WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM)

CUSIP: G9618E107

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 6 signals
Share change
-2,341
SEC-reported price per share
$1388.91
Number of holders
258
Value change
-$4,780,701
Number of buys
97
Number of sells
115
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,481,286

Security key

G9618E107

Report period

Q2 2023

Institutions

258

Top holders

10

Ownership snapshot

Top reported holders of WTM - WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
31 Mar 2023
13F Lead comparable stake: 10% Showing 1-6 of 15 holder rows.

Quick read

VANGUARD GROUP INC leads the comparable SEC ownership view at 10%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership Top 5
VANGUARD GROUP INC 10%
MORGAN STANLEY 8.1%
DIMENSIONAL FUND ADVISORS LP 6.4%
FULLER & THALER ASSET MANAGEMENT,... 5.8%
River Road Asset Management, LLC 5.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD GROUP INC
13F
Company
13F
10%
$355,360,738
257,977 shares
31 Mar 2023
MORGAN STANLEY
13F
Company
13F
8.1%
$276,736,421
200,899 shares
31 Mar 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
6.4%
$220,313,034
159,938 shares
31 Mar 2023
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
13F
5.8%
$197,997,658
143,738 shares
31 Mar 2023
River Road Asset Management, LLC
13F
Company
13F
5.6%
$191,042,711
138,689 shares
31 Mar 2023
Boston Partners
13F
Company
13F
5.1%
$173,624,076
125,537 shares
31 Mar 2023
How to read this table

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.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
258
Shares
2,245,483
Rows available
258
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
261
Q2 2023 holders
258
Holder diff
-3
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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