greeksoup/ stock research
Stock research / United States / WTM / 13F holders

White Mountains Insurance Group Ltd. 13F holders

356 funds reported a position in White Mountains Insurance Group Ltd. in their 13F for the quarter ended 30 June 2026, together 2.2 million shares worth $4.57 billion. Against the quarter before, 29 opened a position, 95 added, 143 trimmed and 46 sold out; together they sold a net 32,521 shares. The largest holders: Dimensional Fund Advisors LP, Neuberger Berman Group LLC and BlackRock, Inc.

Funds holding356-12 on Q1 2026
Shares they held2.2Mworth $4.57 billion
Net sold on the quarter32,521 sharesabout $67.4 million at the funds' values
Funds buying to selling124 to 189opened or added, to cut or sold
Opened 29Added 95Held 84Trimmed 143Sold out 46
Opened: 29 fundsAdded: 95 fundsHeld: 84 fundsTrimmed: 143 fundsSold out: 46 funds

What each fund did in WTM against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 304 funds, 2.2 million shares304Q3 2024Q4 2024: 324 funds, 2.3 million shares324Q4 2024Q1 2025: 322 funds, 2.3 million shares322Q1 2025Q2 2025: 325 funds, 2.3 million shares325Q2 2025Q3 2025: 338 funds, 2.3 million shares338Q3 2025Q4 2025: 353 funds, 2.4 million shares353Q4 2025Q1 2026: 368 funds, 2.2 million shares368Q1 2026Q2 2026: 356 funds, 2.2 million shares356Q2 2026

Funds reporting a position in WTM in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 73 reported a position in White Mountains Insurance Group Ltd.: 10 opened one, 20 added, 8 trimmed and 5 sold out, a net 4,224 shares bought.

FundChange in sharesShares nowStatusFiling
Cooke & Bieler LP+2,08387,203added13F
Diversified Management Inc.+1,0211,021new13F
Abn Amro Investment Solutions+665665new13F
Reinhart Partners, LLC.-52143,959trimmed13F
Wealth Enhancement Advisory Services, LLC+403692added13F
Parkway Wealth Management Group, LLC+282282new13F
Sagespring Wealth Partners, LLC+165165new13F
Harbor Capital Advisors, Inc.+1331,212added13F
Gibbs Wealth Management+110110new13F
NorthCrest Asset Manangement, LLC+9999new13F
Park Avenue Securities LLC-74600trimmed13F
Triad Investment Management-552,416trimmed13F
Gamma Investing LLC+40289added13F
Signaturefd, LLC+33100added13F
Davenport & Co LLC-262,097trimmed13F
Wilmington Savings Fund Society, FSB+23210added13F
Farmers & Merchants Investments Inc.+1717new13F
Nisa Investment Advisors, LLC+16770added13F
Evergreen Capital Management LLC+12162added13F
Robeco Institutional Asset Management B.V.-112,173trimmed13F
Versant Capital Management, Inc+1135added13F
HB Wealth Management, LLC+9158added13F
Atria Investments, Inc+8357added13F
Perigon Wealth Management, LLC+6116added13F
Eagle Bay Advisors LLC+6115added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 6 reported a position in White Mountains Insurance Group Ltd. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 49,412 shares worth $102.5 million, 0.0% of its reported book. Sold out: Renaissance Technologies, Bridgewater Associates. In the quarter, 2 funds added or opened a position and 5 trimmed or sold out; together they bought a net 6,678 shares, about $13.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management49,412$102.5 million0.0%+7,293added30 June 202613F
Norges Bank27,956$58.0 million0.0%held30 June 202613F
Southeastern Asset Management17,104$35.5 million1.8%-1,760trimmed30 June 202613F
Citadel Advisors7,136$14.8 million0.0%+4,533added30 June 202613F
FMR LLC786$1.6 million0.0%-119trimmed30 June 202613F
Millennium Management143$296,4950.0%-244trimmed30 June 202613F
Renaissance Technologies0$00.0%-2,611exited30 June 202613F
Bridgewater Associates0$00.0%-414exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Dimensional Fund Advisors LP158,9547.22%$329.6 million0.06%+2,33613F
Neuberger Berman Group LLC119,1415.41%$247.0 million0.17%-5,57413F
BlackRock, Inc.117,8715.35%$244.4 million0.00%+4,54313F
River Road Asset Management, LLC115,8805.26%$240.3 million2.67%-4,63913F
Vanguard Portfolio Management LLC111,9695.08%$232.2 million0.01%-3,58413F
Vanguard Capital Management LLC107,4794.88%$222.8 million0.01%-1,67813F
Fuller & Thaler Asset Management, Inc.101,8924.63%$211.3 million0.58%-2,66913F
Cooke & Bieler LP85,1203.86%$176.5 million2.04%-19,73713F
Wallace Capital Management Inc.80,0673.63%$166.0 million18.20%+1,27213F
Fiduciary Management Inc.66,5503.02%$138.0 million1.96%-18,51613F
Gendell Jeffrey L59,2432.69%$122.8 million1.11%+21,42913F
Boston Partners55,5692.52%$115.3 million0.10%-1,89013F
London Co. of Virginia54,0252.45%$112.1 million0.64%-3,10613F
State Street Corp.50,2572.28%$104.2 million0.00%+1,09913F
Geode Capital Management, LLC49,4122.24%$102.5 million0.01%+7,29313F
Morgan Stanley46,8662.13%$97.2 million0.01%-12,42913F
Reinhart Partners, LLC.44,4802.02%$92.3 million2.11%+7,10613F
T. Rowe Price Investment Management, Inc.34,2371.55%$71.0 million0.05%-7,27613F
Lord, Abbett & Co. LLC32,8291.49%$68.1 million0.20%-28113F
American Century Companies Inc.31,1081.41%$64.5 million0.03%+22,80013F
Norges Bank27,9561.27%$58.0 million0.01%13F
Cannell & Spears LLC27,5771.25%$57.2 million1.02%-45013F
Bank of America Corp.25,0281.14%$51.9 million0.00%-3,33013F
Charles Schwab Investment Management Inc.23,5051.07%$48.7 million0.01%-73613F
Mraz, Amerine & Associates, Inc.22,2181.01%$46.1 million6.61%+3913F
Allspring Global Investments Holdings, LLC18,1160.82%$37.4 million0.06%-49613F
Gotham Asset Management, LLC17,9400.81%$37.2 million0.09%+8,89313F
Brown Advisory Inc.17,7220.80%$36.7 million0.06%-12213F
Jane Street Group, LLC17,2260.78%$35.7 million0.02%+3,41813F
Southeastern Asset Management Inc.17,1040.78%$35.5 million1.85%-1,76013F
UBS Group AG16,1980.74%$33.6 million0.01%+5,75713F
Vanguard Fiduciary Trust Co.15,3190.70%$31.8 million0.01%+13313F
Raymond James Financial Inc.14,8330.67%$30.8 million0.01%-9,11813F
Northern Trust Corp.14,5710.66%$30.2 million0.00%-92413F
Wellington Management Group LLP14,5320.66%$30.1 million0.01%-35213F
Envestnet Asset Management Inc.13,8380.63%$28.7 million0.01%-1,72513F
Quantinno Capital Management LP12,6240.57%$26.2 million0.03%+2,84013F
Elkhorn Partners Limited Partnership12,3200.56%$25.5 million21.89%-38013F
Horizon Kinetics Asset Management LLC12,2060.55%$25.3 million0.29%-90613F
Goldman Sachs Group Inc.12,1510.55%$25.2 million0.00%-3,63213F
Boussard & Gavaudan Gestion Sas11,6790.53%$24.5 million1.24%first 13F13F
Victory Capital Management Inc.10,6840.48%$22.2 million0.01%-46113F
First Trust Advisors LP10,6040.48%$22.0 million0.01%+7,54613F
Qube Research & Technologies Ltd9,6730.44%$20.1 million0.02%+8,65713F
Speece Thorson Capital Group Inc.9,2150.42%$19.1 million4.08%-18213F
Wells Fargo & Company8,7100.40%$18.1 million0.00%-7213F
Bank of New York Mellon Corp8,4120.38%$17.4 million0.00%-3213F
Sei Investments Co.8,1080.37%$16.8 million0.01%-2,99013F
GW&K Investment Management, LLC7,8390.36%$16.3 million0.13%-8713F
Thompson Siegel & Walmsley LLC7,6560.35%$15.9 million0.29%+44713F
The 50 largest of the 356 funds that reported a position in WTM in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
7 May 202613G/ANeuberger Berman Group LLC and 3 others121,5834.9%30 April 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other127,9935.2%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
12 February 202613G/AMorgan Stanley and 1 other76,8173.0%31 December 2025passive, institutional (13d-1(b))EDGAR
5 February 202613GNeuberger Berman Group LLC and 3 others129,6545.1%31 December 2025passive, institutional (13d-1(b))EDGAR
7 November 202513G/AMorgan Stanley and 1 other132,6385.2%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

No share in White Mountains Insurance Group Ltd. failed to deliver at settlement on any day in the SEC's last three half-month files.