White Mountains Insurance GPWTM
13F holders, Q3 2025 (September 30)338holders +13
42new positions
26sold out
6famous investors
$1672.08avg. 13F price*
At the end of Q3 2025, 338 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, up 13 from Q2 2025. 42 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($412.9M), Dimensional Fund Advisors LP ($262.8M) and Morgan Stanley ($232.1M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- White Mountains Insurance GP
- CUSIP
- G9618E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $27.4M |
| Exits | 26 | $17.1M |
All 13F filers, Q2 2025 → Q3 2025: 167,377 shares bought and 129,040 shares sold, net +38,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 247,004 | $412.9M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.9% | 157,217 | $262.8M |
| Morgan Stanley | 0.01% | Reduce -15.9% | 138,862 | $232.1M |
| Neuberger Berman Group LLC | 0.14% | Add +37.4% | 115,015 | $192.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 112,579 | $188.2M |
| River Road Asset Management, LLC | 2.05% | Reduce -0.3% | 109,588 | $183.2M |
| Fuller & Thaler Asset Management, Inc. | 0.61% | Add +7.0% | 108,091 | $180.7M |
| Cooke & Bieler LP | 1.86% | Add +40.5% | 107,851 | $180.3M |
| Fiduciary Management Inc. | 1.60% | Add +32.0% | 94,383 | $157.8M |
| Boston Partners | 0.15% | Reduce -5.5% | 84,445 | $142.5M |
| Wallace Capital Management Inc. | 16.93% | Add +3.1% | 81,489 | $136.2M |
| London Co. of Virginia | 0.62% | Reduce -2.9% | 66,802 | $111.7M |
| State Street Corp. | 0.00% | Reduce -4.9% | 54,444 | $91.0M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -24.1% | 47,772 | $79.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.0% | 42,090 | $70.4M |
| Reinhart Partners, Llc. | 2.26% | Reduce -0.2% | 41,609 | $69.6M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 38,812 | $64.9M |
| Lord, Abbett & Co. LLC | 0.19% | Add +14.6% | 36,919 | $61.7M |
| Southeastern Asset Management Inc. | 2.70% | Add +50.0% | 31,652 | $52.9M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +7.1% | 31,698 | $52.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.2% | 29,392 | $49.1M |
| Cannell & Spears LLC | 0.89% | Reduce -0.2% | 28,288 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 24,232 | $40.5M |
| Mraz, Amerine & Associates, Inc. | 5.89% | Add +4.8% | 22,606 | $37.8M |
| Brown Advisory Inc. | 0.04% | Reduce -2.5% | 20,332 | $34.0M |
| Wellington Management Group LLP | 0.01% | Reduce -22.1% | 19,211 | $32.1M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 17,757 | $29.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 17,591 | $29.4M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -3.3% | 17,239 | $28.8M |
| Select Equity Group, L.P. | 0.12% | Reduce -5.2% | 16,946 | $28.3M |
| Elkhorn Partners Limited Partnership | 16.80% | Reduce -0.6% | 14,810 | $24.8M |
| WCM Investment Management, LLC | 0.05% | Add +1.1% | 13,235 | $22.2M |
| Horizon Kinetics Asset Management LLC | 0.27% | Add +19.3% | 13,084 | $21.9M |
| UBS Group AG | 0.00% | Add +141.1% | 12,085 | $20.2M |
| Speece Thorson Capital Group Inc. | 3.76% | Reduce -1.1% | 11,262 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.0% | 10,102 | $16.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 9,352 | $15.6M |
| California Public Employees Retirement System | 0.01% | Reduce -11.2% | 9,232 | $15.4M |
| Thompson Siegel & Walmsley LLC | 0.23% | Add +4.2% | 8,652 | $14.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -51.7% | 8,526 | $14.3M |
| Perpetual Ltd | 0.17% | Add +5.2% | 8,127 | $13.6M |
| GW&K Investment Management, LLC | 0.12% | Reduce -3.2% | 8,010 | $13.4M |
| Susquehanna International Group, LLP | 0.02% | Add +2455.6% | 7,360 | $12.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +3.5% | 7,106 | $11.9M |
| Gotham Asset Management | 0.05% | Add +618.6% | 6,899 | $11.5M |
| Royce & Associates LP | 0.10% | Reduce -4.6% | 6,302 | $10.5M |
| Quantinno Capital Management LP | 0.03% | Add +41.1% | 6,054 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.2% | 5,911 | $9.9M |
| AQR Capital Management | 0.01% | Reduce -26.9% | 5,913 | $9.8M |
| Bradley Foster & Sargent Inc. | 0.14% | Add +0.4% | 5,546 | $9.3M |
| Phocas Financial Corp. | 1.19% | Add +2.1% | 5,505 | $9.2M |
| Sei Investments Co. | 0.01% | Add +9.8% | 5,386 | $9.0M |
| Williams Jones Wealth Management, LLC. | 0.10% | No change | 5,193 | $8.7M |
| Swiss National Bank | 0.00% | No change | 4,946 | $8.3M |
| Jane Street Group, LLC | 0.01% | Reduce -20.6% | 4,820 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Add +86.0% | 4,322 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 4,232 | $7.1M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 4,049 | $6.8M |
| Prospector Partners LLC | 0.77% | Reduce -7.2% | 3,783 | $6.3M |
| HRT Financial LP | 0.02% | Reduce -29.5% | 3,587 | $6.0M |
| Nuveen, LLC | 0.00% | No change | 3,458 | $5.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -5.7% | 3,326 | $5.6M |
| Invesco Ltd. | 0.00% | Reduce -9.0% | 3,317 | $5.5M |
| Lee Danner & Bass Inc. | 0.38% | No change | 3,148 | $5.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +20.2% | 3,142 | $5.3M |
| Creative Planning | 0.00% | Add +9.2% | 3,102 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.0% | 3,028 | $5.1M |
| Lighthouse Investment Partners, LLC | 0.18% | New | 2,939 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +4.3% | 2,852 | $4.8M |
| New York State Common Retirement Fund | 0.01% | No change | 2,519 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Add +3.1% | 2,512 | $4.2M |
| California State Teachers Retirement System | 0.00% | Add +2.6% | 2,433 | $4.1M |
| LPL Financial LLC | 0.00% | Add +16.2% | 2,306 | $3.9M |
| American Century Companies Inc. | 0.00% | Reduce -64.8% | 2,242 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | No change | 2,173 | $3.6M |
| Forum Financial Management, LP | 0.05% | No change | 2,016 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +2.1% | 1,940 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 1,882 | $3.1M |
| Parsons Capital Management Inc. | 0.18% | Reduce -0.5% | 1,882 | $3.1M |
| Renaissance Technologies | 0.00% | New | 1,851 | $3.1M |
| Agf Management Ltd. | 0.01% | Add +33.6% | 1,780 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -19.2% | 1,770 | $3.0M |
| Atlantic Union Bankshares Corp | 0.06% | New | 1,765 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +15.3% | 1,572 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +717.0% | 1,536 | $2.6M |
| Citigroup Inc. | 0.00% | Add +9.3% | 1,489 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 1,465 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | Reduce -82.4% | 1,371 | $2.3M |
| Focus Partners Wealth | 0.00% | Reduce -15.2% | 1,353 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 1,316 | $2.2M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -2.5% | 1,261 | $2.1M |
| Leuthold Group, LLC | 0.22% | Add +3.5% | 1,206 | $2.0M |
| 1834 Investment Advisors Co. | 0.24% | No change | 1,176 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -5.4% | 1,173 | $2.0M |
| Pecaut & Co. | 0.63% | No change | 1,167 | $2.0M |
| TD Asset Management Inc | 0.00% | Reduce -27.9% | 1,166 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.2% | 1,155 | $1.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.2% | 1,125 | $1.9M |
| Janus Henderson Group PLC | 0.00% | No change | 1,123 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +19.6% | 1,117 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Add +83.3% | 1,100 | $1.8M |
| Cove Street Capital, LLC | 2.38% | Add +128.5% | 1,083 | $1.8M |
| Autumn Glory Partners, LLC | 0.74% | No change | 1,080 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.7% | 983 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.3% | 955 | $1.6M |
| Barclays PLC | 0.00% | Reduce -71.9% | 952 | $1.6M |
| Millennium Management | 0.00% | Reduce -32.9% | 934 | $1.6M |
| Oddo BHF Asset Management Sas | 0.06% | Reduce -3.5% | 930 | $1.6M |
| Brave Asset Management Inc. | 0.38% | No change | 924 | $1.5M |
| Magnetar Financial LLC | 0.01% | New | 881 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.11% | Reduce -71.4% | 852 | $1.4M |
| Holocene Advisors, LP | 0.00% | New | 839 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +122.6% | 828 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.4% | 818 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.5% | 814 | $1.4M |
| Regency Capital Management Inc.\DE | 0.64% | New | 811 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +20.4% | 792 | $1.3M |
| Equitable Trust Co. | 0.06% | No change | 787 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -36.5% | 767 | $1.3M |
| Aquatic Capital Management LLC | 0.02% | New | 765 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 762 | $1.3M |
| Ethic Inc. | 0.02% | Reduce -4.7% | 743 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 734 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -6.8% | 707 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +10.2% | 702 | $1.2M |
| Texas Yale Capital Corp. | 0.04% | New | 680 | $1.1M |
| Oak Thistle LLC | 0.17% | New | 657 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.5% | 636 | $1.1M |
| FMR LLC | 0.00% | Add +11.4% | 625 | $1.0M |
| &partners | 0.01% | Reduce -2.2% | 623 | $1.0M |
| Midwest Professional Planners, LTD. | 0.25% | Reduce -1.0% | 622 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | New | 617 | $1.0M |
| Brandes Investment Partners, LP | 0.01% | Add +7.7% | 614 | $1.0M |
| Tidal Investments LLC | 0.00% | New | 608 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +19.8% | 605 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -29.6% | 598 | $999K |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.0% | 516 | $981K |
| AMG National Trust Bank | 0.02% | Add +0.3% | 577 | $964K |
| Sendero Wealth Management, LLC | 0.11% | Add +34.1% | 562 | $939K |
| King Luther Capital Management Corp. | 0.00% | Reduce -6.7% | 560 | $936K |
| Caprock Group, LLC | 0.02% | — | 492 | $900K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.9% | 534 | $893K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | No change | 533 | $891K |
| Arax Advisory Partners | 0.01% | Add +180.7% | 508 | $851K |
| Parker Investment Management, LLC | 0.11% | No change | 500 | $836K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -44.4% | 500 | $836K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.1% | 495 | $827K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 476 | $796K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 462 | $772K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -7.2% | 452 | $756K |
| Legacy Advisors, LLC | 0.09% | — | 450 | $752K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 438 | $732K |
| Osaic Holdings, Inc. | 0.00% | Add +5.9% | 413 | $731K |
| Bank of Montreal | 0.00% | No change | 432 | $722K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +121.0% | 420 | $702K |
| ExodusPoint Capital Management, LP | 0.01% | Add +12.6% | 401 | $670K |
| Choreo, LLC | 0.01% | Add +128.9% | 396 | $662K |
| Walleye Capital LLC | 0.01% | Add +32.0% | 396 | $662K |
| Franklin Resources Inc. | 0.00% | Reduce -8.8% | 396 | $662K |
| Hengehold Capital Management LLC | 0.06% | Reduce -20.1% | 394 | $659K |
| Pathstone Holdings, LLC | 0.00% | Add +2.1% | 392 | $655K |
| Kathleen S. Wright Associates Inc. | 0.24% | Reduce -10.5% | 340 | $647K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 380 | $635K |
| Roundview Capital LLC | 0.04% | Reduce -0.5% | 373 | $624K |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.4% | 369 | $617K |
| Capstone Investment Advisors, LLC | 0.01% | New | 368 | $615K |
| Cetera Investment Advisers | 0.00% | Add +39.5% | 364 | $609K |
| Glenmede Investment Management, LP | 0.00% | Reduce -3.2% | 362 | $605K |
| American Capital Advisory, LLC | 0.28% | No change | 357 | $597K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $590K |
| Russell Investments Group, Ltd. | 0.00% | Add +200.0% | 351 | $587K |
| Pictet Asset Management Holding SA | 0.00% | No change | 350 | $585K |
| Global Retirement Partners, LLC | 0.01% | Add +4.6% | 343 | $573K |
| Bryant Woods Investment Advisors, LLC | 0.22% | No change | 340 | $568K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.8% | 337 | $563K |
| Lummis Asset Management, LP | 0.36% | No change | 325 | $543K |
| Farringdon Capital, Ltd. | 0.13% | New | 310 | $518K |
| Virtu Financial LLC | 0.03% | New | 309 | $516K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +0.7% | 308 | $515K |
| Shotwell Rutter Baer Inc | 0.33% | No change | 270 | $512K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 300 | $502K |
| Jain Global LLC | 0.01% | Reduce -0.3% | 299 | $500K |
| Brown Miller Wealth Management, LLC | 0.14% | No change | 298 | $499K |
| Balyasny Asset Management L.P. | 0.00% | New | 298 | $498K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +27.0% | 292 | $488K |
| Cresset Asset Management, LLC | 0.00% | Add +0.7% | 284 | $475K |
| Essex Bank | 0.11% | No change | 284 | $475K |
| Citadel Advisors | 0.00% | Reduce -76.0% | 281 | $470K |
| Highlander Partners, L.P. | 0.16% | No change | 280 | $468K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -22.3% | 254 | $425K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 253 | $423K |
| State of Wisconsin Investment Board | 0.00% | Add +2.9% | 249 | $416K |
| Nicolet Advisory Services, LLC | 0.03% | New | 213 | $406K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.0% | 240 | $401K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.1% | 210 | $400K |
| Deutsche Bank AG | 0.00% | Add +11.4% | 234 | $391K |
| Athena Investment Management | 0.20% | No change | 229 | $383K |
| Wedbush Securities Inc. | 0.01% | Add +6.2% | 224 | $374K |
| Rockefeller Capital Management L.P. | 0.00% | New | 220 | $368K |
| Venturi Wealth Management, LLC | 0.02% | Add +0.5% | 214 | $358K |
| Mariner, LLC | 0.00% | Reduce -71.2% | 214 | $357K |
| Private Advisor Group, LLC | 0.00% | No change | 211 | $353K |
| Principal Securities, Inc. | 0.01% | Add +5.0% | 210 | $351K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +49.3% | 209 | $349K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.8% | 208 | $348K |
| National Wealth Management Group, LLC | 0.13% | New | 208 | $348K |
| Voya Investment Management LLC | 0.00% | Reduce -25.4% | 208 | $348K |
| Hudson Value Partners, LLC | 0.11% | No change | 206 | $344K |
| Bank of Nova Scotia | 0.00% | Add +3.1% | 202 | $338K |
| Sage Investment Counsel LLC | 0.37% | No change | 200 | $334K |
| SummitTX Capital, L.P. | 0.01% | Reduce -33.1% | 200 | $334K |
| Evercore Wealth Management, LLC | 0.00% | No change | 200 | $334K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 200 | $334K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | No change | 199 | $333K |
| Two Sigma Securities, LLC | 0.05% | Add +14.1% | 194 | $324K |
| SG Americas Securities, LLC | 0.00% | New | 191 | $319K |
| Riverwater Partners LLC | 0.13% | Add +33.8% | 190 | $318K |
| Vise Technologies, Inc. | 0.01% | Reduce -3.1% | 190 | $318K |
| Atria Investments, Inc | 0.00% | Reduce -30.5% | 187 | $313K |
| Mgo One Seven LLC | 0.01% | Add +6.9% | 187 | $313K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 187 | $313K |
| Inceptionr LLC | 0.07% | New | 185 | $309K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 183 | $306K |
| One Wealth Advisors, LLC | 0.04% | Reduce -14.9% | 183 | $306K |
| GAMMA Investing LLC | 0.02% | Add +0.6% | 183 | $306K |
| Squarepoint Ops LLC | 0.00% | Reduce -36.2% | 178 | $298K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 177 | $296K |
| NewEdge Advisors, LLC | 0.00% | No change | 170 | $284K |
| Keybank National Association | 0.00% | Add +5.7% | 167 | $279K |
| Marex Group Ltd | 0.00% | New | 163 | $272K |
| HUB Investment Partners, LLC | 0.01% | New | 160 | $267K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +106.6% | 157 | $262K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 157 | $262K |
| Zacks Investment Management | 0.00% | Add +6.1% | 157 | $262K |
| Prudential Financial Inc. | 0.00% | Add +4.0% | 156 | $261K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 154 | $257K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.8% | 154 | $257K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.4% | 150 | $251K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -3.2% | 150 | $251K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $251K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.4% | 149 | $250K |
| Mercer Global Advisors Inc. | 0.00% | Add +24.6% | 147 | $246K |
| Evergreen Capital Management LLC | 0.01% | Add +27.0% | 146 | $244K |
| Freestone Grove Partners LP | 0.00% | New | 144 | $241K |
| Chapman Investment Management, LLC | 0.17% | No change | 143 | $239K |
| Utah Retirement Systems | 0.00% | No change | 134 | $224K |
| Quadrant Capital Group LLC | 0.01% | No change | 133 | $222K |
| NewEdge Wealth, LLC | 0.00% | New | 117 | $222K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -0.8% | 132 | $221K |
| Requisite Capital Management, LLC | 0.04% | New | 129 | $216K |
| Connable Office Inc. | 0.02% | No change | 129 | $216K |
| Pinnacle Associates Ltd. | 0.00% | No change | 127 | $212K |
| HB Wealth Management, LLC | 0.00% | New | 126 | $211K |
| Amalgamated Bank | 0.00% | Reduce -3.9% | 125 | $209K |
| Columbia Asset Management | 0.04% | No change | 125 | $209K |
| US Bancorp \de | 0.00% | Add +7.0% | 123 | $206K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.6% | 120 | $201K |
| Roehl & Yi Investment Advisors, LLC | 0.09% | No change | 120 | $201K |
| Xponance LLC | 0.00% | No change | 120 | $201K |
| State of Alaska, Department of Revenue | 0.00% | New | 117 | $195K |
| Blue Trust, Inc. | 0.00% | Add +46.8% | 113 | $189K |
| Macquarie Group Ltd. | 0.00% | New | 107 | $179K |
| Eastern Bank | 0.00% | No change | 100 | $167K |
| Citadel Investment Advisory, Inc. | 0.08% | No change | 100 | $167K |
| Bessemer Group Inc. | 0.00% | No change | 94 | $157K |
| LRI Investments, LLC | 0.01% | Reduce -8.9% | 82 | $137K |
| State of Wyoming | 0.01% | No change | 76 | $127K |
| KBC Group NV | 0.00% | No change | 72 | $120K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.2% | 68 | $114K |
| Smithfield Trust Co | 0.00% | No change | 64 | $107K |
| MAI Capital Management | 0.00% | Reduce -1.6% | 62 | $104K |
| Colonial Trust Co / SC | 0.01% | No change | 61 | $102K |
| Quent Capital, LLC | 0.01% | New | 60 | $100K |
| STRS Ohio | 0.00% | Reduce -96.2% | 60 | $100K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 53 | $89K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $84K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.2% | 47 | $79K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.2% | 45 | $75K |
| Advisory Services Network, LLC | 0.00% | New | 45 | $75K |
| MetLife Investment Management, LLC | 0.00% | No change | 42 | $70K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $66K |
| Allworth Financial LP | 0.00% | Add +25.0% | 35 | $59K |
| WPG Advisers, LLC | 0.04% | No change | 32 | $53K |
| Clearstead Advisors, LLC | 0.00% | Reduce -42.6% | 31 | $52K |
| Quarry LP | 0.01% | New | 31 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.2% | 30 | $50K |
| Steph & Co. | 0.01% | Add +11.5% | 29 | $48K |
| Covestor Ltd | 0.03% | Add +366.7% | 28 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 25 | $42K |
| Fortitude Family Office, LLC | 0.01% | No change | 21 | $35K |
| Ameriflex Group, Inc. | 0.01% | New | 20 | $33K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $32K |
| TD Private Client Wealth LLC | 0.00% | Reduce -43.8% | 18 | $30K |
| Fifth Third Bancorp | 0.00% | No change | 17 | $28K |
| Huntington National Bank | 0.00% | No change | 16 | $27K |
| Versant Capital Management, Inc | 0.00% | Reduce -51.5% | 16 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $25K |
| Private Trust Co. NA | 0.00% | Add +7.1% | 15 | $25K |
| Cwm, LLC | 0.00% | Reduce -51.6% | 15 | $25K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 14 | $23K |
| Hemington Wealth Management | 0.00% | Add +133.3% | 14 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $20K |
| Jones Financial Companies LLLP | 0.00% | Reduce -42.1% | 11 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.3% | 11 | $18K |
| Wealthspire Advisors, LLC | 0.00% | New | 9 | $15K |
| Bayforest Capital Ltd | 0.01% | Add +125.0% | 9 | $15K |
| SJS Investment Consulting Inc. | 0.00% | New | 9 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 8 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 7 | $12K |
| Binnacle Investments Inc | 0.01% | No change | 7 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.9% | 7 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 7 | $12K |
| Proffitt & Goodson Inc. | 0.00% | New | 6 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $8K |
| Premier Fund Managers Ltd | 0.00% | Reduce -97.7% | 5 | $8K |
| CoreFirst Bank & Trust | 0.00% | No change | 4 | $7K |
| Assetmark, Inc. | 0.00% | Add +300.0% | 4 | $7K |
| SouthState Bank Corp | 0.00% | No change | 3 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 3 | $5K |
| Spire Wealth Management | 0.00% | Reduce -40.0% | 3 | $5K |
| TD Capital Management LLC | 0.00% | No change | 2 | $3K |
| Kilter Group LLC | 0.00% | No change | 2 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 1 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $2K |
| Rothschild Investment LLC | 0.00% | New | 1 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 1 | $1K |
"% of holder's portfolio" is WTM's weight in each manager's 13F, not the share of White Mountains Insurance GP the manager owns.