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 |
| Janus Henderson Group PLC | 0.00% | Reduce -53.5% | 1,123 | $2.1M |
| Autumn Glory Partners, LLC | 1.03% | No change | 1,080 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.0% | 1,073 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.8% | 1,057 | $2.0M |
| Verition Fund Management LLC | 0.01% | Add +54.8% | 1,014 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,000 | $1.9M |
| Oddo BHF Asset Management Sas | 0.08% | Reduce -0.9% | 990 | $1.9M |
| Millennium Management | 0.00% | Reduce -60.2% | 956 | $1.8M |
| Brave Asset Management Inc. | 0.56% | No change | 924 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +48.9% | 889 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.6% | 884 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +77.8% | 873 | $1.7M |
| Citigroup Inc. | 0.00% | Add +14.2% | 868 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -9.9% | 826 | $1.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -33.5% | 808 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +14.3% | 800 | $1.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.8% | 794 | $1.5M |
| Nebula Research & Development LLC | 0.14% | New | 762 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.9% | 756 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 737 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -33.6% | 730 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -12.7% | 720 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 700 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -53.3% | 689 | $1.3M |
| ExodusPoint Capital Management, LP | 0.02% | Add +69.7% | 682 | $1.3M |
| Ofi Invest Asset Management | 0.03% | Add +4.5% | 736 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +6.4% | 680 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | Reduce -6.2% | 610 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 609 | $1.2M |
| Martingale Asset Management L P | 0.03% | Add +3.4% | 607 | $1.2M |
| Renaissance Technologies | 0.00% | No change | 600 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 600 | $1.2M |
| Midwest Professional Planners, LTD. | 0.35% | Add +1.9% | 592 | $1.1M |
| Ethic Inc. | 0.02% | Add +9.7% | 591 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +101.4% | 578 | $1.1M |
| AMG National Trust Bank | 0.03% | Add +0.3% | 574 | $1.1M |
| FMR LLC | 0.00% | Reduce -17.9% | 572 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.7% | 556 | $1.1M |
| Equitable Trust Co. | 0.06% | Add +15.0% | 553 | $1.1M |
| Regions Financial Corp. | 0.01% | No change | 550 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +5.9% | 524 | $1.0M |
| Brandes Investment Partners, LP | 0.01% | Add +20.1% | 515 | $992K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -16.5% | 505 | $973K |
| Parker Investment Management, LLC | 0.17% | No change | 500 | $963K |
| Cove Street Capital, LLC | 1.49% | Reduce -54.0% | 491 | $946K |
| Summit Trail Advisors, LLC | 0.03% | Add +66.4% | 486 | $936K |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 471 | $907K |
| Franklin Resources Inc. | 0.00% | Add +10.4% | 465 | $896K |
| Chicago Partners Investment Group LLC | 0.03% | Add +8.2% | 491 | $877K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.9% | 439 | $845K |
| Hengehold Capital Management LLC | 0.08% | Add +31.9% | 434 | $836K |
| Sendero Wealth Management, LLC | 0.11% | Add +79.1% | 419 | $807K |
| Bank of Montreal | 0.00% | No change | 416 | $801K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.7% | 413 | $795K |
| &partners | 0.01% | Add +4.2% | 396 | $757K |
| Pictet Asset Management Holding SA | 0.00% | Add +21.9% | 390 | $751K |
| Farther Finance Advisors, LLC | 0.02% | Add +134.7% | 392 | $746K |
| QRG Capital Management, Inc. | 0.01% | Add +0.5% | 385 | $741K |
| Klingenstein Fields & Co. LP | 0.03% | Reduce -2.8% | 380 | $732K |
| Roundview Capital LLC | 0.05% | No change | 375 | $722K |
| Teacher Retirement System of Texas | 0.00% | Reduce -18.7% | 375 | $722K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.5% | 371 | $714K |
| Glenmede Trust Co. NA | 0.00% | Reduce -9.8% | 370 | $713K |
| Townsquare Capital LLC | 0.01% | Add +3.5% | 357 | $688K |
| American Capital Advisory, LLC | 0.37% | No change | 357 | $688K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 354 | $682K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $680K |
| Kathleen S. Wright Associates Inc. | 0.28% | No change | 380 | $672K |
| Bryant Woods Investment Advisors, LLC | 0.31% | No change | 340 | $655K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 331 | $637K |
| Deutsche Bank AG | 0.00% | Reduce -4.5% | 322 | $620K |
| Legacy Wealth Asset Management, LLC | 0.17% | Reduce -1.3% | 312 | $601K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.5% | 310 | $597K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.0% | 304 | $585K |
| Two Sigma Investments, LP | 0.00% | Reduce -36.2% | 300 | $578K |
| Brown Miller Wealth Management, LLC | 0.20% | No change | 298 | $575K |
| Lummis Asset Management, LP | 0.40% | New | 325 | $574K |
| Quadrature Capital Ltd | 0.01% | New | 294 | $568K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -39.6% | 287 | $553K |
| Essex Bank | 0.13% | No change | 284 | $547K |
| Highlander Partners, L.P. | 0.33% | No change | 280 | $539K |
| State of Wisconsin Investment Board | 0.00% | Reduce -25.1% | 263 | $506K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $487K |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 252 | $485K |
| Venturi Wealth Management, LLC | 0.03% | Add +11.2% | 249 | $480K |
| Shotwell Rutter Baer Inc | 0.42% | No change | 270 | $478K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.7% | 236 | $454K |
| Algert Global LLC | 0.01% | No change | 233 | $449K |
| Athena Investment Management | 0.27% | No change | 231 | $445K |
| Yorktown Management & Research Co Inc | 0.46% | No change | 220 | $424K |
| Vestcor Inc | 0.01% | No change | 219 | $422K |
| One Wealth Advisors, LLC | 0.06% | No change | 215 | $414K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 214 | $412K |
| Two Sigma Securities, LLC | 0.06% | Add +3.4% | 213 | $410K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 211 | $406K |
| Opal Wealth Advisors, LLC | 0.12% | Add +2.5% | 209 | $402K |
| Hudson Value Partners, LLC | 0.15% | No change | 206 | $397K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 206 | $397K |
| Wedbush Securities Inc. | 0.01% | No change | 205 | $395K |
| Sage Investment Counsel LLC | 0.49% | No change | 200 | $385K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $385K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 200 | $385K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $383K |
| Squarepoint Ops LLC | 0.00% | New | 196 | $377K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 191 | $368K |
| Principal Securities, Inc. | 0.01% | No change | 185 | $360K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 185 | $356K |
| Caprock Group, LLC | 0.01% | New | 184 | $354K |
| Keybank National Association | 0.00% | No change | 183 | $352K |
| Arax Advisory Partners | 0.02% | Add +2.8% | 182 | $351K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +2.8% | 182 | $350K |
| Pinnacle Associates Ltd. | 0.01% | No change | 177 | $341K |
| Mgo One Seven LLC | 0.01% | Reduce -0.6% | 175 | $337K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 173 | $333K |
| Choreo, LLC | 0.01% | Reduce -2.3% | 172 | $331K |
| NewEdge Advisors, LLC | 0.00% | Add +17.2% | 170 | $327K |
| Isthmus Partners, LLC | 0.04% | No change | 164 | $316K |
| Integrated Wealth Concepts LLC | 0.00% | Add +19.9% | 163 | $314K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -25.9% | 160 | $308K |
| Bank of Nova Scotia | 0.00% | Reduce -14.8% | 155 | $299K |
| Evelyn Partners Asset Management Ltd | 0.08% | No change | 154 | $297K |
| US Bancorp \de | 0.00% | Reduce -8.5% | 151 | $291K |
| Connable Office Inc. | 0.03% | Reduce -17.1% | 150 | $289K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $289K |
| CreativeOne Wealth, LLC | 0.01% | No change | 148 | $285K |
| Zacks Investment Management | 0.00% | No change | 148 | $285K |
| BNP Paribas Financial Markets | 0.00% | Add +11.4% | 147 | $283K |
| Quadrant Capital Group LLC | 0.01% | Add +371.0% | 146 | $281K |
| Savant Capital, LLC | 0.00% | Add +0.7% | 144 | $277K |
| Chapman Investment Management, LLC | 0.21% | No change | 143 | $275K |
| Riverwater Partners LLC | 0.14% | New | 142 | $273K |
| M&T Bank Corp | 0.00% | Add +0.7% | 141 | $272K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +20.2% | 137 | $264K |
| Sterling Capital Management LLC | 0.00% | Reduce -8.1% | 137 | $264K |
| Utah Retirement Systems | 0.00% | No change | 134 | $258K |
| Amalgamated Bank | 0.00% | Add +1.5% | 134 | $258K |
| Pitcairn Co. | 0.02% | Reduce -1.5% | 133 | $256K |
| Evergreen Capital Management LLC | 0.01% | Add +28.2% | 132 | $254K |
| KBC Group NV | 0.00% | Reduce -93.9% | 125 | $241K |
| Principal Financial Group Inc. | 0.00% | Reduce -2.3% | 125 | $241K |
| Columbia Asset Management | 0.05% | No change | 125 | $241K |
| Covestor Ltd | 0.16% | No change | 123 | $239K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 121 | $233K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.4% | 121 | $233K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | No change | 120 | $231K |
| Magnetar Financial LLC | 0.00% | New | 118 | $227K |
| Xponance LLC | 0.00% | Reduce -3.3% | 116 | $223K |
| Kestra Advisory Services, LLC | 0.00% | New | 116 | $223K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.3% | 116 | $223K |
| Glenview Trust Co | 0.00% | No change | 110 | $212K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 108 | $208K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 108 | $208K |
| HBK Sorce Advisory LLC | 0.01% | No change | 108 | $208K |
| Lindbrook Capital, LLC | 0.02% | Reduce -11.5% | 108 | $208K |
| Ballentine Partners, LLC | 0.00% | No change | 106 | $204K |
| Quantum Portfolio Management LLC | 0.10% | New | 104 | $200K |
| Citadel Investment Advisory, Inc. | 0.09% | No change | 100 | $193K |
| Eastern Bank | 0.00% | No change | 100 | $193K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 99 | $191K |
| Coldstream Capital Management Inc. | 0.00% | New | 94 | $181K |
| Bessemer Group Inc. | 0.00% | Add +10.6% | 94 | $181K |
| Versant Capital Management, Inc | 0.03% | Add +378.9% | 91 | $175K |
| LRI Investments, LLC | 0.02% | Reduce -18.9% | 90 | $173K |
| Blue Trust, Inc. | 0.00% | Add +39.3% | 85 | $164K |
| GAMMA Investing LLC | 0.01% | Add +43.4% | 76 | $146K |
| Smithfield Trust Co | 0.01% | No change | 73 | $142K |
| MAI Capital Management | 0.00% | No change | 73 | $141K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.5% | 66 | $127K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $117K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 60 | $116K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 60 | $116K |
| Quent Capital, LLC | 0.01% | Reduce -21.1% | 56 | $108K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $96K |
| Signaturefd, LLC | 0.00% | No change | 50 | $96K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $96K |
| First Horizon Advisors, Inc. | 0.00% | Add +36.1% | 49 | $94K |
| MetLife Investment Management, LLC | 0.00% | Add +2.3% | 45 | $87K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $77K |
| WPG Advisers, LLC | 0.07% | Reduce -15.2% | 39 | $75K |
| TD Private Client Wealth LLC | 0.00% | No change | 31 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.9% | 33 | $56K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.2% | 27 | $52K |
| Allworth Financial LP | 0.00% | No change | 25 | $44K |
| Huntington National Bank | 0.00% | Add +4.5% | 23 | $44K |
| Cwm, LLC | 0.00% | Reduce -30.3% | 23 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.9% | 21 | $40K |
| Fortitude Family Office, LLC | 0.01% | No change | 19 | $37K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $37K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -15.0% | 17 | $33K |
| Geneos Wealth Management Inc. | 0.00% | Add +325.0% | 17 | $33K |
| Corebridge Financial, Inc. | 0.00% | No change | 17 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $29K |
| Private Trust Co. NA | 0.00% | Add +87.5% | 15 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +30.0% | 13 | $25K |
| Sierra Ocean, LLC | 0.02% | New | 12 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 10 | $19K |
| Acadian Asset Management LLC | 0.00% | New | 10 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $17K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $15K |
| Spire Wealth Management | 0.00% | Reduce -57.9% | 8 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $15K |
| Binnacle Investments Inc | 0.01% | — | 7 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | — | 7 | $13K |
| Lanark Financial, Inc. | 0.00% | — | 7 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $12K |
| Fifth Third Bancorp | 0.00% | Add +500.0% | 6 | $12K |
| Hemington Wealth Management | 0.00% | Reduce -14.3% | 6 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -42.9% | 4 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +33.3% | 4 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -33.3% | 4 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Add +866.7% | 29 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 3 | $6K |
| TD Capital Management LLC | 0.00% | No change | 2 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 2 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $2K |
| Brooklyn Investment Group | 0.00% | No change | 1 | $2K |
| Larson Financial Group LLC | 0.00% | New | 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.