有価証券レコード · アーカイブ済み四半期
WTM
White Mountains Insurance Group, Ltd. · Financial Services · Insurance - Diversified
108追跡対象保有者
+2Δ保有者数
1.27M保有株数
$2.64B報告済み評価額
+3新規ポジション
−0解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +1.9% ·
株式フロー -5.7% ·
新規ネットポジション数 +2.8%
· 計算式
保有分散の拡大：保有者数の増加、個別保有比率の低下
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | -4 | 1.16M | $2.41B | +3 | −8 |
| Q1 2026 | 107 | 0 | 1.13M | $2.49B | +3 | −4 |
| Q4 2025 | 108 | +2 | 1.27M | $2.64B | +3 | n/a |
| 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 | n/a |
| Q4 2024 | 10 | 0 | 193.12K | $375.52M | n/a | n/a |
| Q3 2024 | 9 | -1 | 149.43K | $253.48M | n/a | −1 |
| Q2 2024 | 10 | n/a | 158.36K | $287.38M | n/a | n/a |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (パッシブ) | 235.70K | -4.6% | $489.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Dimensional Fund Advisors Lp | 156.60K | n/a | $325.43M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | Neuberger Berman Group LLC | 129.65K | n/a | $269.42M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (パッシブ) | 112.29K | -0.3% | $233.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 5 | Morgan Stanley ✦ | 82.15K | -40.8% | $170.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 6 | Boston Partners | 76.91K | n/a | $159.73M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 7 | State Street Global Advisors ✦ (パッシブ) | 50.66K | -6.9% | $105.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (パッシブ) | 41.52K | -1.4% | $86.30M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Norges Bank ✦ (パッシブ) | 32.18K | 新規 | $66.88M | 0.0% | New | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 28.81K | n/a | $59.87M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 11 | Raymond James Financial Inc | 23.97K | n/a | $49.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Charles Schwab Investment… | 23.24K | n/a | $48.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Allspring Global Investments… | 20.19K | n/a | $41.23M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 14 | Brown Advisory Inc | 18.96K | n/a | $39.39M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 15 | Northern Trust Corp | 16.67K | n/a | $34.63M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Wellington Management ✦ | 15.93K | -17.1% | $33.10M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 17 | Envestnet Asset Management Inc | 15.80K | n/a | $32.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wcm Investment Management, Llc | 10.68K | n/a | $22.20M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 9.14K | n/a | $18.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Bank of New York Mellon Corp | 8.83K | n/a | $18.35M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 21 | D. E. Shaw & Co. ✦ | 8.59K | +242.1% | $17.86M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 22 | Sei Investments Co | 7.92K | n/a | $16.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS AM, a distinct business unit of… | 7.66K | n/a | $15.91M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 24 | Quantinno Capital Management LP | 7.27K | n/a | $15.11M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Hotchkis & Wiley Capital Management… | 6.75K | n/a | $14.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | California Public Employees… | 6.72K | n/a | $13.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 6.72K | -2.6% | $13.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Victory Capital Management Inc | 6.30K | n/a | $13.08M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 6.00K | n/a | $12.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Goldman Sachs Group ✦ | 5.26K | -11.0% | $10.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Swiss National Bank | 5.09K | n/a | $10.57M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | First Trust Advisors Lp | 4.55K | n/a | $9.47M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.48K | -24.3% | $9.30M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 34 | Rhumbline Advisers | 4.17K | n/a | $8.65M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 3.54K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Nuveen, LLC | 3.48K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Creative Planning | 3.42K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 3.34K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 3.05K | n/a | $6.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Legal & General Group Plc | 3.04K | n/a | $6.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Invesco Ltd. | 3.00K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 42 | Mml Investors Services, Llc | 2.94K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | State Board Of Administration Of… | 2.79K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | New York State Common Retirement… | 2.51K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | California State Teachers… | 2.46K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 1.99K | +5.7% | $4.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 47 | LPL Financial LLC | 1.97K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 1.85K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Corient Private Wealth LP | 1.81K | n/a | $3.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | JPMorgan Chase ✦ | 1.81K | -79.1% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 51 | Jane Street Group, Llc | 1.71K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 1.50K | -18.9% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 1.61K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | HighTower Advisors, LLC | 1.45K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Stifel Financial Corp | 1.31K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Citadel Advisors ✦ | 1.19K | +324.6% | $2.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 1.12K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Marshall Wace ✦ | 1.10K | 新規 | $2.28M | 0.0% | New | 1 | SEC ↗ ×2 |
| 59 | Royal Bank Of Canada | 1.10K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 60 | Td Asset Management Inc | 1.00K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Holocene Advisors, LP | 998 | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 939 | +50.2% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Zurcher Kantonalbank (Zurich… | 913 | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | American Century Companies Inc | 895 | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Millennium Management ✦ | 856 | -8.3% | $1.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 66 | Arrowstreet Capital ✦ | 811 | 新規 | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 67 | Alliancebernstein L.P. | 807 | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Truist Financial Corp | 736 | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Mercer Global Advisors Inc /Adv | 715 | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Squarepoint Ops LLC | 706 | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Captrust Financial Advisors | 705 | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Robeco Institutional Asset… | 623 | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Barclays Plc | 559 | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | Manufacturers Life Insurance… | 555 | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 536 | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 76 | Qube Research & Technologies Ltd | 532 | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 431 | n/a | $895,631 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Osaic Holdings, Inc. | 410 | n/a | $852,005 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mariner, LLC | 402 | n/a | $835,389 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Pictet Asset Management Holding SA | 400 | n/a | $831,212 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Franklin Resources Inc | 400 | n/a | $831,212 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Russell Investments Group, Ltd. | 397 | n/a | $825,507 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 83 | Cetera Investment Advisers | 364 | n/a | $756,682 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Universal- Beteiligungs- und… | 359 | n/a | $746,014 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 300 | n/a | $623,515 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Commonwealth Equity Services, Llc | 271 | n/a | $563,420 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Voya Investment Management Llc | 243 | n/a | $504,961 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 237 | n/a | $492,493 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Wealth Enhancement Advisory… | 227 | n/a | $464,739 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Tidal Investments LLC | 204 | n/a | $423,918 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Ensign Peak Advisors, Inc | 200 | n/a | $415,606 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank Of Nova Scotia | 189 | n/a | $392,748 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | State Of Wisconsin Investment Board | 138 | n/a | $286,768 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Hrt Financial Lp | 133 | n/a | $276,000 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Susquehanna International Group, Llp | 132 | n/a | $274,300 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | CIBC Asset Management Inc | 124 | n/a | $257,676 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Us Bancorp \De\ | 124 | n/a | $257,675 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 98 | Clearbridge Investments, LLC | 100 | n/a | $207,803 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | First Manhattan Co. Llc. | 100 | n/a | $207,803 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | BNP Paribas Asset Management… | 32 | n/a | $66,000 | 0.0% | n/c | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Norges Bank | $66.88M | 0.0% |
| Marshall Wace | $2.28M | 0.0% |
| Arrowstreet Capital | $1.69M | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 363 保有者, 2.21M 株式数, $4.62B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。