White Mountains Insurance GPWTM
13F holders, Q1 2024 (March 31)303holders
4famous investors
$1793.36avg. 13F price*
At the end of Q1 2024, 303 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings. The largest holders were Vanguard Group Inc. ($452.0M), Morgan Stanley ($332.9M) and Dimensional Fund Advisors LP ($290.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- White Mountains Insurance GP
- CUSIP
- G9618E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $68.3M |
| Exits | 27 | $17.9M |
Ownership 303 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 251,930 | $452.0M |
| Morgan Stanley | 0.03% | Reduce -6.3% | 185,530 | $332.9M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.0% | 161,918 | $290.5M |
| Fuller & Thaler Asset Management, Inc. | 1.02% | Add +1.1% | 130,914 | $234.9M |
| River Road Asset Management, LLC | 2.99% | Reduce -3.0% | 123,321 | $221.3M |
| BlackRock Inc. | 0.00% | Add +2.0% | 114,973 | $206.3M |
| Boston Partners | 0.19% | Reduce -2.1% | 90,594 | $162.4M |
| Wallace Capital Management Inc. | 20.09% | Reduce -2.5% | 82,077 | $147.3M |
| London Co. of Virginia | 0.63% | Add +5.5% | 66,595 | $119.5M |
| Wellington Management Group LLP | 0.02% | Reduce -9.5% | 61,006 | $109.5M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +0.2% | 59,289 | $106.4M |
| Select Equity Group, L.P. | 0.32% | Add +66.0% | 49,931 | $89.6M |
| State Street Corp. | 0.00% | Reduce -3.2% | 48,620 | $87.2M |
| Bank of America Corp. | 0.01% | Add +2.5% | 40,730 | $73.1M |
| Fiduciary Management Inc. | 0.62% | Add +2.7% | 38,995 | $70.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 38,899 | $69.8M |
| Reinhart Partners, Llc. | 2.79% | Add +1.1% | 38,225 | $68.6M |
| Cannell & Spears LLC | 1.12% | New | 30,236 | $54.3M |
| Robeco Institutional Asset Management B.V. | 0.12% | Reduce -0.6% | 29,623 | $53.2M |
| Norges Bank | 0.01% | Add +4.6% | 29,550 | $53.0M |
| Lord, Abbett & Co. LLC | 0.17% | Add +16.0% | 28,472 | $51.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 24,829 | $44.6M |
| Southeastern Asset Management Inc. | 1.70% | Reduce -23.9% | 24,708 | $44.3M |
| Raymond James & Associates | 0.03% | Reduce -0.1% | 23,337 | $41.9M |
| Brown Advisory Inc. | 0.06% | Add +40.7% | 23,121 | $41.5M |
| Mraz, Amerine & Associates, Inc. | 7.31% | Reduce -2.0% | 21,540 | $38.6M |
| American Century Companies Inc. | 0.02% | Add +40.0% | 20,791 | $37.3M |
| Scout Investments, Inc. | 0.72% | Reduce -8.4% | 16,535 | $29.3M |
| Elkhorn Partners Limited Partnership | 20.97% | Reduce -9.1% | 16,200 | $29.1M |
| Royce & Associates LP | 0.26% | Reduce -10.0% | 16,142 | $29.0M |
| Thompson Siegel & Walmsley LLC | 0.44% | Add +0.4% | 15,865 | $28.5M |
| FMR LLC | 0.00% | Add +22.5% | 14,919 | $26.8M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 14,596 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.3% | 14,256 | $25.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -22.3% | 14,251 | $25.6M |
| Perpetual Ltd | 0.25% | Add +0.7% | 14,076 | $25.4M |
| California Public Employees Retirement System | 0.02% | No change | 14,078 | $25.3M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +20.9% | 13,839 | $24.8M |
| Speece Thorson Capital Group Inc. | 4.77% | Add +5.8% | 13,751 | $24.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 11,509 | $20.7M |
| Cove Street Capital, LLC | 5.71% | Reduce -5.7% | 10,057 | $18.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 9,938 | $17.8M |
| AQR Capital Management | 0.03% | Add +0.6% | 9,152 | $16.4M |
| First Trust Advisors LP | 0.01% | Add +61.6% | 7,473 | $13.4M |
| GW&K Investment Management, LLC | 0.11% | Reduce -1.7% | 6,908 | $12.4M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -12.7% | 6,700 | $12.0M |
| Alaska Permanent Fund Corp | 0.16% | Add +4.2% | 5,897 | $10.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.8% | 5,325 | $9.6M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -2.8% | 5,193 | $9.3M |
| Swiss National Bank | 0.01% | No change | 5,046 | $9.1M |
| Rhumbline Advisers | 0.01% | Reduce -6.8% | 4,823 | $8.7M |
| Credit Suisse AG/ | 0.01% | Add +2.1% | 4,593 | $8.2M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -0.8% | 4,506 | $8.1M |
| Legal & General Group Plc | 0.00% | Reduce -8.4% | 4,371 | $7.8M |
| Invesco Ltd. | 0.00% | Reduce -29.9% | 4,318 | $7.7M |
| Eagle Asset Management Inc. | 0.04% | Reduce -7.3% | 4,341 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 3,819 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -7.9% | 3,730 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 3,630 | $6.5M |
| Prospector Partners LLC | 0.69% | Add +0.8% | 3,293 | $5.9M |
| Martingale Asset Management L P | 0.12% | Reduce -17.8% | 3,255 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 3,105 | $5.6M |
| Dean Investment Associates, LLC | 0.64% | Reduce -0.8% | 2,606 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -16.3% | 2,582 | $4.6M |
| California State Teachers Retirement System | 0.01% | Reduce -5.2% | 2,554 | $4.6M |
| Sei Investments Co. | 0.01% | Add +19.5% | 2,418 | $4.3M |
| Renaissance Technologies | 0.01% | Reduce -22.6% | 2,400 | $4.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -29.3% | 3,070 | $4.2M |
| Creative Planning | 0.00% | Add +22.3% | 2,328 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | No change | 2,188 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.3% | 1,848 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +4.1% | 1,817 | $3.3M |
| Triad Investment Management | 3.88% | Add +1.0% | 1,783 | $3.2M |
| UBS Group AG | 0.00% | Add +8.0% | 1,764 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 1,740 | $3.1M |
| Vident Advisory, LLC | 0.06% | Reduce -4.4% | 1,675 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 1,661 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 1,637 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +5.2% | 1,605 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -15.0% | 1,569 | $2.8M |
| Man Group plc | 0.01% | Add +175.9% | 1,509 | $2.7M |
| STRS Ohio | 0.01% | Reduce -23.0% | 1,467 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +21.8% | 1,465 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -4.2% | 1,405 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.4% | 1,316 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -29.3% | 1,305 | $2.3M |
| TD Asset Management Inc | 0.00% | No change | 1,300 | $2.3M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.8% | 1,250 | $2.2M |
| Quantinno Capital Management LP | 0.05% | Add +8.4% | 1,246 | $2.2M |
| Janus Henderson Group PLC | 0.00% | No change | 1,235 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 1,231 | $2.2M |
| Forum Financial Management, LP | 0.04% | No change | 1,198 | $2.1M |
| 1834 Investment Advisors Co. | 0.25% | No change | 1,176 | $2.1M |
| Pecaut & Co. | 0.78% | No change | 1,167 | $2.1M |
| Parsons Capital Management Inc. | 0.14% | Add +28.1% | 1,141 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 1,100 | $2.0M |
| Agf Management Ltd. | 0.01% | Reduce -50.6% | 1,088 | $2.0M |
| Autumn Glory Partners, LLC | 0.95% | No change | 1,080 | $1.9M |
| LPL Financial LLC | 0.00% | Add +2.7% | 1,055 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.7% | 1,038 | $1.9M |
"% of holder's portfolio" is WTM's weight in each manager's 13F, not the share of White Mountains Insurance GP the manager owns.