White Mountains Insurance GPWTM
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $113.5M |
| Exits | 13 | $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.