WHITE MTNS INS GROUP LTD (WTM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
331
Reporting holders
$4.4B
Reported value
89.1%
Of shares outstanding
0.0%
Held as options
-7
Holder change
Institutions report 2,126,586 shares against 2,386,721 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $329.6M | 158,954 | 0.06% | 31q | +1.5%+$4.8M |
| NEUBERGER BERMAN GROUP LLC | $247.0M | 119,141 | 0.16% | 31q | -4.5%-$11.6M |
| BlackRock, Inc. | $244.4M | 117,871 | 0.00% | 8q | +4.0%+$9.4M |
| River Road Asset Management, LLC | $240.3M | 115,880 | 2.67% | 31q | -3.8%-$9.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232.2M | 111,969 | 0.01% | 2q | -3.1%-$7.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $222.8M | 107,479 | 0.00% | 2q | -1.5%-$3.5M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211.3M | 101,892 | 0.58% | 31q | -2.6%-$5.5M |
| COOKE & BIELER LP | $176.5M | 85,120 | 2.04% | 7q | -18.8%-$40.9M |
| Wallace Capital Management Inc. | $166.0M | 80,067 | 18.20% | 31q | +1.6%+$2.6M |
| FIDUCIARY MANAGEMENT INC /WI/ | $138.0M | 66,550 | 1.96% | 31q | -21.8%-$38.4M |
| GENDELL JEFFREY L | $122.8M | 59,243 | 1.08% | 3q | +56.7%+$44.4M |
| Boston Partners | $115.3M | 55,569 | 0.10% | 31q | -3.3%-$3.9M |
| LONDON CO OF VIRGINIA | $112.1M | 54,025 | 0.64% | 31q | -5.4%-$6.4M |
| STATE STREET CORP | $104.2M | 50,257 | 0.00% | 31q | +2.2%+$2.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $102.5M | 49,412 | 0.01% | 31q | +17.3%+$15.1M |
| MORGAN STANLEY | $97.2M | 46,866 | 0.01% | 35q | -21.0%-$25.8M |
| REINHART PARTNERS, LLC. | $92.3M | 44,480 | 2.11% | 31q | +19.0%+$14.7M |
| AMERICAN CENTURY COMPANIES INC | $64.5M | 31,108 | 0.03% | 22q | +274.4%+$47.3M |
| NORGES BANK | $58.0M | 27,956 | 0.01% | 32q | -13.1%-$8.8M |
| Cannell & Spears LLC | $57.2M | 27,577 | 1.02% | 10q | -1.6%-$933.0K |
| BANK OF AMERICA CORP /DE/ | $51.9M | 25,028 | 0.00% | 31q | -11.7%-$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.7M | 23,505 | 0.01% | 31q | -3.0%-$1.5M |
| Sixth Street Partners Management Company, L.P. | $48.7M | 23,505 | 0.01% | new | NEW |
| Mraz, Amerine & Associates, Inc. | $46.1M | 22,218 | 6.61% | 31q | HELD |
| Allspring Global Investments Holdings, LLC | $37.4M | 18,116 | 0.06% | 11q | -2.7%-$1.0M |
| Gotham Asset Management, LLC | $37.2M | 17,940 | 0.09% | 5q | +98.3%+$18.4M |
| BROWN ADVISORY INC | $36.7M | 17,722 | 0.06% | 31q | -0.7%-$253.0K |
| JANE STREET GROUP, LLC | $35.7M | 17,226 | 0.00% | 10q | +24.8%+$7.1M |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $35.5M | 17,104 | 1.85% | 19q | -9.3%-$3.6M |
| UBS Group AG | $33.6M | 16,198 | 0.00% | 31q | +55.1%+$11.9M |
| VANGUARD FIDUCIARY TRUST CO | $31.8M | 15,319 | 0.01% | 2q | +0.9%+$275.8K |
| RAYMOND JAMES FINANCIAL INC | $30.8M | 14,833 | 0.01% | 7q | -38.1%-$18.9M |
| NORTHERN TRUST CORP | $30.2M | 14,571 | 0.00% | 31q | -6.0%-$1.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.1M | 14,532 | 0.01% | 31q | -2.4%-$729.8K |
| ENVESTNET ASSET MANAGEMENT INC | $28.7M | 13,838 | 0.01% | 31q | -11.1%-$3.6M |
| Quantinno Capital Management LP | $26.2M | 12,624 | 0.03% | 17q | +29.0%+$5.9M |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25.5M | 12,320 | 21.89% | 31q | -3.0%-$787.9K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25.3M | 12,206 | 0.29% | 9q | -6.9%-$1.9M |
| GOLDMAN SACHS GROUP INC | $25.2M | 12,151 | 0.00% | 31q | -23.0%-$7.5M |
| BOUSSARD & GAVAUDAN GESTION SAS | $24.5M | 11,679 | 1.23% | new | FIRST |
| VICTORY CAPITAL MANAGEMENT INC | $22.2M | 10,684 | 0.01% | 31q | -4.1%-$955.8K |
| FIRST TRUST ADVISORS LP | $22.0M | 10,604 | 0.01% | 3q | +246.8%+$15.6M |
| Qube Research & Technologies Ltd | $20.1M | 9,673 | 0.02% | 25q | +852.1%+$17.9M |
| SPEECE THORSON CAPITAL GROUP INC | $19.1M | 9,215 | 4.08% | 31q | -1.9%-$377.4K |
| WELLS FARGO & COMPANY/MN | $18.1M | 8,710 | 0.00% | 31q | -50.4%-$18.4M |
| Bank of New York Mellon Corp | $17.4M | 8,412 | 0.00% | 31q | HELD |
| SEI INVESTMENTS CO | $16.8M | 8,108 | 0.01% | 31q | -26.9%-$6.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.1M | 7,284 | 0.01% | 3q | +280.8%+$11.1M |
| CITADEL ADVISORS LLC | $14.8M | 7,136 | 0.00% | 6q | +174.1%+$9.4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.1M | 6,788 | 0.04% | 15q | +12.2%+$1.5M |
| ROYCE & ASSOCIATES LP | $14.1M | 6,781 | 0.11% | 20q | +5.0%+$665.6K |
| D. E. Shaw & Co., Inc. | $13.7M | 6,618 | 0.01% | 28q | -25.7%-$4.8M |
| Edgestream Partners, L.P. | $13.6M | 6,578 | 0.41% | 6q | +110.2%+$7.1M |
| JPMORGAN CHASE & CO | $11.5M | 5,410 | 0.00% | 31q | +110.8%+$6.1M |
| AQR CAPITAL MANAGEMENT LLC | $11.3M | 5,450 | 0.00% | 15q | -29.6%-$4.7M |
| California Public Employees Retirement System | $10.9M | 5,248 | 0.01% | 31q | -18.2%-$2.4M |
| Williams Jones Wealth Management, LLC. | $10.8M | 5,193 | 0.12% | 28q | HELD |
| Swiss National Bank | $10.0M | 4,826 | 0.01% | 31q | -4.2%-$435.4K |
| WINMILL & CO. INC | $10.0M | 4,800 | 2.20% | new | NEW |
| FRANKLIN RESOURCES INC | $8.7M | 4,178 | 0.00% | 10q | -12.9%-$1.3M |
| Phocas Financial Corp. | $8.5M | 4,078 | 1.17% | 7q | -5.0%-$443.7K |
| RHUMBLINE ADVISERS | $8.1M | 3,898 | 0.01% | 31q | -5.7%-$485.2K |
| Creative Planning | $8.0M | 3,861 | 0.00% | 31q | -4.6%-$389.8K |
| Nuveen, LLC | $7.6M | 3,679 | 0.00% | 6q | -14.6%-$1.3M |
| Invesco Ltd. | $7.3M | 3,497 | 0.00% | 31q | +17.9%+$1.1M |
| LEE DANNER & BASS INC | $6.7M | 3,253 | 0.39% | 30q | +1.6%+$103.7K |
| AMERIPRISE FINANCIAL INC | $5.9M | 2,852 | 0.00% | 31q | -50.2%-$6.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | $5.2M | 2,532 | 0.01% | 31q | +0.8%+$39.4K |
| Triad Investment Management | $5.1M | 2,471 | 5.65% | 13q | -1.7%-$87.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.0M | 2,392 | 0.00% | 2q | +2.9%+$138.9K |
| Russell Investments Group, Ltd. | $4.9M | 2,369 | 0.00% | 31q | +107.4%+$2.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.9M | 2,351 | 0.01% | 31q | +4.0%+$186.6K |
| Legal & General Group Plc | $4.7M | 2,257 | 0.00% | 31q | -6.3%-$313.1K |
| Robeco Institutional Asset Management B.V. | $4.5M | 2,184 | 0.01% | 32q | HELD |
| Regency Capital Management Inc.\DE | $4.4M | 2,146 | 1.77% | 4q | +39.8%+$1.3M |
| DAVENPORT & Co LLC | $4.4M | 2,123 | 0.02% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $4.4M | 2,110 | 0.00% | 5q | +143.6%+$2.6M |
| BRADLEY FOSTER & SARGENT INC/CT | $3.9M | 1,899 | 0.06% | 5q | -5.1%-$213.6K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3.9M | 1,887 | 0.18% | 24q | HELD |
| Lighthouse Investment Partners, LLC | $3.9M | 1,868 | 0.11% | new | NEW |
| Cerity Partners LLC | $3.7M | 1,797 | 0.00% | 23q | -3.7%-$145.2K |
| Atlantic Union Bankshares Corp | $3.7M | 1,765 | 0.06% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $3.6M | 1,741 | 0.01% | 22q | -29.2%-$1.5M |
| AGF MANAGEMENT LTD | $3.5M | 1,696 | 0.01% | 15q | HELD |
| XTX Topco Ltd | $3.4M | 1,644 | 0.04% | 3q | +557.6%+$2.9M |
| Corient Private Wealth LP | $3.3M | 1,584 | 0.00% | 15q | +13.3%+$385.8K |
| Tidal Investments LLC | $3.3M | 1,578 | 0.01% | 4q | +17.1%+$476.9K |
| Focus Partners Wealth | $3.2M | 1,553 | 0.00% | 8q | +37.6%+$879.1K |
| ExodusPoint Capital Management, LP | $3.0M | 1,443 | 0.02% | 2q | +136.2%+$1.7M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.8M | 1,356 | 0.03% | 31q | -8.4%-$257.1K |
| LPL Financial LLC | $2.7M | 1,318 | 0.00% | 25q | -5.5%-$159.7K |
| HighTower Advisors, LLC | $2.7M | 1,316 | 0.00% | 18q | -9.1%-$271.6K |
| ROYAL BANK OF CANADA | $2.6M | 1,237 | 0.00% | 31q | +3.5%+$87.1K |
| STIFEL FINANCIAL CORP | $2.6M | 1,235 | 0.00% | 31q | -4.6%-$122.4K |
| WCM INVESTMENT MANAGEMENT, LLC | $2.5M | 1,197 | 0.00% | 7q | -80.0%-$10.0M |
| 1834 INVESTMENT ADVISORS CO | $2.4M | 1,176 | 0.28% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.4M | 1,169 | 0.00% | 31q | -82.3%-$11.3M |
| Midwest Professional Planners, LTD. | $2.4M | 1,164 | 0.47% | 9q | +194.7%+$1.6M |
| PECAUT & CO. | $2.4M | 1,142 | 0.72% | 32q | -2.6%-$62.2K |
| Walleye Capital LLC | $2.3M | 1,130 | 0.01% | new | NEW |
Showing the largest 100 of 356 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 331 | $4.4B | 2,126,586 | 33 | 87 | 128 | 0.0% |
| Q1 2026 | 338 | $4.6B | 2,111,006 | 41 | 109 | 95 | 0.0% |
| Q4 2025 | 324 | $4.7B | 2,243,381 | 43 | 92 | 113 | 0.0% |
| Q3 2025 | 306 | $3.7B | 2,209,760 | 39 | 90 | 87 | 0.0% |
| Q2 2025 | 292 | $3.9B | 2,180,565 | 26 | 90 | 97 | 0.0% |
| Q1 2025 | 290 | $4.2B | 2,157,202 | 22 | 87 | 92 | 0.0% |
| Q4 2024 | 291 | $4.1B | 2,125,889 | 24 | 92 | 68 | 0.0% |
| Q3 2024 | 270 | $3.5B | 2,076,798 | 26 | 89 | 68 | 0.0% |
| Q2 2024 | 271 | $3.9B | 2,130,973 | 24 | 89 | 75 | 0.0% |
| Q1 2024 | 270 | $4.5B | 2,483,681 | 33 | 77 | 77 | 0.0% |
| Q4 2023 | 260 | $3.5B | 2,317,388 | 27 | 74 | 84 | 0.0% |
| Q3 2023 | 236 | $3.2B | 2,127,960 | 22 | 67 | 74 | 0.0% |
| Q2 2023 | 226 | $3.0B | 2,136,953 | 22 | 57 | 78 | 0.0% |
| Q1 2023 | 221 | $3.0B | 2,166,956 | 19 | 68 | 66 | 0.0% |
| Q4 2022 | 206 | $2.5B | 1,748,494 | 23 | 45 | 74 | 0.0% |
| Q3 2022 | 252 | $3.0B | 2,284,371 | 22 | 65 | 95 | 0.0% |
| Q2 2022 | 259 | $3.3B | 2,659,688 | 27 | 59 | 97 | 0.0% |
| Q1 2022 | 243 | $3.1B | 2,678,886 | 24 | 59 | 86 | 0.0% |
| Q4 2021 | 243 | $2.7B | 2,678,107 | 23 | 54 | 90 | 0.0% |
| Q3 2021 | 230 | $2.9B | 2,671,067 | 18 | 66 | 70 | 0.0% |
| Q2 2021 | 232 | $3.1B | 2,713,261 | 16 | 60 | 88 | 0.0% |
| Q1 2021 | 245 | $3.0B | 2,710,975 | 37 | 68 | 78 | 0.0% |
| Q4 2020 | 234 | $2.7B | 2,698,518 | 33 | 51 | 81 | 0.0% |
| Q3 2020 | 223 | $2.1B | 2,704,165 | 33 | 52 | 75 | 0.0% |
| Q2 2020 | 207 | $2.4B | 2,721,501 | 17 | 51 | 84 | 0.0% |
| Q1 2020 | 228 | $2.6B | 2,824,366 | 23 | 67 | 82 | 0.0% |
| Q4 2019 | 252 | $3.3B | 2,925,144 | 16 | 60 | 84 | 0.0% |
| Q3 2019 | 248 | $3.0B | 2,775,732 | 21 | 57 | 88 | 0.0% |
| Q2 2019 | 248 | $2.9B | 2,801,219 | 30 | 61 | 90 | 0.0% |
| Q1 2019 | 244 | $2.6B | 2,805,632 | 21 | 66 | 84 | 0.0% |
| Q4 2018 | 243 | $2.4B | 2,798,168 | 3 | 8 | 6 | 0.0% |