White Mountains Insurance GPWTM
13F holders, Q3 2024 (September 30)304holders −2
26new positions
25sold out
5famous investors
$1697.77avg. 13F price*
At the end of Q3 2024, 304 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, down 2 from Q2 2024. 26 opened new positions and 25 sold out. The largest holders were Vanguard Group Inc. ($425.4M), Morgan Stanley ($303.7M) and Dimensional Fund Advisors LP ($268.9M). 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- White Mountains Insurance GP
- CUSIP
- G9618E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $16.6M |
| Exits | 25 | $20.0M |
All 13F filers, Q2 2024 → Q3 2024: 71,468 shares bought and 101,287 shares sold, net −29,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 250,783 | $425.4M |
| Morgan Stanley | 0.02% | Reduce -3.2% | 179,037 | $303.7M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.6% | 158,534 | $268.9M |
| Fuller & Thaler Asset Management, Inc. | 0.81% | Reduce -5.4% | 122,277 | $207.4M |
| River Road Asset Management, LLC | 2.62% | Add +1.6% | 118,206 | $200.5M |
| BlackRock, Inc. | 0.00% | — | 115,123 | $195.3M |
| Boston Partners | 0.17% | Reduce -2.9% | 85,097 | $145.0M |
| Wallace Capital Management Inc. | 18.92% | Add +1.3% | 82,366 | $139.7M |
| London Co. of Virginia | 0.62% | Add +5.1% | 69,853 | $118.5M |
| Wellington Management Group LLP | 0.02% | Reduce -13.1% | 60,675 | $102.9M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -0.1% | 57,683 | $97.8M |
| State Street Corp. | 0.00% | Add +5.2% | 54,877 | $93.1M |
| Fiduciary Management Inc. | 0.73% | Reduce -0.1% | 49,320 | $83.7M |
| Bank of America Corp. | 0.01% | Add +3.1% | 42,459 | $72.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 39,844 | $67.6M |
| Reinhart Partners, Llc. | 2.54% | Add +3.9% | 39,369 | $66.8M |
| Select Equity Group, L.P. | 0.21% | Reduce -41.6% | 34,663 | $58.8M |
| Neuberger Berman Group LLC | 0.04% | Add +92.9% | 33,110 | $56.2M |
| Lord, Abbett & Co. LLC | 0.18% | Add +8.0% | 33,012 | $56.0M |
| Norges Bank | 0.01% | Add +1.9% | 30,673 | $52.0M |
| Cannell & Spears LLC | 0.97% | Reduce -3.8% | 28,923 | $49.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 25,220 | $42.8M |
| Brown Advisory Inc. | 0.05% | Add +1.5% | 23,149 | $39.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +44.0% | 22,555 | $38.3M |
| FMR LLC | 0.00% | Add +7.8% | 22,196 | $37.6M |
| Raymond James & Associates | 0.02% | Reduce -4.2% | 21,743 | $36.9M |
| Mraz, Amerine & Associates, Inc. | 6.50% | Add +0.8% | 21,198 | $36.0M |
| Southeastern Asset Management Inc. | 1.59% | Reduce -3.2% | 20,738 | $35.2M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -5.0% | 20,316 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.9% | 16,176 | $27.4M |
| Elkhorn Partners Limited Partnership | 17.63% | Add +0.4% | 16,175 | $27.4M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 16,114 | $27.3M |
| Royce & Associates LP | 0.22% | Reduce -3.7% | 14,467 | $24.5M |
| Scout Investments, Inc. | 0.61% | Reduce -14.3% | 12,839 | $23.4M |
| California Public Employees Retirement System | 0.02% | Reduce -7.7% | 13,207 | $22.4M |
| Speece Thorson Capital Group Inc. | 3.57% | Reduce -0.3% | 11,398 | $19.3M |
| First Trust Advisors LP | 0.02% | Reduce -6.2% | 10,910 | $18.5M |
| AQR Capital Management | 0.03% | Add +4.4% | 10,906 | $18.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 10,872 | $18.4M |
| Thompson Siegel & Walmsley LLC | 0.26% | Reduce -13.0% | 10,363 | $17.6M |
| Perpetual Ltd | 0.18% | Reduce -4.4% | 9,727 | $16.5M |
| Wells Fargo & Company | 0.00% | Reduce -14.8% | 9,581 | $16.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.9% | 7,758 | $13.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.0% | 7,640 | $13.0M |
| GW&K Investment Management, LLC | 0.11% | Add +1.5% | 7,546 | $12.8M |
| Horizon Kinetics Asset Management LLC | 0.18% | Add +422.9% | 7,138 | $12.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -2.7% | 6,756 | $11.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -44.5% | 6,353 | $10.8M |
| Alaska Permanent Fund Corp | 0.15% | No change | 5,902 | $10.0M |
| American Century Companies Inc. | 0.01% | Reduce -62.7% | 5,486 | $9.3M |
| Williams Jones Wealth Management, LLC. | 0.10% | No change | 5,193 | $8.8M |
| Swiss National Bank | 0.01% | No change | 5,046 | $8.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 4,533 | $7.7M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -2.4% | 4,133 | $7.6M |
| Edgestream Partners, L.P. | 0.33% | New | 4,472 | $7.6M |
| Invesco Ltd. | 0.00% | Reduce -62.5% | 4,144 | $7.0M |
| Legal & General Group Plc | 0.00% | Add +3.9% | 3,918 | $6.6M |
| Prospector Partners LLC | 0.70% | Add +17.2% | 3,855 | $6.5M |
| Lee Danner & Bass Inc. | 0.39% | No change | 3,283 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -10.0% | 3,240 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 3,079 | $5.2M |
| UBS Group AG | 0.00% | Add +72.1% | 3,006 | $5.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +55.4% | 2,972 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 2,852 | $4.8M |
| New York State Common Retirement Fund | 0.01% | No change | 2,723 | $4.6M |
| Sei Investments Co. | 0.01% | Add +4.1% | 2,486 | $4.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 2,423 | $4.1M |
| Harbor Capital Advisors, Inc. | 0.18% | Add +100.5% | 2,390 | $4.1M |
| Creative Planning | 0.00% | Reduce -1.6% | 2,336 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | No change | 2,171 | $3.7M |
| Autumn Glory Partners, LLC | 1.41% | Add +100.0% | 2,160 | $3.7M |
| Cove Street Capital, LLC | 2.82% | Reduce -14.6% | 2,123 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +11.0% | 2,062 | $3.5M |
| Renaissance Technologies | 0.00% | Reduce -5.0% | 1,900 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.3% | 1,865 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 1,715 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +4.2% | 1,713 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +579.1% | 1,562 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 1,548 | $2.6M |
| Parsons Capital Management Inc. | 0.16% | Add +2.7% | 1,513 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 1,506 | $2.6M |
| STRS Ohio | 0.01% | Add +11.3% | 1,499 | $2.5M |
| Quantinno Capital Management LP | 0.03% | Add +12.3% | 1,490 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.2% | 1,444 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -0.7% | 1,442 | $2.4M |
| Agf Management Ltd. | 0.01% | Add +30.8% | 1,400 | $2.4M |
| Focus Partners Wealth | 0.01% | New | 1,373 | $2.3M |
| Man Group plc | 0.01% | Reduce -41.4% | 1,367 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -24.7% | 1,357 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +41.0% | 1,307 | $2.2M |
| TD Asset Management Inc | 0.00% | No change | 1,300 | $2.2M |
| Leuthold Group, LLC | 0.25% | New | 1,300 | $2.2M |
| LPL Financial LLC | 0.00% | Add +15.8% | 1,262 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 1,223 | $2.1M |
| Forum Financial Management, LP | 0.03% | No change | 1,198 | $2.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +86.4% | 1,182 | $2.0M |
| 1834 Investment Advisors Co. | 0.23% | No change | 1,176 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 1,176 | $2.0M |
| Pecaut & Co. | 0.70% | No change | 1,167 | $2.0M |
| Barclays PLC | 0.00% | Add +101.9% | 1,151 | $2.0M |
"% of holder's portfolio" is WTM's weight in each manager's 13F, not the share of White Mountains Insurance GP the manager owns.