White Mountains Insurance Group, Ltd. (WTM) Ownership

$1,929.55

south_east
-$4.46 (-0.23%)
Day's range
$1922.65
Day's range
$1934.01

White Mountains Insurance Group, Ltd. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
VANGUARD GROUP INC 02/11/2025 251,739 $489.65 M   0.38% 9.94%
DIMENSIONAL FUND ADVISORS LP 02/13/2025 157,395 $306.14 M   -0.72% 6.21%
BLACKROCK FUNDING, INC. /DE 02/07/2025 118,484 $230.46 M   2.92% 4.68%
FULLER & THALER ASSET MANAGEMENT, INC. 02/14/2025 114,077 $221.89 M   -6.71% 4.50%
RIVER ROAD ASSET MANAGEMENT, LLC 02/07/2025 112,415 $218.65 M   -4.90% 4.44%
BOSTON PARTNERS 02/11/2025 85,445 $165.82 M   0.41% 3.37%
WALLACE CAPITAL MANAGEMENT INC. 02/14/2025 80,158 $155.91 M   -2.68% 3.16%
LONDON CO OF VIRGINIA 02/14/2025 69,268 $134.73 M   -0.84% 2.73%
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 02/14/2025 57,755 $112.34 M   0.12% 2.28%
WELLINGTON MANAGEMENT GROUP LLP 02/12/2025 49,926 $97.11 M   -17.72% 1.97%
FIDUCIARY MANAGEMENT INC /WI/ 02/13/2025 49,114 $95.53 M   -0.42% 1.94%
NEUBERGER BERMAN GROUP LLC 02/13/2025 45,438 $88.38 M   37.23% 1.79%
GEODE CAPITAL MANAGEMENT, LLC 02/12/2025 39,735 $77.31 M   -0.27% 1.57%
REINHART PARTNERS, INC. 01/13/2025 38,272 $74.44 M   -2.79% 1.51%
COOKE & BIELER LP 02/07/2025 34,070 $66.27 M   100.00% 1.35%
LORD, ABBETT & CO. LLC 02/14/2025 33,116 $64.41 M   0.32% 1.31%
RAYMOND JAMES FINANCIAL INC 02/13/2025 32,472 $63.16 M   100.00% 1.28%
NORGES BANK 02/12/2025 30,673 $59.66 M   100.00% 1.21%
SPEARS ABACUS ADVISORS LLC 02/12/2025 28,726 $55.87 M   -0.68% 1.13%
SELECT EQUITY GROUP, L.P. 02/14/2025 27,599 $53.68 M   -20.38% 1.09%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 02/06/2025 25,363 $49.33 M   0.57% 1.00%
PROFICIO CAPITAL PARTNERS LLC 02/05/2025 23,345 $23,345   100.00% 0.92%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 01/29/2025 23,236 $44.82 M   3.02% 0.92%
BROWN ADVISORY INC 02/14/2025 22,421 $43.61 M   -3.14% 0.89%
MRAZ, AMERINE & ASSOCIATES, INC. 01/31/2025 21,069 $40.98 M   -0.61% 0.83%
FIRST TRUST ADVISORS LP 02/13/2025 20,218 $39.33 M   85.32% 0.80%
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 01/23/2025 19,417 $37.77 M   -4.43% 0.77%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 02/14/2025 19,244 $37.43 M   -7.20% 0.76%
ENVESTNET ASSET MANAGEMENT INC 02/13/2025 16,414 $31.93 M   1.47% 0.65%
ELKHORN PARTNERS LIMITED PARTNERSHIP 02/13/2025 15,080 $29.33 M   -6.77% 0.60%
BANK OF NEW YORK MELLON CORP 02/04/2025 12,600 $24.51 M   15.89% 0.50%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 02/12/2025 12,441 $24.20 M   -5.80% 0.49%
ROYCE & ASSOCIATES LP 02/10/2025 12,306 $23.94 M   -14.94% 0.49%
WCM INVESTMENT MANAGEMENT, LLC 02/11/2025 11,651 $22.48 M   100.00% 0.46%
VICTORY CAPITAL MANAGEMENT INC 02/06/2025 11,548 $22.46 M   81.77% 0.46%
SPEECE THORSON CAPITAL GROUP INC 02/13/2025 11,340 $22.06 M   -0.51% 0.45%
THOMPSON SIEGEL & WALMSLEY LLC 02/10/2025 10,246 $19.93 M   -1.13% 0.40%
AQR CAPITAL MANAGEMENT LLC 02/14/2025 10,140 $19.59 M   -7.02% 0.40%
UBS ASSET MANAGEMENT AMERICAS INC 02/14/2025 10,104 $19.65 M   32.25% 0.40%
HORIZON KINETICS ASSET MANAGEMENT LLC 02/10/2025 10,089 $19.62 M   41.34% 0.40%
PERPETUAL LTD 01/17/2025 9,627 $18.73 M   -1.03% 0.38%
WELLS FARGO & COMPANY/MN 02/13/2025 9,546 $18.57 M   -0.37% 0.38%
GW&K INVESTMENT MANAGEMENT, LLC 02/05/2025 8,411 $16.36 M   11.46% 0.33%
NUVEEN ASSET MANAGEMENT, LLC 02/14/2025 7,753 $15.08 M   -0.06% 0.31%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 02/14/2025 7,366 $14.33 M   9.03% 0.29%
ALASKA PERMANENT FUND CORP 01/14/2025 5,902 $11.48 M   0.00% 0.23%
PHOCAS FINANCIAL CORP. 03/05/2025 5,702 $11.09 M   100.00% 0.23%
AMERICAN CENTURY COMPANIES INC 02/11/2025 5,375 $10.45 M   -2.02% 0.21%
WILLIAMS JONES WEALTH MANAGEMENT, LLC. 02/14/2025 5,193 $10.10 M   0.00% 0.21%
SWISS NATIONAL BANK 02/10/2025 5,046 $9.81 M   0.00% 0.20%

White Mountains Insurance Group, Ltd. institutional Ownership - FAQ's

During the previous two years, 437 institutional investors and hedge funds held shares of White Mountains Insurance Group, Ltd.. The most heavily invested institutionals were:

VANGUARD GROUP INC: 251,739

DIMENSIONAL FUND ADVISORS LP: 157,395

BlackRock Funding, Inc. /DE: 118,484

FULLER & THALER ASSET MANAGEMENT, INC.: 114,077

River Road Asset Management, LLC: 112,415

Boston Partners: 85,445

90.75% of White Mountains Insurance Group, Ltd. stock is owned by institutional investors.

Institutional investors have bought a total of 3.09 M shares in the last 24 months. This purchase volume represents approximately $5.96 B in transactions.