White Mountains Insurance Group Ltd (WTM) Ownership

2,040.00 ↓6.65 (-0.32%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of White Mountains Insurance Group Ltd (WTM), owning a total of 249 thousand shares. Combined, the top 35 institutional holders of WTM own 95.95% of the company with a total of 2.5 million shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders increased their combined ownership of WTM by 36 thousand shares. 8 institutions bought 61,192 total additional shares and increased their ownership by an average of 14.69%. However 12 institutions sold 24,959 total shares and decreased their ownership by an average of 2.17%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of White Mountains Insurance Group Ltd increased by a net total of 36,233 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.676%-0.378%249,170-9462025-06-30
Morgan Stanley - Brokerage Accounts6.410%-3.263%165,064-5,5672025-06-30
Dimensional Fund Advisors, Inc.6.048%-0.552%155,753-8642025-06-30
BlackRock Inc4.394%-3.117%113,158-3,6412025-06-30
River Road Asset Management, LLC4.267%0.207%109,8922272025-06-30
Fuller & Thaler Asset Management Inc3.922%-8.273%100,984-9,1082025-06-30
Boston Partners Global Investors, Inc3.471%4.878%89,3944,1582025-06-30
Neuberger Berman Group LLC3.250%47.192%83,69926,8352025-06-30
Wallace Capital Management, INC.3.069%-1.120%79,036-8952025-06-30
Cooke & Bieler LP2.982%40.491%76,78122,1292025-06-30
Fiduciary Management, Inc. of Milwaukee2.776%-0.442%71,478-3172025-06-30
London Company of Virginia2.671%-0.561%68,770-3882025-06-30
T. Rowe Price Investment Management,Inc.2.444%0.760%62,9414752025-06-30
State Street Corp2.223%4.181%57,2412,2972025-06-30
Geode Capital Management, LLC1.652%0.813%42,5293432025-06-30
Reinhart Mahoney Capital Management Inc1.619%-1.846%41,694-7842025-06-30
Bank of America Corp1.530%-4.009%39,409-1,6462025-06-30
Lord, Abbett & Co LLC1.252%-1.900%32,227-6242025-06-30
NORGES BANK1.184%-0.584%30,494-1792025-06-30
Allspring Global Investments Holdings, LLC1.149%19.021%29,5854,7282025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.676%-0.378%249,170-9462025-06-30
Morgan Stanley - Brokerage Accounts6.410%-3.263%165,064-5,5672025-06-30
Dimensional Fund Advisors, Inc.6.048%-0.552%155,753-8642025-06-30
GAMMA Investing LLC5.687%276,055.000%146,362146,3092025-03-31
Global Assets Advisory, LLC5.238%0.000%134,528134,5282024-03-31
Atlanta Capital Management Company,LLC4.965%-5.711%127,468-7,7212022-09-30
BlackRock Inc4.394%-3.117%113,158-3,6412025-06-30
River Road Asset Management, LLC4.267%0.207%109,8922272025-06-30
Fuller & Thaler Asset Management Inc3.922%-8.273%100,984-9,1082025-06-30
Boston Partners Global Investors, Inc3.471%4.878%89,3944,1582025-06-30
Neuberger Berman Group LLC3.250%47.192%83,69926,8352025-06-30
Wallace Capital Management, INC.3.069%-1.120%79,036-8952025-06-30
Cooke & Bieler LP2.982%40.491%76,78122,1292025-06-30
Fiduciary Management, Inc. of Milwaukee2.776%-0.442%71,478-3172025-06-30
London Company of Virginia2.671%-0.561%68,770-3882025-06-30
T. Rowe Price Investment Management,Inc.2.444%0.760%62,9414752025-06-30
State Street Corp2.223%4.181%57,2412,2972025-06-30
Wellington Management Company LLP1.940%-17.716%49,926-10,7492024-12-31
State Street Corporation1.893%-3.157%48,620-1,5852024-03-31
Geode Capital Management, LLC1.652%0.813%42,5293432025-06-30
Reinhart Mahoney Capital Management Inc1.619%-1.846%41,694-7842025-06-30
Bank of America Corp1.530%-4.009%39,409-1,6462025-06-30
Southeastern Asset Management Inc1.265%-1.515%32,446-4992023-12-31
Lord, Abbett & Co LLC1.252%-1.900%32,227-6242025-06-30
NORGES BANK1.184%-0.584%30,494-1792025-06-30
Cannell Peter B & CO Inc1.180%-0.411%30,269-1252023-12-31
Robeco Institutional Asset Management BV1.155%-0.561%29,623-1672024-03-31
Allspring Global Investments Holdings, LLC1.149%19.021%29,5854,7282025-06-30
Spears Abacus Advisors LLC1.113%-0.202%28,668-582025-03-31
FMR Inc1.118%88.727%28,64513,4672022-12-31
Select Equity Group LP1.087%1.449%27,9994002025-03-31
Charles Schwab Investment Management Inc0.972%-8.060%25,051-2,1962022-09-30
Raymond James & Associates0.964%-15.453%24,676-4,5102023-06-30
Scout Investment Advisors Inc0.928%-22.387%23,758-6,8532023-06-30
WCM Investment Management0.455%0.000%11,65111,6512024-12-31

Mutual Fund Ownership

Fuller & Thaler Small-Cap Value is the biggest individual fund holder of White Mountains Insurance Group Ltd (WTM), owning a total of 132 thousand shares. Combined, the top 36 mutual fund holders of WTM own 56.06% of the company with a total of 1.4 million shares.

In the latest ownership report on July 31st 2025, the top 36 fund holders increased their combined ownership of WTM by 17 thousand shares. 2 funds bought 126 total additional shares and increased their ownership by an average of 0.26%. However 7 funds sold 16,645 total shares and decreased their ownership by an average of 6%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding White Mountains Insurance Group Ltd decreased by a net total of -16,519 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Undiscovered Managers Behavioral Val L3.312%-0.211%85,289-1802025-07-31
Vanguard Total Stock Mkt Idx Inv2.987%-2.036%76,908-1,5982025-07-31
Vanguard Small Cap Index2.305%-0.650%59,344-3882025-07-31
Vanguard Small Cap Value Index Inv1.481%0.068%38,147262025-07-31
DFA US Small Cap Value I1.383%0.000%35,61002025-07-31
Calvert Small-Cap A1.305%0.000%33,60702025-07-31
Robeco BP US Premium Equities IH €1.263%-0.614%32,529-2012025-07-31
Vanguard Institutional Extnd Mkt Idx Tr1.060%-30.581%27,304-12,0282025-07-31
Eaton Vance Atlanta Capital Sel Eq I1.022%-7.819%26,324-2,2332025-07-31
Allspring Special Small Cap Value A0.867%0.450%22,3271002025-07-31
AMG River Road Small Cap Value N0.858%0.000%22,09902025-07-31
T. Rowe Price Small-Cap Stock0.829%-0.080%21,335-172025-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fuller & Thaler Small-Cap Value5.150%6.616%132,2628,2072022-12-31
Fuller & Thaler Behavrl Small-Cap Value4.492%-0.831%115,012-9642023-11-30
FullerThaler Behavioral Small-Cap Value3.456%-0.045%88,995-402025-06-30
Undiscovered Managers Behavioral Val L3.312%-0.211%85,289-1802025-07-31
Vanguard US Total Market Shares ETF3.010%0.114%77,462882024-09-30
Vanguard Total Stock Mkt Idx Inv2.987%-2.036%76,908-1,5982025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.970%2.132%76,0411,5872023-03-31
Vanguard Small Cap Index2.305%-0.650%59,344-3882025-07-31
Neuberger Berman Genesis Inv1.932%38.933%49,74913,9412025-06-30
Calvert US Small-Cap SMA1.712%0.000%43,82743,8272023-03-31
Vanguard Small Cap Value Index Inv1.481%0.068%38,147262025-07-31
FMI Common Stock Investor1.476%0.000%38,00002025-06-30
DFA US Small Cap Value I1.383%0.000%35,61002025-07-31
Vanguard Extended Market Index Investor1.385%-0.017%35,454-62023-08-31
Vanguard Selected Value Inv1.318%39.183%33,9489,5572025-06-30
Calvert US Small-Cap Strategy1.305%0.000%33,60702025-06-30
Calvert Small-Cap A1.305%0.000%33,60702025-07-31
Robeco BP US Premium Equities IH €1.263%-0.614%32,529-2012025-07-31
Vanguard Institutional Extnd Mkt Idx Tr1.060%-30.581%27,304-12,0282025-07-31
Eaton Vance Atlanta Capital Sel Eq I1.022%-7.819%26,324-2,2332025-07-31
Allspring Special Small Cap Value A0.867%0.450%22,3271002025-07-31
JNL Multi-Manager Small Cap Value I0.864%1.840%22,2494022025-06-30
AMG River Road Small Cap Value N0.858%0.000%22,09902025-07-31
T. Rowe Price US Small-Cap Core Equity0.829%1.720%21,3523612025-06-30
T. Rowe Price Small-Cap Stock0.829%-0.080%21,335-172025-07-31
Longleaf Partners Small-Cap0.782%13.851%20,1382,4502025-06-30
DFA US Targeted Value I0.771%0.000%19,85502025-06-30
Avantis US Small Cap Value ETF0.736%0.000%18,88602024-04-30
First Trust Financials AlphaDEX® ETF0.724%0.000%18,63802025-03-31
DFA US Small Cap I0.694%-3.168%17,818-5832024-10-31
Dimensional US Targeted Value ETF0.680%0.000%17,45802024-09-30
Hartford MidCap Y0.675%0.000%17,27002023-08-31
Scout Mid Cap Equity0.624%-8.586%16,003-1,5032024-03-31
Carillon Scout Mid Cap I0.624%-8.586%16,003-1,5032024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.623%0.000%15,99902024-09-30
Strategic Advisers® Small-Mid Cap0.559%-1.391%14,394-2032022-09-30

Discussions

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wsb_pro11/18/25 05:50pm

$WTM death cross will complete today

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TFTSeasonOne11/13/25 03:31pm

$WTM I don't know shit
but I know I'm holdin till I at least triple up

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italiano_147/11/25 12:21am

$WTM if your selling dont regret it later

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rikutarii35/19/25 04:03pm

$WTM Ahhhhhhh payday tomorrow. Know what I’m doing with some spare

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substancetag4/28/25 06:11am

$WTM This may be your last opportunity to buy on the cheap??

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