White Mountains Insurance Group Ownership | Who Owns White Mountains Insurance Group?
White Mountains Insurance Group Ownership Summary
White Mountains Insurance Group is owned by 36.94% institutional investors, 3.05% insiders, and 60.02% retail investors. Vanguard group is the largest institutional shareholder, holding 9.27% of WTM shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 3.64% of its assets in White Mountains Insurance Group shares.
WTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | White Mountains Insurance Group | 36.94% | 3.05% | 60.02% |
| Sector | Financial Services Stocks | 37.05% | 15.56% | 47.39% |
| Industry | Property & Casualty Insurance Stocks | 43.70% | 14.11% | 42.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 235.70K | 9.27% | $489.79M |
| Dimensional fund advisors lp | 156.62K | 6.13% | $344.08M |
| Neuberger berman group | 124.72K | 4.88% | $273.99M |
| River road asset management | 120.52K | 4.72% | $264.78M |
| Blackrock | 116.45K | 4.60% | $211.65M |
| Blackrock funding, inc. /de | 113.33K | 4.44% | $248.98M |
| Cooke & bieler lp | 104.86K | 4.11% | $230.37M |
| Fuller & thaler asset management | 104.56K | 4.09% | $229.72M |
| Fiduciary management inc /wi/ | 85.07K | 3.33% | $186.89M |
| Wallace capital management | 78.80K | 3.08% | $173.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wallace capital management | 78.80K | 19.88% | $173.11M |
| Elkhorn partners limited partnership | 12.70K | 17.76% | $27.90M |
| Mraz, amerine & associates | 22.18K | 7.18% | $48.73M |
| Triad investment management | 7.63K | 6.05% | $16.43M |
| Speece thorson capital group | 9.40K | 4.70% | $20.64M |
| River road asset management | 120.52K | 3.00% | $264.78M |
| Boussard & gavaudan investment management llp | 13.97K | 2.92% | $30.97M |
| Cooke & bieler lp | 104.86K | 2.61% | $230.37M |
| Cove street capital | 1.08K | 2.36% | $1.81M |
| Reinhart partners | 37.37K | 2.36% | $82.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 32.18K | 0.01% | 32.18K |
| Vanguard fiduciary trust | 15.19K | 0.01% | 15.19K |
| Boussard & gavaudan investment management llp | 13.97K | 2.92% | 13.97K |
| Jane street group | 13.81K | 0.00% | 12.10K |
| Susquehanna group, llp | 10.96K | 0.00% | 10.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proficio capital partners | - | - | -23.34K |
| Morgan stanley | 59.30K | 0.01% | -22.86K |
| Boston partners | 57.46K | 0.13% | -19.45K |
| Southeastern asset management inc/tn/ | 18.86K | 2.04% | -12.79K |
| Vanguard group | 235.70K | 0.01% | -11.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 32.18K | 0.01% | 32.18K | $66.88M |
| Vanguard fiduciary trust | 15.19K | 0.01% | 15.19K | $33.36M |
| Boussard & gavaudan investment management llp | 13.97K | 2.92% | 13.97K | $30.97M |
| Lighthouse investment partners | 2.94K | 0.15% | 2.94K | $4.91M |
| Vanguard asset management | 2.33K | 0.00% | 2.33K | $5.11M |
Sold Out
| Holder | Change |
|---|---|
| English capital management | -1.00 |
| Ifp advisors | -1.00 |
| Bruce g. allen investments | -1.00 |
| Stephens consulting | -1.00 |
| Tortoise investment management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 209 | -40.63% | 943,388 | -58.05% | 36 | 0.47% | 84 | -46.84% | 60 | -52.38% |
| Dec 31, 2025 | 256 | -23.81% | 1,650,484 | -29.11% | 64 | 0.77% | 113 | -26.62% | 88 | -10.20% |
| Sep 30, 2025 | 236 | -25.32% | 1,512,408 | -29.13% | 59 | 0.84% | 101 | -25.74% | 70 | -33.96% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 90.10K | 3.64% | - |
| Undiscovered Managers Behavioral Val L | 85.47K | 3.45% | 1.10K |
| Vanguard Total Stock Mkt Idx Inv | 76.91K | 3.11% | 637.00 |
| Vanguard US Total Market Shares ETF | 77.46K | 3.01% | 88.00 |
| Neuberger Genesis Inv | 71.25K | 2.88% | -4.14K |
| Vanguard Small Cap Index | 56.00K | 2.26% | 894.00 |
| Neuberger Berman Genesis Inv | 49.75K | 1.93% | 13.94K |
| FMI Common Stock Investor | 45.00K | 1.81% | 25.63K |
| Vanguard Selected Value Inv | 39.24K | 1.58% | -1.10K |
| Vanguard Small Cap Value Index Inv | 35.63K | 1.44% | 259.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 19, 2025 | CAMPBELL REID TARLTON | - | Sell | $10.25M |
| Dec 19, 2025 | CAMPBELL REID TARLTON | - | Sell | - |
| Dec 19, 2025 | Rountree George Manning | Chief Executive Officer | Sell | $10.25M |
| Dec 16, 2025 | Gelston Philip A | - | Sell | $338.00K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $856.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 4 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
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