White Mountains Insurance GPWTM
13F holders, Q1 2026 (March 31)368holders +15
43new positions
26sold out
7famous investors
$2197.48avg. 13F price*
At the end of Q1 2026, 368 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, up 15 from Q4 2025. 43 opened new positions and 26 sold out. The largest holders were Dimensional Fund Advisors LP ($344.1M), Neuberger Berman Group LLC ($274.0M) and River Road Asset Management, LLC ($264.8M). 7 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $52.5M |
| Exits | 26 | $16.5M |
All 13F filers, Q4 2025 → Q1 2026: 125,233 shares bought and 136,306 shares sold, net −11,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| Dimensional Fund Advisors LP | 0.07% | Add +0.0% | 156,618 | $344.1M |
| Neuberger Berman Group LLC | 0.21% | Reduce -3.8% | 124,715 | $274.0M |
| River Road Asset Management, LLC | 3.01% | Reduce -0.3% | 120,519 | $264.8M |
| Vanguard Portfolio Management LLC | 0.01% | — | 115,553 | $253.9M |
| BlackRock, Inc. | 0.00% | Add +0.9% | 113,328 | $249.0M |
| Vanguard Capital Management LLC | 0.01% | — | 109,157 | $239.8M |
| Cooke & Bieler LP | 2.61% | Reduce -1.6% | 104,857 | $230.4M |
| Fuller & Thaler Asset Management, Inc. | 0.77% | Reduce -3.3% | 104,561 | $229.7M |
| Fiduciary Management Inc. | 2.32% | Reduce -5.8% | 85,066 | $186.9M |
| Wallace Capital Management Inc. | 19.88% | Reduce -1.9% | 78,795 | $173.1M |
| Morgan Stanley | 0.01% | Reduce -27.8% | 59,295 | $130.3M |
| Boston Partners | 0.13% | Reduce -25.3% | 57,459 | $126.2M |
| London Co. of Virginia | 0.77% | Reduce -2.7% | 57,131 | $125.5M |
| State Street Corp. | 0.00% | Reduce -3.0% | 49,158 | $108.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 42,119 | $92.6M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -6.8% | 41,513 | $91.2M |
| Gendell Jeffrey L | 1.13% | Add +16.3% | 37,814 | $83.1M |
| Reinhart Partners, Llc. | 2.36% | Reduce -15.0% | 37,374 | $82.1M |
| Lord, Abbett & Co. LLC | 0.25% | Reduce -2.0% | 33,110 | $72.7M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 28,358 | $62.3M |
| Cannell & Spears LLC | 1.22% | Reduce -0.3% | 28,027 | $61.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.3% | 24,241 | $53.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.1% | 23,951 | $52.6M |
| Mraz, Amerine & Associates, Inc. | 7.19% | Reduce -2.0% | 22,179 | $48.7M |
| Southeastern Asset Management Inc. | 2.04% | Reduce -40.4% | 18,864 | $41.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -7.8% | 18,612 | $40.5M |
| Brown Advisory Inc. | 0.06% | Reduce -5.9% | 17,844 | $39.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +200.1% | 15,783 | $34.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.5% | 15,563 | $34.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 15,495 | $34.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 15,186 | $33.4M |
| Wellington Management Group LLP | 0.01% | Reduce -6.5% | 14,884 | $32.7M |
| Boussard & Gavaudan Investment Management LLP | 7.37% | New | 13,975 | $31.0M |
| Jane Street Group, LLC | 0.03% | Add +708.9% | 13,808 | $30.3M |
| Horizon Kinetics Asset Management LLC | 0.31% | Reduce -0.1% | 13,112 | $28.8M |
| Elkhorn Partners Limited Partnership | 17.76% | Reduce -6.6% | 12,700 | $27.9M |
| Victory Capital Management Inc. | 0.02% | Add +77.0% | 11,145 | $24.5M |
| Sei Investments Co. | 0.02% | Add +40.2% | 11,098 | $24.4M |
| Susquehanna International Group, LLP | 0.03% | Add +8206.8% | 10,965 | $24.1M |
| Select Equity Group, L.P. | 0.12% | Reduce -46.4% | 10,560 | $23.2M |
| UBS Group AG | 0.00% | Add +74.0% | 10,441 | $22.9M |
| Quantinno Capital Management LP | 0.04% | Add +34.6% | 9,784 | $21.5M |
| Speece Thorson Capital Group Inc. | 4.70% | Reduce -11.9% | 9,397 | $20.6M |
| Gotham Asset Management | 0.06% | Add +34.7% | 9,047 | $19.9M |
| D. E. Shaw & Co. | 0.02% | Add +3.7% | 8,910 | $19.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 8,782 | $19.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.4% | 8,444 | $18.6M |
| American Century Companies Inc. | 0.01% | Add +828.3% | 8,308 | $18.3M |
| GW&K Investment Management, LLC | 0.15% | Reduce -8.1% | 7,926 | $17.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.2% | 7,826 | $17.2M |
| AQR Capital Management | 0.01% | Add +72.9% | 7,738 | $17.0M |
| Thompson Siegel & Walmsley LLC | 0.28% | Reduce -19.2% | 7,209 | $15.8M |
| BNP Paribas Financial Markets | 0.01% | Add +98.3% | 6,623 | $14.6M |
| Royce & Associates LP | 0.14% | Add +8.6% | 6,460 | $14.2M |
| California Public Employees Retirement System | 0.01% | Reduce -4.5% | 6,414 | $14.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -10.4% | 6,048 | $13.3M |
| WCM Investment Management, LLC | 0.03% | Reduce -43.9% | 5,995 | $13.2M |
| Williams Jones Wealth Management, LLC. | 0.14% | Add +0.0% | 5,194 | $11.4M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 5,036 | $11.1M |
| Franklin Resources Inc. | 0.00% | Add +1099.5% | 4,798 | $10.5M |
| Nuveen, LLC | 0.00% | Add +24.0% | 4,309 | $9.5M |
| Phocas Financial Corp. | 1.48% | Reduce -21.8% | 4,292 | $9.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 4,132 | $9.1M |
| Creative Planning | 0.01% | Add +18.6% | 4,049 | $8.9M |
| Marshall Wace, LLP | 0.01% | Add +253.2% | 3,878 | $8.5M |
| Lee Danner & Bass Inc. | 0.44% | Add +3.2% | 3,203 | $7.0M |
| Edgestream Partners, L.P. | 0.23% | Add +491.7% | 3,130 | $6.9M |
| First Trust Advisors LP | 0.00% | Reduce -32.9% | 3,058 | $6.7M |
| Invesco Ltd. | 0.00% | Reduce -0.9% | 2,967 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +17.5% | 2,887 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 2,866 | $6.3M |
| Renaissance Technologies | 0.01% | Add +74.0% | 2,611 | $5.7M |
| Citadel Advisors | 0.00% | Add +118.2% | 2,603 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +42.1% | 2,567 | $5.6M |
| New York State Common Retirement Fund | 0.01% | No change | 2,513 | $5.5M |
| Triad Investment Management | 6.52% | Reduce -1.4% | 2,513 | $5.5M |
| MML Investors Services, LLC | 0.01% | Reduce -16.2% | 2,459 | $5.4M |
| Legal & General Group Plc | 0.00% | Reduce -20.7% | 2,408 | $5.3M |
| HRT Financial LP | 0.01% | Add +1685.7% | 2,375 | $5.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 2,325 | $5.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -19.0% | 2,261 | $5.0M |
| Dark Forest Capital Management LP | 0.44% | Reduce -37.6% | 2,255 | $5.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.1% | 2,211 | $4.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +249.8% | 2,179 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | No change | 2,123 | $4.7M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -63.3% | 2,002 | $4.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +135.9% | 1,913 | $4.2M |
| Parsons Capital Management Inc. | 0.19% | Add +0.8% | 1,888 | $4.1M |
| Cerity Partners LLC | 0.01% | Reduce -47.3% | 1,867 | $4.1M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 1,765 | $3.9M |
| Focus Partners Wealth | 0.00% | Reduce -29.9% | 1,129 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +20.9% | 1,703 | $3.7M |
| Regency Capital Management Inc.\DE | 1.51% | Reduce -6.1% | 1,535 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -1.5% | 1,480 | $3.3M |
| HighTower Advisors, LLC | 0.00% | No change | 1,447 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -24.3% | 1,400 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -29.0% | 1,395 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +54.3% | 1,398 | $3.0M |
| Tidal Investments LLC | 0.01% | Add +560.8% | 1,348 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 1,294 | $2.8M |
| Empowered Funds, LLC | 0.02% | New | 1,284 | $2.8M |
| Captrust Financial Advisors | 0.00% | Add +75.2% | 1,235 | $2.7M |
| Quadrature Capital Ltd | 0.03% | Add +236.9% | 1,213 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 1,195 | $2.6M |
| 1834 Investment Advisors Co. | 0.32% | No change | 1,176 | $2.6M |
| Pecaut & Co. | 0.84% | Add +0.4% | 1,172 | $2.6M |
| Diversified Management Inc. | 0.44% | New | 1,158 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +187.7% | 1,142 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 1,135 | $2.5M |
| Janus Henderson Group PLC | 0.00% | No change | 1,123 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.1% | 1,082 | $2.4M |
| Autumn Glory Partners, LLC | 0.87% | No change | 1,080 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.1% | 1,056 | $2.3M |
| Leuthold Group, LLC | 0.25% | Reduce -5.8% | 1,052 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.18% | Add +20.1% | 1,038 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +91.0% | 1,016 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.1% | 1,010 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 1,002 | $2.2M |
| TD Asset Management Inc | 0.00% | Reduce -6.8% | 932 | $2.0M |
| Brave Asset Management Inc. | 0.48% | No change | 924 | $2.0M |
| Capula Management Ltd | 0.02% | New | 921 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 913 | $2.0M |
| Aquatic Capital Management LLC | 0.06% | Reduce -22.7% | 912 | $2.0M |
| FMR LLC | 0.00% | Reduce -3.6% | 905 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +18.1% | 953 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 880 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.1% | 866 | $1.9M |
| Equitable Trust Co. | 0.08% | Reduce -1.2% | 830 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -9.1% | 824 | $1.8M |
| Private Management Group Inc. | 0.05% | Add +13.4% | 823 | $1.8M |
| Ethic Inc. | 0.03% | Add +19.1% | 800 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 767 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +26.7% | 760 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.2% | 751 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 738 | $1.6M |
| Fieldview Capital Management, LLC | 0.47% | New | 729 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Reduce -7.6% | 703 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -2.6% | 699 | $1.5M |
| Brandes Investment Partners, LP | 0.01% | Add +5.0% | 698 | $1.5M |
| Texas Yale Capital Corp. | 0.04% | No change | 687 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -7.1% | 684 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Add +15.1% | 656 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +58.5% | 650 | $1.4M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 623 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | No change | 617 | $1.4M |
| Amundi | 0.00% | New | 615 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.6% | 614 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 611 | $1.3M |
| Mariner, LLC | 0.00% | Add +51.0% | 607 | $1.3M |
| &partners | 0.01% | Reduce -6.3% | 598 | $1.3M |
| Allstate Corp. | 0.01% | New | 581 | $1.3M |
| AMG National Trust Bank | 0.03% | Reduce -4.0% | 571 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.0% | 565 | $1.2M |
| Sendero Wealth Management, LLC | 0.14% | No change | 562 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 546 | $1.2M |
| Barclays PLC | 0.00% | Reduce -4.3% | 535 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.36% | No change | 533 | $1.2M |
| Lexington Hill Partners, LLC | 0.65% | New | 520 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -34.7% | 517 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.8% | 510 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -10.7% | 467 | $1.1M |
| Parker Investment Management, LLC | 0.16% | No change | 475 | $1.0M |
| Entropy Technologies, LP | 0.05% | Reduce -4.1% | 470 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 460 | $1.0M |
| Legacy Advisors, LLC | 0.12% | No change | 450 | $989K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 443 | $973K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -47.4% | 439 | $963K |
| Bank of Montreal | 0.00% | Add +0.5% | 433 | $951K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 430 | $945K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.0% | 418 | $919K |
| Bridgewater Associates | 0.00% | New | 414 | $910K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.8% | 405 | $890K |
| Jain Global LLC | 0.01% | Reduce -29.2% | 396 | $870K |
| Midwest Professional Planners, LTD. | 0.20% | Add +1.8% | 395 | $868K |
| Millennium Management | 0.00% | Reduce -54.8% | 387 | $850K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 380 | $835K |
| Roundview Capital LLC | 0.05% | No change | 358 | $787K |
| Natixis | 0.00% | New | 356 | $782K |
| Glenmede Trust Co. NA | 0.00% | No change | 354 | $778K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 353 | $776K |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 346 | $761K |
| Choreo, LLC | 0.01% | Reduce -5.0% | 346 | $760K |
| American Capital Advisory, LLC | 0.30% | No change | 342 | $751K |
| Bryant Woods Investment Advisors, LLC | 0.27% | No change | 340 | $747K |
| Caprock Group, LLC | 0.02% | Reduce -33.2% | 340 | $747K |
| Lummis Asset Management, LP | 0.43% | No change | 325 | $725K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +2.6% | 321 | $705K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +24.1% | 314 | $690K |
| Cresset Asset Management, LLC | 0.00% | Add +7.2% | 299 | $657K |
| Brown Miller Wealth Management, LLC | 0.19% | No change | 298 | $656K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +33.2% | 297 | $653K |
| Brooklyn Investment Group | 0.02% | New | 295 | $646K |
| Arax Advisory Partners | 0.02% | Reduce -2.1% | 275 | $605K |
| Essex Bank | 0.13% | No change | 275 | $604K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 274 | $602K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.3% | 260 | $571K |
| Deutsche Bank AG | 0.00% | Add +7.6% | 255 | $560K |
| Vestcor Inc | 0.02% | New | 255 | $560K |
| XTX Topco Ltd | 0.01% | Add +9.2% | 250 | $549K |
| State of Wisconsin Investment Board | 0.00% | Add +78.3% | 246 | $540K |
| Venturi Wealth Management, LLC | 0.02% | Add +9.9% | 243 | $534K |
| Shotwell Rutter Baer Inc | 0.31% | No change | 242 | $532K |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 237 | $521K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.4% | 228 | $501K |
| OneAscent Financial Services LLC | 0.03% | New | 228 | $501K |
| Atria Investments, Inc | 0.01% | Add +8.1% | 226 | $497K |
| Athena Investment Management | 0.26% | Reduce -2.2% | 224 | $492K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -30.5% | 223 | $490K |
| Nicolet Bankshares Inc. | 0.02% | New | 223 | $486K |
| Principal Securities, Inc. | 0.01% | Reduce -0.5% | 215 | $472K |
| Private Advisor Group, LLC | 0.00% | No change | 213 | $468K |
| Mgo One Seven LLC | 0.01% | Add +2.0% | 208 | $457K |
| Hudson Value Partners, LLC | 0.14% | No change | 206 | $453K |
| Sagewood Asset Management LP | 0.14% | New | 204 | $448K |
| Evergreen Capital Management LLC | 0.01% | Add +41.3% | 202 | $444K |
| GAMMA Investing LLC | 0.02% | Add +1.5% | 202 | $444K |
| SG Americas Securities, LLC | 0.00% | Add +204.6% | 201 | $442K |
| Sage Investment Counsel LLC | 0.49% | No change | 200 | $439K |
| Evercore Wealth Management, LLC | 0.01% | No change | 200 | $439K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 200 | $439K |
| Savant Capital, LLC | 0.00% | Add +10.6% | 199 | $437K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 199 | $437K |
| Brown Brothers Harriman & Co. | 0.00% | Add +947.4% | 199 | $437K |
| Ieq Capital, LLC | 0.00% | New | 198 | $435K |
| Ritholtz Wealth Management | 0.01% | Add +0.5% | 196 | $431K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 191 | $420K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -10.5% | 187 | $411K |
| Riverwater Partners LLC | 0.13% | Reduce -3.2% | 184 | $404K |
| Xponance LLC | 0.00% | Add +48.0% | 182 | $400K |
| State of Wyoming | 0.05% | Add +33.6% | 179 | $393K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 178 | $391K |
| Bank of Nova Scotia | 0.00% | Reduce -5.8% | 178 | $391K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.5% | 176 | $382K |
| M&T Bank Corp | 0.00% | Add +2.4% | 170 | $373K |
| Teacher Retirement System of Texas | 0.00% | New | 169 | $371K |
| United Capital Financial Advisors, LLC | 0.00% | New | 166 | $365K |
| Syon Capital LLC | 0.02% | Add +17.1% | 164 | $360K |
| Keybank National Association | 0.00% | Reduce -8.5% | 161 | $354K |
| Zacks Investment Management | 0.00% | No change | 157 | $345K |
| Evelyn Partners Asset Management Ltd | 0.08% | No change | 154 | $338K |
| Connable Office Inc. | 0.03% | No change | 152 | $334K |
| HB Wealth Management, LLC | 0.00% | Add +16.1% | 151 | $332K |
| HUB Investment Partners, LLC | 0.01% | Add +2.7% | 150 | $330K |
| CreativeOne Wealth, LLC | 0.01% | No change | 150 | $330K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 150 | $330K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $330K |
| Chapman Investment Management, LLC | 0.26% | No change | 143 | $314K |
| US Bancorp \de | 0.00% | Add +10.5% | 137 | $301K |
| Utah Retirement Systems | 0.00% | No change | 134 | $294K |
| Amalgamated Bank | 0.00% | Add +3.9% | 132 | $290K |
| Quadrant Capital Group LLC | 0.01% | Add +0.8% | 129 | $283K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.8% | 128 | $281K |
| Merit Financial Group, LLC | 0.00% | Add +3.3% | 125 | $275K |
| Columbia Asset Management | 0.05% | No change | 125 | $275K |
| Kera Capital Partners, Inc. | 0.03% | Add +9.7% | 125 | $275K |
| Hengehold Capital Management LLC | 0.02% | Reduce -45.4% | 124 | $272K |
| Storgate, LLC | 0.21% | Add +9.7% | 124 | $272K |
| CIBC Asset Management Inc | 0.00% | No change | 124 | $272K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -28.6% | 122 | $268K |
| Weiss Asset Management LP | 0.01% | New | 120 | $264K |
| State of Alaska, Department of Revenue | 0.00% | No change | 119 | $261K |
| First Manhattan Co. Llc. | 0.00% | Add +15.0% | 115 | $253K |
| One Wealth Advisors, LLC | 0.03% | No change | 111 | $244K |
| Catalyst Funds Management Pty Ltd | 0.04% | New | 110 | $242K |
| Great Lakes Advisors, LLC | 0.00% | No change | 110 | $242K |
| NewEdge Wealth, LLC | 0.00% | Reduce -13.9% | 105 | $231K |
| DNB Asset Management AS | 0.00% | New | 105 | $231K |
| Eagle Bay Advisors LLC | 0.20% | Add +14.3% | 104 | $228K |
| Perigon Wealth Management, LLC | 0.00% | No change | 102 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.0% | 101 | $222K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.8% | 101 | $222K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -3.8% | 101 | $221K |
| Citadel Investment Advisory, Inc. | 0.11% | No change | 100 | $220K |
| Ackerman Asset Management, LLC | 0.15% | No change | 100 | $220K |
| CHICAGO TRUST Co NA | 0.04% | No change | 100 | $220K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 100 | $220K |
| Eastern Bank | 0.00% | No change | 100 | $220K |
| Clearbridge Investments, LLC | 0.00% | No change | 100 | $220K |
| Equity Investment Corp. | 0.00% | Reduce -12.4% | 99 | $217K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 99 | $217K |
| Quantum Portfolio Management LLC | 0.09% | New | 96 | $211K |
| Vise Technologies, Inc. | 0.00% | No change | 100 | $208K |
| Connecticut Capital Management Group, LLC | 0.20% | New | 94 | $207K |
| HSBC Holdings PLC | 0.00% | New | 94 | $206K |
| Cwm, LLC | 0.00% | Add +411.1% | 92 | $202K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.1% | 83 | $182K |
| MAI Capital Management | 0.00% | Add +37.3% | 81 | $178K |
| Blue Trust, Inc. | 0.00% | Reduce -13.5% | 77 | $169K |
| Signaturefd, LLC | 0.00% | Add +33.9% | 75 | $165K |
| KBC Group NV | 0.00% | No change | 72 | $158K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.2% | 65 | $143K |
| Smithfield Trust Co | 0.01% | No change | 64 | $141K |
| Colonial Trust Co / SC | 0.02% | No change | 61 | $134K |
| STRS Ohio | 0.00% | No change | 59 | $130K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.0% | 55 | $121K |
| Parallel Advisors, LLC | 0.00% | Add +8.2% | 53 | $116K |
| Allworth Financial LP | 0.00% | Add +23.3% | 53 | $116K |
| Anchor Investment Management, LLC | 0.01% | No change | 50 | $110K |
| Steph & Co. | 0.03% | No change | 49 | $108K |
| Versant Capital Management, Inc | 0.01% | Add +188.2% | 49 | $108K |
| Quent Capital, LLC | 0.01% | Reduce -30.0% | 42 | $92K |
| MetLife Investment Management, LLC | 0.00% | No change | 41 | $90K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +344.4% | 40 | $88K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $87K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +21.9% | 39 | $86K |
| Basecamp Wealth Advisors LLC | 0.02% | Add +11.8% | 38 | $83K |
| Advisory Services Network, LLC | 0.00% | New | 37 | $81K |
| WPG Advisers, LLC | 0.05% | Reduce -6.3% | 30 | $66K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +31.6% | 25 | $55K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 22 | $48K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 21 | $46K |
| Fifth Third Bancorp | 0.00% | Reduce -16.0% | 21 | $46K |
| Opal Wealth Advisors, LLC | 0.01% | New | 20 | $44K |
| Reyes Financial Architecture, Inc. | 0.04% | New | 20 | $44K |
| Fortitude Family Office, LLC | 0.01% | No change | 20 | $44K |
| CX Institutional | 0.00% | New | 19 | $42K |
| Bessemer Group Inc. | 0.00% | Reduce -26.9% | 19 | $42K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $42K |
| LRI Investments, LLC | 0.00% | Reduce -78.5% | 17 | $37K |
| Ancora Advisors LLC | 0.00% | Add +14.3% | 16 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 16 | $34K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $33K |
| Global Assets Advisory, LLC | 0.01% | New | 15 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.1% | 15 | $33K |
| Private Trust Co. NA | 0.00% | Reduce -6.7% | 14 | $31K |
| Quantbot Technologies LP | 0.00% | Reduce -61.8% | 13 | $29K |
| Miller Global Investments, LLC | 0.02% | No change | 12 | $26K |
| Los Angeles Capital Management LLC | 0.00% | No change | 12 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.0% | 11 | $24K |
| TD Private Client Wealth LLC | 0.00% | Reduce -38.9% | 11 | $24K |
| SJS Investment Consulting Inc. | 0.00% | Add +11.1% | 10 | $22K |
| Bfsg, LLC | 0.00% | Add +12.5% | 9 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $20K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $18K |
| Rothschild Investment LLC | 0.00% | Add +700.0% | 8 | $18K |
| Hillsdale Investment Management Inc. | 0.00% | New | 8 | $18K |
| Huntington National Bank | 0.00% | Reduce -42.9% | 8 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $17K |
| CoreFirst Bank & Trust | 0.01% | No change | 7 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +50.0% | 6 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 6 | $13K |
| Mather Group, Llc. | 0.00% | New | 5 | $11K |
| Covestor Ltd | 0.01% | Reduce -95.9% | 4 | $9K |
| MV Capital Management, Inc. | 0.00% | No change | 4 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -50.0% | 4 | $9K |
| Clearstead Advisors, LLC | 0.00% | Reduce -89.2% | 4 | $9K |
| Whipplewood Advisors, LLC | 0.00% | New | 3 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $7K |
| Marquette Asset Management, LLC | 0.00% | Add +50.0% | 3 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 3 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -95.2% | 3 | $7K |
| SouthState Bank Corp | 0.00% | No change | 3 | $7K |
| Larson Financial Group LLC | 0.00% | New | 3 | $7K |
| TD Capital Management LLC | 0.00% | No change | 2 | $4K |
| True Wealth Design, LLC | 0.00% | New | 2 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| CVA Family Office, LLC | 0.00% | New | 2 | $4K |
| Assetmark, Inc. | 0.00% | No change | 2 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1 | $2K |
| Kilter Group LLC | 0.00% | No change | 1 | $2K |
| Burk Holdings LLC | 0.00% | New | 1 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 1 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 1 | $2K |
| SHP Wealth Management | 0.00% | New | 1 | $2K |
| First Horizon Corp. | 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.