White Mountains Insurance Group Ownership 2024 | Who Owns White Mountains Insurance Group Now?
Institutional Ownership
28.85%
Insider Ownership
3.07%
Retail Ownership
68.08%
Institutional Holders
152.00
White Mountains Insurance Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.92% | 0.01% | 251,035 | -895 | -0.36% | 456,243,561 | Jun 30, 2024 |
| MORGAN STANLEY | 7.31% | 0.03% | 184,935 | -595 | -0.32% | 336,112,537 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.30% | 0.08% | 159,561 | -2,357 | -1.46% | 289,987,022 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5.11% | 1.01% | 129,283 | -1,631 | -1.25% | 234,965,821 | Jun 30, 2024 |
| BLACKROCK INC. | 4.60% | 0.00% | 116,455 | 1,482 | 1.29% | 211,650,761 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 4.60% | 3.03% | 116,320 | -7,001 | -5.68% | 211,405,784 | Jun 30, 2024 |
| BOSTON PARTNERS | 3.46% | 0.20% | 87,671 | -2,923 | -3.23% | 158,852,634 | Jun 30, 2024 |
| WALLACE CAPITAL MANAGEMENT INC. | 3.21% | 21.24% | 81,304 | -773 | -0.94% | 147,765,066 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.76% | 0.02% | 69,789 | 8,783 | 14.40% | 126,838,018 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 2.63% | 0.68% | 66,456 | -139 | -0.21% | 120,781,424 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.35% | 0.42% | 59,361 | 9,430 | 18.89% | 107,885,649 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.28% | 0.07% | 57,756 | -1,533 | -2.59% | 104,969,000 | Jun 30, 2024 |
| STATE STREET CORP | 2.06% | 0.00% | 52,163 | 3,543 | 7.29% | 94,803,644,000 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.95% | 0.83% | 49,356 | 10,361 | 26.57% | 89,702,062 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.63% | 0.01% | 41,186 | 456 | 1.12% | 74,853,544 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.56% | 0.01% | 39,571 | 672 | 1.73% | 71,939,718 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 1.50% | 2.86% | 37,879 | -346 | -0.91% | 68,842,818 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.21% | 0.19% | 30,582 | 2,110 | 7.41% | 55,581,000 | Jun 30, 2024 |
| NORGES BANK | 1.19% | 0.01% | 30,106 | 30,106 | 100.00% | 54,716,150 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 1.19% | 1.13% | 30,066 | -170 | -0.56% | 54,642,714 | Jun 30, 2024 |
White Mountains Insurance Group's largest institutional shareholder is VANGUARD GROUP INC, holding 9.92% of the company's total share outstanding, currently valued at $456.24M. The top 10 institutional shareholders own together 49.89% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WALLACE CAPITAL MANAGEMENT INC. | 3.21% | 21.24% | 81,304 | -773 | -0.94% | 147,765,066 | Jun 30, 2024 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 0.64% | 20.16% | 16,110 | -90 | -0.56% | 29,279,000 | Jun 30, 2024 |
| MRAZ, AMERINE & ASSOCIATES, INC. | 0.83% | 7.85% | 21,031 | -509 | -2.36% | 38,222,795 | Jun 30, 2024 |
| SPEECE THORSON CAPITAL GROUP INC | 0.45% | 4.25% | 11,431 | -2,320 | -16.87% | 20,775,000 | Jun 30, 2024 |
| COVE STREET CAPITAL, LLC | 0.10% | 3.24% | 2,485 | -7,572 | -75.29% | 4,516,000 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 4.60% | 3.03% | 116,320 | -7,001 | -5.68% | 211,405,784 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 1.50% | 2.86% | 37,879 | -346 | -0.91% | 68,842,818 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 0.85% | 1.70% | 21,423 | -3,285 | -13.30% | 38,935,231 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 1.19% | 1.13% | 30,066 | -170 | -0.56% | 54,642,714 | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | 0.04% | 1.12% | 929 | - | - | 1,688,411 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5.11% | 1.01% | 129,283 | -1,631 | -1.25% | 234,965,821 | Jun 30, 2024 |
| AUTUMN GLORY PARTNERS, LLC | 0.04% | 1.00% | 1,080 | - | - | 1,962,846 | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | 0.02% | 0.91% | 391 | -499 | -56.07% | 710,623 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.95% | 0.83% | 49,356 | 10,361 | 26.57% | 89,702,062 | Jun 30, 2024 |
| PECAUT & CO. | 0.05% | 0.80% | 1,167 | - | - | 2,120,964 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.59% | 0.73% | 14,972 | -1,563 | -9.45% | 27,210,861 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 2.63% | 0.68% | 66,456 | -139 | -0.21% | 120,781,424 | Jun 30, 2024 |
| PROSPECTOR PARTNERS LLC | 0.13% | 0.67% | 3,289 | -4 | -0.12% | 5,977,593 | Jun 30, 2024 |
| SHOTWELL RUTTER BAER INC | 0.01% | 0.46% | 300 | - | - | 520,800 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.13% | 0.46% | 3,283 | 3,283 | 100.00% | 5,967,000 | Jun 30, 2024 |
The largest White Mountains Insurance Group shareholder by % of total assets is WALLACE CAPITAL MANAGEMENT INC.. The company owns 81.30K shares of White Mountains Insurance Group (WTM), representing 21.24% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.19% | 0.01% | 30,106 | 30,106 | 100.00% | 54,716,150 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.68% | 0.03% | 17,161 | 16,147 | 1592.41% | 31,189,259 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.95% | 0.83% | 49,356 | 10,361 | 26.57% | 89,702,062 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.35% | 0.42% | 59,361 | 9,430 | 18.89% | 107,885,649 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.76% | 0.02% | 69,789 | 8,783 | 14.40% | 126,838,018 | Jun 30, 2024 |
| INVESCO LTD. | 0.44% | 0.00% | 11,046 | 6,728 | 155.81% | 20,075,553 | Jun 30, 2024 |
| FMR LLC | 0.81% | 0.00% | 20,586 | 5,667 | 37.99% | 37,414,061 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.46% | 0.02% | 11,630 | 4,157 | 55.63% | 21,136,943 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.30% | 0.00% | 7,719 | 3,900 | 102.12% | 14,028,898 | Jun 30, 2024 |
| STATE STREET CORP | 2.06% | 0.00% | 52,163 | 3,543 | 7.29% | 94,803,644,000 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.13% | 0.46% | 3,283 | 3,283 | 100.00% | 5,967,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.31% | 0.00% | 7,832 | 2,507 | 47.08% | 14,234,268 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.21% | 0.19% | 30,582 | 2,110 | 7.41% | 55,581,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.62% | 0.05% | 15,659 | 1,820 | 13.15% | 28,459,449 | Jun 30, 2024 |
| BLACKROCK INC. | 4.60% | 0.00% | 116,455 | 1,482 | 1.29% | 211,650,761 | Jun 30, 2024 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 0.05% | 0.04% | 1,365 | 1,365 | 100.00% | 2,480,819 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.63% | 0.00% | 15,942 | 1,346 | 9.22% | 28,973,788,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.41% | 0.03% | 10,448 | 1,296 | 14.16% | 18,534,878 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.60% | 0.01% | 15,269 | 1,013 | 7.11% | 27,750,614 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.43% | 0.00% | 10,868 | 930 | 9.36% | 19,751,547 | Jun 30, 2024 |
As of Jun 30 2024, White Mountains Insurance Group's largest institutional buyer is NORGES BANK. The company purchased 30.11K stocks of WTM, valued at $54.72M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -134,528 | -100.00% | - | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.84% | 0.08% | 21,378 | -8,245 | -27.83% | 38,853,447 | Jun 30, 2024 |
| COVE STREET CAPITAL, LLC | 0.10% | 3.24% | 2,485 | -7,572 | -75.29% | 4,516,000 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 4.60% | 3.03% | 116,320 | -7,001 | -5.68% | 211,405,784 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.58% | 0.02% | 14,703 | -6,088 | -29.28% | 26,721,967 | Jun 30, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | 0.47% | 0.35% | 11,917 | -3,948 | -24.89% | 21,659,000 | Jun 30, 2024 |
| PERPETUAL LTD | 0.40% | 0.20% | 10,176 | -3,900 | -27.71% | 18,494,371 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 0.85% | 1.70% | 21,423 | -3,285 | -13.30% | 38,935,231 | Jun 30, 2024 |
| BOSTON PARTNERS | 3.46% | 0.20% | 87,671 | -2,923 | -3.23% | 158,852,634 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.45% | 0.02% | 11,437 | -2,814 | -19.75% | 20,786,176 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.30% | 0.08% | 159,561 | -2,357 | -1.46% | 289,987,022 | Jun 30, 2024 |
| SPEECE THORSON CAPITAL GROUP INC | 0.45% | 4.25% | 11,431 | -2,320 | -16.87% | 20,775,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.05% | 0.05% | 1,253 | -2,002 | -61.51% | 2,277,266 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5.11% | 1.01% | 129,283 | -1,631 | -1.25% | 234,965,821 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.59% | 0.73% | 14,972 | -1,563 | -9.45% | 27,210,861 | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | 0.04% | 0.27% | 1,058 | -1,548 | -59.40% | 1,922,862 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.28% | 0.07% | 57,756 | -1,533 | -2.59% | 104,969,000 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.08% | 0.01% | 1,912 | -1,158 | -37.72% | 3,474,965 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.59% | 0.26% | 15,025 | -1,117 | -6.92% | 27,307,186 | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -896 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, White Mountains Insurance Group's biggest institutional seller is GLOBAL ASSETS ADVISORY, LLC. The company sold -0.13M shares of WTM, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.19% | 0.01% | 30,106 | 30,106 | 100.00% | 54,716,150 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.13% | 0.46% | 3,283 | 3,283 | 100.00% | 5,967,000 | Jun 30, 2024 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 0.05% | 0.04% | 1,365 | 1,365 | 100.00% | 2,480,819 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.03% | 0.01% | 756 | 756 | 100.00% | 1,373,992 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.02% | 0.01% | 537 | 537 | 100.00% | 975,229 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.01% | 500 | 500 | 100.00% | 908,725 | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | 0.01% | 0.03% | 328 | 328 | 100.00% | 596,000 | Jun 30, 2024 |
| OFI INVEST ASSET MANAGEMENT | 0.01% | 0.01% | 310 | 310 | 100.00% | 525,691 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.34% | 255 | 255 | 100.00% | 463,450 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.01% | 204 | 204 | 100.00% | 370,760 | Jun 30, 2024 |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 0.01% | 0.12% | 203 | 203 | 100.00% | 368,942 | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | 0.01% | 0.01% | 200 | 200 | 100.00% | 363,000 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.01% | 0.02% | 177 | 177 | 100.00% | 321,689 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.01% | 0.01% | 169 | 169 | 100.00% | 307,149 | Jun 30, 2024 |
| VISE TECHNOLOGIES, INC. | 0.01% | 0.05% | 142 | 142 | 100.00% | 258,078 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.00% | 139 | 139 | 100.00% | 246,158 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.04% | 136 | 136 | 100.00% | 247,173 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.00% | 135 | 135 | 100.00% | 245,000 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.01% | 0.08% | 135 | 135 | 100.00% | 245,356 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.01% | 92 | 92 | 100.00% | 167,205 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.03% | 51 | 51 | 100.00% | 92,690 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.02% | 45 | 45 | 100.00% | 81,785 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 19 | 19 | 100.00% | 34,532 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.01% | 6 | 6 | 100.00% | 10,905 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | 0.00% | 0.00% | 5 | 5 | 100.00% | 9,087 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 4 | 4 | 100.00% | 7,270 | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | 1 | 1 | 100.00% | 1,794 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 1 | 1 | 100.00% | 1,768 | Jun 30, 2024 |
White Mountains Insurance Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 30.11K shares, valued at $54.72M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -134,528 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -896 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -786 | -100.00% | - | Jun 30, 2024 |
| AVIVA PLC | - | - | - | -482 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -479 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -411 | -100.00% | - | Jun 30, 2024 |
| GROUND SWELL CAPITAL, LLC | - | - | - | -251 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| NKCFO LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -164 | -100.00% | - | Jun 30, 2024 |
| OUTFITTER FINANCIAL LLC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -136 | -100.00% | - | Jun 30, 2024 |
| GLENVIEW TRUST CO | - | - | - | -133 | -100.00% | - | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | - | - | - | -128 | -100.00% | - | Jun 30, 2024 |
| OPPENHEIMER & CLOSE, LLC | - | - | - | -125 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -115 | -100.00% | - | Jun 30, 2024 |
| CENTRAL TRUST CO | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -46 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| ENGLISH CAPITAL MANAGEMENT LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
White Mountains Insurance Group's largest sold out institutional shareholder by shares sold is GLOBAL ASSETS ADVISORY, LLC, sold -0.13M shares, valued at -, as of undefined.
White Mountains Insurance Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TAX MANAGED SMALL CAP PORTFOLIO | 0.05% | 2,641 | -256 | -8.84% | Jan 31, 2024 |
| EAGLE CAPITAL GROWTH FUND, INC. | 0.04% | 2,100 | - | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.01% | 1,000,000 | 1,000,000 | - | Feb 29, 2024 |
| SEI Exchange Traded Funds | 0.01% | 117 | 88 | 303.45% | Dec 31, 2023 |
| BNY MELLON FUNDS TRUST | 0.01% | 605,000 | - | - | Aug 31, 2023 |
| PROSPECTOR FUNDS, INC. | 0.01% | 2,110 | 25 | 1.20% | Mar 31, 2024 |
| Monteagle Funds | 0.00% | 200 | - | - | Feb 29, 2024 |
| LONGLEAF PARTNERS FUNDS TRUST | 0.00% | 22,943 | -5,018 | -17.95% | Mar 31, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.00% | 4,150 | - | - | Dec 31, 2023 |
| Vericimetry Funds | 0.00% | 295 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 1,699 | - | - | Mar 31, 2024 |
| FMI FUNDS INC | 0.00% | 13,000 | - | - | Mar 31, 2024 |
| BERTOLET CAPITAL TRUST | 0.00% | 100 | - | - | Jun 30, 2022 |
| CARILLON SERIES TRUST | 0.00% | 33,937 | - | - | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.00% | 11,084 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 218,636 | -37,199 | -14.54% | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 8,633 | - | - | Jan 31, 2024 |
| Destra Multi-Alternative Fund | 0.00% | 79 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 9,680 | -2,210 | -18.59% | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.00% | 7,627 | 2,890 | 61.01% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.00% | 6 | - | - | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 54 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 5,000 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 914 | - | - | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 4,660 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 20,565 | 9,074 | 78.97% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 16,628 | - | - | Feb 29, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 12,373 | -335 | -2.64% | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 1,500 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 711 | 9 | 1.28% | Jan 31, 2024 |
| Advisers Investment Trust | 0.00% | 2,800 | - | - | Mar 28, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 1,880 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 34,893 | 4,361 | 14.28% | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 900 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 705 | - | - | Mar 28, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 350 | -2,258 | -86.58% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 1,521 | -117 | -7.14% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 195 | 27 | 16.07% | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.00% | 212 | 212 | - | Sep 30, 2019 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 3,197 | -615 | -16.13% | Jan 31, 2024 |
| ETF Managers Trust | 0.00% | 282 | - | - | Dec 31, 2023 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 6,413 | - | - | Mar 31, 2024 |
| SEI Catholic Values Trust | 0.00% | 78 | - | - | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 4,605 | 151 | 3.39% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 41 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 203 | - | - | Mar 31, 2024 |
| Thrivent Core Funds | 0.00% | 687 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 44 | - | - | Dec 31, 2023 |
| Adviser Managed Trust | 0.00% | 15 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 466 | -15 | -3.12% | Dec 31, 2023 |
| KP Funds | 0.00% | 356 | 130 | 57.52% | Sep 30, 2020 |
| Direxion Shares ETF Trust | 0.00% | 897 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,382 | -631 | -31.35% | Jan 31, 2024 |
| Global X Funds | 0.00% | 202 | - | - | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 100 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 789 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 450 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 16 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 15 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 116 | 38 | 48.72% | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 27 | - | - | Jan 31, 2024 |
| VANGUARD TRUSTEES' EQUITY FUND | 0.00% | 68 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,845 | -41 | -2.17% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 3,511 | 7 | 0.20% | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 628 | -208 | -24.88% | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 157 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 3,306 | -973 | -22.74% | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 2,907 | 26 | 0.90% | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 254 | -27 | -9.61% | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,647 | -3 | -0.18% | Feb 29, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 46 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 44 | - | - | Feb 29, 2024 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.00% | 1,367 | - | - | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 10,732 | 206 | 1.96% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 641 | 111 | 20.94% | Dec 31, 2023 |
| HC CAPITAL TRUST | 0.00% | 19 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND III | 0.00% | 1,847 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 4 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 1,949 | 361 | 22.73% | Jan 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 310 | -100 | -24.39% | Mar 31, 2024 |
| John Hancock Funds II | 0.00% | 3,933 | -138 | -3.39% | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 11 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 2 | - | - | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 820 | 120 | 17.14% | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 45 | - | - | Dec 31, 2023 |
| MASSMUTUAL PREMIER FUNDS | 0.00% | 3 | - | - | Dec 31, 2023 |
White Mountains Insurance Group's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 2.64K shares, compromising 0.05% of its total assets.
White Mountains Insurance Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 152 | -49.33% |
| 31 Mar, 24 | 300 | 3.45% |
| 31 Dec, 23 | 290 | 8.21% |
| 30 Sep, 23 | 268 | 5.51% |
| 30 Jun, 23 | 254 | -2.31% |
| 31 Mar, 23 | 260 | -0.76% |
| 31 Dec, 22 | 262 | 4.80% |
| 30 Sep, 22 | 250 | -2.34% |
| 30 Jun, 22 | 256 | 6.67% |
| 31 Mar, 22 | 240 | - |
| 31 Dec, 21 | 240 | 4.35% |
| 30 Sep, 21 | 230 | -0.86% |
| 30 Jun, 21 | 232 | -4.53% |
| 31 Mar, 21 | 243 | 4.29% |
| 31 Dec, 20 | 233 | 5.43% |
| 30 Sep, 20 | 221 | 5.74% |
| 30 Jun, 20 | 209 | -8.33% |
| 31 Mar, 20 | 228 | -9.16% |
| 31 Dec, 19 | 251 | 0.40% |
| 30 Sep, 19 | 250 | 0.40% |
| 30 Jun, 19 | 249 | 2.05% |
| 31 Mar, 19 | 244 | 0.83% |
| 31 Dec, 18 | 242 | 2.11% |
| 30 Sep, 18 | 237 | 4.87% |
| 30 Jun, 18 | 226 | -2.59% |
| 31 Mar, 18 | 232 | 8.92% |
| 31 Dec, 17 | 213 | 11.52% |
| 30 Sep, 17 | 191 | -6.37% |
| 30 Jun, 17 | 204 | 0.99% |
| 31 Mar, 17 | 202 | - |
| 31 Dec, 16 | 202 | 6.32% |
| 30 Sep, 16 | 190 | -4.04% |
| 30 Jun, 16 | 198 | 0.51% |
| 31 Mar, 16 | 197 | 1.55% |
| 31 Dec, 15 | 194 | 4.86% |
| 30 Sep, 15 | 185 | 6.94% |
| 30 Jun, 15 | 173 | -0.57% |
| 31 Mar, 15 | 174 | -3.33% |
| 31 Dec, 14 | 180 | 8.43% |
| 30 Sep, 14 | 166 | -7.78% |
| 30 Jun, 14 | 180 | -1.64% |
| 31 Mar, 14 | 183 | -1.08% |
| 31 Dec, 13 | 185 | 4.52% |
| 30 Sep, 13 | 177 | -0.56% |
| 30 Jun, 13 | 178 | 161.76% |
| 31 Mar, 13 | 68 | -12.82% |
| 31 Dec, 12 | 78 | 4.00% |
| 30 Sep, 12 | 75 | -11.76% |
| 30 Jun, 12 | 85 | 16.44% |
| 31 Mar, 12 | 73 | 5.80% |
| 31 Dec, 11 | 69 | 4.55% |
| 30 Sep, 11 | 66 | 6.45% |
| 30 Jun, 11 | 62 | 3.33% |
| 31 Mar, 11 | 60 | -9.09% |
| 31 Dec, 10 | 66 | 22.22% |
| 30 Sep, 10 | 54 | -8.47% |
| 30 Jun, 10 | 59 | 7.27% |
| 31 Mar, 10 | 55 | 5.77% |
| 31 Dec, 09 | 52 | 18.18% |
| 30 Sep, 09 | 44 | -18.52% |
| 30 Jun, 09 | 54 | 3.85% |
| 31 Mar, 09 | 52 | 33.33% |
| 31 Dec, 08 | 39 | -13.33% |
| 30 Sep, 08 | 45 | 4.65% |
| 30 Jun, 08 | 43 | -4.44% |
| 31 Mar, 08 | 45 | -2.17% |
| 31 Dec, 07 | 46 | 24.32% |
| 30 Sep, 07 | 37 | -2.63% |
| 30 Jun, 07 | 38 | 26.67% |
| 31 Mar, 07 | 30 | -28.57% |
| 31 Dec, 06 | 42 | 44.83% |
| 30 Sep, 06 | 29 | -3.33% |
| 30 Jun, 06 | 30 | -9.09% |
| 31 Mar, 06 | 33 | 10.00% |
| 31 Dec, 05 | 30 | 11.11% |
| 30 Sep, 05 | 27 | 3.85% |
| 30 Jun, 05 | 26 | 13.04% |
| 31 Mar, 05 | 23 | 4.55% |
| 31 Dec, 04 | 22 | 29.41% |
| 30 Sep, 04 | 17 | -19.05% |
| 30 Jun, 04 | 21 | -16.00% |
| 31 Mar, 04 | 25 | 8.70% |
| 31 Dec, 03 | 23 | 9.52% |
| 30 Sep, 03 | 21 | 40.00% |
| 30 Jun, 03 | 15 | 25.00% |
| 31 Mar, 03 | 12 | -20.00% |
| 31 Dec, 02 | 15 | 36.36% |
| 30 Sep, 02 | 11 | -8.33% |
| 30 Jun, 02 | 12 | -14.29% |
| 31 Mar, 02 | 14 | 75.00% |
| 31 Dec, 01 | 8 | -27.27% |
| 30 Sep, 01 | 11 | - |
| 30 Jun, 01 | 11 | 22.22% |
| 31 Mar, 01 | 9 | 50.00% |
| 31 Dec, 00 | 6 | 20.00% |
| 30 Sep, 00 | 5 | -16.67% |
| 30 Jun, 00 | 6 | - |
| 31 Mar, 00 | 6 | - |
| 31 Dec, 99 | 6 | 500.00% |
| 30 Sep, 99 | 1 | - |
As of 30 Jun 24, 152 institutions are holding White Mountains Insurance Group's shares, representing a decrease of -49.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 730,187 | -69.14% |
| 31 Mar, 24 | 2,365,957 | 4.14% |
| 31 Dec, 23 | 2,271,792 | 0.73% |
| 30 Sep, 23 | 2,255,381 | 1.68% |
| 30 Jun, 23 | 2,218,068 | -1.19% |
| 31 Mar, 23 | 2,244,735 | -0.84% |
| 31 Dec, 22 | 2,263,679 | -0.86% |
| 30 Sep, 22 | 2,283,280 | -14.14% |
| 30 Jun, 22 | 2,659,347 | -0.72% |
| 31 Mar, 22 | 2,678,567 | 0.12% |
| 31 Dec, 21 | 2,675,418 | -1.32% |
| 30 Sep, 21 | 2,711,300 | -2.62% |
| 30 Jun, 21 | 2,784,346 | 2.81% |
| 31 Mar, 21 | 2,708,346 | 0.46% |
| 31 Dec, 20 | 2,695,835 | -0.27% |
| 30 Sep, 20 | 2,703,157 | -0.65% |
| 30 Jun, 20 | 2,720,798 | -0.54% |
| 31 Mar, 20 | 2,735,517 | -0.26% |
| 31 Dec, 19 | 2,742,645 | -1.13% |
| 30 Sep, 19 | 2,773,896 | -0.98% |
| 30 Jun, 19 | 2,801,426 | -0.15% |
| 31 Mar, 19 | 2,805,769 | 1.41% |
| 31 Dec, 18 | 2,766,865 | -0.25% |
| 30 Sep, 18 | 2,773,744 | -1.69% |
| 30 Jun, 18 | 2,821,441 | -11.77% |
| 31 Mar, 18 | 3,197,845 | 2.58% |
| 31 Dec, 17 | 3,117,557 | 0.46% |
| 30 Sep, 17 | 3,103,350 | -19.02% |
| 30 Jun, 17 | 3,832,317 | -0.16% |
| 31 Mar, 17 | 3,838,519 | 1.97% |
| 31 Dec, 16 | 3,764,401 | -3.43% |
| 30 Sep, 16 | 3,898,107 | -6.22% |
| 30 Jun, 16 | 4,156,849 | -10.78% |
| 31 Mar, 16 | 4,659,052 | -3.56% |
| 31 Dec, 15 | 4,830,937 | -1.71% |
| 30 Sep, 15 | 4,914,850 | -2.75% |
| 30 Jun, 15 | 5,053,627 | 0.34% |
| 31 Mar, 15 | 5,036,495 | 0.18% |
| 31 Dec, 14 | 5,027,206 | -0.93% |
| 30 Sep, 14 | 5,074,370 | -2.17% |
| 30 Jun, 14 | 5,187,046 | 0.71% |
| 31 Mar, 14 | 5,150,690 | -0.29% |
| 31 Dec, 13 | 5,165,696 | 5.07% |
| 30 Sep, 13 | 4,916,212 | 2.83% |
| 30 Jun, 13 | 4,780,775 | 295.76% |
| 31 Mar, 13 | 1,208,002 | -18.29% |
| 31 Dec, 12 | 1,478,463 | 1.89% |
| 30 Sep, 12 | 1,451,108 | -5.50% |
| 30 Jun, 12 | 1,535,531 | 8.63% |
| 31 Mar, 12 | 1,413,520 | -19.24% |
| 31 Dec, 11 | 1,750,316 | -2.54% |
| 30 Sep, 11 | 1,796,004 | -23.96% |
| 30 Jun, 11 | 2,362,054 | 21.71% |
| 31 Mar, 11 | 1,940,657 | 18.23% |
| 31 Dec, 10 | 1,641,462 | 9.37% |
| 30 Sep, 10 | 1,500,780 | -24.22% |
| 30 Jun, 10 | 1,980,354 | -6.76% |
| 31 Mar, 10 | 2,123,938 | -12.53% |
| 31 Dec, 09 | 2,428,322 | 3.50% |
| 30 Sep, 09 | 2,346,295 | -4.56% |
| 30 Jun, 09 | 2,458,515 | 10.60% |
| 31 Mar, 09 | 2,222,920 | 9.56% |
| 31 Dec, 08 | 2,028,892 | -42.91% |
| 30 Sep, 08 | 3,553,674 | 11.51% |
| 30 Jun, 08 | 3,186,888 | -1.74% |
| 31 Mar, 08 | 3,243,213 | -1.30% |
| 31 Dec, 07 | 3,285,876 | 7.88% |
| 30 Sep, 07 | 3,045,920 | -5.12% |
| 30 Jun, 07 | 3,210,141 | 256.20% |
| 31 Mar, 07 | 901,216 | -21.74% |
| 31 Dec, 06 | 1,151,526 | -0.06% |
| 30 Sep, 06 | 1,152,240 | -4.88% |
| 30 Jun, 06 | 1,211,299 | -47.59% |
| 31 Mar, 06 | 2,311,373 | -6.20% |
| 31 Dec, 05 | 2,464,048 | 8.28% |
| 30 Sep, 05 | 2,275,620 | 0.86% |
| 30 Jun, 05 | 2,256,144 | -7.24% |
| 31 Mar, 05 | 2,432,185 | 303.33% |
| 31 Dec, 04 | 603,032 | 28.99% |
| 30 Sep, 04 | 467,491 | -16.95% |
| 30 Jun, 04 | 562,932 | -7.42% |
| 31 Mar, 04 | 608,082 | 4.17% |
| 31 Dec, 03 | 583,716 | -19.50% |
| 30 Sep, 03 | 725,078 | 31.53% |
| 30 Jun, 03 | 551,280 | -11.25% |
| 31 Mar, 03 | 621,187 | -93.09% |
| 31 Dec, 02 | 8,984,187 | 4951.47% |
| 30 Sep, 02 | 177,853 | -48.68% |
| 30 Jun, 02 | 346,555 | -27.28% |
| 31 Mar, 02 | 476,535 | 47.23% |
| 31 Dec, 01 | 323,663 | -2.88% |
| 30 Sep, 01 | 333,249 | 31.44% |
| 30 Jun, 01 | 253,545 | 0.22% |
| 31 Mar, 01 | 252,980 | 100.19% |
| 31 Dec, 00 | 126,373 | -0.75% |
| 30 Sep, 00 | 127,322 | -38.95% |
| 30 Jun, 00 | 208,554 | -1.08% |
| 31 Mar, 00 | 210,841 | 1.01% |
| 31 Dec, 99 | 208,732 | 561.38% |
| 30 Sep, 99 | 31,560 | - |
White Mountains Insurance Group (WTM) has 730.19K shares outstanding as of 30 Jun 24, down -69.14% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 28.85% | 0.33% |
| 31 Mar, 24 | 93.48% | 1.16% |
| 31 Dec, 23 | 89.89% | 1.12% |
| 30 Sep, 23 | 89.40% | 1.16% |
| 30 Jun, 23 | 87.85% | 1.12% |
| 31 Mar, 23 | 88.42% | 1.14% |
| 31 Dec, 22 | 88.01% | 1.38% |
| 30 Sep, 22 | 79.96% | 0.98% |
| 30 Jun, 22 | 90.43% | 1.12% |
| 31 Mar, 22 | 89.99% | 1.12% |
| 31 Dec, 21 | 89.79% | 1.14% |
| 30 Sep, 21 | 88.82% | 1.08% |
| 30 Jun, 21 | 90.70% | 1.13% |
| 31 Mar, 21 | 89.78% | 1.16% |
| 31 Dec, 20 | 88.14% | 1.13% |
| 30 Sep, 20 | 88.38% | 1.12% |
| 30 Jun, 20 | 88.79% | 1.17% |
| 31 Mar, 20 | 87.00% | 1.14% |
| 31 Dec, 19 | 87.31% | 1.12% |
| 30 Sep, 19 | 88.28% | 1.11% |
| 30 Jun, 19 | 89.20% | 1.12% |
| 31 Mar, 19 | 89.36% | 1.30% |
| 31 Dec, 18 | 82.78% | 1.06% |
| 30 Sep, 18 | 88.37% | 1.28% |
| 30 Jun, 18 | 83.22% | 1.12% |
| 31 Mar, 18 | 86.19% | 1.59% |
| 31 Dec, 17 | 73.54% | 1.37% |
| 30 Sep, 17 | 73.13% | 1.02% |
| 30 Jun, 17 | 84.88% | 1.17% |
| 31 Mar, 17 | 85.07% | 1.17% |
| 31 Dec, 16 | 85.41% | 1.29% |
| 30 Sep, 16 | 81.22% | 1.19% |
| 30 Jun, 16 | 82.65% | 1.15% |
| 31 Mar, 16 | 84.93% | 1.23% |
| 31 Dec, 15 | 83.13% | 1.19% |
| 30 Sep, 15 | 83.44% | 1.17% |
| 30 Jun, 15 | 84.62% | 1.17% |
| 31 Mar, 15 | 85.08% | 1.21% |
| 31 Dec, 14 | 83.88% | 1.21% |
| 30 Sep, 14 | 83.30% | 1.11% |
| 30 Jun, 14 | 86.47% | 1.21% |
| 31 Mar, 14 | 84.44% | 1.21% |
| 31 Dec, 13 | 83.64% | 1.28% |
| 30 Sep, 13 | 80.84% | 1.31% |
| 30 Jun, 13 | 78.62% | 20.67% |
| 31 Mar, 13 | 19.50% | 3.81% |
| 31 Dec, 12 | 22.61% | 4.53% |
| 30 Sep, 12 | 22.35% | 4.20% |
| 30 Jun, 12 | 23.06% | 6.24% |
| 31 Mar, 12 | 19.22% | 3.47% |
| 31 Dec, 11 | 23.55% | 4.49% |
| 30 Sep, 11 | 22.89% | 2.55% |
| 30 Jun, 11 | 29.95% | 5.13% |
| 31 Mar, 11 | 24.16% | 6.55% |
| 31 Dec, 10 | 19.20% | 6.06% |
| 30 Sep, 10 | 17.80% | 3.41% |
| 30 Jun, 10 | 22.84% | 3.87% |
| 31 Mar, 10 | 24.30% | 3.23% |
| 31 Dec, 09 | 27.44% | 3.91% |
| 30 Sep, 09 | 26.49% | 3.44% |
| 30 Jun, 09 | 27.75% | 4.37% |
| 31 Mar, 09 | 25.19% | 6.34% |
| 31 Dec, 08 | 19.93% | 1.71% |
| 30 Sep, 08 | 34.10% | 3.75% |
| 30 Jun, 08 | 30.15% | 3.23% |
| 31 Mar, 08 | 30.56% | 3.13% |
| 31 Dec, 07 | 31.24% | 3.92% |
| 30 Sep, 07 | 28.23% | 3.19% |
| 30 Jun, 07 | 29.77% | 42.53% |
| 31 Mar, 07 | 8.37% | 7.32% |
| 31 Dec, 06 | 10.69% | 9.34% |
| 30 Sep, 06 | 10.70% | 8.46% |
| 30 Jun, 06 | 11.24% | 2.44% |
| 31 Mar, 06 | 21.48% | 4.10% |
| 31 Dec, 05 | 22.90% | 5.12% |
| 30 Sep, 05 | 21.14% | 4.81% |
| 30 Jun, 05 | 20.96% | 4.11% |
| 31 Mar, 05 | 22.60% | 60.94% |
| 31 Dec, 04 | 6.09% | 32.17% |
| 30 Sep, 04 | 4.35% | 11.28% |
| 30 Jun, 04 | 6.21% | 13.66% |
| 31 Mar, 04 | 6.74% | 16.09% |
| 31 Dec, 03 | 6.47% | 9.95% |
| 30 Sep, 03 | 8.07% | 19.74% |
| 30 Jun, 03 | 6.39% | 11.36% |
| 31 Mar, 03 | 7.50% | 0.06% |
| 31 Dec, 02 | 108.48% | 2300.44% |
| 30 Sep, 02 | 2.17% | 12.24% |
| 30 Jun, 02 | 4.21% | 12.79% |
| 31 Mar, 02 | 5.74% | 37.78% |
| 31 Dec, 01 | 3.90% | 16.17% |
| 30 Sep, 01 | 4.91% | 26.37% |
| 30 Jun, 01 | 4.31% | 23.28% |
| 31 Mar, 01 | 4.31% | 93.85% |
| 31 Dec, 00 | 2.14% | 45.71% |
| 30 Sep, 00 | 2.16% | 22.12% |
| 30 Jun, 00 | 3.13% | 24.98% |
| 31 Mar, 00 | 3.54% | 24.57% |
| 31 Dec, 99 | 3.80% | 1024.01% |
| 30 Sep, 99 | 0.61% | - |
As of 30 Jun 24, White Mountains Insurance Group is held by 28.85% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | -57.69% |
| 31 Mar, 24 | 130 | 2.36% |
| 31 Dec, 23 | 127 | 13.39% |
| 30 Sep, 23 | 112 | 17.89% |
| 30 Jun, 23 | 95 | -4.04% |
| 31 Mar, 23 | 99 | -1.00% |
| 31 Dec, 22 | 100 | 9.89% |
| 30 Sep, 22 | 91 | - |
| 30 Jun, 22 | 91 | 4.60% |
| 31 Mar, 22 | 87 | -1.14% |
| 31 Dec, 21 | 88 | -6.38% |
| 30 Sep, 21 | 94 | 16.05% |
| 30 Jun, 21 | 81 | -26.36% |
| 31 Mar, 21 | 110 | 19.57% |
| 31 Dec, 20 | 92 | 3.37% |
| 30 Sep, 20 | 89 | 27.14% |
| 30 Jun, 20 | 70 | -23.91% |
| 31 Mar, 20 | 92 | 9.52% |
| 31 Dec, 19 | 84 | -1.18% |
| 30 Sep, 19 | 85 | -13.27% |
| 30 Jun, 19 | 98 | 8.89% |
| 31 Mar, 19 | 90 | -12.62% |
| 31 Dec, 18 | 103 | 21.18% |
| 30 Sep, 18 | 85 | - |
| 30 Jun, 18 | 85 | -22.73% |
| 31 Mar, 18 | 110 | 12.24% |
| 31 Dec, 17 | 98 | 25.64% |
| 30 Sep, 17 | 78 | 1.30% |
| 30 Jun, 17 | 77 | -15.38% |
| 31 Mar, 17 | 91 | 2.25% |
| 31 Dec, 16 | 89 | 25.35% |
| 30 Sep, 16 | 71 | 16.39% |
| 30 Jun, 16 | 61 | -27.38% |
| 31 Mar, 16 | 84 | 13.51% |
| 31 Dec, 15 | 74 | -3.90% |
| 30 Sep, 15 | 77 | 6.94% |
| 30 Jun, 15 | 72 | 4.35% |
| 31 Mar, 15 | 69 | -17.86% |
| 31 Dec, 14 | 84 | 31.25% |
| 30 Sep, 14 | 64 | -9.86% |
| 30 Jun, 14 | 71 | -14.46% |
| 31 Mar, 14 | 83 | -3.49% |
| 31 Dec, 13 | 86 | 4.88% |
| 30 Sep, 13 | 82 | -42.66% |
| 30 Jun, 13 | 143 | 361.29% |
| 31 Mar, 13 | 31 | -22.50% |
| 31 Dec, 12 | 40 | 21.21% |
| 30 Sep, 12 | 33 | -28.26% |
| 30 Jun, 12 | 46 | 64.29% |
| 31 Mar, 12 | 28 | -17.65% |
| 31 Dec, 11 | 34 | 3.03% |
| 30 Sep, 11 | 33 | 6.45% |
| 30 Jun, 11 | 31 | 19.23% |
| 31 Mar, 11 | 26 | -31.58% |
| 31 Dec, 10 | 38 | 35.71% |
| 30 Sep, 10 | 28 | -12.50% |
| 30 Jun, 10 | 32 | 6.67% |
| 31 Mar, 10 | 30 | 3.45% |
| 31 Dec, 09 | 29 | 11.54% |
| 30 Sep, 09 | 26 | -23.53% |
| 30 Jun, 09 | 34 | -8.11% |
| 31 Mar, 09 | 37 | 42.31% |
| 31 Dec, 08 | 26 | -3.70% |
| 30 Sep, 08 | 27 | - |
| 30 Jun, 08 | 27 | -12.90% |
| 31 Mar, 08 | 31 | 24.00% |
| 31 Dec, 07 | 25 | 19.05% |
| 30 Sep, 07 | 21 | -16.00% |
| 30 Jun, 07 | 25 | 66.67% |
| 31 Mar, 07 | 15 | -42.31% |
| 31 Dec, 06 | 26 | 62.50% |
| 30 Sep, 06 | 16 | -5.88% |
| 30 Jun, 06 | 17 | 13.33% |
| 31 Mar, 06 | 15 | -28.57% |
| 31 Dec, 05 | 21 | 10.53% |
| 30 Sep, 05 | 19 | 72.73% |
| 30 Jun, 05 | 11 | -15.38% |
| 31 Mar, 05 | 13 | -7.14% |
| 31 Dec, 04 | 14 | 133.33% |
| 30 Sep, 04 | 6 | -25.00% |
| 30 Jun, 04 | 8 | -42.86% |
| 31 Mar, 04 | 14 | 7.69% |
| 31 Dec, 03 | 13 | 30.00% |
| 30 Sep, 03 | 10 | - |
| 30 Jun, 03 | 10 | 42.86% |
| 31 Mar, 03 | 7 | -30.00% |
| 31 Dec, 02 | 10 | 66.67% |
| 30 Sep, 02 | 6 | 50.00% |
| 30 Jun, 02 | 4 | -63.64% |
| 31 Mar, 02 | 11 | 450.00% |
| 31 Dec, 01 | 2 | -71.43% |
| 30 Sep, 01 | 7 | -12.50% |
| 30 Jun, 01 | 8 | 60.00% |
| 31 Mar, 01 | 5 | 400.00% |
| 31 Dec, 00 | 1 | -50.00% |
| 30 Sep, 00 | 2 | 100.00% |
| 30 Jun, 00 | 1 | -66.67% |
| 31 Mar, 00 | 3 | -50.00% |
| 31 Dec, 99 | 6 | 500.00% |
| 30 Sep, 99 | 1 | - |
55 institutional shareholders have increased their position in WTM stock as of 30 Jun 24 compared to 130 in the previous quarter (a -57.69% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 37 | -60.64% |
| 31 Mar, 24 | 94 | -6.93% |
| 31 Dec, 23 | 101 | 21.69% |
| 30 Sep, 23 | 83 | -6.74% |
| 30 Jun, 23 | 89 | -1.11% |
| 31 Mar, 23 | 90 | -7.22% |
| 31 Dec, 22 | 97 | 3.19% |
| 30 Sep, 22 | 94 | -8.74% |
| 30 Jun, 22 | 103 | 11.96% |
| 31 Mar, 22 | 92 | -2.13% |
| 31 Dec, 21 | 94 | 22.08% |
| 30 Sep, 21 | 77 | -15.38% |
| 30 Jun, 21 | 91 | 13.75% |
| 31 Mar, 21 | 80 | -5.88% |
| 31 Dec, 20 | 85 | 7.59% |
| 30 Sep, 20 | 79 | -10.23% |
| 30 Jun, 20 | 88 | 6.02% |
| 31 Mar, 20 | 83 | -8.79% |
| 31 Dec, 19 | 91 | -1.09% |
| 30 Sep, 19 | 92 | - |
| 30 Jun, 19 | 92 | 8.24% |
| 31 Mar, 19 | 85 | 2.41% |
| 31 Dec, 18 | 83 | -10.75% |
| 30 Sep, 18 | 93 | -5.10% |
| 30 Jun, 18 | 98 | 34.25% |
| 31 Mar, 18 | 73 | -7.59% |
| 31 Dec, 17 | 79 | 17.91% |
| 30 Sep, 17 | 67 | -16.25% |
| 30 Jun, 17 | 80 | 11.11% |
| 31 Mar, 17 | 72 | -8.86% |
| 31 Dec, 16 | 79 | 12.86% |
| 30 Sep, 16 | 70 | -27.84% |
| 30 Jun, 16 | 97 | 32.88% |
| 31 Mar, 16 | 73 | - |
| 31 Dec, 15 | 73 | 2.82% |
| 30 Sep, 15 | 71 | 14.52% |
| 30 Jun, 15 | 62 | - |
| 31 Mar, 15 | 62 | 37.78% |
| 31 Dec, 14 | 45 | -33.82% |
| 30 Sep, 14 | 68 | - |
| 30 Jun, 14 | 68 | 9.68% |
| 31 Mar, 14 | 62 | 6.90% |
| 31 Dec, 13 | 58 | -1.69% |
| 30 Sep, 13 | 59 | 195.00% |
| 30 Jun, 13 | 20 | - |
| 31 Mar, 13 | 20 | -23.08% |
| 31 Dec, 12 | 26 | -7.14% |
| 30 Sep, 12 | 28 | - |
| 30 Jun, 12 | 28 | 3.70% |
| 31 Mar, 12 | 27 | 50.00% |
| 31 Dec, 11 | 18 | - |
| 30 Sep, 11 | 18 | -25.00% |
| 30 Jun, 11 | 24 | 33.33% |
| 31 Mar, 11 | 18 | -10.00% |
| 31 Dec, 10 | 20 | 25.00% |
| 30 Sep, 10 | 16 | -11.11% |
| 30 Jun, 10 | 18 | 28.57% |
| 31 Mar, 10 | 14 | -22.22% |
| 31 Dec, 09 | 18 | 50.00% |
| 30 Sep, 09 | 12 | -14.29% |
| 30 Jun, 09 | 14 | 55.56% |
| 31 Mar, 09 | 9 | - |
| 31 Dec, 08 | 9 | - |
| 30 Sep, 08 | 9 | 12.50% |
| 30 Jun, 08 | 8 | - |
| 31 Mar, 08 | 8 | -20.00% |
| 31 Dec, 07 | 10 | - |
| 30 Sep, 07 | 10 | 150.00% |
| 30 Jun, 07 | 4 | -42.86% |
| 31 Mar, 07 | 7 | -22.22% |
| 31 Dec, 06 | 9 | 28.57% |
| 30 Sep, 06 | 7 | 133.33% |
| 30 Jun, 06 | 3 | -70.00% |
| 31 Mar, 06 | 10 | 233.33% |
| 31 Dec, 05 | 3 | -25.00% |
| 30 Sep, 05 | 4 | - |
| 30 Jun, 05 | 4 | - |
| 31 Mar, 05 | 4 | -20.00% |
| 31 Dec, 04 | 5 | - |
| 30 Sep, 04 | 5 | -16.67% |
| 30 Jun, 04 | 6 | 20.00% |
| 31 Mar, 04 | 5 | 25.00% |
| 31 Dec, 03 | 4 | -50.00% |
| 30 Sep, 03 | 8 | 100.00% |
| 30 Jun, 03 | 4 | 100.00% |
| 31 Mar, 03 | 2 | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 1 | -50.00% |
| 30 Jun, 02 | 2 | 100.00% |
| 31 Mar, 02 | 1 | -66.67% |
| 31 Dec, 01 | 3 | 200.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | 1 | -50.00% |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | 2 | - |
| 30 Jun, 00 | 2 | -33.33% |
| 31 Mar, 00 | 3 | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | - |
37 institutional shareholders have reduced their position in WTM stock as of 30 Jun 24 compared to 94 in the previous quarter (a -60.64% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 152 | -49.33% | 730,187 | -69.14% | 28.85% | 0.33% | 55 | -57.69% | 37 | -60.64% |
| 31 Mar, 24 | 300 | 3.45% | 2,365,957 | 4.14% | 93.48% | 1.16% | 130 | 2.36% | 94 | -6.93% |
| 31 Dec, 23 | 290 | 8.21% | 2,271,792 | 0.73% | 89.89% | 1.12% | 127 | 13.39% | 101 | 21.69% |
| 30 Sep, 23 | 268 | 5.51% | 2,255,381 | 1.68% | 89.40% | 1.16% | 112 | 17.89% | 83 | -6.74% |
| 30 Jun, 23 | 254 | -2.31% | 2,218,068 | -1.19% | 87.85% | 1.12% | 95 | -4.04% | 89 | -1.11% |
| 31 Mar, 23 | 260 | -0.76% | 2,244,735 | -0.84% | 88.42% | 1.14% | 99 | -1.00% | 90 | -7.22% |
| 31 Dec, 22 | 262 | 4.80% | 2,263,679 | -0.86% | 88.01% | 1.38% | 100 | 9.89% | 97 | 3.19% |
| 30 Sep, 22 | 250 | -2.34% | 2,283,280 | -14.14% | 79.96% | 0.98% | 91 | - | 94 | -8.74% |
| 30 Jun, 22 | 256 | 6.67% | 2,659,347 | -0.72% | 90.43% | 1.12% | 91 | 4.60% | 103 | 11.96% |
| 31 Mar, 22 | 240 | - | 2,678,567 | 0.12% | 89.99% | 1.12% | 87 | -1.14% | 92 | -2.13% |
| 31 Dec, 21 | 240 | 4.35% | 2,675,418 | -1.32% | 89.79% | 1.14% | 88 | -6.38% | 94 | 22.08% |
| 30 Sep, 21 | 230 | -0.86% | 2,711,300 | -2.62% | 88.82% | 1.08% | 94 | 16.05% | 77 | -15.38% |
| 30 Jun, 21 | 232 | -4.53% | 2,784,346 | 2.81% | 90.70% | 1.13% | 81 | -26.36% | 91 | 13.75% |
| 31 Mar, 21 | 243 | 4.29% | 2,708,346 | 0.46% | 89.78% | 1.16% | 110 | 19.57% | 80 | -5.88% |
| 31 Dec, 20 | 233 | 5.43% | 2,695,835 | -0.27% | 88.14% | 1.13% | 92 | 3.37% | 85 | 7.59% |
| 30 Sep, 20 | 221 | 5.74% | 2,703,157 | -0.65% | 88.38% | 1.12% | 89 | 27.14% | 79 | -10.23% |
| 30 Jun, 20 | 209 | -8.33% | 2,720,798 | -0.54% | 88.79% | 1.17% | 70 | -23.91% | 88 | 6.02% |
| 31 Mar, 20 | 228 | -9.16% | 2,735,517 | -0.26% | 87.00% | 1.14% | 92 | 9.52% | 83 | -8.79% |
| 31 Dec, 19 | 251 | 0.40% | 2,742,645 | -1.13% | 87.31% | 1.12% | 84 | -1.18% | 91 | -1.09% |
| 30 Sep, 19 | 250 | 0.40% | 2,773,896 | -0.98% | 88.28% | 1.11% | 85 | -13.27% | 92 | - |
| 30 Jun, 19 | 249 | 2.05% | 2,801,426 | -0.15% | 89.20% | 1.12% | 98 | 8.89% | 92 | 8.24% |
| 31 Mar, 19 | 244 | 0.83% | 2,805,769 | 1.41% | 89.36% | 1.30% | 90 | -12.62% | 85 | 2.41% |
| 31 Dec, 18 | 242 | 2.11% | 2,766,865 | -0.25% | 82.78% | 1.06% | 103 | 21.18% | 83 | -10.75% |
| 30 Sep, 18 | 237 | 4.87% | 2,773,744 | -1.69% | 88.37% | 1.28% | 85 | - | 93 | -5.10% |
| 30 Jun, 18 | 226 | -2.59% | 2,821,441 | -11.77% | 83.22% | 1.12% | 85 | -22.73% | 98 | 34.25% |
| 31 Mar, 18 | 232 | 8.92% | 3,197,845 | 2.58% | 86.19% | 1.59% | 110 | 12.24% | 73 | -7.59% |
| 31 Dec, 17 | 213 | 11.52% | 3,117,557 | 0.46% | 73.54% | 1.37% | 98 | 25.64% | 79 | 17.91% |
| 30 Sep, 17 | 191 | -6.37% | 3,103,350 | -19.02% | 73.13% | 1.02% | 78 | 1.30% | 67 | -16.25% |
| 30 Jun, 17 | 204 | 0.99% | 3,832,317 | -0.16% | 84.88% | 1.17% | 77 | -15.38% | 80 | 11.11% |
| 31 Mar, 17 | 202 | - | 3,838,519 | 1.97% | 85.07% | 1.17% | 91 | 2.25% | 72 | -8.86% |
| 31 Dec, 16 | 202 | 6.32% | 3,764,401 | -3.43% | 85.41% | 1.29% | 89 | 25.35% | 79 | 12.86% |
| 30 Sep, 16 | 190 | -4.04% | 3,898,107 | -6.22% | 81.22% | 1.19% | 71 | 16.39% | 70 | -27.84% |
| 30 Jun, 16 | 198 | 0.51% | 4,156,849 | -10.78% | 82.65% | 1.15% | 61 | -27.38% | 97 | 32.88% |
| 31 Mar, 16 | 197 | 1.55% | 4,659,052 | -3.56% | 84.93% | 1.23% | 84 | 13.51% | 73 | - |
| 31 Dec, 15 | 194 | 4.86% | 4,830,937 | -1.71% | 83.13% | 1.19% | 74 | -3.90% | 73 | 2.82% |
| 30 Sep, 15 | 185 | 6.94% | 4,914,850 | -2.75% | 83.44% | 1.17% | 77 | 6.94% | 71 | 14.52% |
| 30 Jun, 15 | 173 | -0.57% | 5,053,627 | 0.34% | 84.62% | 1.17% | 72 | 4.35% | 62 | - |
| 31 Mar, 15 | 174 | -3.33% | 5,036,495 | 0.18% | 85.08% | 1.21% | 69 | -17.86% | 62 | 37.78% |
| 31 Dec, 14 | 180 | 8.43% | 5,027,206 | -0.93% | 83.88% | 1.21% | 84 | 31.25% | 45 | -33.82% |
| 30 Sep, 14 | 166 | -7.78% | 5,074,370 | -2.17% | 83.30% | 1.11% | 64 | -9.86% | 68 | - |
| 30 Jun, 14 | 180 | -1.64% | 5,187,046 | 0.71% | 86.47% | 1.21% | 71 | -14.46% | 68 | 9.68% |
| 31 Mar, 14 | 183 | -1.08% | 5,150,690 | -0.29% | 84.44% | 1.21% | 83 | -3.49% | 62 | 6.90% |
| 31 Dec, 13 | 185 | 4.52% | 5,165,696 | 5.07% | 83.64% | 1.28% | 86 | 4.88% | 58 | -1.69% |
| 30 Sep, 13 | 177 | -0.56% | 4,916,212 | 2.83% | 80.84% | 1.31% | 82 | -42.66% | 59 | 195.00% |
| 30 Jun, 13 | 178 | 161.76% | 4,780,775 | 295.76% | 78.62% | 20.67% | 143 | 361.29% | 20 | - |
| 31 Mar, 13 | 68 | -12.82% | 1,208,002 | -18.29% | 19.50% | 3.81% | 31 | -22.50% | 20 | -23.08% |
| 31 Dec, 12 | 78 | 4.00% | 1,478,463 | 1.89% | 22.61% | 4.53% | 40 | 21.21% | 26 | -7.14% |
| 30 Sep, 12 | 75 | -11.76% | 1,451,108 | -5.50% | 22.35% | 4.20% | 33 | -28.26% | 28 | - |
| 30 Jun, 12 | 85 | 16.44% | 1,535,531 | 8.63% | 23.06% | 6.24% | 46 | 64.29% | 28 | 3.70% |
| 31 Mar, 12 | 73 | 5.80% | 1,413,520 | -19.24% | 19.22% | 3.47% | 28 | -17.65% | 27 | 50.00% |
| 31 Dec, 11 | 69 | 4.55% | 1,750,316 | -2.54% | 23.55% | 4.49% | 34 | 3.03% | 18 | - |
| 30 Sep, 11 | 66 | 6.45% | 1,796,004 | -23.96% | 22.89% | 2.55% | 33 | 6.45% | 18 | -25.00% |
| 30 Jun, 11 | 62 | 3.33% | 2,362,054 | 21.71% | 29.95% | 5.13% | 31 | 19.23% | 24 | 33.33% |
| 31 Mar, 11 | 60 | -9.09% | 1,940,657 | 18.23% | 24.16% | 6.55% | 26 | -31.58% | 18 | -10.00% |
| 31 Dec, 10 | 66 | 22.22% | 1,641,462 | 9.37% | 19.20% | 6.06% | 38 | 35.71% | 20 | 25.00% |
| 30 Sep, 10 | 54 | -8.47% | 1,500,780 | -24.22% | 17.80% | 3.41% | 28 | -12.50% | 16 | -11.11% |
| 30 Jun, 10 | 59 | 7.27% | 1,980,354 | -6.76% | 22.84% | 3.87% | 32 | 6.67% | 18 | 28.57% |
| 31 Mar, 10 | 55 | 5.77% | 2,123,938 | -12.53% | 24.30% | 3.23% | 30 | 3.45% | 14 | -22.22% |
| 31 Dec, 09 | 52 | 18.18% | 2,428,322 | 3.50% | 27.44% | 3.91% | 29 | 11.54% | 18 | 50.00% |
| 30 Sep, 09 | 44 | -18.52% | 2,346,295 | -4.56% | 26.49% | 3.44% | 26 | -23.53% | 12 | -14.29% |
| 30 Jun, 09 | 54 | 3.85% | 2,458,515 | 10.60% | 27.75% | 4.37% | 34 | -8.11% | 14 | 55.56% |
| 31 Mar, 09 | 52 | 33.33% | 2,222,920 | 9.56% | 25.19% | 6.34% | 37 | 42.31% | 9 | - |
| 31 Dec, 08 | 39 | -13.33% | 2,028,892 | -42.91% | 19.93% | 1.71% | 26 | -3.70% | 9 | - |
| 30 Sep, 08 | 45 | 4.65% | 3,553,674 | 11.51% | 34.10% | 3.75% | 27 | - | 9 | 12.50% |
| 30 Jun, 08 | 43 | -4.44% | 3,186,888 | -1.74% | 30.15% | 3.23% | 27 | -12.90% | 8 | - |
| 31 Mar, 08 | 45 | -2.17% | 3,243,213 | -1.30% | 30.56% | 3.13% | 31 | 24.00% | 8 | -20.00% |
| 31 Dec, 07 | 46 | 24.32% | 3,285,876 | 7.88% | 31.24% | 3.92% | 25 | 19.05% | 10 | - |
| 30 Sep, 07 | 37 | -2.63% | 3,045,920 | -5.12% | 28.23% | 3.19% | 21 | -16.00% | 10 | 150.00% |
| 30 Jun, 07 | 38 | 26.67% | 3,210,141 | 256.20% | 29.77% | 42.53% | 25 | 66.67% | 4 | -42.86% |
| 31 Mar, 07 | 30 | -28.57% | 901,216 | -21.74% | 8.37% | 7.32% | 15 | -42.31% | 7 | -22.22% |
| 31 Dec, 06 | 42 | 44.83% | 1,151,526 | -0.06% | 10.69% | 9.34% | 26 | 62.50% | 9 | 28.57% |
| 30 Sep, 06 | 29 | -3.33% | 1,152,240 | -4.88% | 10.70% | 8.46% | 16 | -5.88% | 7 | 133.33% |
| 30 Jun, 06 | 30 | -9.09% | 1,211,299 | -47.59% | 11.24% | 2.44% | 17 | 13.33% | 3 | -70.00% |
| 31 Mar, 06 | 33 | 10.00% | 2,311,373 | -6.20% | 21.48% | 4.10% | 15 | -28.57% | 10 | 233.33% |
| 31 Dec, 05 | 30 | 11.11% | 2,464,048 | 8.28% | 22.90% | 5.12% | 21 | 10.53% | 3 | -25.00% |
| 30 Sep, 05 | 27 | 3.85% | 2,275,620 | 0.86% | 21.14% | 4.81% | 19 | 72.73% | 4 | - |
| 30 Jun, 05 | 26 | 13.04% | 2,256,144 | -7.24% | 20.96% | 4.11% | 11 | -15.38% | 4 | - |
| 31 Mar, 05 | 23 | 4.55% | 2,432,185 | 303.33% | 22.60% | 60.94% | 13 | -7.14% | 4 | -20.00% |
| 31 Dec, 04 | 22 | 29.41% | 603,032 | 28.99% | 6.09% | 32.17% | 14 | 133.33% | 5 | - |
| 30 Sep, 04 | 17 | -19.05% | 467,491 | -16.95% | 4.35% | 11.28% | 6 | -25.00% | 5 | -16.67% |
| 30 Jun, 04 | 21 | -16.00% | 562,932 | -7.42% | 6.21% | 13.66% | 8 | -42.86% | 6 | 20.00% |
| 31 Mar, 04 | 25 | 8.70% | 608,082 | 4.17% | 6.74% | 16.09% | 14 | 7.69% | 5 | 25.00% |
| 31 Dec, 03 | 23 | 9.52% | 583,716 | -19.50% | 6.47% | 9.95% | 13 | 30.00% | 4 | -50.00% |
| 30 Sep, 03 | 21 | 40.00% | 725,078 | 31.53% | 8.07% | 19.74% | 10 | - | 8 | 100.00% |
| 30 Jun, 03 | 15 | 25.00% | 551,280 | -11.25% | 6.39% | 11.36% | 10 | 42.86% | 4 | 100.00% |
| 31 Mar, 03 | 12 | -20.00% | 621,187 | -93.09% | 7.50% | 0.06% | 7 | -30.00% | 2 | - |
| 31 Dec, 02 | 15 | 36.36% | 8,984,187 | 4951.47% | 108.48% | 2300.44% | 10 | 66.67% | - | -100.00% |
| 30 Sep, 02 | 11 | -8.33% | 177,853 | -48.68% | 2.17% | 12.24% | 6 | 50.00% | 1 | -50.00% |
| 30 Jun, 02 | 12 | -14.29% | 346,555 | -27.28% | 4.21% | 12.79% | 4 | -63.64% | 2 | 100.00% |
| 31 Mar, 02 | 14 | 75.00% | 476,535 | 47.23% | 5.74% | 37.78% | 11 | 450.00% | 1 | -66.67% |
| 31 Dec, 01 | 8 | -27.27% | 323,663 | -2.88% | 3.90% | 16.17% | 2 | -71.43% | 3 | 200.00% |
| 30 Sep, 01 | 11 | - | 333,249 | 31.44% | 4.91% | 26.37% | 7 | -12.50% | 1 | - |
| 30 Jun, 01 | 11 | 22.22% | 253,545 | 0.22% | 4.31% | 23.28% | 8 | 60.00% | 1 | -50.00% |
| 31 Mar, 01 | 9 | 50.00% | 252,980 | 100.19% | 4.31% | 93.85% | 5 | 400.00% | 2 | - |
| 31 Dec, 00 | 6 | 20.00% | 126,373 | -0.75% | 2.14% | 45.71% | 1 | -50.00% | 2 | - |
| 30 Sep, 00 | 5 | -16.67% | 127,322 | -38.95% | 2.16% | 22.12% | 2 | 100.00% | 2 | - |
| 30 Jun, 00 | 6 | - | 208,554 | -1.08% | 3.13% | 24.98% | 1 | -66.67% | 2 | -33.33% |
| 31 Mar, 00 | 6 | - | 210,841 | 1.01% | 3.54% | 24.57% | 3 | -50.00% | 3 | - |
| 31 Dec, 99 | 6 | 500.00% | 208,732 | 561.38% | 3.80% | 1024.01% | 6 | 500.00% | - | - |
| 30 Sep, 99 | 1 | - | 31,560 | - | 0.61% | - | 1 | - | - | - |
White Mountains Insurance Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of White Mountains Insurance Group's stock was made by Harrison Giles E on Jun 10 2024, selling - shares at - per share (valued at -).
White Mountains Insurance Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 10 | 1 | 1000.00% |
| Q1 2024 | 5 | 5 | 100.00% |
| Q4 2023 | 10 | 1 | 1000.00% |
| Q2 2023 | 8 | 1 | 800.00% |
| Q1 2023 | 5 | 5 | 100.00% |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 7 | 3 | 233.33% |
| Q1 2022 | 4 | 4 | 100.00% |
| Q4 2021 | 1 | 2 | 50.00% |
| Q2 2021 | 6 | 5 | 120.00% |
| Q1 2021 | 3 | 7 | 42.86% |
| Q4 2020 | - | 3 | - |
| Q2 2020 | 6 | - | - |
| Q1 2020 | 8 | 4 | 200.00% |
| Q4 2019 | - | 2 | - |
| Q3 2019 | - | 5 | - |
| Q2 2019 | 9 | 22 | 40.91% |
| Q1 2019 | 7 | 28 | 25.00% |
| Q4 2018 | - | 3 | - |
10 total buy trades, and 1 total sell trades (buy/sell ratio of 10.00%) were made by White Mountains Insurance Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 10 | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 3 | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | 2 | - |
| Q2 2019 | - | 20 | - |
| Q1 2019 | 2 | 23 | 8.70% |
| Q4 2018 | - | 2 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of White Mountains Insurance Group's stocks.
White Mountains Insurance Group Peer Ownership
| Ticker | Company |
|---|---|
| RLI | RLI Corp. |
| THG | The Hanover Insurance Group, Inc. |
| HMN | Horace Mann Educators Corporation |
| NODK | NI Holdings, Inc. |
| PRA | ProAssurance Corporation |
| GBLI | Global Indemnity Group, LLC |
| CNA | CNA Financial Corporation |
| PGR | The Progressive Corporation |
| CB | Chubb Limited |
| DGICA | Donegal Group Inc. |
| KMPR | Kemper Corporation |
| SIGI | Selective Insurance Group, Inc. |
| KNSL | Kinsale Capital Group, Inc. |
| WRB | W. R. Berkley Corporation |
WTM Ownership FAQ
Who Owns White Mountains Insurance Group?
White Mountains Insurance Group is owned by institutional shareholders (28.85%), insiders (3.07%), and public (68.08%). The largest institutional shareholder of White Mountains Insurance Group is VANGUARD GROUP INC (9.92% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.05% of total shares).
Who are the major institutional shareholders of White Mountains Insurance Group?
White Mountains Insurance Group's major institutional shareholders are VANGUARD GROUP INC, MORGAN STANLEY, DIMENSIONAL FUND ADVISORS LP, FULLER & THALER ASSET MANAGEMENT, INC., and BLACKROCK INC.. The top five shareholders own together 33.24% of the company's share outstanding.
How many White Mountains Insurance Group shareholders are there?
As of Jun 2024, there are 152 institutional shareholders of White Mountains Insurance Group.
What percentage of White Mountains Insurance Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 251.04K shares of White Mountains Insurance Group, representing 9.92% of the company's total shares outstanding, valued at $456.24M (as of Jun 2024).
What percentage of White Mountains Insurance Group is owned by MORGAN STANLEY?
As of Jun 2024, MORGAN STANLEY holds 184.94K shares of White Mountains Insurance Group (WTM), compromising 7.31% of the company, valued at $336.11M.
What percentage of White Mountains Insurance Group is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of White Mountains Insurance Group. The company owns 159.56K of the company's shares outstanding (worth $289.99M).