Security record
WTM
White Mountains Insurance Group, Ltd. · Financial Services · Insurance - Diversified
101Tracked holders
-4Δ holders
1.16MShares held
$2.41BReported value
+3New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow +0.4% ·
net new positions -3.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | -4 | 1.16M | $2.41B | +3 | −6 |
| Q1 2026 | 107 | 0 | 1.13M | $2.49B | +3 | −4 |
| Q4 2025 | 108 | +2 | 1.27M | $2.64B | +3 | — |
| Q3 2025 | 16 | +1 | 649.64K | $1.09B | +1 | −1 |
| Q2 2025 | 13 | -1 | 533.60K | $958.13M | +1 | −2 |
| Q1 2025 | 11 | +1 | 169.09K | $325.53M | +1 | — |
| Q4 2024 | 10 | 0 | 193.12K | $375.52M | — | — |
| Q3 2024 | 9 | -1 | 149.43K | $253.48M | — | −1 |
| Q2 2024 | 10 | — | 158.36K | $287.38M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 158.95K | +1.5% | $329.58M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Neuberger Berman Group LLC | 119.14K | -4.5% | $247.03M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 4 | Vanguard Capital Management Llc | 107.48K | -1.5% | $222.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Boston Partners | 55.57K | -3.3% | $115.28M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (passive) | 50.26K | +2.2% | $104.20M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 49.41K | +17.3% | $102.47M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 9 | American Century Companies Inc | 31.11K | +274.4% | $64.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (passive) | 27.96K | New | $57.96M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 25.03K | -11.7% | $51.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 12 | Charles Schwab Investment… | 23.50K | -3.0% | $48.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Allspring Global Investments… | 18.12K | -2.7% | $37.39M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Gotham Asset Management ✦ | 17.94K | +98.3% | $37.20M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | Brown Advisory Inc | 17.72K | -0.7% | $36.75M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 17.23K | +24.8% | $35.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | UBS Group AG | 16.20K | +55.1% | $33.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Raymond James Financial Inc | 14.83K | -38.1% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | Northern Trust Corp | 14.57K | -6.0% | $30.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Wellington Management ✦ | 14.53K | -2.4% | $30.13M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 21 | Envestnet Asset Management Inc | 13.84K | -11.1% | $28.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 12.62K | +29.0% | $26.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 12.15K | -23.0% | $25.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 24 | Victory Capital Management Inc | 10.68K | -4.1% | $22.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 10.60K | +246.8% | $21.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 9.67K | +852.1% | $20.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 8.71K | -0.8% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 29 | Sei Investments Co | 8.11K | -26.9% | $16.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Arrowstreet Capital ✦ | 7.28K | +280.8% | $15.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 7.14K | +174.2% | $14.80M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 32 | Hotchkis & Wiley Capital Management… | 6.79K | +12.2% | $14.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 6.76K | +184.6% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 6.62K | -25.7% | $13.72M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 35 | JPMorgan Chase ✦ | 5.41K | +110.8% | $11.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 36 | AQR Capital Management ✦ | 5.45K | -29.6% | $11.30M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 37 | California Public Employees… | 5.25K | -18.2% | $10.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Swiss National Bank | 4.83K | -4.2% | $10.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Franklin Resources Inc | 4.18K | -12.9% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 40 | Rhumbline Advisers | 3.90K | -5.7% | $8.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Creative Planning | 3.86K | -4.6% | $8.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Nuveen, LLC | 3.68K | -14.6% | $7.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Invesco Ltd. | 3.50K | +17.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 44 | Ameriprise Financial Inc | 2.85K | -0.5% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | New York State Common Retirement… | 2.53K | +0.8% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 2.37K | +107.4% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 47 | State Board Of Administration Of… | 2.35K | +4.0% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 2.33K | +5.6% | $4.84M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 49 | Legal & General Group Plc | 2.26K | -6.3% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Robeco Institutional Asset… | 2.18K | +0.2% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Cerity Partners LLC | 1.80K | -3.8% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | Mml Investors Services, Llc | 1.74K | -29.2% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Tidal Investments LLC | 1.58K | +17.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Focus Partners Wealth | 1.55K | +37.6% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | LPL Financial LLC | 1.32K | -5.5% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | HighTower Advisors, LLC | 1.32K | -9.1% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 1.24K | +3.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Stifel Financial Corp | 1.24K | -4.6% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 59 | Wcm Investment Management, Llc | 1.20K | -80.0% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 1.17K | -82.3% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 1.05K | +21.8% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 944 | -0.9% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Captrust Financial Advisors | 927 | -24.9% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Squarepoint Ops LLC | 905 | New | $1.88M | 0.0% | New | 1 | SEC ↗ |
| 65 | Zurcher Kantonalbank (Zurich… | 851 | -6.8% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Allianz Asset Management GmbH | 844 | New | $1.75M | 0.0% | New | 1 | SEC ↗ ×2 |
| 67 | Corient Private Wealth LP | 792 | -43.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 786 | -13.2% | $1.63M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 69 | Truist Financial Corp | 716 | +4.7% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Osaic Holdings, Inc. | 652 | +0.3% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Voya Investment Management Llc | 645 | +172.2% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 617 | +0.5% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Barclays Plc | 583 | +9.0% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | Td Asset Management Inc | 512 | -45.1% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Citigroup Inc | 483 | -65.5% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 76 | Pnc Financial Services Group, Inc. | 482 | -11.7% | $999,383 | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 77 | Bank Of Montreal /Can/ | 481 | +11.1% | $997,304 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Rockefeller Capital Management L.P. | 433 | +66.5% | $897,991 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 79 | Deutsche Bank Ag\ | 427 | +67.5% | $885,338 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 80 | Amundi | 425 | -30.9% | $881,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Pictet Asset Management Holding SA | 380 | -11.6% | $787,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Cetera Investment Advisers | 363 | +4.9% | $752,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Us Bancorp \De\ | 354 | +158.4% | $733,979 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 84 | Universal- Beteiligungs- und… | 332 | -18.0% | $688,366 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | State Of Wisconsin Investment Board | 323 | +31.3% | $669,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Wealth Enhancement Advisory… | 289 | +64.2% | $630,364 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Commonwealth Equity Services, Llc | 281 | +2.5% | $582,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Hsbc Holdings Plc | 217 | +130.8% | $449,218 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Ensign Peak Advisors, Inc | 200 | 0.0% | $414,678 | 0.0% | Held | 3 | SEC ↗ |
| 90 | Bank Of Nova Scotia | 158 | -11.2% | $327,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Millennium Management ✦ | 143 | -63.0% | $296,495 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 92 | Clearbridge Investments, LLC | 100 | 0.0% | $207,339 | 0.0% | Held | 3 | SEC ↗ |
| 93 | First Manhattan Co. Llc. | 100 | -13.0% | $207,339 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 61 | -99.2% | $126,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Jones Financial Companies Lllp | 60 | +275.0% | $125,794 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Northwestern Mutual Wealth… | 40 | 0.0% | $82,936 | 0.0% | Held | 3 | SEC ↗ |
| 97 | BNP Paribas Asset Management… | 35 | -10.3% | $72,569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Nomura Asset Management Co Ltd | 22 | 0.0% | $45,615 | 0.0% | Held | 3 | SEC ↗ |
| 99 | Fifth Third Bancorp | 20 | -4.8% | $41,468 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Mitsubishi UFJ Asset Management… | 9 | 0.0% | $18,661 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $57.96M | 0.0% |
| Squarepoint Ops LLC | $1.88M | 0.0% |
| Allianz Asset Management GmbH | $1.75M | 0.0% |
Exited
| Susquehanna International… | $24.09M | was 0.0% |
| Marshall Wace | $8.52M | was 0.0% |
| Renaissance Technologies | $5.74M | was 0.0% |
| Mariner, LLC | $1.33M | was 0.0% |
| Bridgewater Associates | $909,541 | was 0.0% |
| CIBC Asset Management Inc | $272,423 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 363 holders, 2.21M shares, $4.62B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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