Security key
G9618E107
WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM)
CUSIP: G9618E107
Q4 2017 13F Holders as of 31 Dec 2017
- Type / Class
- Equity / COMMON
- Shares outstanding
- 2,481,286
- Total 13F shares
- 3,117,597
- Share change
- +5,232
- Total reported value
- $2,653,931,973
- Price per share
- $851.28
- Number of holders
- 213
- Value change
- +$4,187,400
- Number of buys
- 85
- Number of sells
- 95
Report period
Q4 2017
Institutions
213
Top holders
10
WTM full security history
Newer quarter: Q1 2018
Previous quarter: Q3 2017
WHITE MOUNTAINS INSURANCE GROUP LTD SEC filings
WHITE MOUNTAINS INSURANCE GROUP LTD company facts
WHITE MOUNTAINS INSURANCE GROUP LTD 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP G9618E107
Recent filing periods:
Top shareholders of WTM - WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
274,444
|
$235,198,000 | — | 30 Sep 2017 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
11%
|
265,456
|
$227,496,000 | — | 30 Sep 2017 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
6.9%
|
172,310
|
$147,670,000 | — | 30 Sep 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6.7%
|
166,399
|
$142,604,000 | — | 30 Sep 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
6.4%
|
158,520
|
$135,852,000 | — | 30 Sep 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
6.2%
|
154,269
|
$132,209,000 | — | 30 Sep 2017 | |
| Boston Partners |
13F
|
Company |
5.2%
|
129,922
|
$111,343,000 | — | 30 Sep 2017 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
5.2%
|
129,644
|
$111,105,000 | — | 30 Sep 2017 | |
| FIDUCIARY MANAGEMENT INC /WI/ |
13F
|
Company |
3.6%
|
88,687
|
$76,005,000 | — | 30 Sep 2017 | |
| River Road Asset Management, LLC |
13F
|
Company |
3.3%
|
83,067
|
$71,188,000 | — | 30 Sep 2017 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
3.2%
|
79,641
|
$68,252,000 | — | 30 Sep 2017 | |
| Wallace Capital Management Inc. |
13F
|
Company |
3%
|
75,518
|
$64,719,000 | — | 30 Sep 2017 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
3%
|
75,116
|
$64,374,000 | — | 30 Sep 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.9%
|
70,988
|
$60,845,000 | — | 30 Sep 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.6%
|
63,538
|
$54,452,000 | — | 30 Sep 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.5%
|
61,819
|
$52,978,000 | — | 30 Sep 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.2%
|
55,156
|
$47,268,000 | — | 30 Sep 2017 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
1.7%
|
42,641
|
$36,543,000 | — | 30 Sep 2017 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
1.6%
|
39,987
|
$34,269,000 | — | 30 Sep 2017 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
1.6%
|
39,549
|
$33,893,000 | — | 30 Sep 2017 | |
| NORGES BANK |
13F
|
Company |
1.6%
|
38,916
|
$33,351,000 | — | 30 Sep 2017 | |
| Cannell & Co. |
13F
|
Company |
1.5%
|
37,554
|
$32,183,000 | — | 30 Sep 2017 | |
| IMPAX ASSET MANAGEMENT LLC |
13F
|
Company |
1.4%
|
34,629
|
$29,677,000 | — | 30 Sep 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
34,134
|
$29,252,000 | — | 30 Sep 2017 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.3%
|
33,300
|
$28,538,000 | — | 30 Sep 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
32,688
|
$28,013,000 | — | 30 Sep 2017 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
1.3%
|
32,601
|
$27,940,000 | — | 30 Sep 2017 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.3%
|
31,313
|
$26,835,000 | — | 30 Sep 2017 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.2%
|
30,475
|
$26,117,000 | — | 30 Sep 2017 | |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
13F
|
Company |
1.2%
|
28,969
|
$24,826,000 | — | 30 Sep 2017 | |
| Mraz, Amerine & Associates, Inc. |
13F
|
Company |
1.2%
|
28,945
|
$24,806,000 | — | 30 Sep 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.91%
|
22,481
|
$19,266,000 | — | 30 Sep 2017 | |
| EJF Capital LP |
13F
|
Company |
0.83%
|
20,625
|
$17,676,000 | — | 30 Sep 2017 | |
| SPEECE THORSON CAPITAL GROUP INC |
13F
|
Company |
0.83%
|
20,475
|
$17,547,000 | — | 30 Sep 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.78%
|
19,327
|
$16,564,000 | — | 30 Sep 2017 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.69%
|
17,015
|
$14,717,000 | — | 30 Sep 2017 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.68%
|
16,930
|
$14,510,000 | — | 30 Sep 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.66%
|
16,389
|
$14,045,000 | — | 30 Sep 2017 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.66%
|
16,317
|
$13,984,000 | — | 30 Sep 2017 | |
| Invesco Ltd. |
13F
|
Company |
0.65%
|
16,051
|
$13,756,000 | — | 30 Sep 2017 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.64%
|
15,804
|
$13,545,000 | — | 30 Sep 2017 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.61%
|
15,169
|
$12,999,000 | — | 30 Sep 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.52%
|
12,806
|
$10,975,000 | — | 30 Sep 2017 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.46%
|
11,469
|
$9,828,933 | — | 30 Sep 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.43%
|
10,755
|
$9,217,000 | — | 30 Sep 2017 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.39%
|
9,692
|
$8,306,000 | — | 30 Sep 2017 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
0.37%
|
9,185
|
$7,872,000 | — | 30 Sep 2017 | |
| PROSPECTOR PARTNERS LLC |
13F
|
Company |
0.36%
|
8,900
|
$7,627,000 | — | 30 Sep 2017 | |
| Aperio Group, LLC |
13F
|
Company |
0.36%
|
8,892
|
$7,620,000 | — | 30 Sep 2017 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.35%
|
8,710
|
$7,464,000 | — | 30 Sep 2017 |
Institutional Holders of WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) as of Q4 2017
As of 31 Dec 2017,
WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) was held by
213 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,117,597 shares.
The largest 10 holders included
Vanguard Group Inc, PRICE T ROWE ASSOCIATES INC /MD/, WELLINGTON MANAGEMENT GROUP LLP, FULLER & THALER ASSET MANAGEMENT, INC., Boston Partners, BlackRock Inc., PRINCIPAL FINANCIAL GROUP INC, LONDON CO OF VIRGINIA, FIDUCIARY MANAGEMENT INC /WI/, and River Road Asset Management, LLC.
This page lists
213
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
193
Q4 2017 holders
213
Holder diff
20
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 Value $ | Q4 2017 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.