White Mountains Insurance Group Ownership | Who Owns White Mountains Insurance Group?
White Mountains Insurance Group Ownership Summary
White Mountains Insurance Group is owned by 59.51% institutional investors, 3.29% insiders, and 37.20% retail investors. Vanguard group is the largest institutional shareholder, holding 9.72% 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 | 59.51% | 3.29% | 37.20% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Property & Casualty Insurance Stocks | 48.70% | 15.38% | 35.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 247.00K | 9.72% | $412.87M |
| Dimensional fund advisors lp | 157.22K | 6.19% | $262.79M |
| Morgan stanley | 138.86K | 5.46% | $232.11M |
| Blackrock | 116.45K | 4.60% | $211.65M |
| Neuberger berman group | 115.02K | 4.53% | $192.25M |
| Blackrock funding, inc. /de | 112.58K | 4.43% | $188.18M |
| River road asset management | 109.59K | 4.31% | $183.18M |
| Fuller & thaler asset management | 108.09K | 4.25% | $180.68M |
| Cooke & bieler lp | 107.85K | 4.24% | $180.28M |
| Fiduciary management inc /wi/ | 94.38K | 3.71% | $157.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wallace capital management | 81.49K | 16.93% | $136.21M |
| Elkhorn partners limited partnership | 14.81K | 16.80% | $24.76M |
| Mraz, amerine & associates | 22.61K | 5.89% | $37.79M |
| Speece thorson capital group | 11.38K | 4.16% | $20.44M |
| Southeastern asset management inc/tn/ | 31.65K | 2.70% | $52.91M |
| Cove street capital | 1.08K | 2.36% | $1.81M |
| Reinhart partners | 41.61K | 2.26% | $69.58M |
| River road asset management | 109.59K | 2.05% | $183.18M |
| Cooke & bieler lp | 107.85K | 1.86% | $180.28M |
| Fiduciary management inc /wi/ | 94.38K | 1.60% | $157.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 115.02K | 0.14% | 31.32K |
| Cooke & bieler lp | 107.85K | 1.86% | 31.07K |
| Norges bank | 30.67K | 0.01% | 30.67K |
| Fiduciary management inc /wi/ | 94.38K | 1.60% | 22.91K |
| Southeastern asset management inc/tn/ | 31.65K | 2.70% | 10.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -134.53K |
| Morgan stanley | 138.86K | 0.01% | -26.20K |
| Proficio capital partners | - | - | -23.34K |
| T. rowe price investment management | 47.77K | 0.05% | -15.17K |
| Ubs asset management americas | 7.00 | - | -12.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 30.67K | 0.01% | 30.67K | $59.66M |
| Lighthouse investment partners | 2.94K | 0.15% | 2.94K | $4.91M |
| Atlantic union bankshares | 1.76K | 0.06% | 1.76K | $2.95M |
| Holocene advisors, lp | 839.00 | 0.00% | 839.00 | $1.40M |
| Regency capital management inc.\de | 811.00 | 0.64% | 811.00 | $1.36M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Stephens consulting | -1.00 |
| Ifp advisors | -1.00 |
| English capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 89.00K | 3.46% | -40.00 |
| Undiscovered Managers Behavioral Val L | 85.29K | 3.31% | -180.00 |
| Vanguard US Total Market Shares ETF | 77.46K | 3.01% | 88.00 |
| Vanguard Total Stock Mkt Idx Inv | 76.91K | 2.99% | -1.60K |
| Vanguard Small Cap Index | 59.34K | 2.30% | -388.00 |
| Neuberger Berman Genesis Inv | 49.75K | 1.93% | 13.94K |
| Vanguard Small Cap Value Index Inv | 38.15K | 1.48% | 26.00 |
| FMI Common Stock Investor | 38.00K | 1.48% | - |
| DFA US Small Cap Value I | 35.61K | 1.38% | - |
| Vanguard Selected Value Inv | 33.95K | 1.32% | 9.56K |
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 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
WTM Ownership FAQ
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