White Mountains Insurance GPWTM
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $27.1M |
| Exits | 26 | $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.