Security record
WTM
White Mountains Insurance Group, Ltd. · Financial Services · Insurance - Diversified
100Tracked holders
-5Δ holders
1.16MShares held
$2.41BReported value
+2New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +0.4% ·
net new positions -4.0%
— 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 | 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 · 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 ↗ |
| 2 | Dimensional Fund Advisors Lp | 158.95K | +1.5% | $329.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 158.95K | +1.5% | $329.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 158.95K | +1.5% | $329.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 158.95K | +1.5% | $329.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Neuberger Berman Group LLC | 119.14K | -4.5% | $247.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | Neuberger Berman Group LLC | 119.14K | -4.5% | $247.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 117.87K | +4.0% | $244.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 107.48K | -1.5% | $222.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Boston Partners | 55.57K | -3.3% | $115.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Boston Partners | 55.57K | -3.3% | $115.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Boston Partners | 55.57K | -3.3% | $115.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passive) | 50.26K | +2.2% | $104.20M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 49.41K | +17.3% | $102.47M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 49.41K | +17.3% | $102.47M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 46.87K | -21.0% | $97.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | American Century Companies Inc | 31.11K | +274.4% | $64.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Norges Bank ✦ (passive) | 27.96K | New | $57.96M | 0.0% | New | 1 | SEC ↗ |
| 48 | Bank Of America Corp /De/ | 25.03K | -11.7% | $51.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 25.03K | -11.7% | $51.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bank Of America Corp /De/ | 25.03K | -11.7% | $51.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 25.03K | -11.7% | $51.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 25.03K | -11.7% | $51.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Charles Schwab Investment… | 23.50K | -3.0% | $48.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Allspring Global Investments… | 18.12K | -2.7% | $37.39M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | Allspring Global Investments… | 18.12K | -2.7% | $37.39M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 17.94K | +98.3% | $37.20M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 57 | Brown Advisory Inc | 17.72K | -0.7% | $36.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Brown Advisory Inc | 17.72K | -0.7% | $36.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 59 | Jane Street Group, Llc | 17.23K | +24.8% | $35.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Jane Street Group, Llc | 17.23K | +24.8% | $35.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | UBS Group AG | 16.20K | +55.1% | $33.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | UBS Group AG | 16.20K | +55.1% | $33.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | UBS Group AG | 16.20K | +55.1% | $33.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Raymond James Financial Inc | 14.83K | -38.1% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Raymond James Financial Inc | 14.83K | -38.1% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Raymond James Financial Inc | 14.83K | -38.1% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Raymond James Financial Inc | 14.83K | -38.1% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Northern Trust Corp | 14.57K | -6.0% | $30.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Northern Trust Corp | 14.57K | -6.0% | $30.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Northern Trust Corp | 14.57K | -6.0% | $30.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Northern Trust Corp | 14.57K | -6.0% | $30.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Wellington Management ✦ | 14.53K | -2.4% | $30.13M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Wellington Management ✦ | 14.53K | -2.4% | $30.13M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 74 | Wellington Management ✦ | 14.53K | -2.4% | $30.13M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 13.84K | -11.1% | $28.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 12.62K | +29.0% | $26.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 12.15K | -23.0% | $25.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 12.15K | -23.0% | $25.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 12.15K | -23.0% | $25.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Victory Capital Management Inc | 10.68K | -4.1% | $22.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | First Trust Advisors Lp | 10.60K | +246.8% | $21.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Qube Research & Technologies Ltd | 9.67K | +852.1% | $20.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Wells Fargo & Company/Mn | 8.71K | -0.8% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Wells Fargo & Company/Mn | 8.71K | -0.8% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Wells Fargo & Company/Mn | 8.71K | -0.8% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Wells Fargo & Company/Mn | 8.71K | -0.8% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 8.41K | -0.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Sei Investments Co | 8.11K | -26.9% | $16.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Sei Investments Co | 8.11K | -26.9% | $16.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Arrowstreet Capital ✦ | 7.28K | +280.8% | $15.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Citadel Advisors ✦ | 7.14K | +174.2% | $14.80M | 0.0% | ▲ Add | 6 | 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% |
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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