Security record · archived quarter
WTM
White Mountains Insurance Group, Ltd. · Financial Services · Insurance - Diversified
16Tracked holders
+1Δ holders
649.64KShares held
$1.09BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -1.0% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | -5 | 1.16M | $2.41B | +2 | −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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 247.00K | -0.9% | $412.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 247.00K | -0.9% | $412.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 247.00K | -0.9% | $412.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 247.00K | -0.9% | $412.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 247.00K | -0.9% | $412.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 138.86K | — | $232.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 112.58K | -0.5% | $188.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passive) | 54.44K | -4.9% | $91.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 42.09K | -1.0% | $70.37M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 42.09K | -1.0% | $70.37M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | Wellington Management ✦ | 19.21K | -22.1% | $32.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 38 | Wellington Management ✦ | 19.21K | -22.1% | $32.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Wellington Management ✦ | 19.21K | -22.1% | $32.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | Wellington Management ✦ | 19.21K | -22.1% | $32.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 8.64K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Gotham Asset Management ✦ | 6.90K | +618.6% | $11.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 5.91K | — | $9.88M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 5.91K | — | $9.88M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 5.91K | -26.9% | $9.84M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 5.91K | -26.9% | $9.84M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 5.91K | -26.9% | $9.84M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 5.91K | -26.9% | $9.84M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 2.51K | +3.1% | $4.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 2.51K | +3.1% | $4.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 1.88K | +7.5% | $3.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 1.85K | New | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 64 | Millennium Management ✦ | 934 | -32.9% | $1.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 625 | +11.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 625 | +11.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 625 | +11.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Citadel Advisors ✦ | 281 | -76.0% | $469,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $3.09M | 0.0% |
Exited
| Norges Bank | $54.76M | 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: Q3 2025 ·
Methodology ·
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