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 |
| Corient Private Wealth LP | 0.00% | Add +35.9% | 1,128 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.0% | 1,118 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.8% | 1,017 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 1,100 | $1.9M |
| Treasurer of the State of North Carolina | 0.01% | No change | 1,086 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +14.4% | 1,080 | $1.8M |
| Main Street Financial Solutions, LLC | 0.16% | Add +0.3% | 1,002 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.9% | 855 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -8.7% | 1,000 | $1.7M |
| Oddo BHF Asset Management Sas | 0.08% | — | 947 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.8% | 941 | $1.6M |
| Sutton Place Investors LLC | 0.96% | No change | 929 | $1.6M |
| Brave Asset Management Inc. | 0.39% | No change | 924 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +353.3% | 884 | $1.5M |
| Dark Forest Capital Management LP | 0.18% | Add +10.4% | 851 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | Add +499.3% | 809 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +3.4% | 739 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +40.0% | 700 | $1.2M |
| Mariner, LLC | 0.00% | Add +12.3% | 674 | $1.1M |
| King Luther Capital Management Corp. | 0.00% | No change | 650 | $1.1M |
| Citigroup Inc. | 0.00% | Add +51.6% | 649 | $1.1M |
| Martingale Asset Management L P | 0.02% | Reduce -52.8% | 592 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.3% | 587 | $996K |
| Atria Investments, Inc | 0.01% | Add +8.8% | 584 | $990K |
| First Hawaiian Bank | 0.03% | No change | 572 | $970K |
| AMG National Trust Bank | 0.03% | No change | 565 | $958K |
| Parker Investment Management, LLC | 0.15% | No change | 550 | $933K |
| Regions Financial Corp. | 0.01% | No change | 550 | $933K |
| Cresset Asset Management, LLC | 0.00% | Add +15.9% | 546 | $926K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 541 | $918K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 536 | $909K |
| QRG Capital Management, Inc. | 0.01% | Add +0.2% | 534 | $906K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.8% | 534 | $906K |
| Ethic Inc. | 0.02% | Reduce -11.1% | 504 | $904K |
| Midwest Professional Planners, LTD. | 0.28% | Add +161.6% | 531 | $901K |
| Park Avenue Securities LLC | 0.01% | Reduce -6.7% | 527 | $894K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.7% | 454 | $832K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.5% | 475 | $806K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 458 | $777K |
| Legacy Advisors, LLC | 0.08% | New | 450 | $763K |
| Bank of Montreal | 0.00% | Reduce -0.9% | 425 | $723K |
| Kathleen S. Wright Associates Inc. | 0.28% | No change | 380 | $688K |
| Equitable Trust Co. | 0.04% | Add +16.9% | 401 | $680K |
| XTX Topco Ltd | 0.05% | New | 400 | $678K |
| Millennium Management | 0.00% | Add +8.2% | 394 | $668K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 391 | $663K |
| Verition Fund Management LLC | 0.01% | Add +26.5% | 391 | $663K |
| American Capital Advisory, LLC | 0.38% | No change | 390 | $662K |
| Prudential Financial Inc. | 0.00% | Add +47.0% | 388 | $658K |
| Brandes Investment Partners, LP | 0.01% | Add +14.2% | 387 | $656K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.0% | 386 | $655K |
| Franklin Resources Inc. | 0.00% | Add +17.6% | 354 | $654K |
| Teacher Retirement System of Texas | 0.00% | Reduce -25.2% | 385 | $653K |
| Glenmede Trust Co. NA | 0.00% | Add +1.9% | 384 | $651K |
| Roundview Capital LLC | 0.05% | No change | 375 | $636K |
| Tudor Investment Corporation | 0.01% | New | 363 | $616K |
| Two Sigma Investments, LP | 0.00% | Add +0.8% | 356 | $604K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $599K |
| Pathstone Holdings, LLC | 0.00% | Add +1.4% | 353 | $599K |
| Bryant Woods Investment Advisors, LLC | 0.29% | No change | 340 | $577K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.5% | 328 | $556K |
| Voya Investment Management LLC | 0.00% | Reduce -8.0% | 324 | $550K |
| State of Wisconsin Investment Board | 0.00% | Reduce -3.6% | 319 | $541K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +3.3% | 317 | $538K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 310 | $526K |
| BNP Paribas Financial Markets | 0.00% | Add +204.0% | 301 | $511K |
| Brown Miller Wealth Management, LLC | 0.20% | No change | 298 | $506K |
| &partners | 0.01% | New | 296 | $502K |
| Lecap Asset Management Ltd. | 0.11% | New | 296 | $502K |
| Nebula Research & Development LLC | 0.06% | Add +108.8% | 284 | $482K |
| Essex Bank | 0.12% | No change | 284 | $482K |
| Shotwell Rutter Baer Inc | 0.39% | Reduce -10.0% | 270 | $480K |
| Los Angeles Capital Management LLC | 0.00% | No change | 282 | $478K |
| Highlander Partners, L.P. | 0.28% | No change | 280 | $475K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $429K |
| Cetera Investment Advisers | 0.00% | Add +37.4% | 246 | $417K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.0% | 244 | $414K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.3% | 236 | $400K |
| Sendero Wealth Management, LLC | 0.06% | No change | 234 | $397K |
| Athena Investment Management | 0.22% | No change | 232 | $394K |
| Hengehold Capital Management LLC | 0.04% | Add +26.2% | 231 | $392K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -5.4% | 228 | $387K |
| Venturi Wealth Management, LLC | 0.02% | No change | 221 | $375K |
| Keybank National Association | 0.00% | Reduce -6.0% | 219 | $371K |
| Vestcor Inc | 0.01% | No change | 219 | $371K |
| One Wealth Advisors, LLC | 0.06% | No change | 215 | $365K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 214 | $363K |
| Bank of Nova Scotia | 0.00% | Add +3.9% | 214 | $363K |
| Hudson Value Partners, LLC | 0.14% | No change | 206 | $349K |
| Global Retirement Partners, LLC | 0.01% | Add +121.7% | 204 | $346K |
| Opal Wealth Advisors, LLC | 0.11% | Add +1.5% | 201 | $341K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.0% | 201 | $341K |
| Cannon Global Investment Management, LLC | 0.81% | New | 200 | $339K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $339K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 200 | $339K |
| Wedbush Securities Inc. | 0.01% | No change | 200 | $339K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | No change | 199 | $338K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 185 | $314K |
| Connable Office Inc. | 0.03% | Reduce -4.7% | 181 | $307K |
| Arax Advisory Partners | 0.03% | Add +2.3% | 179 | $304K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 177 | $300K |
| Principal Securities, Inc. | 0.01% | Add +16.1% | 173 | $293K |
| Isthmus Partners, LLC | 0.03% | No change | 164 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 162 | $275K |
| Choreo, LLC | 0.00% | Add +9.3% | 152 | $269K |
| Two Sigma Securities, LLC | 0.02% | Reduce -52.7% | 158 | $268K |
| Principal Financial Group Inc. | 0.00% | Reduce -16.4% | 158 | $268K |
| Pinnacle Associates Ltd. | 0.00% | No change | 177 | $266K |
| Deutsche Bank AG | 0.00% | Add +2.7% | 153 | $260K |
| Empower Advisory Group, LLC | 0.00% | No change | 151 | $256K |
| US Bancorp \de | 0.00% | Reduce -24.9% | 151 | $256K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $254K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -54.9% | 148 | $251K |
| Zacks Investment Management | 0.00% | New | 148 | $251K |
| Susquehanna International Group, LLP | 0.00% | New | 145 | $246K |
| Chapman Investment Management, LLC | 0.18% | No change | 143 | $243K |
| Vise Technologies, Inc. | 0.03% | Reduce -2.1% | 139 | $236K |
| Townsquare Capital LLC | 0.00% | Add +13.9% | 139 | $236K |
| Centiva Capital, LP | 0.01% | New | 137 | $232K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.3% | 134 | $227K |
| Utah Retirement Systems | 0.00% | No change | 134 | $227K |
| Amalgamated Bank | 0.00% | Reduce -69.5% | 134 | $227K |
| New Potomac Partners, LLC | 0.11% | No change | 130 | $221K |
| Savant Capital, LLC | 0.00% | Add +2.4% | 130 | $221K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -52.2% | 130 | $221K |
| M&T Bank Corp | 0.00% | Reduce -3.0% | 129 | $219K |
| LRI Investments, LLC | 0.02% | Add +3.7% | 111 | $213K |
| Lindbrook Capital, LLC | 0.02% | No change | 124 | $210K |
| Pitcairn Co. | 0.01% | Reduce -6.8% | 124 | $210K |
| Covestor Ltd | 0.13% | Add +36.7% | 123 | $209K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.3% | 122 | $207K |
| Raymond James Trust N.A. | 0.00% | Reduce -8.4% | 120 | $204K |
| Blue Trust, Inc. | 0.00% | Add +77.4% | 94 | $171K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 100 | $170K |
| Eastern Bank | 0.00% | New | 100 | $170K |
| Sterling Capital Management LLC | 0.00% | — | 95 | $161K |
| Bessemer Group Inc. | 0.00% | No change | 85 | $144K |
| Smithfield Trust Co | 0.01% | Reduce -15.5% | 82 | $138K |
| KBC Group NV | 0.00% | Add +21.9% | 78 | $132K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $127K |
| Quent Capital, LLC | 0.01% | No change | 71 | $120K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.4% | 61 | $103K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $103K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $85K |
| Signaturefd, LLC | 0.00% | Reduce -10.7% | 50 | $85K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $85K |
| GAMMA Investing LLC | 0.01% | Add +104.2% | 49 | $83K |
| First Horizon Advisors, Inc. | 0.00% | Add +4.4% | 47 | $80K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 44 | $75K |
| Quadrant Capital Group LLC | 0.00% | No change | 40 | $68K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $67K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 39 | $66K |
| Avior Wealth Management, LLC | 0.00% | No change | 37 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +125.0% | 36 | $61K |
| TD Private Client Wealth LLC | 0.00% | No change | 35 | $59K |
| Community Bank, N.A. | 0.01% | No change | 34 | $58K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.9% | 32 | $54K |
| Lazard Asset Management LLC | 0.00% | Reduce -88.8% | 30 | $50K |
| UMB Bank, n.a. | 0.00% | Add +40.0% | 28 | $47K |
| GeoWealth Management, LLC | 0.00% | New | 26 | $44K |
| Cwm, LLC | 0.00% | Add +8.3% | 26 | $44K |
| Allworth Financial LP | 0.00% | No change | 25 | $42K |
| Centerpoint Advisors, LLC | 0.01% | No change | 25 | $42K |
| Hexagon Capital Partners LLC | 0.01% | Add +35.7% | 19 | $32K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $32K |
| Spire Wealth Management | 0.00% | Reduce -17.4% | 19 | $32K |
| Corebridge Financial, Inc. | 0.00% | No change | 19 | $32K |
| Gables Capital Management Inc. | 0.01% | New | 15 | $25K |
| Huntington National Bank | 0.00% | Add +40.0% | 14 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -29.4% | 12 | $20K |
| Ashton Thomas Securities, LLC | 0.00% | New | 11 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 11 | $19K |
| Planning Capital Management Corp | 0.01% | New | 10 | $17K |
| Versant Capital Management, Inc | 0.00% | Add +25.0% | 10 | $17K |
| Headlands Technologies LLC | 0.00% | New | 9 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $15K |
| Raleigh Capital Management Inc. | 0.01% | No change | 8 | $14K |
| Bell Investment 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% | No change | 8 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 7 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $10K |
| Sachetta, LLC | 0.00% | Reduce -16.7% | 5 | $8K |
| Private Trust Co. NA | 0.00% | No change | 5 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $8K |
| Hemington Wealth Management | 0.00% | New | 5 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +300.0% | 4 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 4 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 4 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4 | $7K |
| Trust Co. of Vermont | 0.00% | New | 3 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 2 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -50.0% | 2 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $3K |
| Fourpath Capital Management, LLC | 0.00% | New | 2 | $3K |
| TD Capital Management LLC | 0.00% | No change | 2 | $3K |
| Brooklyn Investment Group | 0.00% | New | 1 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 1 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 1 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 1 | $2K |
| Mather Group, 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.