White Mountains Insurance GPWTM

13F holders, Q4 2024 (December 31)
324holders +20
28new positions
13sold out
5famous investors
$1945.37avg. 13F price*

At the end of Q4 2024, 324 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, up 20 from Q3 2024. 28 opened new positions and 13 sold out. The largest holders were Vanguard Group Inc. ($489.6M), Morgan Stanley ($345.6M) and Dimensional Fund Advisors LP ($306.1M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
White Mountains Insurance GP
CUSIP
G9618E107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 303Q1 2024Q2 2024: 306Q2 2024Q3 2024: 304Q3 2024Q4 2024: 324Q4 2024Q1 2025: 322Q1 2025Q2 2025: 325Q2 2025Q3 2025: 338Q3 2025Q4 2025: 353Q4 2025Q1 2026: 368Q1 2026Q2 2026: 356Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$113.5M
Exits13$11.5M

All 13F filers, Q3 2024 → Q4 2024: 116,356 shares bought and 85,447 shares sold, net +30,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 324 holders

Vanguard Group Inc. 0.01% Add +0.4% 251,739 $489.6M
Morgan Stanley 0.02% Reduce -0.8% 177,691 $345.6M
Dimensional Fund Advisors LP 0.07% Reduce -0.7% 157,395 $306.1M
BlackRock, Inc. 0.00% Add +2.9% 118,484 $230.5M
Fuller & Thaler Asset Management, Inc. 0.84% Reduce -6.7% 114,077 $221.9M
River Road Asset Management, LLC 2.91% Reduce -4.9% 112,415 $218.7M
Boston Partners 0.20% Add +0.4% 85,445 $165.8M
Wallace Capital Management Inc. 21.30% Reduce -2.7% 80,158 $155.9M
London Co. of Virginia 0.74% Reduce -0.8% 69,268 $134.7M
T. Rowe Price Investment Management, Inc. 0.07% Add +0.1% 57,755 $112.3M
State Street Corp. 0.00% Add +0.0% 54,885 $106.8M
Wellington Management Group LLP 0.02% Reduce -17.7% 49,926 $97.1M
Fiduciary Management Inc. 0.89% Reduce -0.4% 49,114 $95.5M
Neuberger Berman Group LLC 0.07% Add +37.2% 45,438 $88.4M
Bank of America Corp. 0.01% Reduce -2.4% 41,453 $80.6M
Geode Capital Management, LLC 0.01% Reduce -0.3% 39,735 $77.3M
Reinhart Partners, Llc. 2.86% Reduce -2.8% 38,272 $74.4M
Cooke & Bieler LP 0.64% New 34,070 $66.3M
Lord, Abbett & Co. LLC 0.21% Add +0.3% 33,116 $64.4M
Raymond James Financial Inc. 0.02% — 32,472 $63.2M
Norges Bank 0.01% No change 30,673 $59.7M
Cannell & Spears LLC 1.15% Reduce -0.7% 28,726 $55.9M
Select Equity Group, L.P. 0.22% Reduce -20.4% 27,599 $53.7M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 25,363 $49.3M
Allspring Global Investments Holdings, LLC 0.07% Add +3.0% 23,236 $44.8M
Brown Advisory Inc. 0.06% Reduce -3.1% 22,421 $43.6M
Mraz, Amerine & Associates, Inc. 7.30% Reduce -0.6% 21,069 $41.0M
First Trust Advisors LP 0.03% Add +85.3% 20,218 $39.3M
Robeco Institutional Asset Management B.V. 0.07% Reduce -4.4% 19,417 $37.8M
Southeastern Asset Management Inc. 1.77% Reduce -7.2% 19,244 $37.4M
Northern Trust Corp. 0.01% Add +12.1% 18,071 $35.1M
Envestnet Asset Management Inc. 0.01% Add +1.5% 16,414 $31.9M
Elkhorn Partners Limited Partnership 19.26% Reduce -6.8% 15,080 $29.3M
Bank of New York Mellon Corp 0.00% Add +15.9% 12,600 $24.5M
California Public Employees Retirement System 0.02% Reduce -5.8% 12,441 $24.2M
Royce & Associates LP 0.22% Reduce -14.9% 12,306 $23.9M
WCM Investment Management, LLC 0.05% New 11,651 $22.5M
Victory Capital Management Inc. 0.02% Add +81.8% 11,548 $22.5M
Speece Thorson Capital Group Inc. 4.35% Reduce -0.5% 11,340 $22.1M
Thompson Siegel & Walmsley LLC 0.31% Reduce -1.1% 10,246 $19.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +32.3% 10,104 $19.7M
Horizon Kinetics Asset Management LLC 0.25% Add +41.3% 10,089 $19.6M
AQR Capital Management 0.03% Reduce -7.0% 10,140 $19.6M
Perpetual Ltd 0.22% Reduce -1.0% 9,627 $18.7M
Wells Fargo & Company 0.00% Reduce -0.4% 9,546 $18.6M
GW&K Investment Management, LLC 0.14% Add +11.5% 8,411 $16.4M
Nuveen Asset Management, LLC 0.00% Reduce -0.1% 7,753 $15.1M
Hotchkis & Wiley Capital Management LLC 0.05% Add +9.0% 7,366 $14.3M
Alaska Permanent Fund Corp 0.17% No change 5,902 $11.5M
Phocas Financial Corp. 1.48% New 5,702 $11.1M
American Century Companies Inc. 0.01% Reduce -2.0% 5,375 $10.5M
Williams Jones Wealth Management, LLC. 0.12% No change 5,193 $10.1M
Swiss National Bank 0.01% No change 5,046 $9.8M
Rhumbline Advisers 0.01% Add +0.3% 4,549 $8.8M
Invesco Ltd. 0.00% Add +5.0% 4,349 $8.5M
UBS Group AG 0.00% Add +43.3% 4,306 $8.4M
Legal & General Group Plc 0.00% Add +3.3% 4,049 $7.9M
Brandywine Global Investment Management, LLC 0.06% Reduce -5.2% 3,919 $7.6M
Prospector Partners LLC 0.86% No change 3,855 $7.5M
Lee Danner & Bass Inc. 0.51% Reduce -0.1% 3,280 $6.4M
Ameriprise Financial Inc. 0.00% Add +6.4% 3,277 $6.4M
Sei Investments Co. 0.01% Add +29.4% 3,217 $6.3M
JPMorgan Chase & Co. 0.00% Reduce -2.6% 2,777 $5.4M
Goldman Sachs Group Inc. 0.00% Add +47.7% 2,755 $5.4M
New York State Common Retirement Fund 0.01% No change 2,723 $5.3M
D. E. Shaw & Co. 0.01% Reduce -16.1% 2,719 $5.3M
Harbor Capital Advisors, Inc. 0.21% Add +1.7% 2,431 $4.7M
Janus Henderson Group PLC 0.00% Add +97.5% 2,416 $4.7M
Millennium Management 0.00% Add +509.4% 2,401 $4.7M
California State Teachers Retirement System 0.01% Reduce -1.0% 2,398 $4.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -20.2% 2,372 $4.6M
MML Investors Services, LLC 0.02% Add +13.6% 2,342 $4.6M
Creative Planning 0.00% Reduce -3.1% 2,263 $4.4M
DAVENPORT & Co LLC 0.03% Add +1.2% 2,198 $4.3M
Barclays PLC 0.00% Add +86.1% 2,142 $4.2M
First Manhattan Co. Llc. 0.01% New 1,115 $4.1M
KBC Group NV 0.01% Add +2539.7% 2,059 $4.0M
Quantinno Capital Management LP 0.04% Add +37.2% 2,044 $4.0M
Cerity Partners LLC 0.01% Add +7.8% 1,848 $3.6M
LPL Financial LLC 0.00% Add +39.7% 1,763 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +8.4% 1,566 $3.0M
HighTower Advisors, LLC 0.00% Add +0.1% 1,563 $3.0M
Oppenheimer Asset Management Inc. 0.04% Add +7.3% 1,547 $3.0M
Parsons Capital Management Inc. 0.16% Add +0.7% 1,523 $3.0M
Stifel Financial Corp. 0.00% Reduce -2.4% 1,511 $2.9M
STRS Ohio 0.01% Add +0.1% 1,501 $2.9M
SG Americas Securities, LLC 0.01% New 1,476 $2.9M
Focus Partners Wealth 0.01% Add +1.1% 1,388 $2.7M
TD Asset Management Inc 0.00% Add +6.2% 1,380 $2.7M
Forum Financial Management, LP 0.04% Add +14.7% 1,374 $2.7M
Royal Bank of Canada 0.00% Reduce -9.2% 1,368 $2.7M
Truist Financial Corp. 0.00% Reduce -0.4% 1,352 $2.6M
Agf Management Ltd. 0.01% Reduce -5.9% 1,318 $2.6M
Leuthold Group, LLC 0.30% Reduce -2.1% 1,272 $2.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +2.9% 1,216 $2.4M
1834 Investment Advisors Co. 0.29% No change 1,176 $2.3M
Alliancebernstein L.P. 0.00% Reduce -0.5% 1,170 $2.3M
Pecaut & Co. 0.78% No change 1,167 $2.3M
State of New Jersey Common Pension Fund D 0.01% No change 1,118 $2.2M
Nisa Investment Advisors, LLC 0.01% No change 1,100 $2.1M

"% of holder's portfolio" is WTM's weight in each manager's 13F, not the share of White Mountains Insurance GP the manager owns.

Show all 324 holders