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
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 |
| Treasurer of the State of North Carolina | 0.01% | Add +0.9% | 1,096 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 1,080 | $2.1M |
| Autumn Glory Partners, LLC | 1.03% | Reduce -50.0% | 1,080 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.6% | 1,068 | $2.1M |
| Cove Street Capital, LLC | 2.42% | Reduce -49.7% | 1,067 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.7% | 1,065 | $2.1M |
| Main Street Financial Solutions, LLC | 0.19% | Add +0.7% | 1,009 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,000 | $1.9M |
| Oddo BHF Asset Management Sas | 0.10% | Add +5.5% | 999 | $1.9M |
| Sutton Place Investors LLC | 1.05% | No change | 929 | $1.8M |
| Brave Asset Management Inc. | 0.57% | No change | 924 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.7% | 917 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 908 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 890 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 849 | $1.7M |
| Mariner, LLC | 0.00% | Add +22.4% | 825 | $1.6M |
| Citigroup Inc. | 0.00% | Add +17.1% | 760 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +0.9% | 746 | $1.5M |
| Dark Forest Capital Management LP | 0.21% | Reduce -15.5% | 719 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | No change | 700 | $1.4M |
| FMR LLC | 0.00% | Reduce -96.9% | 697 | $1.4M |
| Ofi Invest Asset Management | 0.03% | — | 704 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +67.5% | 655 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | No change | 650 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -43.4% | 639 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +8.4% | 633 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 605 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -68.4% | 600 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | New | 600 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +13.5% | 598 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +11.4% | 597 | $1.2M |
| Martingale Asset Management L P | 0.03% | Reduce -0.8% | 587 | $1.1M |
| Midwest Professional Planners, LTD. | 0.34% | Add +9.4% | 581 | $1.1M |
| First Hawaiian Bank | 0.04% | No change | 572 | $1.1M |
| AMG National Trust Bank | 0.03% | Add +1.2% | 572 | $1.1M |
| Regions Financial Corp. | 0.01% | No change | 550 | $1.1M |
| Ethic Inc. | 0.02% | Add +6.9% | 539 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 535 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +36.3% | 526 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 526 | $1.0M |
| XTX Topco Ltd | 0.08% | Add +29.3% | 517 | $1.0M |
| Parker Investment Management, LLC | 0.15% | Reduce -9.1% | 500 | $973K |
| Voya Investment Management LLC | 0.00% | Add +52.8% | 495 | $963K |
| Susquehanna International Group, LLP | 0.00% | Add +238.6% | 491 | $955K |
| Equitable Trust Co. | 0.05% | Add +19.9% | 481 | $936K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 475 | $924K |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.8% | 471 | $916K |
| Two Sigma Investments, LP | 0.00% | Add +32.0% | 470 | $914K |
| Teacher Retirement System of Texas | 0.00% | Add +19.7% | 461 | $897K |
| Tudor Investment Corporation | 0.01% | Add +27.0% | 461 | $897K |
| Legacy Advisors, LLC | 0.08% | No change | 450 | $875K |
| Chicago Partners Investment Group LLC | 0.03% | No change | 454 | $850K |
| Brandes Investment Partners, LP | 0.01% | Add +10.8% | 429 | $834K |
| Franklin Resources Inc. | 0.00% | Add +18.9% | 421 | $819K |
| Bank of Montreal | 0.00% | Reduce -2.1% | 416 | $809K |
| Glenmede Trust Co. NA | 0.00% | Add +6.8% | 410 | $797K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -50.3% | 402 | $782K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 391 | $761K |
| QRG Capital Management, Inc. | 0.01% | Reduce -28.3% | 383 | $745K |
| &partners | 0.01% | Add +28.4% | 380 | $735K |
| Roundview Capital LLC | 0.05% | No change | 375 | $730K |
| Kathleen S. Wright Associates Inc. | 0.30% | No change | 380 | $712K |
| American Capital Advisory, LLC | 0.38% | Reduce -8.5% | 357 | $694K |
| Janney Montgomery Scott LLC | 0.00% | Add +51.3% | 357 | $694K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $687K |
| Pathstone Holdings, LLC | 0.00% | No change | 353 | $686K |
| State of Wisconsin Investment Board | 0.00% | Add +10.0% | 351 | $683K |
| Townsquare Capital LLC | 0.01% | Add +148.2% | 345 | $671K |
| Bryant Woods Investment Advisors, LLC | 0.32% | No change | 340 | $661K |
| Gsa Capital Partners LLP | 0.05% | New | 340 | $661K |
| Deutsche Bank AG | 0.00% | Add +120.3% | 337 | $655K |
| Hengehold Capital Management LLC | 0.06% | Add +42.4% | 329 | $640K |
| Cresset Asset Management, LLC | 0.00% | Reduce -41.4% | 320 | $622K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.4% | 320 | $622K |
| Legacy Wealth Asset Management, LLC | 0.17% | Reduce -0.3% | 316 | $615K |
| Brown Miller Wealth Management, LLC | 0.22% | No change | 298 | $580K |
| Summit Trail Advisors, LLC | 0.02% | Add +28.1% | 292 | $568K |
| Jane Street Group, LLC | 0.00% | Reduce -78.0% | 287 | $558K |
| Essex Bank | 0.14% | No change | 284 | $552K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 283 | $551K |
| Los Angeles Capital Management LLC | 0.00% | No change | 282 | $549K |
| Lazard Asset Management LLC | 0.00% | Add +836.7% | 281 | $546K |
| Highlander Partners, L.P. | 0.31% | No change | 280 | $545K |
| Balyasny Asset Management L.P. | 0.00% | New | 277 | $539K |
| Global Retirement Partners, LLC | 0.01% | Add +28.4% | 262 | $510K |
| Shotwell Rutter Baer Inc | 0.42% | No change | 270 | $494K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $492K |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 243 | $473K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.6% | 240 | $467K |
| Lecap Asset Management Ltd. | 0.13% | Reduce -18.9% | 240 | $467K |
| Sendero Wealth Management, LLC | 0.07% | No change | 234 | $455K |
| Algert Global LLC | 0.01% | New | 233 | $453K |
| Athena Investment Management | 0.26% | Reduce -0.4% | 231 | $449K |
| Venturi Wealth Management, LLC | 0.02% | Add +1.4% | 224 | $436K |
| Yorktown Management & Research Co Inc | 0.41% | New | 220 | $428K |
| Vestcor Inc | 0.01% | No change | 219 | $426K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 217 | $422K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 216 | $420K |
| One Wealth Advisors, LLC | 0.06% | No change | 215 | $418K |
| Hudson Value Partners, LLC | 0.15% | No change | 206 | $401K |
| Two Sigma Securities, LLC | 0.07% | Add +30.4% | 206 | $401K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.5% | 206 | $401K |
| Wedbush Securities Inc. | 0.01% | Add +2.5% | 205 | $399K |
| Opal Wealth Advisors, LLC | 0.12% | Add +1.5% | 204 | $397K |
| Sage Investment Counsel LLC | 0.51% | — | 200 | $389K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $389K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 200 | $389K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $387K |
| Principal Securities, Inc. | 0.01% | Add +6.9% | 185 | $360K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 185 | $360K |
| Keybank National Association | 0.00% | Reduce -16.4% | 183 | $356K |
| Bank of Nova Scotia | 0.00% | Reduce -14.9% | 182 | $354K |
| Connable Office Inc. | 0.04% | No change | 181 | $352K |
| Arax Advisory Partners | 0.02% | Reduce -1.1% | 177 | $345K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 177 | $344K |
| Pinnacle Associates Ltd. | 0.00% | No change | 177 | $344K |
| Mgo One Seven LLC | 0.01% | New | 176 | $342K |
| Choreo, LLC | 0.00% | Add +15.8% | 176 | $340K |
| Vise Technologies, Inc. | 0.03% | Add +21.6% | 169 | $329K |
| Farther Finance Advisors, LLC | 0.01% | Add +24.6% | 167 | $325K |
| US Bancorp \de | 0.00% | Add +9.3% | 165 | $321K |
| Isthmus Partners, LLC | 0.04% | No change | 164 | $319K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 162 | $315K |
| Evelyn Partners Asset Management Ltd | 0.08% | — | 154 | $300K |
| Empower Advisory Group, LLC | 0.00% | No change | 151 | $294K |
| Cannon Global Investment Management, LLC | 0.72% | Reduce -25.0% | 150 | $292K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $292K |
| Sterling Capital Management LLC | 0.00% | Add +56.8% | 149 | $290K |
| CreativeOne Wealth, LLC | 0.01% | No change | 148 | $288K |
| Zacks Investment Management | 0.00% | No change | 148 | $288K |
| NewEdge Advisors, LLC | 0.00% | Add +1218.2% | 145 | $282K |
| Chapman Investment Management, LLC | 0.21% | No change | 143 | $278K |
| Savant Capital, LLC | 0.00% | Add +10.0% | 143 | $278K |
| M&T Bank Corp | 0.00% | Add +8.5% | 140 | $272K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.4% | 137 | $266K |
| Integrated Wealth Concepts LLC | 0.00% | New | 136 | $265K |
| Pitcairn Co. | 0.02% | Add +8.9% | 135 | $263K |
| Utah Retirement Systems | 0.00% | No change | 134 | $261K |
| Amalgamated Bank | 0.00% | Reduce -1.5% | 132 | $257K |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.1% | 132 | $257K |
| Principal Financial Group Inc. | 0.00% | Reduce -19.0% | 128 | $249K |
| Columbia Asset Management | 0.05% | New | 125 | $243K |
| HB Wealth Management, LLC | 0.00% | New | 124 | $241K |
| Covestor Ltd | 0.15% | No change | 123 | $241K |
| Lindbrook Capital, LLC | 0.02% | Reduce -1.6% | 122 | $237K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.8% | 121 | $236K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | — | 120 | $233K |
| Xponance LLC | 0.00% | New | 120 | $233K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 114 | $222K |
| LRI Investments, LLC | 0.02% | No change | 111 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 110 | $214K |
| Glenview Trust Co | 0.00% | New | 110 | $214K |
| HBK Sorce Advisory LLC | 0.01% | New | 108 | $210K |
| Ballentine Partners, LLC | 0.00% | New | 106 | $206K |
| Great Lakes Advisors, LLC | 0.00% | New | 106 | $206K |
| Waldron Private Wealth LLC | 0.01% | New | 105 | $204K |
| Evergreen Capital Management LLC | 0.01% | New | 103 | $200K |
| Equity Investment Corp. | 0.00% | New | 103 | $200K |
| Citadel Investment Advisory, Inc. | 0.10% | New | 100 | $195K |
| Eastern Bank | 0.00% | No change | 100 | $195K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.0% | 99 | $193K |
| Bessemer Group Inc. | 0.00% | No change | 85 | $165K |
| Smithfield Trust Co | 0.01% | Reduce -11.0% | 73 | $143K |
| MAI Capital Management | 0.00% | New | 73 | $142K |
| Quent Capital, LLC | 0.01% | No change | 71 | $138K |
| Parkside Financial Bank & Trust | 0.02% | Add +6.6% | 65 | $126K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $119K |
| Blue Trust, Inc. | 0.00% | Reduce -35.1% | 61 | $119K |
| Stonebridge Financial Group, LLC | 0.01% | — | 60 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +66.7% | 60 | $117K |
| Eagle Bay Advisors LLC | 0.06% | New | 53 | $103K |
| GAMMA Investing LLC | 0.01% | Add +8.2% | 53 | $103K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $97K |
| Signaturefd, LLC | 0.00% | No change | 50 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $97K |
| WPG Advisers, LLC | 0.08% | — | 46 | $89K |
| MetLife Investment Management, LLC | 0.00% | No change | 44 | $86K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $77K |
| Avior Wealth Management, LLC | 0.00% | No change | 37 | $72K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.4% | 36 | $70K |
| Community Bank, N.A. | 0.01% | No change | 34 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +3.1% | 33 | $64K |
| GeoWealth Management, LLC | 0.00% | Add +26.9% | 33 | $64K |
| Cwm, LLC | 0.00% | Add +26.9% | 33 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.8% | 34 | $64K |
| Quadrant Capital Group LLC | 0.00% | Reduce -22.5% | 31 | $60K |
| TD Private Client Wealth LLC | 0.00% | Reduce -11.4% | 31 | $60K |
| UMB Bank, n.a. | 0.00% | No change | 28 | $54K |
| Allworth Financial LP | 0.00% | No change | 25 | $47K |
| Huntington National Bank | 0.00% | Add +57.1% | 22 | $43K |
| Hexagon Capital Partners LLC | 0.01% | Add +5.3% | 20 | $39K |
| Fortitude Family Office, LLC | 0.01% | New | 19 | $37K |
| Versant Capital Management, Inc | 0.01% | Add +90.0% | 19 | $37K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $37K |
| Spire Wealth Management | 0.00% | No change | 19 | $37K |
| Corebridge Financial, Inc. | 0.00% | Reduce -10.5% | 17 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.1% | 10 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $17K |
| Raleigh Capital Management Inc. | 0.01% | No change | 8 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $16K |
| Private Trust Co. NA | 0.00% | Add +60.0% | 8 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +75.0% | 7 | $14K |
| Hemington Wealth Management | 0.00% | Add +40.0% | 7 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +50.0% | 6 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4 | $8K |
| Whipplewood Advisors, LLC | 0.00% | — | 3 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 3 | $6K |
| SBI Securities Co., Ltd. | 0.00% | — | 3 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -62.5% | 3 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| TD Capital Management LLC | 0.00% | No change | 2 | $4K |
| Brooklyn Investment Group | 0.00% | No change | 1 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 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.