WTM · Company research
White Mountains Insurance Group Ltd. (WTM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
35records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118200 | 245074723 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 24881 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| COOKE & BIELER LP | 24386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85120 | 176486957 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 754 | 1563336 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AGF MANAGEMENT LTD | 1003518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1101 | 2282802 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 565 | 1171465 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1079 | 2237 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721 | 1494914 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 299 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 6220 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1169 | 2423793 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1899 | 3937368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY MANAGEMENT INC /WI/ | 764532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66550 | 137984104 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CoreFirst Bank & Trust | 1845199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 18661 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 24881 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| LEUTHOLD GROUP, LLC | 1170152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1104 | 2289023 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60 | 125794 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Eagle Bay Advisors LLC | 1862864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 226000 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CONNABLE OFFICE INC | 914933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152 | 315155 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Lummis Asset Management, LP | 2011652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325 | 688548 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 767 | 1590 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STEPH & CO | 941519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 120257 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 217706 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| THOMPSON SIEGEL & WALMSLEY LLC | 1008322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7656 | 15874 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EQUITABLE TRUST CO | 33250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157 | 325522 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2073 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Citadel Investment Advisory, Inc. | 1811907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 207 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 82936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WINMILL & CO. INC | 52234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4800 | 9952272 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 207339 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| River Road Asset Management, LLC | 1341401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115880 | 240264433 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LEE DANNER & BASS INC | 939219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3253 | 6744738 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2028 | 4204834 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226 | 469 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| CoreFirst Bank & Trust | 1845199 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 15379 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.