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 |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.5% | 1,014 | $1.8M |
| Barclays PLC | 0.00% | Reduce -5.5% | 1,007 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 1,000 | $1.8M |
| Main Street Financial Solutions, LLC | 0.19% | Reduce -2.0% | 992 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.5% | 987 | $1.8M |
| Sutton Place Investors LLC | 0.82% | New | 929 | $1.7M |
| Brave Asset Management Inc. | 0.43% | No change | 929 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Add +118.5% | 922 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -14.0% | 906 | $1.6M |
| SYSTM Wealth Solutions LLC | 0.20% | Reduce -2.2% | 896 | $1.6M |
| Dean Capital Management | 0.93% | Add +0.2% | 890 | $1.6M |
| Legato Capital Management LLC | 0.19% | Add +0.2% | 890 | $1.6M |
| Lighthouse Investment Partners, LLC | 0.08% | New | 786 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 704 | $1.3M |
| Millennium Management | 0.00% | Add +154.4% | 692 | $1.2M |
| Karpas Strategies, LLC | 0.37% | No change | 659 | $1.2M |
| King Luther Capital Management Corp. | 0.01% | New | 650 | $1.2M |
| Gratus Capital, LLC | 0.05% | No change | 608 | $1.1M |
| Citigroup Inc. | 0.00% | Add +16.3% | 598 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -84.4% | 577 | $1.0M |
| First Hawaiian Bank | 0.03% | No change | 572 | $1.0M |
| AMG National Trust Bank | 0.03% | Reduce -0.2% | 568 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 557 | $999K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +22.5% | 556 | $998K |
| Buckingham Strategic Wealth, LLC | 0.01% | New | 556 | $998K |
| Parker Investment Management, LLC | 0.17% | No change | 550 | $987K |
| Regions Financial Corp. | 0.01% | No change | 550 | $987K |
| Algert Global LLC | 0.04% | No change | 542 | $973K |
| Park Avenue Securities LLC | 0.01% | Add +0.4% | 527 | $946K |
| Captrust Financial Advisors | 0.00% | Reduce -36.2% | 527 | $946K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.7% | 514 | $922K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.0% | 513 | $920K |
| Ethic Inc. | 0.02% | Add +8.6% | 504 | $904K |
| Resona Asset Management Co.,Ltd. | 0.01% | — | 490 | $879K |
| Mariner, LLC | 0.00% | Add +23.2% | 483 | $867K |
| Aviva PLC | 0.00% | New | 482 | $865K |
| Teacher Retirement System of Texas | 0.01% | Reduce -19.5% | 480 | $861K |
| Tidal Investments LLC | 0.01% | New | 479 | $859K |
| Cresset Asset Management, LLC | 0.00% | Add +8.3% | 446 | $800K |
| Bank of Montreal | 0.00% | Reduce -0.2% | 429 | $790K |
| Glenmede Trust Co. NA | 0.00% | Add +7.3% | 439 | $788K |
| Chicago Partners Investment Group LLC | 0.03% | No change | 451 | $776K |
| Walleye Capital LLC | 0.01% | Add +82.7% | 411 | $737K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 400 | $718K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 392 | $703K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 391 | $702K |
| Roundview Capital LLC | 0.06% | Reduce -5.1% | 375 | $673K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -10.3% | 374 | $662K |
| Osaic Holdings, Inc. | 0.00% | Reduce -66.8% | 363 | $651K |
| Kathleen S. Wright Associates Inc. | 0.30% | No change | 380 | $641K |
| Russell Investments Group, Ltd. | 0.00% | Add +2125.0% | 356 | $639K |
| Bryant Woods Investment Advisors, LLC | 0.36% | No change | 340 | $610K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.3% | 328 | $589K |
| Dark Forest Capital Management LP | 0.10% | Add +14.4% | 325 | $583K |
| Pathstone Holdings, LLC | 0.00% | Add +19.3% | 322 | $578K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +24.5% | 315 | $565K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.3% | 315 | $565K |
| Harbor Capital Advisors, Inc. | 0.07% | New | 312 | $560K |
| Hyman Charles D | 0.03% | No change | 305 | $547K |
| American Capital Advisory, LLC | 0.47% | No change | 390 | $537K |
| Brown Miller Wealth Management, LLC | 0.24% | No change | 298 | $535K |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 297 | $533K |
| Shotwell Rutter Baer Inc | 1.06% | Reduce -31.5% | 300 | $522K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 288 | $517K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +1.1% | 284 | $510K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -1.1% | 282 | $506K |
| Highlander Partners, L.P. | 0.35% | No change | 280 | $502K |
| Ritholtz Wealth Management | 0.02% | Add +4.7% | 266 | $477K |
| Brandes Investment Partners, LP | 0.01% | Add +63.5% | 255 | $458K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $454K |
| Ground Swell Capital, LLC | 0.47% | New | 251 | $450K |
| Keybank National Association | 0.00% | Reduce -3.2% | 241 | $432K |
| Essex Bank | 0.12% | No change | 284 | $427K |
| Athena Investment Management | 0.25% | No change | 234 | $420K |
| US Bancorp \de | 0.00% | Add +15.1% | 229 | $411K |
| Prudential Financial Inc. | 0.00% | Add +3.2% | 226 | $406K |
| Equitable Trust Co. | 0.03% | Add +3.2% | 223 | $400K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -0.5% | 222 | $398K |
| Vestcor Inc | 0.01% | Add +26.6% | 219 | $393K |
| Principal Financial Group Inc. | 0.00% | Add +43.0% | 216 | $388K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 213 | $382K |
| One Wealth Advisors, LLC | 0.07% | Add +0.5% | 209 | $375K |
| Hudson Value Partners, LLC | 0.16% | No change | 206 | $370K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.8% | 202 | $362K |
| HighTower Advisors, LLC | 0.00% | Add +10.5% | 200 | $360K |
| Nkcfo LLC | 0.21% | New | 200 | $359K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 200 | $359K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $359K |
| New York Life Investment Management LLC | 0.00% | New | 200 | $359K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $357K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -62.9% | 195 | $350K |
| Bank of Nova Scotia | 0.00% | Reduce -24.4% | 192 | $345K |
| Franklin Resources Inc. | 0.00% | New | 191 | $343K |
| Connable Office Inc. | 0.04% | Reduce -5.9% | 190 | $341K |
| Sendero Wealth Management, LLC | 0.06% | No change | 188 | $337K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -21.3% | 185 | $332K |
| Cetera Investment Advisers | 0.00% | New | 178 | $319K |
| Pinnacle Associates Ltd. | 0.01% | No change | 177 | $318K |
| Hengehold Capital Management LLC | 0.03% | Add +21.3% | 171 | $307K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -1.2% | 169 | $303K |
| Arax Advisory Partners | 0.03% | Reduce -4.0% | 166 | $299K |
| Isthmus Partners, LLC | 0.03% | No change | 164 | $294K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 164 | $294K |
| Councilor Wealth, LLC | 0.14% | No change | 155 | $278K |
| BNP Paribas Financial Markets | 0.00% | Add +34.2% | 153 | $275K |
| Empower Advisory Group, LLC | 0.00% | No change | 151 | $271K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.1% | 151 | $271K |
| Outfitters Financial LLC | 0.22% | No change | 150 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -3.9% | 150 | $269K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $269K |
| Chapman Investment Management, LLC | 0.19% | No change | 143 | $257K |
| Janney Montgomery Scott LLC | 0.00% | New | 142 | $255K |
| Deutsche Bank AG | 0.00% | Add +14.5% | 142 | $255K |
| New York State Teachers Retirement System | 0.00% | No change | 141 | $253K |
| CM Wealth Advisors LLC | 0.07% | New | 136 | $253K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.8% | 139 | $249K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 166 | $248K |
| Amalgamated Bank | 0.00% | Reduce -66.2% | 138 | $248K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.2% | 140 | $248K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.8% | 135 | $242K |
| Pitcairn Co. | 0.02% | Reduce -5.6% | 134 | $240K |
| Utah Retirement Systems | 0.00% | No change | 134 | $240K |
| Glenview Trust Co | 0.01% | New | 133 | $239K |
| New Potomac Partners, LLC | 0.13% | Reduce -7.1% | 130 | $233K |
| Intech Investment Management LLC | 0.00% | New | 128 | $230K |
| Oppenheimer & Close, LLC | 0.19% | New | 125 | $224K |
| Lindbrook Capital, LLC | 0.02% | Reduce -6.1% | 124 | $222K |
| Savant Capital, LLC | 0.00% | New | 122 | $219K |
| Principal Securities, Inc. | 0.01% | Add +15.1% | 122 | $219K |
| Equity Investment Corp. | 0.01% | New | 122 | $219K |
| Verition Fund Management LLC | 0.00% | Reduce -58.4% | 121 | $217K |
| M&T Bank Corp | 0.00% | New | 121 | $217K |
| Avantax Advisory Services, Inc. | 0.00% | New | 117 | $210K |
| HB Wealth Management, LLC | 0.00% | New | 116 | $208K |
| Lincoln National Corp. | 0.00% | New | 115 | $206K |
| Townsquare Capital LLC | 0.00% | New | 115 | $206K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 100 | $179K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $179K |
| Smithfield Trust Co | 0.01% | No change | 97 | $173K |
| Bessemer Group Inc. | 0.00% | Reduce -15.8% | 85 | $153K |
| Headlands Technologies LLC | 0.03% | New | 80 | $144K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $135K |
| Global Assets Advisory, LLC | 0.08% | New | 76 | $135K |
| Quent Capital, LLC | 0.02% | Reduce -2.7% | 73 | $131K |
| KBC Group NV | 0.00% | Add +28.0% | 64 | $115K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $109K |
| Signaturefd, LLC | 0.00% | Add +8.9% | 61 | $109K |
| Parkside Financial Bank & Trust | 0.02% | Add +19.1% | 56 | $100K |
| Point72 (DIFC) Ltd | 0.01% | — | 51 | $92K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $90K |
| MetLife Investment Management, LLC | 0.00% | No change | 49 | $88K |
| First Manhattan Co. Llc. | 0.00% | Reduce -17.9% | 46 | $83K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.6% | 45 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.3% | 40 | $72K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $71K |
| Avior Wealth Management, LLC | 0.00% | New | 37 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +250.0% | 35 | $63K |
| EntryPoint Capital, LLC | 0.05% | Add +13.3% | 34 | $61K |
| Community Bank, N.A. | 0.01% | No change | 34 | $61K |
| Quadrant Capital Group LLC | 0.00% | No change | 33 | $59K |
| TD Private Client Wealth LLC | 0.00% | Reduce -42.1% | 33 | $59K |
| Blue Trust, Inc. | 0.00% | Add +6.9% | 31 | $56K |
| Venturi Wealth Management, LLC | 0.00% | No change | 30 | $54K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +86.7% | 28 | $50K |
| Cwm, LLC | 0.00% | Add +107.7% | 27 | $48K |
| Centerpoint Advisors, LLC | 0.02% | No change | 25 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | New | 24 | $42K |
| RFP Financial Group LLC | 0.02% | No change | 22 | $39K |
| GAMMA Investing LLC | 0.01% | No change | 21 | $38K |
| UMB Bank, n.a. | 0.00% | Add +53.9% | 20 | $36K |
| American International Group, Inc. | 0.00% | No change | 20 | $36K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $34K |
| Montag A & Associates Inc. | 0.00% | No change | 19 | $34K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 16 | $29K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 15 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +20.0% | 12 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $22K |
| Huntington National Bank | 0.00% | Add +10.0% | 11 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +350.0% | 9 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $16K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 9 | $16K |
| Raleigh Capital Management Inc. | 0.01% | No change | 8 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $14K |
| Redmont Wealth Advisors LLC | 0.02% | New | 8 | $14K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 8 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.5% | 7 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 7 | $12K |
| Covestor Ltd | 0.01% | No change | 6 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -16.7% | 5 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $9K |
| Sachetta, LLC | 0.00% | No change | 5 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Add +33.3% | 4 | $7K |
| Hexagon Capital Partners LLC | 0.00% | New | 4 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| TD Capital Management LLC | 0.00% | New | 2 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 1 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 1 | $2K |
| English Capital Management LLC | 0.00% | No change | 1 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 1 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 1 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 1 | $2K |
"% of holder's portfolio" is WTM's weight in each manager's 13F, not the share of White Mountains Insurance GP the manager owns.