Security key
G9618E107
WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM)
CUSIP: G9618E107
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / COMMON
- Shares outstanding
- 2,481,286
- Total 13F shares
- 2,272,473
- Share change
- +360
- Total reported value
- $3,420,895,166
- Price per share
- $1505.01
- Number of holders
- 295
- Value change
- +$448,401
- Number of buys
- 115
- Number of sells
- 118
Report period
Q4 2023
Institutions
295
Top holders
10
WTM full security history
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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 |
10%
|
253,393
|
$378,997,376 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
8.2%
|
202,923
|
$303,512,315 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
6.5%
|
160,493
|
$240,050,764 | — | 30 Sep 2023 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
5.4%
|
133,809
|
$200,137,408 | — | 30 Sep 2023 | |
| River Road Asset Management, LLC |
13F
|
Company |
5.1%
|
127,766
|
$191,098,329 | — | 30 Sep 2023 | |
| Boston Partners |
13F
|
Company |
4.6%
|
114,499
|
$170,738,539 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4.5%
|
111,435
|
$166,672,214 | — | 30 Sep 2023 | |
| Wallace Capital Management Inc. |
13F
|
Company |
3.3%
|
82,153
|
$122,875,603 | — | 30 Sep 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.9%
|
70,821
|
$105,926,261 | — | 30 Sep 2023 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
2.6%
|
64,210
|
$96,038,294 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
1.9%
|
46,965
|
$70,245,081 | — | 30 Sep 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.7%
|
43,219
|
$64,643,000 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.6%
|
39,724
|
$59,414,827 | — | 30 Sep 2023 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
1.5%
|
36,859
|
$55,129,559 | — | 30 Sep 2023 | |
| FIDUCIARY MANAGEMENT INC /WI/ |
13F
|
Company |
1.5%
|
36,855
|
$55,123,655 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
36,812
|
$55,068,985 | — | 30 Sep 2023 | |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
13F
|
Company |
1.3%
|
32,945
|
$49,275,507 | — | 30 Sep 2023 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
1.3%
|
31,912
|
$47,730,462 | — | 30 Sep 2023 | |
| Cannell & Co. |
13F
|
Company |
1.2%
|
30,394
|
$45,459,395 | — | 30 Sep 2023 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
27,042
|
$40,446,449 | — | 30 Sep 2023 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.99%
|
24,614
|
$36,815,000 | — | 30 Sep 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.97%
|
24,006
|
$35,905,533 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.96%
|
23,900
|
$35,746,991 | — | 30 Sep 2023 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.89%
|
22,138
|
$33,416,204 | — | 30 Sep 2023 | |
| Mraz, Amerine & Associates, Inc. |
13F
|
Company |
0.89%
|
22,024
|
$32,940,816 | — | 30 Sep 2023 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.82%
|
20,401
|
$30,513,572 | — | 30 Sep 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.77%
|
19,130
|
$28,612,550 | — | 30 Sep 2023 | |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
13F
|
Company |
0.72%
|
17,830
|
$26,668,000 | — | 30 Sep 2023 | |
| Select Equity Group, L.P. |
13F
|
Company |
0.71%
|
17,702
|
$26,476,704 | — | 30 Sep 2023 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.67%
|
16,709
|
$24,991,516 | — | 30 Sep 2023 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.66%
|
16,258
|
$24,317,000 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.63%
|
15,719
|
$23,510,751 | — | 30 Sep 2023 | |
| Perpetual Ltd |
13F
|
Company |
0.58%
|
14,476
|
$21,651,608 | — | 30 Sep 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.57%
|
14,078
|
$21,056,324 | — | 30 Sep 2023 | |
| SPEECE THORSON CAPITAL GROUP INC |
13F
|
Company |
0.52%
|
12,915
|
$19,317,000 | — | 30 Sep 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.49%
|
12,083
|
$18,071,713 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
0.49%
|
12,075
|
$18,060,612 | — | 30 Sep 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.49%
|
12,054
|
$18,029,744 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.47%
|
11,539
|
$17,258,777 | — | 30 Sep 2023 | |
| Cove Street Capital, LLC |
13F
|
Company |
0.42%
|
10,363
|
$15,543,049 | — | 30 Sep 2023 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.39%
|
9,580
|
$14,328,710 | — | 30 Sep 2023 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.37%
|
9,193
|
$13,749,878 | — | 30 Sep 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.37%
|
9,118
|
$13,637,701 | — | 30 Sep 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.33%
|
8,139
|
$12,173,421 | — | 30 Sep 2023 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.3%
|
7,366
|
$11,017,000 | — | 30 Sep 2023 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.29%
|
7,200
|
$10,768,968 | — | 30 Sep 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.28%
|
6,936
|
$10,374,105 | — | 30 Sep 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.26%
|
6,563
|
$9,816,214 | — | 30 Sep 2023 | |
| Swiss National Bank |
13F
|
Company |
0.23%
|
5,646
|
$8,444,666 | — | 30 Sep 2023 | |
| Williams Jones Wealth Management, LLC. |
13F
|
Company |
0.22%
|
5,343
|
$7,991,472 | — | 30 Sep 2023 |
Institutional Holders of WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) as of Q4 2023
As of 31 Dec 2023,
WHITE MOUNTAINS INSURANCE GROUP LTD - COMMON (WTM) was held by
295 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,272,473 shares.
The largest 10 holders included
VANGUARD GROUP INC, MORGAN STANLEY, DIMENSIONAL FUND ADVISORS LP, FULLER & THALER ASSET MANAGEMENT, INC., River Road Asset Management, LLC, BlackRock Inc., Boston Partners, Wallace Capital Management Inc., WELLINGTON MANAGEMENT GROUP LLP, and LONDON CO OF VIRGINIA.
This page lists
295
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
272
Q4 2023 holders
295
Holder diff
23
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 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.