White Mountains Insurance Group Ownership | Who Owns White Mountains Insurance Group?
White Mountains Insurance Group Ownership Summary
White Mountains Insurance Group is owned by 91.37% institutional investors, 3.26% insiders, and 5.37% retail investors. Vanguard group is the largest institutional shareholder, holding 9.94% of WTM shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 3.46% of its assets in White Mountains Insurance Group shares.
WTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | White Mountains Insurance Group | 91.37% | 3.26% | 5.37% |
| Sector | Financial Services Stocks | 48.97% | 15.42% | 35.61% |
| Industry | Property & Casualty Insurance Stocks | 61.19% | 14.80% | 24.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 251.74K | 9.94% | $489.65M |
| Morgan stanley | 184.94K | 7.31% | $336.11M |
| Dimensional fund advisors lp | 157.40K | 6.21% | $306.14M |
| Blackrock | 116.45K | 4.60% | $211.65M |
| Blackrock funding, inc. /de | 113.16K | 4.45% | $203.20M |
| River road asset management | 109.89K | 4.32% | $196.46M |
| Fuller & thaler asset management | 100.98K | 3.97% | $181.34M |
| Boston partners | 87.67K | 3.46% | $158.85M |
| Wallace capital management | 79.04K | 3.11% | $141.93M |
| Cooke & bieler lp | 76.78K | 3.02% | $137.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elkhorn partners limited partnership | 14.90K | 19.45% | $26.76M |
| Wallace capital management | 79.04K | 19.34% | $141.93M |
| Mraz, amerine & associates | 21.58K | 6.21% | $38.74M |
| Speece thorson capital group | 11.38K | 4.16% | $20.44M |
| Reinhart partners | 38.27K | 2.86% | $74.44M |
| River road asset management | 109.89K | 2.49% | $196.46M |
| Southeastern asset management inc/tn/ | 21.09K | 1.91% | $37.88M |
| Cooke & bieler lp | 76.78K | 1.38% | $137.88M |
| Phocas financial | 864.00 | 1.25% | $1.68M |
| Cove street capital | 474.00 | 1.25% | $851.17K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 30.67K | 0.01% | 30.67K |
| Cooke & bieler lp | 76.78K | 1.38% | 22.13K |
| Neuberger berman group | 45.44K | 0.07% | 12.33K |
| First trust advisors lp | 20.22K | 0.03% | 9.31K |
| Bradley foster & sargent inc/ct | 5.52K | 0.16% | 5.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -134.53K |
| Proficio capital partners | - | - | -23.34K |
| Fmr | 697.00 | 0.00% | -21.50K |
| Wellington management group llp | 49.93K | 0.02% | -10.75K |
| Select equity group | 17.87K | 0.13% | -10.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 30.67K | 0.01% | 30.67K | $59.66M |
| Bradley foster & sargent inc/ct | 5.52K | 0.16% | 5.52K | $9.92M |
| Hrt financial lp | 5.09K | 0.04% | 5.09K | $9.13M |
| Symphony financial | 1.83K | 0.07% | 1.83K | $3.28M |
| Gotham asset management | 960.00 | 0.01% | 960.00 | $1.72M |
Sold Out
| Holder | Change |
|---|---|
| English capital management | -1.00 |
| Mather group, llc. | -1.00 |
| Ifp advisors | -1.00 |
| Sjs investment consulting | -2.00 |
| Frazier financial advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 323 | 0.94% | 2,322,105 | 1.97% | 91 | 1.14% | 138 | 6.98% | 110 | 2.80% |
| Mar 31, 2025 | 317 | -1.55% | 2,298,219 | -0.02% | 90 | 1.10% | 127 | -15.33% | 106 | 26.19% |
| Dec 31, 2024 | 211 | -30.13% | 1,094,088 | -50.61% | 43 | 0.56% | 90 | -33.33% | 56 | -31.71% |
| Sep 30, 2024 | 301 | -1.31% | 2,214,252 | -2.82% | 87 | 1.08% | 134 | -0.74% | 82 | -5.75% |
| Jun 30, 2024 | 299 | -1.32% | 2,275,987 | -3.80% | 89 | 1.03% | 132 | 0.76% | 86 | -9.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 89.00K | 3.46% | -40.00 |
| Undiscovered Managers Behavioral Val L | 85.47K | 3.32% | - |
| Vanguard Total Stock Mkt Idx Inv | 78.51K | 3.05% | 384.00 |
| Vanguard US Total Market Shares ETF | 77.46K | 3.01% | 88.00 |
| Vanguard Small Cap Index | 59.73K | 2.32% | -1.79K |
| Neuberger Berman Genesis Inv | 49.75K | 1.93% | 13.94K |
| Vanguard Institutional Extnd Mkt Idx Tr | 39.33K | 1.53% | 19.00 |
| Vanguard Small Cap Value Index Inv | 38.12K | 1.48% | -1.44K |
| FMI Common Stock Investor | 38.00K | 1.48% | - |
| DFA US Small Cap Value I | 35.61K | 1.38% | -1.61K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 17, 2023 | Hicks Weston M | - | Buy | $16.32K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $856.85K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $177.21K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $76.76K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $353.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
WTM Ownership FAQ
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