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
107追跡対象保有者
0Δ保有者数
1.13M保有株数
$2.49B報告済み評価額
+3新規ポジション
−4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 0.0% · 株式フロー +1.8% · 新規ネットポジション数 -0.9% · 計算式
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 Q1 2026
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 692 | $1.22M | n/a | n/a |
| 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 | 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 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 156.62K | 0.0% | $344.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Neuberger Berman Group LLC | 124.72K | -3.8% | $273.99M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (パッシブ) | 113.33K | +0.9% | $248.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 4 | Vanguard Capital Management Llc | 109.16K | n/a | $239.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 59.30K | -27.8% | $130.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 6 | Boston Partners | 57.46K | -25.3% | $126.22M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | State Street Global Advisors ✦ (パッシブ) | 49.16K | -3.0% | $108.00M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Geode Capital Management ✦ (パッシブ) | 42.12K | +1.4% | $92.56M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 28.36K | -1.6% | $62.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 10 | Charles Schwab Investment… | 24.24K | +4.3% | $53.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 23.95K | -0.1% | $52.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Allspring Global Investments… | 18.61K | -7.8% | $40.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Brown Advisory Inc | 17.84K | -5.9% | $39.20M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 15.78K | +200.1% | $34.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Envestnet Asset Management Inc | 15.56K | -1.5% | $34.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 15.49K | -7.0% | $34.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 17 | Wellington Management ✦ | 14.88K | -6.5% | $32.70M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 18 | Jane Street Group, Llc | 13.81K | +708.9% | $30.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Victory Capital Management Inc | 11.14K | +77.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Sei Investments Co | 11.10K | +40.2% | $24.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Susquehanna International Group, Llp | 10.96K | +8206.8% | $24.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 10.44K | +74.0% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Quantinno Capital Management LP | 9.78K | +34.6% | $21.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 9.05K | +34.7% | $19.88M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 8.91K | +3.7% | $19.57M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 26 | Wells Fargo & Company/Mn | 8.78K | -3.9% | $19.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Bank of New York Mellon Corp | 8.44K | -4.4% | $18.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 28 | American Century Companies Inc | 8.31K | +828.3% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 7.83K | +2.2% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 30 | AQR Capital Management ✦ | 7.74K | +72.9% | $17.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 31 | Bnp Paribas Financial Markets | 6.62K | +98.3% | $14.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | California Public Employees… | 6.41K | -4.5% | $14.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Hotchkis & Wiley Capital Management… | 6.05K | -10.4% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wcm Investment Management, Llc | 6.00K | -43.9% | $13.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Swiss National Bank | 5.04K | -1.0% | $11.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 4.80K | +1099.5% | $10.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 37 | Nuveen, LLC | 4.31K | +24.0% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Rhumbline Advisers | 4.13K | -0.8% | $9.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Creative Planning | 4.05K | +18.6% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 3.88K | +253.2% | $8.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | First Trust Advisors Lp | 3.06K | -32.9% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Invesco Ltd. | 2.97K | -0.9% | $6.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 43 | California State Teachers… | 2.89K | +17.5% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 2.87K | -6.1% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Renaissance Technologies ✦ | 2.61K | +74.0% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 2.60K | +118.2% | $5.72M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 47 | JPMorgan Chase ✦ | 2.57K | +42.1% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 48 | New York State Common Retirement… | 2.51K | 0.0% | $5.52M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 2.46K | -16.2% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Legal & General Group Plc | 2.41K | -20.7% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Hrt Financial Lp | 2.38K | +1685.7% | $5.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | State Board Of Administration Of… | 2.26K | -19.0% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 2.21K | +11.1% | $4.86M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 54 | Robeco Institutional Asset… | 2.18K | +249.8% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Arrowstreet Capital ✦ | 1.91K | +135.9% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Cerity Partners LLC | 1.87K | -47.3% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Focus Partners Wealth | 1.13K | -29.9% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | HighTower Advisors, LLC | 1.45K | 0.0% | $3.18M | 0.0% | Held | 2 | SEC ↗ |
| 59 | Citigroup Inc | 1.40K | -24.3% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | LPL Financial LLC | 1.40K | -29.0% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 1.40K | -22.9% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Tidal Investments LLC | 1.35K | +560.8% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Stifel Financial Corp | 1.29K | -1.4% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Captrust Financial Advisors | 1.24K | +75.2% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 1.20K | +8.9% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 66 | Russell Investments Group, Ltd. | 1.14K | +187.7% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 67 | Janus Henderson Group Plc | 1.12K | 0.0% | $2.46M | 0.0% | Held | 2 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 1.02K | +91.0% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Td Asset Management Inc | 932 | -6.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 913 | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 905 | -3.6% | $1.99M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 72 | Alliancebernstein L.P. | 953 | +18.1% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 866 | +21.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Truist Financial Corp | 684 | -7.1% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Osaic Holdings, Inc. | 650 | +58.5% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Amundi | 615 | 新規 | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 77 | Manufacturers Life Insurance… | 614 | +10.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Mariner, LLC | 607 | +51.0% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 546 | +1.9% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 80 | Barclays Plc | 535 | -4.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 81 | Bank Of Montreal /Can/ | 433 | +0.5% | $951,287 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Pictet Asset Management Holding SA | 430 | +7.5% | $944,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bridgewater Associates ✦ | 414 | 新規 | $909,541 | 0.0% | New | 1 | SEC ↗ |
| 84 | Universal- Beteiligungs- und… | 405 | +12.8% | $889,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Millennium Management ✦ | 387 | -54.8% | $850,224 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 86 | Cetera Investment Advisers | 346 | -5.0% | $760,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Commonwealth Equity Services, Llc | 274 | +1.1% | $602,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 260 | -13.3% | $571,436 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 89 | Deutsche Bank Ag\ | 255 | +7.6% | $560,225 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 90 | State Of Wisconsin Investment Board | 246 | +78.3% | $540,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Voya Investment Management Llc | 237 | -2.5% | $520,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 200 | 0.0% | $439,392 | 0.0% | Held | 2 | SEC ↗ |
| 93 | Bank Of Nova Scotia | 178 | -5.8% | $391,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Wealth Enhancement Advisory… | 176 | -22.5% | $381,878 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Us Bancorp \De\ | 137 | +10.5% | $300,984 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 96 | CIBC Asset Management Inc | 124 | 0.0% | $272,423 | 0.0% | Held | 2 | SEC ↗ |
| 97 | First Manhattan Co. Llc. | 115 | +15.0% | $252,650 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Clearbridge Investments, LLC | 100 | 0.0% | $219,696 | 0.0% | Held | 2 | SEC ↗ |
| 99 | Hsbc Holdings Plc | 94 | 新規 | $206,499 | 0.0% | New | 1 | SEC ↗ ×2 |
| 100 | Cwm, Llc | 92 | +411.1% | $202,120 | 0.0% | ▲ Add | 2 | 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
| Amundi | $1.35M | 0.0% |
| Bridgewater Associates | $909,541 | 0.0% |
| Hsbc Holdings Plc | $206,499 | 0.0% |
ポジション解消済み
| Norges Bank | $66.88M | だった 0.0% |
| Holocene Advisors, LP | $2.07M | だった 0.0% |
| Squarepoint Ops LLC | $1.47M | だった 0.0% |
| Danske Bank A/S | $41,561 | だった 0.0% |
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。