White Mountains Insurance GPWTM
13F holders, Q2 2024 (June 30)306holders +3
28new positions
26sold out
5famous investors
$1816.70avg. 13F price*
At the end of Q2 2024, 306 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, up 3 from Q1 2024. 28 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($456.2M), Morgan Stanley ($336.1M) and Dimensional Fund Advisors LP ($290.0M). 5 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 Ray Dalio (0.0% of Bridgewater Associates'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $13.0M |
| Exits | 26 | $9.6M |
All 13F filers, Q1 2024 → Q2 2024: 98,738 shares bought and 79,016 shares sold, net +19,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 251,035 | $456.2M |
| Morgan Stanley | 0.03% | Reduce -0.3% | 184,935 | $336.1M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -1.5% | 159,561 | $290.0M |
| Fuller & Thaler Asset Management, Inc. | 1.01% | Reduce -1.3% | 129,283 | $235.0M |
| BlackRock Inc. | 0.00% | Add +1.3% | 116,455 | $211.7M |
| River Road Asset Management, LLC | 3.03% | Reduce -5.7% | 116,320 | $211.4M |
| Boston Partners | 0.20% | Reduce -3.2% | 87,671 | $158.9M |
| Wallace Capital Management Inc. | 21.41% | Reduce -0.9% | 81,304 | $147.8M |
| Wellington Management Group LLP | 0.02% | Add +14.4% | 69,789 | $126.8M |
| London Co. of Virginia | 0.68% | Reduce -0.2% | 66,456 | $120.8M |
| Select Equity Group, L.P. | 0.43% | Add +18.9% | 59,361 | $107.9M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -2.6% | 57,756 | $105.0M |
| State Street Corp. | 0.00% | Add +7.3% | 52,163 | $94.8M |
| Fiduciary Management Inc. | 0.83% | Add +26.6% | 49,356 | $89.7M |
| Bank of America Corp. | 0.01% | Add +1.1% | 41,186 | $74.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.7% | 39,571 | $71.9M |
| Reinhart Partners, Llc. | 2.86% | Reduce -0.9% | 37,879 | $68.8M |
| Lord, Abbett & Co. LLC | 0.18% | Add +7.4% | 30,582 | $55.6M |
| Norges Bank | 0.01% | Add +1.9% | 30,106 | $54.7M |
| Cannell & Spears LLC | 1.13% | Reduce -0.6% | 30,066 | $54.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 24,841 | $45.1M |
| Brown Advisory Inc. | 0.05% | Reduce -1.3% | 22,815 | $41.5M |
| Raymond James & Associates | 0.03% | Reduce -2.8% | 22,688 | $41.2M |
| Southeastern Asset Management Inc. | 1.70% | Reduce -13.3% | 21,423 | $38.9M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -27.8% | 21,378 | $38.9M |
| Mraz, Amerine & Associates, Inc. | 7.86% | Reduce -2.4% | 21,031 | $38.2M |
| FMR LLC | 0.00% | Add +38.0% | 20,586 | $37.4M |
| Neuberger Berman Group LLC | 0.03% | Add +1592.4% | 17,161 | $31.2M |
| Elkhorn Partners Limited Partnership | 20.16% | Reduce -0.6% | 16,110 | $29.3M |
| Northern Trust Corp. | 0.00% | Add +9.2% | 15,942 | $29.0M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +13.2% | 15,659 | $28.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.1% | 15,269 | $27.8M |
| Royce & Associates LP | 0.26% | Reduce -6.9% | 15,025 | $27.3M |
| Scout Investments, Inc. | 0.73% | Reduce -9.4% | 14,972 | $27.2M |
| American Century Companies Inc. | 0.02% | Reduce -29.3% | 14,703 | $26.7M |
| California Public Employees Retirement System | 0.02% | Add +1.6% | 14,302 | $26.0M |
| Thompson Siegel & Walmsley LLC | 0.35% | Reduce -24.9% | 11,917 | $21.7M |
| First Trust Advisors LP | 0.02% | Add +55.6% | 11,630 | $21.1M |
| Victory Capital Management Inc. | 0.02% | Reduce -19.8% | 11,437 | $20.8M |
| Speece Thorson Capital Group Inc. | 4.25% | Reduce -16.9% | 11,431 | $20.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 11,246 | $20.4M |
| Invesco Ltd. | 0.00% | Add +155.8% | 11,046 | $20.1M |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 10,868 | $19.8M |
| AQR Capital Management | 0.03% | Add +14.2% | 10,448 | $18.5M |
| Perpetual Ltd | 0.20% | Reduce -27.7% | 10,176 | $18.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +47.1% | 7,832 | $14.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +102.1% | 7,719 | $14.0M |
| GW&K Investment Management, LLC | 0.12% | Add +7.6% | 7,432 | $13.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +3.6% | 6,944 | $12.6M |
| Alaska Permanent Fund Corp | 0.16% | Add +0.1% | 5,902 | $10.5M |
| Williams Jones Wealth Management, LLC. | 0.12% | No change | 5,193 | $9.4M |
| Swiss National Bank | 0.01% | No change | 5,046 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -5.7% | 4,547 | $8.3M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -6.1% | 4,233 | $7.7M |
| Legal & General Group Plc | 0.00% | Reduce -13.7% | 3,772 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -3.5% | 3,600 | $6.5M |
| Eagle Asset Management Inc. | 0.03% | Reduce -16.6% | 3,619 | $6.4M |
| Prospector Partners LLC | 0.71% | Reduce -0.1% | 3,289 | $6.0M |
| Lee Danner & Bass Inc. | 0.46% | — | 3,283 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.0% | 3,085 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 3,084 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Add +5.5% | 2,723 | $4.9M |
| California State Teachers Retirement System | 0.01% | Reduce -2.5% | 2,490 | $4.5M |
| Cove Street Capital, LLC | 3.26% | Reduce -75.3% | 2,485 | $4.5M |
| Sei Investments Co. | 0.01% | Reduce -1.2% | 2,389 | $4.3M |
| Creative Planning | 0.00% | Add +2.0% | 2,374 | $4.3M |
| Man Group plc | 0.01% | Add +54.7% | 2,334 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.0% | 2,254 | $4.1M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.8% | 2,171 | $3.9M |
| Renaissance Technologies | 0.01% | Reduce -16.7% | 2,000 | $3.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -37.7% | 1,912 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +26.8% | 1,857 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.8% | 1,803 | $3.3M |
| UBS Group AG | 0.00% | Reduce -1.0% | 1,747 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +7.7% | 1,729 | $3.1M |
| Vident Advisory, LLC | 0.09% | Add +2.9% | 1,724 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 1,651 | $3.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +4.8% | 1,644 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 1,542 | $2.8M |
| Parsons Capital Management Inc. | 0.18% | Add +29.1% | 1,473 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +3.4% | 1,452 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 1,373 | $2.5M |
| Horizon Kinetics Asset Management LLC | 0.04% | New | 1,365 | $2.5M |
| STRS Ohio | 0.01% | Reduce -8.2% | 1,347 | $2.4M |
| Quantinno Capital Management LP | 0.04% | Add +6.5% | 1,327 | $2.4M |
| TD Asset Management Inc | 0.00% | No change | 1,300 | $2.4M |
| Martingale Asset Management L P | 0.05% | Reduce -61.5% | 1,253 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 1,223 | $2.2M |
| Forum Financial Management, LP | 0.04% | No change | 1,198 | $2.2M |
| Harbor Capital Advisors, Inc. | 0.17% | Add +282.1% | 1,192 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -28.4% | 1,189 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.9% | 1,183 | $2.2M |
| 1834 Investment Advisors Co. | 0.26% | No change | 1,176 | $2.1M |
| Pecaut & Co. | 0.80% | No change | 1,167 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 1,100 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +9.5% | 1,095 | $2.0M |
| LPL Financial LLC | 0.00% | Add +3.3% | 1,090 | $2.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -13.1% | 1,086 | $2.0M |
| Autumn Glory Partners, LLC | 1.00% | No change | 1,080 | $2.0M |
| Agf Management Ltd. | 0.01% | Reduce -1.6% | 1,070 | $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.