White Mountains Insurance Group Ownership | Who Owns White Mountains Insurance Group?
White Mountains Insurance Group Ownership Summary
White Mountains Insurance Group is owned by 64.94% institutional investors, 3.15% insiders, and 31.91% 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 3.79% of its assets in White Mountains Insurance Group shares.
WTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | White Mountains Insurance Group | 64.94% | 3.15% | 31.91% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Property & Casualty Insurance Stocks | 44.10% | 15.35% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 235.70K | 9.27% | $489.79M |
| Dimensional fund advisors lp | 156.60K | 6.13% | $325.43M |
| Blackrock | 116.45K | 4.60% | $211.65M |
| Neuberger berman group | 115.02K | 4.53% | $192.25M |
| Blackrock funding, inc. /de | 112.29K | 4.40% | $233.34M |
| River road asset management | 109.59K | 4.31% | $183.18M |
| Fuller & thaler asset management | 108.17K | 4.24% | $224.79M |
| Cooke & bieler lp | 106.58K | 4.17% | $221.47M |
| Fiduciary management inc /wi/ | 90.33K | 3.54% | $187.71M |
| Boston partners | 84.44K | 3.32% | $142.52M |
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 | 22.63K | 6.99% | $47.02M |
| Triad investment management | 2.55K | 5.36% | $5.29B |
| Speece thorson capital group | 10.67K | 4.80% | $22.18M |
| Reinhart partners | 43.97K | 2.74% | $91.41M |
| Southeastern asset management inc/tn/ | 31.65K | 2.70% | $52.91M |
| Cove street capital | 1.08K | 2.36% | $1.81M |
| Cooke & bieler lp | 106.58K | 2.31% | $221.47M |
| Fiduciary management inc /wi/ | 90.33K | 2.06% | $187.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gendell jeffrey l | 32.52K | 1.17% | 32.52K |
| Norges bank | 32.18K | 0.01% | 32.18K |
| Neuberger berman group | 115.02K | 0.14% | 31.32K |
| Southeastern asset management inc/tn/ | 31.65K | 2.70% | 10.56K |
| Ubs asset management americas | 7.66K | 0.00% | 7.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -134.53K |
| Morgan stanley | 82.15K | 0.01% | -56.71K |
| Proficio capital partners | - | - | -23.34K |
| Robeco institutional asset management b.v. | 623.00 | 0.00% | -16.62K |
| T. rowe price investment management | 47.77K | 0.05% | -15.17K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gendell jeffrey l | 32.52K | 1.17% | 32.52K | $67.58M |
| Norges bank | 32.18K | 0.01% | 32.18K | $66.88M |
| Lighthouse investment partners | 2.94K | 0.15% | 2.94K | $4.91M |
| Triad investment management | 2.55K | 5.36% | 2.55K | $5.29B |
| Holocene advisors, lp | 839.00 | 0.00% | 839.00 | $1.40M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Ifp advisors | -1.00 |
| Stephens consulting | -1.00 |
| English capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 211 | -30.13% | 1,094,088 | -50.61% | 43 | 0.56% | 90 | -33.33% | 56 | -31.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 94.05K | 3.79% | -6.15K |
| Undiscovered Managers Behavioral Val L | 89.37K | 3.60% | -6.20K |
| Neuberger Genesis Inv | 75.39K | 3.04% | 7.39K |
| Vanguard Total Stock Mkt Idx Inv | 75.37K | 3.04% | 262.00 |
| Vanguard US Total Market Shares ETF | 77.46K | 3.01% | 88.00 |
| Vanguard Small Cap Index | 54.93K | 2.22% | 2.75K |
| Neuberger Berman Genesis Inv | 49.75K | 1.93% | 13.94K |
| FMI Common Stock Investor | 45.00K | 1.81% | 25.63K |
| Vanguard Selected Value Inv | 40.34K | 1.63% | - |
| Vanguard Small Cap Value Index Inv | 35.27K | 1.42% | 650.00 |
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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