White Mountains Insurance GPWTM
13F holders, Q1 2025 (March 31)322holders −2
22new positions
26sold out
5famous investors
$1924.19avg. 13F price*
At the end of Q1 2025, 322 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, down 2 from Q4 2024. 22 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($481.7M), Morgan Stanley ($328.6M) and Dimensional Fund Advisors LP ($301.6M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- White Mountains Insurance GP
- CUSIP
- G9618E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $15.7M |
| Exits | 26 | $11.7M |
All 13F filers, Q4 2024 → Q1 2025: 104,784 shares bought and 73,613 shares sold, net +31,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 250,116 | $481.7M |
| Morgan Stanley | 0.02% | Reduce -4.0% | 170,631 | $328.6M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.5% | 156,617 | $301.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 116,799 | $224.9M |
| Fuller & Thaler Asset Management, Inc. | 0.82% | Reduce -3.5% | 110,092 | $212.0M |
| River Road Asset Management, LLC | 2.87% | Reduce -2.5% | 109,665 | $211.2M |
| Boston Partners | 0.20% | Reduce -0.2% | 85,236 | $163.3M |
| Wallace Capital Management Inc. | 19.71% | Reduce -0.3% | 79,931 | $153.9M |
| Fiduciary Management Inc. | 1.34% | Add +46.2% | 71,795 | $138.3M |
| London Co. of Virginia | 0.76% | Reduce -0.2% | 69,158 | $133.2M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +8.2% | 62,466 | $120.3M |
| Neuberger Berman Group LLC | 0.09% | Add +25.1% | 56,864 | $109.5M |
| State Street Corp. | 0.00% | Add +0.1% | 54,944 | $105.8M |
| Cooke & Bieler LP | 1.05% | Add +60.4% | 54,652 | $105.2M |
| Reinhart Partners, Llc. | 2.98% | Add +11.0% | 42,478 | $81.8M |
| Geode Capital Management, LLC | 0.01% | Add +6.2% | 42,186 | $81.3M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 41,055 | $79.1M |
| Lord, Abbett & Co. LLC | 0.24% | Reduce -0.8% | 32,851 | $63.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.3% | 31,724 | $61.1M |
| Norges Bank | 0.01% | Add +1.0% | 30,970 | $59.6M |
| Cannell & Spears LLC | 1.19% | Reduce -0.2% | 28,668 | $55.2M |
| Select Equity Group, L.P. | 0.24% | Add +1.4% | 27,999 | $53.9M |
| Wellington Management Group LLP | 0.01% | Reduce -49.0% | 25,438 | $49.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.6% | 24,706 | $47.6M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +7.0% | 24,857 | $47.3M |
| First Trust Advisors LP | 0.04% | Add +13.4% | 22,927 | $44.2M |
| Brown Advisory Inc. | 0.06% | Reduce -1.5% | 22,076 | $42.5M |
| Mraz, Amerine & Associates, Inc. | 6.87% | Reduce -0.2% | 21,028 | $40.0M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -1.4% | 19,154 | $36.9M |
| Southeastern Asset Management Inc. | 1.90% | Reduce -4.0% | 18,484 | $35.6M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 18,222 | $35.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.2% | 17,269 | $33.3M |
| Victory Capital Management Inc. | 0.03% | Add +39.3% | 16,091 | $31.0M |
| Elkhorn Partners Limited Partnership | 18.81% | Reduce -1.2% | 14,905 | $28.7M |
| WCM Investment Management, LLC | 0.06% | Add +13.7% | 13,245 | $25.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 12,570 | $24.2M |
| Royce & Associates LP | 0.24% | Reduce -5.8% | 11,588 | $22.3M |
| California Public Employees Retirement System | 0.02% | Reduce -7.3% | 11,535 | $22.2M |
| Horizon Kinetics Asset Management LLC | 0.25% | Add +12.4% | 11,345 | $21.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.7% | 11,287 | $21.7M |
| Speece Thorson Capital Group Inc. | 4.43% | Reduce -1.6% | 11,159 | $21.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 9,350 | $18.0M |
| GW&K Investment Management, LLC | 0.15% | Add +0.7% | 8,467 | $16.3M |
| AQR Capital Management | 0.02% | Reduce -16.3% | 8,492 | $16.2M |
| Thompson Siegel & Walmsley LLC | 0.27% | Reduce -18.8% | 8,317 | $16.0M |
| Nuveen, LLC | 0.00% | — | 7,770 | $15.0M |
| Perpetual Ltd | 0.18% | Reduce -19.7% | 7,727 | $14.9M |
| American Century Companies Inc. | 0.01% | Add +30.9% | 7,036 | $13.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -6.4% | 6,893 | $13.3M |
| Alaska Permanent Fund Corp | 0.15% | No change | 5,902 | $10.4M |
| Phocas Financial Corp. | 1.59% | Reduce -5.5% | 5,391 | $10.4M |
| Williams Jones Wealth Management, LLC. | 0.13% | No change | 5,193 | $10.0M |
| Swiss National Bank | 0.01% | Reduce -2.0% | 4,946 | $9.5M |
| Quantinno Capital Management LP | 0.06% | Add +125.3% | 4,606 | $8.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 4,472 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +54.6% | 4,259 | $8.2M |
| Legal & General Group Plc | 0.00% | Add +2.0% | 4,130 | $8.0M |
| Sei Investments Co. | 0.01% | Add +27.4% | 4,100 | $7.9M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 4,020 | $7.7M |
| Prospector Partners LLC | 0.86% | No change | 3,855 | $7.4M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -7.5% | 3,626 | $7.0M |
| Edgestream Partners, L.P. | 0.23% | New | 3,540 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 3,532 | $6.8M |
| UBS Group AG | 0.00% | Reduce -18.3% | 3,518 | $6.8M |
| Barclays PLC | 0.00% | Add +53.8% | 3,295 | $6.3M |
| Lee Danner & Bass Inc. | 0.49% | Reduce -4.0% | 3,148 | $6.1M |
| Harbor Capital Advisors, Inc. | 0.27% | Add +25.8% | 3,058 | $5.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +26.1% | 2,992 | $5.8M |
| New York State Common Retirement Fund | 0.01% | No change | 2,723 | $5.2M |
| Creative Planning | 0.00% | Add +18.9% | 2,690 | $5.2M |
| MML Investors Services, LLC | 0.02% | Add +9.9% | 2,574 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 2,372 | $4.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -13.3% | 2,358 | $4.5M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.1% | 2,173 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.5% | 1,986 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +2.6% | 1,896 | $3.7M |
| LPL Financial LLC | 0.00% | Add +6.1% | 1,870 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.8% | 1,672 | $3.2M |
| Forum Financial Management, LP | 0.05% | Add +21.0% | 1,663 | $3.2M |
| TD Asset Management Inc | 0.00% | Add +15.4% | 1,592 | $3.1M |
| Parsons Capital Management Inc. | 0.16% | Reduce -1.0% | 1,508 | $2.9M |
| Dark Forest Capital Management LP | 0.13% | Add +107.4% | 1,491 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 1,466 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 1,405 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 1,369 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -3.0% | 1,347 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -13.7% | 1,335 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 1,282 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -3.2% | 1,276 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +19.4% | 1,275 | $2.5M |
| Main Street Financial Solutions, LLC | 0.21% | Add +25.0% | 1,261 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +11.8% | 1,208 | $2.3M |
| Leuthold Group, LLC | 0.30% | Reduce -6.6% | 1,188 | $2.3M |
| 1834 Investment Advisors Co. | 0.29% | No change | 1,176 | $2.3M |
| Citadel Advisors | 0.00% | New | 1,176 | $2.3M |
| Pecaut & Co. | 0.77% | No change | 1,167 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 1,155 | $2.2M |
| STRS Ohio | 0.01% | Reduce -23.7% | 1,145 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.7% | 1,126 | $2.2M |
| First Manhattan Co. Llc. | 0.01% | No change | 1,115 | $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.