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
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 |
| Treasurer of the State of North Carolina | 0.01% | Add +3.2% | 1,162 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.4% | 1,127 | $2.0M |
| Janus Henderson Group PLC | 0.00% | No change | 1,123 | $2.0M |
| Autumn Glory Partners, LLC | 0.91% | No change | 1,080 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.3% | 1,048 | $1.9M |
| Oddo BHF Asset Management Sas | 0.07% | Reduce -2.6% | 964 | $1.7M |
| Gotham Asset Management | 0.01% | New | 960 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.2% | 939 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +5.7% | 934 | $1.7M |
| Brave Asset Management Inc. | 0.45% | No change | 924 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -10.0% | 900 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +24.9% | 849 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.5% | 830 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.0% | 810 | $1.5M |
| Equitable Trust Co. | 0.07% | Add +42.3% | 787 | $1.4M |
| Ethic Inc. | 0.02% | Add +32.0% | 780 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -14.6% | 759 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 751 | $1.3M |
| Mariner, LLC | 0.00% | Add +3.1% | 742 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.1% | 731 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +19.6% | 658 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 637 | $1.1M |
| &partners | 0.01% | Add +60.9% | 637 | $1.1M |
| Midwest Professional Planners, LTD. | 0.30% | Add +6.1% | 628 | $1.1M |
| King Luther Capital Management Corp. | 0.00% | Reduce -1.6% | 600 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 600 | $1.1M |
| AMG National Trust Bank | 0.03% | Add +0.2% | 575 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -43.7% | 571 | $1.0M |
| Brandes Investment Partners, LP | 0.01% | Add +10.7% | 570 | $1.0M |
| FMR LLC | 0.00% | Reduce -1.9% | 561 | $1.0M |
| Quadrature Capital Ltd | 0.02% | Add +86.4% | 548 | $983K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | New | 533 | $957K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.8% | 524 | $941K |
| Chicago Partners Investment Group LLC | 0.03% | Add +4.1% | 511 | $914K |
| KLP Kapitalforvaltning As | 0.00% | No change | 505 | $907K |
| Parker Investment Management, LLC | 0.14% | No change | 500 | $898K |
| Hengehold Capital Management LLC | 0.08% | Add +13.6% | 493 | $885K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +3.4% | 487 | $875K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -41.0% | 477 | $857K |
| Cove Street Capital, LLC | 1.25% | Reduce -3.5% | 474 | $851K |
| Farther Finance Advisors, LLC | 0.02% | Add +19.4% | 468 | $840K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.0% | 446 | $801K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 434 | $779K |
| Franklin Resources Inc. | 0.00% | Reduce -6.7% | 434 | $779K |
| Bank of Montreal | 0.00% | Add +3.9% | 432 | $776K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -43.1% | 430 | $772K |
| Sendero Wealth Management, LLC | 0.09% | No change | 419 | $752K |
| First Manhattan Co. Llc. | 0.00% | Reduce -64.0% | 401 | $720K |
| Teacher Retirement System of Texas | 0.00% | Add +4.3% | 391 | $702K |
| Osaic Holdings, Inc. | 0.00% | Add +5.1% | 390 | $701K |
| Pathstone Holdings, LLC | 0.00% | Add +8.5% | 384 | $690K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.8% | 382 | $686K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 380 | $682K |
| Kathleen S. Wright Associates Inc. | 0.26% | No change | 380 | $676K |
| Roundview Capital LLC | 0.04% | No change | 375 | $674K |
| Glenmede Investment Management, LP | 0.00% | — | 374 | $672K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -23.5% | 372 | $668K |
| American Capital Advisory, LLC | 0.32% | No change | 357 | $641K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -47.8% | 356 | $639K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $634K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.3% | 350 | $629K |
| Bryant Woods Investment Advisors, LLC | 0.26% | No change | 340 | $611K |
| Global Retirement Partners, LLC | 0.01% | — | 328 | $589K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.9% | 327 | $587K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 324 | $582K |
| Lummis Asset Management, LP | 0.37% | No change | 325 | $569K |
| Legacy Wealth Asset Management, LLC | 0.14% | Reduce -1.9% | 306 | $549K |
| Jain Global LLC | 0.01% | New | 300 | $539K |
| Walleye Capital LLC | 0.01% | New | 300 | $539K |
| SummitTX Capital, L.P. | 0.02% | New | 299 | $537K |
| Brown Miller Wealth Management, LLC | 0.17% | No change | 298 | $536K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 288 | $517K |
| Essex Bank | 0.12% | No change | 284 | $510K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.2% | 282 | $506K |
| Highlander Partners, L.P. | 0.19% | No change | 280 | $503K |
| Squarepoint Ops LLC | 0.00% | Add +42.4% | 279 | $501K |
| Voya Investment Management LLC | 0.00% | Reduce -46.8% | 279 | $501K |
| Atria Investments, Inc | 0.01% | Reduce -55.8% | 269 | $483K |
| Shotwell Rutter Baer Inc | 0.33% | No change | 270 | $482K |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 261 | $469K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $454K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.0% | 242 | $435K |
| Petrus Trust Company, LTA | 0.04% | New | 238 | $427K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +13.1% | 233 | $418K |
| Algert Global LLC | 0.01% | No change | 233 | $418K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +43.8% | 230 | $413K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.5% | 231 | $412K |
| Athena Investment Management | 0.23% | Reduce -0.9% | 229 | $411K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.5% | 229 | $411K |
| Yorktown Management & Research Co Inc | 0.38% | No change | 220 | $395K |
| Premier Fund Managers Ltd | 0.01% | New | 221 | $395K |
| One Wealth Advisors, LLC | 0.05% | No change | 215 | $386K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.3% | 214 | $384K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -14.5% | 213 | $382K |
| Wedbush Securities Inc. | 0.01% | Add +2.9% | 211 | $379K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 211 | $379K |
| Deutsche Bank AG | 0.00% | Reduce -34.8% | 210 | $377K |
| Hudson Value Partners, LLC | 0.13% | No change | 206 | $370K |
| Nebula Research & Development LLC | 0.03% | Reduce -73.6% | 201 | $361K |
| Sage Investment Counsel LLC | 0.42% | No change | 200 | $359K |
| Principal Securities, Inc. | 0.01% | Add +8.1% | 200 | $359K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $359K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 200 | $359K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $357K |
| Vise Technologies, Inc. | 0.01% | — | 196 | $352K |
| Bank of Nova Scotia | 0.00% | Add +26.4% | 196 | $352K |
| Martingale Asset Management L P | 0.01% | Reduce -68.5% | 191 | $343K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +216.7% | 190 | $341K |
| BNP Paribas Financial Markets | 0.00% | Add +27.9% | 188 | $338K |
| Savant Capital, LLC | 0.00% | Add +29.9% | 187 | $336K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 185 | $332K |
| GAMMA Investing LLC | 0.02% | Add +139.5% | 182 | $327K |
| Arax Advisory Partners | 0.01% | Reduce -0.6% | 181 | $326K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -2.8% | 177 | $318K |
| Mgo One Seven LLC | 0.01% | No change | 175 | $314K |
| Choreo, LLC | 0.00% | Add +0.6% | 173 | $311K |
| Two Sigma Securities, LLC | 0.04% | Reduce -20.2% | 170 | $305K |
| NewEdge Advisors, LLC | 0.00% | No change | 170 | $305K |
| Sterling Capital Management LLC | 0.00% | Add +21.9% | 167 | $300K |
| Isthmus Partners, LLC | 0.03% | No change | 164 | $294K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +30.6% | 158 | $284K |
| Keybank National Association | 0.00% | Reduce -13.7% | 158 | $284K |
| Prudential Financial Inc. | 0.00% | New | 150 | $279K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -18.9% | 155 | $278K |
| Evelyn Partners Asset Management Ltd | 0.07% | No change | 154 | $277K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $269K |
| CreativeOne Wealth, LLC | 0.01% | No change | 148 | $266K |
| Zacks Investment Management | 0.00% | No change | 148 | $266K |
| Chapman Investment Management, LLC | 0.18% | No change | 143 | $257K |
| Riverwater Partners LLC | 0.12% | No change | 142 | $255K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 140 | $251K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -14.1% | 140 | $251K |
| Utah Retirement Systems | 0.00% | No change | 134 | $241K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.9% | 133 | $239K |
| Quadrant Capital Group LLC | 0.01% | Reduce -8.9% | 133 | $239K |
| Amalgamated Bank | 0.00% | Reduce -3.0% | 130 | $233K |
| Connable Office Inc. | 0.02% | Reduce -14.0% | 129 | $232K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.3% | 128 | $231K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -28.3% | 127 | $228K |
| M&T Bank Corp | 0.00% | Reduce -11.3% | 125 | $224K |
| Columbia Asset Management | 0.04% | No change | 125 | $224K |
| Merit Financial Group, LLC | 0.00% | New | 122 | $219K |
| Avantax Advisory Services, Inc. | 0.00% | New | 121 | $218K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | No change | 120 | $215K |
| Vident Advisory, LLC | 0.00% | New | 120 | $215K |
| Xponance LLC | 0.00% | Add +3.5% | 120 | $215K |
| Mercer Global Advisors Inc. | 0.00% | New | 118 | $212K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.9% | 117 | $210K |
| Evergreen Capital Management LLC | 0.01% | Reduce -12.9% | 115 | $207K |
| US Bancorp \de | 0.00% | Reduce -23.8% | 115 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.1% | 105 | $189K |
| Citadel Investment Advisory, Inc. | 0.09% | No change | 100 | $180K |
| Eastern Bank | 0.00% | No change | 100 | $180K |
| Bessemer Group Inc. | 0.00% | No change | 94 | $169K |
| LRI Investments, LLC | 0.01% | No change | 90 | $162K |
| Blue Trust, Inc. | 0.00% | Reduce -9.4% | 77 | $138K |
| State of Wyoming | 0.02% | New | 76 | $136K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 76 | $136K |
| KBC Group NV | 0.00% | Reduce -42.4% | 72 | $129K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.6% | 71 | $127K |
| Smithfield Trust Co | 0.01% | Reduce -12.3% | 64 | $114K |
| MAI Capital Management | 0.00% | Reduce -13.7% | 63 | $113K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $110K |
| Clearstead Advisors, LLC | 0.00% | Add +1250.0% | 54 | $97K |
| Signaturefd, LLC | 0.00% | Add +4.0% | 52 | $93K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $90K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.0% | 48 | $86K |
| Parallel Advisors, LLC | 0.00% | Add +70.4% | 46 | $83K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +230.8% | 43 | $77K |
| MetLife Investment Management, LLC | 0.00% | Reduce -6.7% | 42 | $75K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $71K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -81.8% | 38 | $68K |
| Versant Capital Management, Inc | 0.01% | Reduce -63.7% | 33 | $59K |
| WPG Advisers, LLC | 0.05% | Reduce -17.9% | 32 | $57K |
| TD Private Client Wealth LLC | 0.00% | Add +3.2% | 32 | $57K |
| Cwm, LLC | 0.00% | Add +34.8% | 31 | $56K |
| Allworth Financial LP | 0.00% | Add +12.0% | 28 | $50K |
| Steph & Co. | 0.02% | New | 26 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.2% | 25 | $45K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 22 | $40K |
| Fortitude Family Office, LLC | 0.01% | Add +10.5% | 21 | $38K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +90.0% | 19 | $34K |
| Fifth Third Bancorp | 0.00% | Add +183.3% | 17 | $31K |
| Huntington National Bank | 0.00% | Reduce -30.4% | 16 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $27K |
| Private Trust Co. NA | 0.00% | Reduce -6.7% | 14 | $25K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $22K |
| Sierra Ocean, LLC | 0.02% | No change | 12 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -42.9% | 12 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -35.3% | 11 | $20K |
| Acadian Asset Management LLC | 0.00% | No change | 10 | $17K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $14K |
| Binnacle Investments Inc | 0.01% | No change | 7 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +75.0% | 7 | $12K |
| Covestor Ltd | 0.01% | Reduce -95.1% | 6 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 7 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $11K |
| Hemington Wealth Management | 0.00% | No change | 6 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $9K |
| Spire Wealth Management | 0.00% | Reduce -37.5% | 5 | $9K |
| CoreFirst Bank & Trust | 0.00% | New | 4 | $7K |
| Bayforest Capital Ltd | 0.00% | New | 4 | $7K |
| Brooklyn Investment Group | 0.00% | Add +300.0% | 4 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -89.7% | 3 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 3 | $5K |
| SouthState Bank Corp | 0.00% | New | 3 | $5K |
| TD Capital Management LLC | 0.00% | No change | 2 | $4K |
| Kilter Group LLC | 0.00% | New | 2 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 1 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 1 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $2K |
| IFP Advisors, Inc | 0.00% | New | 1 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 1 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -75.0% | 1 | $2K |
| Assetmark, Inc. | 0.00% | New | 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.