White Mountains Insurance GPWTM
13F holders, Q4 2025 (December 31)353holders +15
45new positions
35sold out
6famous investors
$2077.59avg. 13F price*
At the end of Q4 2025, 353 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, up 15 from Q3 2025. 45 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($489.8M), Dimensional Fund Advisors LP ($325.4M) and Neuberger Berman Group LLC ($269.4M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- White Mountains Insurance GP
- CUSIP
- G9618E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $100.5M |
| Exits | 35 | $29.4M |
All 13F filers, Q3 2025 → Q4 2025: 109,501 shares bought and 222,242 shares sold, net −112,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.6% | 235,698 | $489.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.4% | 156,604 | $325.4M |
| Neuberger Berman Group LLC | 0.20% | Add +12.7% | 129,654 | $269.4M |
| River Road Asset Management, LLC | 2.76% | Add +10.3% | 120,880 | $251.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 112,289 | $233.3M |
| Fuller & Thaler Asset Management, Inc. | 0.76% | Add +0.1% | 108,172 | $224.8M |
| Cooke & Bieler LP | 2.31% | Reduce -1.2% | 106,579 | $221.5M |
| Fiduciary Management Inc. | 2.06% | Reduce -4.3% | 90,333 | $187.7M |
| Morgan Stanley | 0.01% | Reduce -40.8% | 82,151 | $170.7M |
| Wallace Capital Management Inc. | 20.10% | Reduce -1.4% | 80,347 | $167.0M |
| Boston Partners | 0.17% | Reduce -8.9% | 76,911 | $159.7M |
| London Co. of Virginia | 0.70% | Reduce -12.1% | 58,697 | $122.0M |
| State Street Corp. | 0.00% | Reduce -6.9% | 50,663 | $105.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -6.7% | 44,560 | $92.6M |
| Reinhart Partners, Llc. | 2.74% | Add +5.7% | 43,973 | $91.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.4% | 41,518 | $86.3M |
| Lord, Abbett & Co. LLC | 0.23% | Reduce -8.5% | 33,796 | $70.2M |
| Gendell Jeffrey L | 1.18% | New | 32,520 | $67.6M |
| Norges Bank | 0.01% | — | 32,184 | $66.9M |
| Southeastern Asset Management Inc. | 2.93% | No change | 31,652 | $65.8M |
| Bank of America Corp. | 0.00% | Reduce -25.8% | 28,809 | $59.9M |
| Cannell & Spears LLC | 1.10% | Reduce -0.6% | 28,115 | $58.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -18.4% | 23,969 | $49.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.1% | 23,238 | $48.3M |
| Mraz, Amerine & Associates, Inc. | 6.99% | Add +0.1% | 22,629 | $47.0M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -36.3% | 20,193 | $41.2M |
| Select Equity Group, L.P. | 0.19% | Add +16.3% | 19,713 | $41.0M |
| Brown Advisory Inc. | 0.06% | Reduce -6.8% | 18,956 | $39.4M |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 16,667 | $34.6M |
| Wellington Management Group LLP | 0.01% | Reduce -17.1% | 15,928 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.2% | 15,798 | $32.8M |
| Elkhorn Partners Limited Partnership | 17.85% | Reduce -8.2% | 13,598 | $28.3M |
| Horizon Kinetics Asset Management LLC | 0.37% | Add +0.3% | 13,121 | $27.3M |
| WCM Investment Management, LLC | 0.05% | Reduce -19.3% | 10,682 | $22.2M |
| Speece Thorson Capital Group Inc. | 4.80% | Reduce -5.2% | 10,672 | $22.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 9,141 | $19.0M |
| Thompson Siegel & Walmsley LLC | 0.31% | Add +3.2% | 8,927 | $18.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.6% | 8,831 | $18.4M |
| GW&K Investment Management, LLC | 0.15% | Add +7.6% | 8,621 | $17.9M |
| D. E. Shaw & Co. | 0.01% | Add +242.1% | 8,593 | $17.9M |
| Sei Investments Co. | 0.02% | Add +47.0% | 7,916 | $16.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +109257.1% | 7,655 | $15.9M |
| Quantinno Capital Management LP | 0.03% | Add +20.1% | 7,271 | $15.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -5.0% | 6,752 | $14.0M |
| Gotham Asset Management | 0.05% | Reduce -2.6% | 6,716 | $14.0M |
| California Public Employees Retirement System | 0.01% | Reduce -27.3% | 6,716 | $14.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -26.2% | 6,296 | $13.1M |
| UBS Group AG | 0.00% | Reduce -50.3% | 6,001 | $12.5M |
| Royce & Associates LP | 0.13% | Reduce -5.6% | 5,947 | $12.4M |
| Phocas Financial Corp. | 1.48% | Reduce -0.3% | 5,491 | $11.4M |
| Bradley Foster & Sargent Inc. | 0.17% | Reduce -1.6% | 5,456 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.0% | 5,260 | $10.9M |
| Williams Jones Wealth Management, LLC. | 0.12% | No change | 5,193 | $10.8M |
| Swiss National Bank | 0.01% | Add +2.8% | 5,086 | $10.6M |
| First Trust Advisors LP | 0.01% | New | 4,555 | $9.5M |
| AQR Capital Management | 0.00% | Reduce -24.3% | 4,476 | $9.3M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 4,165 | $8.7M |
| Dark Forest Capital Management LP | 0.34% | New | 3,615 | $7.5M |
| Cerity Partners LLC | 0.01% | Add +82.6% | 3,543 | $7.4M |
| Nuveen, LLC | 0.00% | Add +0.5% | 3,475 | $7.2M |
| Creative Planning | 0.01% | Add +10.1% | 3,415 | $7.1M |
| BNP Paribas Financial Markets | 0.00% | Add +117.5% | 3,340 | $6.9M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -3.0% | 3,226 | $6.7M |
| Lee Danner & Bass Inc. | 0.46% | Reduce -1.4% | 3,103 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 3,053 | $6.3M |
| Legal & General Group Plc | 0.00% | Reduce -25.0% | 3,037 | $6.3M |
| Invesco Ltd. | 0.00% | Reduce -9.7% | 2,995 | $6.2M |
| MML Investors Services, LLC | 0.01% | Add +2.9% | 2,935 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -11.1% | 2,792 | $5.8M |
| Triad Investment Management | 5.36% | — | 2,548 | $5.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.2% | 2,513 | $5.2M |
| California State Teachers Retirement System | 0.01% | Add +1.0% | 2,457 | $5.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.3% | 2,123 | $4.4M |
| Forum Financial Management, LP | 0.05% | No change | 2,016 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 1,990 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -14.8% | 1,965 | $4.1M |
| Parsons Capital Management Inc. | 0.21% | Reduce -0.5% | 1,872 | $3.9M |
| Citigroup Inc. | 0.00% | Add +24.2% | 1,849 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.2% | 1,806 | $3.8M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 1,765 | $3.7M |
| Jane Street Group, LLC | 0.00% | Reduce -64.6% | 1,707 | $3.5M |
| Regency Capital Management Inc.\DE | 1.41% | Add +101.6% | 1,635 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -4.5% | 1,502 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -18.9% | 1,501 | $3.1M |
| Focus Partners Wealth | 0.00% | Add +19.0% | 1,610 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 1,447 | $3.0M |
| Agf Management Ltd. | 0.01% | Reduce -20.9% | 1,408 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 1,312 | $2.7M |
| Citadel Advisors | 0.00% | Add +324.6% | 1,193 | $2.5M |
| Aquatic Capital Management LLC | 0.07% | Add +54.3% | 1,180 | $2.5M |
| 1834 Investment Advisors Co. | 0.31% | No change | 1,176 | $2.4M |
| Pecaut & Co. | 0.78% | No change | 1,167 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.7% | 1,135 | $2.4M |
| Janus Henderson Group PLC | 0.00% | No change | 1,123 | $2.3M |
| Leuthold Group, LLC | 0.25% | Reduce -7.4% | 1,117 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 1,098 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -38.0% | 1,097 | $2.3M |
| Autumn Glory Partners, LLC | 0.79% | No change | 1,080 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -4.2% | 1,070 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -8.1% | 1,034 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -14.2% | 1,000 | $2.1M |
| Holocene Advisors, LP | 0.00% | Add +18.9% | 998 | $2.1M |
| FMR LLC | 0.00% | Add +50.2% | 939 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.0% | 934 | $1.9M |
| Brave Asset Management Inc. | 0.45% | No change | 924 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +260.9% | 913 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +51.5% | 906 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.8% | 906 | $1.9M |
| American Century Companies Inc. | 0.00% | Reduce -60.1% | 895 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -20.0% | 880 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +1.4% | 864 | $1.8M |
| Millennium Management | 0.00% | Reduce -8.3% | 856 | $1.8M |
| Equitable Trust Co. | 0.08% | Add +6.7% | 840 | $1.7M |
| Main Street Financial Solutions, LLC | 0.13% | Reduce -33.8% | 835 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 811 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.5% | 807 | $1.7M |
| Regions Financial Corp. | 0.01% | No change | 792 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.7% | 776 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 767 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +8.4% | 761 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -37.3% | 736 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 734 | $1.5M |
| Private Management Group Inc. | 0.04% | New | 726 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -5.8% | 718 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +386.4% | 715 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +296.6% | 706 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 705 | $1.5M |
| Texas Yale Capital Corp. | 0.04% | Add +1.0% | 687 | $1.4M |
| Ethic Inc. | 0.02% | Reduce -9.6% | 672 | $1.4M |
| Brandes Investment Partners, LP | 0.01% | Add +8.3% | 665 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 658 | $1.4M |
| &partners | 0.01% | Add +2.4% | 638 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -96.4% | 623 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | No change | 617 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -27.5% | 600 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -1.6% | 595 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +3.1% | 595 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +19.8% | 570 | $1.2M |
| Sendero Wealth Management, LLC | 0.13% | No change | 562 | $1.2M |
| King Luther Capital Management Corp. | 0.00% | No change | 560 | $1.2M |
| Jain Global LLC | 0.01% | Add +87.0% | 559 | $1.2M |
| Barclays PLC | 0.00% | Reduce -41.3% | 559 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.9% | 555 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.4% | 536 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.35% | No change | 533 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.4% | 532 | $1.1M |
| Oak Thistle LLC | 0.15% | Reduce -19.3% | 530 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Reduce -61.4% | 529 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.4% | 523 | $1.1M |
| Caprock Group, LLC | 0.02% | Add +3.5% | 509 | $1.1M |
| Prospector Partners LLC | 2.18% | Reduce -87.0% | 490 | $1.0M |
| Entropy Technologies, LP | 0.06% | New | 490 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.3% | 482 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.0% | 475 | $987K |
| Parker Investment Management, LLC | 0.14% | Reduce -5.0% | 475 | $987K |
| Pathstone Holdings, LLC | 0.00% | Add +16.1% | 455 | $946K |
| Legacy Advisors, LLC | 0.10% | No change | 450 | $935K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -2.0% | 443 | $921K |
| Bank of Montreal | 0.00% | Reduce -0.2% | 431 | $896K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 410 | $852K |
| Mariner, LLC | 0.00% | Add +87.8% | 402 | $835K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.3% | 400 | $831K |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 400 | $831K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.1% | 397 | $826K |
| Midwest Professional Planners, LTD. | 0.19% | Reduce -37.6% | 388 | $806K |
| Global Retirement Partners, LLC | 0.01% | Add +13.1% | 388 | $806K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 380 | $790K |
| Cetera Investment Advisers | 0.00% | No change | 364 | $757K |
| Choreo, LLC | 0.01% | Reduce -8.1% | 364 | $757K |
| Quadrature Capital Ltd | 0.01% | New | 360 | $748K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +22.9% | 359 | $746K |
| Roundview Capital LLC | 0.05% | Reduce -4.0% | 358 | $744K |
| Glenmede Trust Co. NA | 0.00% | — | 354 | $736K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $734K |
| American Capital Advisory, LLC | 0.31% | Reduce -4.2% | 342 | $711K |
| Lecap Asset Management Ltd. | 0.28% | New | 340 | $707K |
| Bryant Woods Investment Advisors, LLC | 0.27% | No change | 340 | $707K |
| Lummis Asset Management, LP | 0.42% | No change | 325 | $675K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +104.5% | 321 | $667K |
| Legacy Wealth Asset Management, LLC | 0.16% | Add +1.6% | 313 | $650K |
| Rockefeller Capital Management L.P. | 0.00% | Add +36.4% | 300 | $624K |
| Brown Miller Wealth Management, LLC | 0.17% | No change | 298 | $620K |
| Greenland Capital Management LP | 0.09% | New | 290 | $603K |
| Arax Advisory Partners | 0.02% | Reduce -44.7% | 281 | $585K |
| Highlander Partners, L.P. | 0.21% | No change | 280 | $582K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.8% | 279 | $580K |
| Essex Bank | 0.12% | Reduce -3.2% | 275 | $571K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.7% | 271 | $563K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.8% | 261 | $542K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.4% | 253 | $526K |
| Voya Investment Management LLC | 0.00% | Add +16.8% | 243 | $505K |
| Shotwell Rutter Baer Inc | 0.30% | Reduce -10.4% | 242 | $502K |
| Deutsche Bank AG | 0.00% | Add +1.3% | 237 | $492K |
| Wedbush Securities Inc. | 0.01% | Add +2.2% | 229 | $476K |
| Athena Investment Management | 0.24% | No change | 229 | $476K |
| XTX Topco Ltd | 0.01% | New | 229 | $476K |
| Nicolet Advisory Services, LLC | 0.03% | Add +8.0% | 230 | $474K |
| Hengehold Capital Management LLC | 0.04% | Reduce -42.4% | 227 | $472K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.1% | 227 | $465K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +42.0% | 223 | $463K |
| Venturi Wealth Management, LLC | 0.02% | Add +3.3% | 221 | $459K |
| Principal Securities, Inc. | 0.01% | Add +2.9% | 216 | $449K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 213 | $443K |
| Atria Investments, Inc | 0.00% | Add +11.8% | 209 | $434K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 209 | $434K |
| Hudson Value Partners, LLC | 0.13% | No change | 206 | $428K |
| Mgo One Seven LLC | 0.01% | Add +9.1% | 204 | $424K |
| Tidal Investments LLC | 0.00% | Reduce -66.5% | 204 | $424K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 200 | $416K |
| Sage Investment Counsel LLC | 0.46% | No change | 200 | $416K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $416K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -60.0% | 200 | $416K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $414K |
| GAMMA Investing LLC | 0.02% | Add +8.7% | 199 | $414K |
| NewEdge Advisors, LLC | 0.00% | Add +15.3% | 196 | $407K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.3% | 195 | $405K |
| Riverwater Partners LLC | 0.15% | No change | 190 | $395K |
| Bank of Nova Scotia | 0.00% | Reduce -6.4% | 189 | $393K |
| Savant Capital, LLC | 0.00% | Reduce -1.6% | 180 | $374K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.6% | 178 | $370K |
| Keybank National Association | 0.00% | Add +5.4% | 176 | $366K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.8% | 171 | $356K |
| M&T Bank Corp | 0.00% | New | 166 | $345K |
| Two Sigma Securities, LLC | 0.05% | Reduce -17.5% | 160 | $332K |
| Zacks Investment Management | 0.00% | No change | 157 | $326K |
| Evelyn Partners Asset Management Ltd | 0.08% | No change | 154 | $320K |
| Connable Office Inc. | 0.03% | Add +17.8% | 152 | $316K |
| CreativeOne Wealth, LLC | 0.01% | No change | 150 | $312K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $312K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 150 | $312K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.8% | 146 | $303K |
| Sterling Capital Management LLC | 0.00% | Reduce -5.2% | 146 | $303K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.0% | 143 | $297K |
| Chapman Investment Management, LLC | 0.22% | No change | 143 | $297K |
| Syon Capital LLC | 0.01% | New | 140 | $291K |
| State of Wisconsin Investment Board | 0.00% | Reduce -44.6% | 138 | $287K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 137 | $285K |
| State of Wyoming | 0.03% | Add +76.3% | 134 | $278K |
| Utah Retirement Systems | 0.00% | No change | 134 | $278K |
| HRT Financial LP | 0.00% | Reduce -96.3% | 133 | $276K |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.2% | 132 | $274K |
| HB Wealth Management, LLC | 0.00% | Add +3.2% | 130 | $270K |
| AlphaGrep UK Ltd | 0.09% | — | 129 | $268K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.8% | 128 | $266K |
| Amalgamated Bank | 0.00% | Add +1.6% | 127 | $264K |
| Pinnacle Associates Ltd. | 0.00% | No change | 127 | $264K |
| Columbia Asset Management | 0.05% | No change | 125 | $260K |
| CIBC Asset Management Inc | 0.00% | New | 124 | $258K |
| US Bancorp \de | 0.00% | Add +0.8% | 124 | $258K |
| Xponance LLC | 0.00% | Add +2.5% | 123 | $256K |
| NewEdge Wealth, LLC | 0.00% | Add +4.3% | 122 | $254K |
| Merit Financial Group, LLC | 0.00% | Add +0.8% | 121 | $252K |
| State of Alaska, Department of Revenue | 0.00% | Add +1.7% | 119 | $247K |
| Swiss Life Asset Management Ltd | 0.00% | New | 117 | $243K |
| Johnson Investment Counsel Inc. | 0.00% | New | 115 | $239K |
| Storgate, LLC | 0.19% | — | 113 | $235K |
| Equity Investment Corp. | 0.00% | New | 113 | $235K |
| Kera Capital Partners, Inc. | 0.03% | New | 114 | $233K |
| Jefferies Financial Group Inc. | 0.00% | New | 112 | $233K |
| One Wealth Advisors, LLC | 0.03% | Reduce -39.3% | 111 | $231K |
| Great Lakes Advisors, LLC | 0.00% | New | 110 | $229K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -20.4% | 105 | $218K |
| Ballentine Partners, LLC | 0.00% | New | 105 | $218K |
| Perigon Wealth Management, LLC | 0.00% | New | 102 | $212K |
| Citadel Investment Advisory, Inc. | 0.09% | No change | 100 | $208K |
| Ackerman Asset Management, LLC | 0.14% | New | 100 | $208K |
| CHICAGO TRUST Co NA | 0.03% | New | 100 | $208K |
| Baldwin Wealth Partners LLC | 0.01% | New | 100 | $208K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 100 | $208K |
| Vise Technologies, Inc. | 0.00% | Reduce -47.4% | 100 | $208K |
| Eastern Bank | 0.00% | No change | 100 | $208K |
| First Manhattan Co. Llc. | 0.00% | New | 100 | $208K |
| Clearbridge Investments, LLC | 0.00% | New | 100 | $208K |
| Childress Capital Advisors, LLC | 0.03% | New | 99 | $206K |
| Covestor Ltd | 0.11% | Add +246.4% | 97 | $204K |
| Callan Family Office, LLC | 0.00% | New | 97 | $202K |
| Eagle Bay Advisors LLC | 0.14% | New | 91 | $189K |
| Blue Trust, Inc. | 0.00% | Reduce -21.2% | 89 | $185K |
| LRI Investments, LLC | 0.01% | Reduce -3.7% | 79 | $163K |
| KBC Group NV | 0.00% | No change | 72 | $150K |
| SG Americas Securities, LLC | 0.00% | Reduce -65.5% | 66 | $137K |
| Smithfield Trust Co | 0.01% | No change | 64 | $132K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -8.8% | 62 | $129K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +335.7% | 61 | $127K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $127K |
| Quent Capital, LLC | 0.01% | No change | 60 | $125K |
| MAI Capital Management | 0.00% | Reduce -4.8% | 59 | $123K |
| STRS Ohio | 0.00% | Reduce -1.7% | 59 | $123K |
| Signaturefd, LLC | 0.00% | Add +5.7% | 56 | $116K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.0% | 55 | $114K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.4% | 50 | $104K |
| Steph & Co. | 0.03% | Add +69.0% | 49 | $102K |
| Parallel Advisors, LLC | 0.00% | Add +8.9% | 49 | $102K |
| Allworth Financial LP | 0.00% | Add +22.9% | 43 | $89K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.4% | 41 | $85K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $83K |
| Clearstead Advisors, LLC | 0.00% | Add +19.4% | 37 | $77K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 34 | $71K |
| Quantbot Technologies LP | 0.00% | New | 34 | $71K |
| WPG Advisers, LLC | 0.05% | No change | 32 | $66K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 32 | $66K |
| Quarry LP | 0.01% | Reduce -16.1% | 26 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.0% | 26 | $54K |
| Bessemer Group Inc. | 0.00% | Reduce -72.3% | 26 | $54K |
| Fifth Third Bancorp | 0.00% | Add +47.1% | 25 | $52K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +83.3% | 22 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 21 | $44K |
| Fortitude Family Office, LLC | 0.01% | Reduce -4.8% | 20 | $42K |
| Danske Bank A/S | 0.00% | New | 20 | $42K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.5% | 19 | $39K |
| Brown Brothers Harriman & Co. | 0.00% | New | 19 | $39K |
| TD Private Client Wealth LLC | 0.00% | No change | 18 | $37K |
| Cwm, LLC | 0.00% | Add +20.0% | 18 | $37K |
| Versant Capital Management, Inc | 0.00% | Add +6.3% | 17 | $35K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $31K |
| Private Trust Co. NA | 0.00% | No change | 15 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +36.4% | 15 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Add +100.0% | 14 | $29K |
| Ancora Advisors LLC | 0.00% | New | 14 | $29K |
| Huntington National Bank | 0.00% | Reduce -12.5% | 14 | $29K |
| Torren Management, LLC | 0.01% | — | 13 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $25K |
| Miller Global Investments, LLC | 0.02% | — | 12 | $25K |
| Los Angeles Capital Management LLC | 0.00% | New | 12 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -66.7% | 10 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.2% | 9 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $18K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $17K |
| Bfsg, LLC | 0.00% | New | 8 | $17K |
| Root Financial Partners, LLC | 0.00% | No change | 8 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $17K |
| CoreFirst Bank & Trust | 0.01% | Add +75.0% | 7 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +20.0% | 6 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $12K |
| MV Capital Management, Inc. | 0.00% | Add +300.0% | 4 | $8K |
| SageView Advisory Group, LLC | 0.00% | New | 4 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 4 | $8K |
| Crewe Advisors LLC | 0.00% | New | 3 | $6K |
| SouthState Bank Corp | 0.00% | No change | 3 | $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 |
| Marquette Asset Management, LLC | 0.00% | New | 2 | $4K |
| Quattro Advisors LLC | 0.00% | — | 2 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 2 | $4K |
| Kilter Group LLC | 0.00% | Reduce -50.0% | 1 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $2K |
| Rothschild Investment 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.