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 |
| Dean Investment Associates, LLC | 0.27% | Reduce -59.4% | 1,058 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Reduce -20.2% | 1,041 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.3% | 1,025 | $1.9M |
| Main Street Financial Solutions, LLC | 0.17% | Add +0.7% | 999 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.2% | 989 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | New | 944 | $1.7M |
| Sutton Place Investors LLC | 1.12% | No change | 929 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +66.4% | 927 | $1.7M |
| Brave Asset Management Inc. | 0.43% | Reduce -0.5% | 924 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -8.4% | 830 | $1.5M |
| Algert Global LLC | 0.05% | Add +47.6% | 800 | $1.5M |
| Dark Forest Capital Management LP | 0.26% | Add +137.2% | 771 | $1.4M |
| Bridgewater Associates | 0.01% | New | 756 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | — | 744 | $1.3M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +29.7% | 721 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.6% | 715 | $1.3M |
| Karpas Strategies, LLC | 0.38% | No change | 659 | $1.2M |
| King Luther Capital Management Corp. | 0.01% | No change | 650 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +69.5% | 634 | $1.2M |
| Gratus Capital, LLC | 0.04% | No change | 608 | $1.1M |
| Mariner, LLC | 0.00% | Add +24.2% | 600 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +63.6% | 594 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.2% | 585 | $1.1M |
| First Hawaiian Bank | 0.04% | No change | 572 | $1.0M |
| Barclays PLC | 0.00% | Reduce -43.4% | 570 | $1.0M |
| Ethic Inc. | 0.02% | Add +12.5% | 567 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +7.2% | 565 | $1.0M |
| AMG National Trust Bank | 0.03% | Reduce -0.5% | 565 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.8% | 559 | $1.0M |
| Parker Investment Management, LLC | 0.16% | No change | 550 | $1000K |
| Regions Financial Corp. | 0.01% | No change | 550 | $1000K |
| Atria Investments, Inc | 0.01% | New | 537 | $975K |
| QRG Capital Management, Inc. | 0.01% | Add +3.7% | 533 | $969K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.3% | 530 | $963K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 530 | $963K |
| Teacher Retirement System of Texas | 0.01% | Add +7.3% | 515 | $936K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 500 | $909K |
| Cresset Asset Management, LLC | 0.00% | Add +5.6% | 471 | $856K |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -6.5% | 458 | $832K |
| Amalgamated Bank | 0.01% | Add +218.1% | 439 | $798K |
| Chicago Partners Investment Group LLC | 0.03% | No change | 451 | $796K |
| Bank of Montreal | 0.00% | No change | 429 | $795K |
| Citigroup Inc. | 0.00% | Reduce -28.4% | 428 | $778K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +35.2% | 426 | $774K |
| Dean Capital Management | 0.91% | Reduce -56.1% | 391 | $711K |
| Legato Capital Management LLC | 0.10% | Reduce -56.1% | 391 | $711K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 391 | $711K |
| Glenmede Trust Co. NA | 0.00% | Reduce -14.1% | 377 | $685K |
| Roundview Capital LLC | 0.05% | No change | 375 | $682K |
| Millennium Management | 0.00% | Reduce -47.4% | 364 | $662K |
| Kathleen S. Wright Associates Inc. | 0.30% | No change | 380 | $651K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -9.9% | 353 | $642K |
| Two Sigma Investments, LP | 0.00% | Reduce -61.7% | 353 | $642K |
| Voya Investment Management LLC | 0.00% | Add +18.5% | 352 | $640K |
| Pathstone Holdings, LLC | 0.00% | Add +8.1% | 348 | $632K |
| Equitable Trust Co. | 0.04% | Add +53.8% | 343 | $623K |
| Brandes Investment Partners, LP | 0.01% | Add +32.9% | 339 | $616K |
| Two Sigma Securities, LLC | 0.03% | New | 334 | $607K |
| State of Wisconsin Investment Board | 0.00% | Add +5.1% | 331 | $602K |
| CreativeOne Wealth, LLC | 0.03% | New | 328 | $596K |
| American Capital Advisory, LLC | 0.42% | No change | 390 | $587K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.4% | 320 | $582K |
| Verition Fund Management LLC | 0.00% | Add +155.4% | 309 | $562K |
| Legacy Wealth Asset Management, LLC | 0.16% | Add +8.1% | 307 | $558K |
| Hyman Charles D | 0.03% | No change | 305 | $554K |
| Franklin Resources Inc. | 0.00% | Add +57.6% | 301 | $547K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 298 | $542K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 290 | $527K |
| Ofi Invest Asset Management | 0.01% | New | 310 | $526K |
| Shotwell Rutter Baer Inc | 0.46% | No change | 300 | $521K |
| Essex Bank | 0.14% | No change | 284 | $516K |
| Los Angeles Capital Management LLC | 0.00% | No change | 282 | $513K |
| Highlander Partners, L.P. | 0.34% | No change | 280 | $509K |
| Bryant Woods Investment Advisors, LLC | 0.37% | No change | 340 | $509K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.6% | 272 | $494K |
| Lazard Asset Management LLC | 0.00% | Reduce -53.5% | 268 | $487K |
| Prudential Financial Inc. | 0.00% | Add +16.8% | 264 | $480K |
| Oak Thistle LLC | 0.34% | New | 255 | $463K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $460K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.4% | 249 | $453K |
| Summit Trail Advisors, LLC | 0.01% | Add +42.6% | 241 | $438K |
| Sendero Wealth Management, LLC | 0.07% | Add +24.5% | 234 | $425K |
| Keybank National Association | 0.00% | Reduce -3.3% | 233 | $423K |
| Athena Investment Management | 0.26% | Reduce -0.8% | 232 | $422K |
| HighTower Advisors, LLC | 0.00% | Add +15.0% | 230 | $417K |
| Venturi Wealth Management, LLC | 0.02% | Add +636.7% | 221 | $402K |
| Vestcor Inc | 0.01% | No change | 219 | $398K |
| Janney Montgomery Scott LLC | 0.00% | Add +52.1% | 216 | $393K |
| Private Advisor Group, LLC | 0.00% | No change | 213 | $387K |
| Hudson Value Partners, LLC | 0.16% | No change | 206 | $374K |
| Bank of Nova Scotia | 0.00% | Add +7.3% | 206 | $374K |
| Boothbay Fund Management, LLC | 0.01% | New | 204 | $371K |
| Midwest Professional Planners, LTD. | 0.12% | New | 203 | $369K |
| One Wealth Advisors, LLC | 0.08% | Add +2.9% | 215 | $366K |
| US Bancorp \de | 0.00% | Reduce -12.2% | 201 | $365K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $363K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 200 | $363K |
| Wedbush Securities Inc. | 0.01% | New | 200 | $363K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $362K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.5% | 199 | $362K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -10.8% | 198 | $360K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 195 | $354K |
| Connable Office Inc. | 0.04% | No change | 190 | $345K |
| Principal Financial Group Inc. | 0.00% | Reduce -12.5% | 189 | $343K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 185 | $336K |
| Hengehold Capital Management LLC | 0.03% | Add +7.0% | 183 | $333K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 179 | $325K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 177 | $322K |
| Pinnacle Associates Ltd. | 0.01% | No change | 177 | $322K |
| Arax Advisory Partners | 0.03% | Add +5.4% | 175 | $319K |
| Paloma Partners Management Co | 0.03% | New | 169 | $307K |
| Isthmus Partners, LLC | 0.04% | No change | 164 | $298K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.3% | 157 | $285K |
| Councilor Wealth, LLC | 0.15% | No change | 155 | $282K |
| Empower Advisory Group, LLC | 0.00% | No change | 151 | $274K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $273K |
| Principal Securities, Inc. | 0.01% | Add +22.1% | 149 | $271K |
| Deutsche Bank AG | 0.00% | Add +4.9% | 149 | $271K |
| Chapman Investment Management, LLC | 0.20% | No change | 143 | $260K |
| Vise Technologies, Inc. | 0.05% | New | 142 | $258K |
| New York State Teachers Retirement System | 0.00% | No change | 141 | $256K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.1% | 143 | $252K |
| Nebula Research & Development LLC | 0.04% | New | 136 | $247K |
| Choreo, LLC | 0.00% | New | 139 | $246K |
| ExodusPoint Capital Management, LP | 0.00% | New | 135 | $245K |
| Utah Retirement Systems | 0.00% | No change | 134 | $244K |
| Pitcairn Co. | 0.01% | Reduce -0.8% | 133 | $242K |
| M&T Bank Corp | 0.00% | Add +9.9% | 133 | $242K |
| Raymond James Trust N.A. | 0.01% | Reduce -5.8% | 131 | $238K |
| New Potomac Partners, LLC | 0.13% | No change | 130 | $236K |
| Savant Capital, LLC | 0.00% | Add +4.1% | 127 | $231K |
| Equity Investment Corp. | 0.01% | Add +2.5% | 125 | $227K |
| Lindbrook Capital, LLC | 0.02% | No change | 124 | $225K |
| Townsquare Capital LLC | 0.00% | Add +6.1% | 122 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 117 | $213K |
| HB Wealth Management, LLC | 0.00% | No change | 116 | $211K |
| LRI Investments, LLC | 0.02% | New | 107 | $194K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 100 | $182K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.3% | 99 | $180K |
| Smithfield Trust Co | 0.01% | No change | 97 | $175K |
| Global Retirement Partners, LLC | 0.01% | New | 92 | $167K |
| Covestor Ltd | 0.11% | Add +1400.0% | 90 | $164K |
| Bessemer Group Inc. | 0.00% | No change | 85 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $136K |
| Quent Capital, LLC | 0.01% | Reduce -2.7% | 71 | $129K |
| KBC Group NV | 0.00% | No change | 64 | $116K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $111K |
| Parkside Financial Bank & Trust | 0.02% | Add +5.4% | 59 | $107K |
| Signaturefd, LLC | 0.00% | Reduce -8.2% | 56 | $102K |
| Blue Trust, Inc. | 0.00% | Add +71.0% | 53 | $95K |
| Quarry LP | 0.04% | New | 51 | $93K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $91K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +25.0% | 50 | $91K |
| First Horizon Advisors, Inc. | 0.00% | No change | 45 | $82K |
| Family Firm, Inc. | 0.02% | New | 45 | $82K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.2% | 45 | $82K |
| Quadrant Capital Group LLC | 0.01% | Add +21.2% | 40 | $73K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | Add +62.5% | 39 | $68K |
| Avior Wealth Management, LLC | 0.00% | No change | 37 | $67K |
| TD Private Client Wealth LLC | 0.00% | Add +6.1% | 35 | $64K |
| Community Bank, N.A. | 0.01% | No change | 34 | $62K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.9% | 34 | $62K |
| Centerpoint Advisors, LLC | 0.02% | No change | 25 | $45K |
| Cwm, LLC | 0.00% | Reduce -11.1% | 24 | $44K |
| GAMMA Investing LLC | 0.01% | Add +14.3% | 24 | $44K |
| Allworth Financial LP | 0.00% | Add +56.3% | 25 | $43K |
| Spire Wealth Management | 0.00% | New | 23 | $42K |
| UMB Bank, n.a. | 0.00% | No change | 20 | $36K |
| RFP Financial Group LLC | 0.01% | Reduce -13.6% | 19 | $35K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $35K |
| Montag A & Associates Inc. | 0.00% | No change | 19 | $35K |
| Corebridge Financial, Inc. | 0.00% | — | 19 | $35K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +41.7% | 17 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.3% | 16 | $29K |
| Hexagon Capital Partners LLC | 0.01% | Add +250.0% | 14 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $20K |
| Huntington National Bank | 0.00% | Reduce -9.1% | 10 | $18K |
| EdgeRock Capital LLC | 0.01% | New | 9 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.9% | 9 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $16K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 9 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $16K |
| Raleigh Capital Management Inc. | 0.01% | No change | 8 | $15K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 8 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +700.0% | 8 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $15K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 8 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +14.3% | 8 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 7 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 6 | $11K |
| Sachetta, LLC | 0.00% | Add +20.0% | 6 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $9K |
| EntryPoint Capital, LLC | 0.00% | Reduce -85.3% | 5 | $9K |
| Private Trust Co. NA | 0.00% | No change | 5 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 4 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| TD Capital Management LLC | 0.00% | No change | 2 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 1 | $2K |
| Mather Group, Llc. | 0.00% | New | 1 | $2K |
| Smartleaf Asset Management LLC | 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.