Security key
G9618E107
WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM)
CUSIP: G9618E107
Q1 2018 13F Holders as of 31 Mar 2018
- Type / Class
- Equity / COMMON
- Shares outstanding
- 2,481,286
- Total 13F shares
- 3,186,982
- Share change
- +62,427
- Total reported value
- $2,621,416,419
- Price per share
- $822.52
- Number of holders
- 229
- Value change
- +$51,033,745
- Number of buys
- 106
- Number of sells
- 85
Report period
Q1 2018
Institutions
229
Top holders
10
WTM full security history
Newer quarter: Q2 2018
Previous quarter: Q4 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 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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
287,826
|
$245,021,000 | — | 31 Dec 2017 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
11%
|
276,125
|
$235,060,000 | — | 31 Dec 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
7.1%
|
177,348
|
$150,973,000 | — | 31 Dec 2017 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
6.9%
|
172,105
|
$146,510,000 | — | 31 Dec 2017 | |
| Boston Partners |
13F
|
Company |
6.5%
|
161,459
|
$137,446,000 | — | 31 Dec 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6.2%
|
153,994
|
$131,093,000 | — | 31 Dec 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
6.2%
|
152,794
|
$130,070,000 | — | 31 Dec 2017 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
4.7%
|
117,692
|
$100,189,000 | — | 31 Dec 2017 | |
| FIDUCIARY MANAGEMENT INC /WI/ |
13F
|
Company |
4.6%
|
114,399
|
$97,386,000 | — | 31 Dec 2017 | |
| River Road Asset Management, LLC |
13F
|
Company |
3.5%
|
86,043
|
$73,247,000 | — | 31 Dec 2017 | |
| Wallace Capital Management Inc. |
13F
|
Company |
3.1%
|
77,620
|
$66,076,000 | — | 31 Dec 2017 | |
| STATE STREET CORP |
13F
|
Company |
3%
|
73,955
|
$62,952,000 | — | 31 Dec 2017 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
3%
|
73,716
|
$62,753,000 | — | 31 Dec 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.7%
|
66,588
|
$56,685,000 | — | 31 Dec 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.2%
|
53,738
|
$45,746,000 | — | 31 Dec 2017 | |
| Capital World Investors |
13F
|
Company |
2%
|
49,300
|
$41,968,000 | — | 31 Dec 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.9%
|
46,018
|
$39,174,000 | — | 31 Dec 2017 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
1.7%
|
42,433
|
$36,122,000 | — | 31 Dec 2017 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
1.6%
|
40,159
|
$34,187,000 | — | 31 Dec 2017 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
1.6%
|
39,680
|
$33,779,000 | — | 31 Dec 2017 | |
| NORGES BANK |
13F
|
Company |
1.6%
|
38,916
|
$33,128,000 | — | 31 Dec 2017 | |
| Cannell & Co. |
13F
|
Company |
1.5%
|
37,534
|
$31,952,000 | — | 31 Dec 2017 | |
| IMPAX ASSET MANAGEMENT LLC |
13F
|
Company |
1.4%
|
34,629
|
$29,479,000 | — | 31 Dec 2017 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
1.4%
|
33,848
|
$28,815,000 | — | 31 Dec 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
32,994
|
$28,087,000 | — | 31 Dec 2017 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
1.3%
|
32,308
|
$27,503,000 | — | 31 Dec 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
31,042
|
$26,426,000 | — | 31 Dec 2017 | |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
13F
|
Company |
1.2%
|
29,065
|
$24,742,000 | — | 31 Dec 2017 | |
| Mraz, Amerine & Associates, Inc. |
13F
|
Company |
1.1%
|
28,307
|
$24,097,000 | — | 31 Dec 2017 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.1%
|
27,650
|
$23,538,000 | — | 31 Dec 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.95%
|
23,481
|
$19,989,000 | — | 31 Dec 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.88%
|
21,905
|
$18,647,000 | — | 31 Dec 2017 | |
| SPEECE THORSON CAPITAL GROUP INC |
13F
|
Company |
0.82%
|
20,343
|
$17,318,000 | — | 31 Dec 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.79%
|
19,490
|
$16,592,000 | — | 31 Dec 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.75%
|
18,516
|
$15,762,000 | — | 31 Dec 2017 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.63%
|
15,724
|
$13,387,000 | — | 31 Dec 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.61%
|
15,147
|
$12,895,000 | — | 31 Dec 2017 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.59%
|
14,650
|
$12,471,000 | — | 31 Dec 2017 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.58%
|
14,421
|
$12,277,000 | — | 31 Dec 2017 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.57%
|
14,259
|
$12,138,000 | — | 31 Dec 2017 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.55%
|
13,629
|
$11,602,000 | — | 31 Dec 2017 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.49%
|
12,241
|
$10,395,000 | — | 31 Dec 2017 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.49%
|
12,200
|
$10,386,000 | — | 31 Dec 2017 | |
| NUANCE INVESTMENTS, LLC |
13F
|
Company |
0.48%
|
11,906
|
$10,135,000 | — | 31 Dec 2017 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.46%
|
11,508
|
$9,797,000 | — | 31 Dec 2017 | |
| PROSPECTOR PARTNERS LLC |
13F
|
Company |
0.43%
|
10,605
|
$9,028,000 | — | 31 Dec 2017 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.41%
|
10,192
|
$8,676,000 | — | 31 Dec 2017 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.36%
|
8,984
|
$7,647,900 | — | 31 Dec 2017 | |
| Aperio Group, LLC |
13F
|
Company |
0.36%
|
8,973
|
$7,639,000 | — | 31 Dec 2017 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.36%
|
8,911
|
$7,586,000 | — | 31 Dec 2017 |
Institutional Holders of WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) as of Q1 2018
As of 31 Mar 2018,
WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) was held by
229 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,186,982 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., FIDUCIARY MANAGEMENT INC /WI/, LONDON CO OF VIRGINIA, DIMENSIONAL FUND ADVISORS LP, and River Road Asset Management, LLC.
This page lists
229
institutional shareholders reporting positions in this security
for the Q1 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2018 vs Q4 2017 Across Filers
Q4 2017 holders
213
Q1 2018 holders
229
Holder diff
16
| Investor | Q4 2017 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q4 2017 Value $ | Q1 2018 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.