 Jun 2016 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.59%
|
15,025
|
$12,650,000 | — | 30 Jun 2016 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.58%
|
14,814
|
$12,473,000 | — | 30 Jun 2016 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.56%
|
14,322
|
$12,059,000 | — | 30 Jun 2016 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.46%
|
11,700
|
$9,851,000 | — | 30 Jun 2016 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.42%
|
10,750
|
$9,052,000 | — | 30 Jun 2016 | |
| JANUS HENDERSON INVESTORS US LLC |
13F
|
Company |
0.41%
|
10,600
|
$8,925,000 | — | 30 Jun 2016 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.4%
|
10,211
|
$8,598,000 | — | 30 Jun 2016 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.39%
|
10,006
|
$8,425,000 | — | 30 Jun 2016 |
Institutional Holders of WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM) as of Q3 2016
As of 30 Sep 2016,
WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM) was held by
187 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,764,024 shares.
The largest 10 holders included
FRANKLIN RESOURCES INC, VANGUARD GROUP INC, PRICE T ROWE ASSOCIATES INC /MD/, LONDON CO OF VIRGINIA, FULLER & THALER ASSET MANAGEMENT, INC., PRINCIPAL FINANCIAL GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, BlackRock Institutional Trust Company, N.A., Boston Partners, and JENNISON ASSOCIATES LLC.
This page lists
187
institutional shareholders reporting positions in this security
for the Q3 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2016 vs Q2 2016 Across Filers
Q2 2016 holders
196
Q3 2016 holders
187
Holder diff
-9
| Investor | Q2 2016 Shares | Q3 2016 Shares | Share Diff | Share Chg % | Q2 2016 Value $ | Q3 2016 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.