White Mountains Insurance GPWTM

13F holders, Q2 2025 (June 30)
325holders +3
30new positions
26sold out
5famous investors
$1795.16avg. 13F price*

At the end of Q2 2025, 325 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, up 3 from Q1 2025. 30 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($447.4M), Morgan Stanley ($296.4M) and Dimensional Fund Advisors LP ($279.7M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions30$27.1M
Exits26$24.8M

All 13F filers, Q1 2025 → Q2 2025: 105,345 shares bought and 93,988 shares sold, net +11,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 325 holders

Vanguard Group Inc. 0.01% Reduce -0.4% 249,170 $447.4M
Morgan Stanley 0.02% Reduce -3.3% 165,064 $296.4M
Dimensional Fund Advisors LP 0.06% Reduce -0.6% 155,753 $279.7M
BlackRock, Inc. 0.00% Reduce -3.1% 113,158 $203.2M
River Road Asset Management, LLC 2.50% Add +0.2% 109,892 $196.5M
Fuller & Thaler Asset Management, Inc. 0.66% Reduce -8.3% 100,984 $181.3M
Boston Partners 0.18% Add +4.9% 89,394 $160.5M
Neuberger Berman Group LLC 0.12% Add +47.2% 83,699 $150.3M
Wallace Capital Management Inc. 19.34% Reduce -1.1% 79,036 $141.9M
Cooke & Bieler LP 1.38% Add +40.5% 76,781 $137.9M
Fiduciary Management Inc. 1.23% Reduce -0.4% 71,478 $128.4M
London Co. of Virginia 0.70% Reduce -0.6% 68,770 $123.5M
T. Rowe Price Investment Management, Inc. 0.07% Add +0.8% 62,941 $113.0M
State Street Corp. 0.00% Add +4.2% 57,241 $102.8M
Geode Capital Management, LLC 0.01% Add +0.8% 42,529 $76.4M
Reinhart Partners, Llc. 2.56% Reduce -1.9% 41,694 $74.9M
Bank of America Corp. 0.01% Reduce -4.0% 39,409 $70.8M
Lord, Abbett & Co. LLC 0.20% Reduce -1.9% 32,227 $57.9M
Raymond James Financial Inc. 0.02% Reduce -3.3% 30,677 $55.1M
Norges Bank 0.01% Reduce -1.5% 30,494 $54.8M
Allspring Global Investments Holdings, LLC 0.09% Add +19.0% 29,585 $53.0M
Cannell & Spears LLC 1.03% Reduce -1.1% 28,347 $50.9M
Wellington Management Group LLP 0.01% Reduce -3.1% 24,651 $44.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.1% 24,183 $43.4M
Mraz, Amerine & Associates, Inc. 6.21% Add +2.6% 21,576 $38.7M
Southeastern Asset Management Inc. 1.91% Add +14.1% 21,094 $37.9M
Brown Advisory Inc. 0.05% Reduce -5.5% 20,854 $37.4M
Select Equity Group, L.P. 0.14% Reduce -36.2% 17,872 $32.1M
Robeco Institutional Asset Management B.V. 0.05% Reduce -7.0% 17,822 $32.0M
Victory Capital Management Inc. 0.02% Add +9.6% 17,640 $31.7M
Envestnet Asset Management Inc. 0.01% Add +1.4% 17,511 $31.4M
Northern Trust Corp. 0.00% Reduce -4.5% 17,405 $31.3M
Elkhorn Partners Limited Partnership 19.45% Reduce -0.0% 14,900 $26.8M
WCM Investment Management, LLC 0.05% Reduce -1.1% 13,097 $23.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.8% 12,276 $22.0M
Speece Thorson Capital Group Inc. 4.16% Add +2.0% 11,383 $20.4M
Horizon Kinetics Asset Management LLC 0.23% Reduce -3.3% 10,971 $19.7M
Bank of New York Mellon Corp 0.00% Reduce -13.6% 10,860 $19.5M
California Public Employees Retirement System 0.01% Reduce -9.9% 10,394 $18.7M
Wells Fargo & Company 0.00% Add +2.5% 9,587 $17.2M
Thompson Siegel & Walmsley LLC 0.25% Reduce -0.1% 8,305 $14.9M
GW&K Investment Management, LLC 0.13% Reduce -2.3% 8,272 $14.9M
AQR Capital Management 0.01% Reduce -4.8% 8,084 $14.4M
Edgestream Partners, L.P. 0.39% Add +120.6% 7,809 $14.0M
Perpetual Ltd 0.16% No change 7,727 $13.9M
Goldman Sachs Group Inc. 0.00% Add +61.7% 6,885 $12.4M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -0.3% 6,869 $12.3M
Royce & Associates LP 0.12% Reduce -43.0% 6,603 $11.9M
American Century Companies Inc. 0.01% Reduce -9.5% 6,365 $11.4M
Jane Street Group, LLC 0.02% Add +950.4% 6,071 $10.9M
First Trust Advisors LP 0.01% Reduce -75.3% 5,672 $10.2M
Bradley Foster & Sargent Inc. 0.16% New 5,522 $9.9M
Phocas Financial Corp. 1.39% Add +0.0% 5,392 $9.7M
Williams Jones Wealth Management, LLC. 0.11% No change 5,193 $9.3M
HRT Financial LP 0.04% New 5,087 $9.1M
UBS Group AG 0.00% Add +42.5% 5,012 $9.0M
Swiss National Bank 0.01% No change 4,946 $8.9M
Sei Investments Co. 0.01% Add +19.6% 4,905 $8.8M
Legal & General Group Plc 0.00% Add +4.3% 4,309 $7.7M
Quantinno Capital Management LP 0.03% Reduce -6.9% 4,290 $7.7M
Rhumbline Advisers 0.01% Reduce -4.3% 4,280 $7.7M
Prospector Partners LLC 0.86% Add +5.7% 4,076 $7.3M
Invesco Ltd. 0.00% Reduce -9.3% 3,646 $6.5M
Brandywine Global Investment Management, LLC 0.05% Reduce -2.8% 3,526 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -1.4% 3,482 $6.3M
Nuveen, LLC 0.00% Reduce -55.5% 3,458 $6.2M
Barclays PLC 0.00% Add +2.7% 3,383 $6.1M
Lee Danner & Bass Inc. 0.44% No change 3,148 $5.7M
Harbor Capital Advisors, Inc. 0.22% Reduce -2.7% 2,976 $5.3M
Creative Planning 0.00% Add +5.7% 2,842 $5.1M
MML Investors Services, LLC 0.01% Add +6.2% 2,734 $4.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -12.7% 2,613 $4.7M
New York State Common Retirement Fund 0.01% Reduce -7.5% 2,519 $4.5M
D. E. Shaw & Co. 0.00% Add +3.3% 2,436 $4.4M
California State Teachers Retirement System 0.00% No change 2,372 $4.3M
JPMorgan Chase & Co. 0.00% Add +17.0% 2,323 $4.2M
Royal Bank of Canada 0.00% Add +70.8% 2,190 $3.9M
DAVENPORT & Co LLC 0.02% No change 2,173 $3.9M
Forum Financial Management, LP 0.06% Add +21.2% 2,016 $3.6M
LPL Financial LLC 0.00% Add +6.2% 1,985 $3.6M
Cerity Partners LLC 0.01% Add +0.2% 1,900 $3.4M
Parsons Capital Management Inc. 0.21% Add +25.5% 1,892 $3.4M
Qube Research & Technologies Ltd 0.00% Add +40.5% 1,792 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +4.7% 1,751 $3.1M
TD Asset Management Inc 0.00% Add +1.6% 1,618 $2.9M
Focus Partners Wealth 0.01% Add +18.5% 1,596 $2.9M
STRS Ohio 0.01% Add +37.5% 1,575 $2.8M
HighTower Advisors, LLC 0.00% Reduce -0.1% 1,464 $2.6M
Millennium Management 0.00% Add +45.6% 1,392 $2.5M
Oppenheimer Asset Management Inc. 0.03% Add +2.1% 1,363 $2.4M
Citigroup Inc. 0.00% Add +56.9% 1,362 $2.4M
Stifel Financial Corp. 0.00% Reduce -4.3% 1,344 $2.4M
Agf Management Ltd. 0.01% Add +4.4% 1,332 $2.4M
Main Street Financial Solutions, LLC 0.17% Add +2.5% 1,293 $2.3M
Truist Financial Corp. 0.00% Reduce -9.4% 1,240 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 1,208 $2.2M
1834 Investment Advisors Co. 0.27% No change 1,176 $2.1M
Citadel Advisors 0.00% Reduce -0.4% 1,171 $2.1M
Pecaut & Co. 0.70% No change 1,167 $2.1M
Leuthold Group, LLC 0.25% Reduce -1.9% 1,165 $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 325 holders