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 | 11/07/2025 | 247.00 K | $412.87 M | -0.87% | 9.72% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 157.22 K | $262.79 M | 0.94% | 6.19% |
| MORGAN STANLEY | 11/14/2025 | 138.86 K | $232.11 M | -15.87% | 5.46% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 115.02 K | $192.25 M | 37.42% | 4.53% |
| BLACKROCK, INC. | 11/12/2025 | 112.58 K | $188.18 M | -0.51% | 4.43% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 11/12/2025 | 109.59 K | $183.18 M | -0.28% | 4.31% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 108.09 K | $180.68 M | 7.04% | 4.25% |
| COOKE & BIELER LP | 10/31/2025 | 107.85 K | $180.28 M | 40.47% | 4.24% |
| FIDUCIARY MANAGEMENT INC /WI/ | 11/14/2025 | 94.38 K | $157.76 M | 32.04% | 3.71% |
| BOSTON PARTNERS | 11/13/2025 | 84.45 K | $142.52 M | -5.54% | 3.32% |
| WALLACE CAPITAL MANAGEMENT INC. | 11/14/2025 | 81.49 K | $136.21 M | 3.10% | 3.21% |
| LONDON CO OF VIRGINIA | 11/14/2025 | 66.80 K | $111.68 M | -2.86% | 2.63% |
| STATE STREET CORP | 11/14/2025 | 54.44 K | $91.00 M | -4.89% | 2.14% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 47.77 K | $79.85 M | -24.10% | 1.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 42.09 K | $70.37 M | -1.03% | 1.66% |
| REINHART PARTNERS, INC. | 10/28/2025 | 41.61 K | $69.58 M | -0.20% | 1.64% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 38.81 K | $64.88 M | -1.51% | 1.53% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 36.92 K | $61.71 M | 14.56% | 1.45% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 31.70 K | $52.32 M | 7.14% | 1.25% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 11/14/2025 | 31.65 K | $52.91 M | 50.05% | 1.25% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 29.39 K | $49.13 M | -4.19% | 1.16% |
| SPEARS ABACUS ADVISORS LLC | 11/14/2025 | 28.29 K | $47.28 M | -0.21% | 1.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 24.23 K | $40.50 M | 0.20% | 0.95% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 11/06/2025 | 22.61 K | $37.79 M | 4.77% | 0.89% |
| BROWN ADVISORY INC | 11/14/2025 | 20.33 K | $33.99 M | -2.50% | 0.80% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 19.21 K | $32.11 M | -22.07% | 0.76% |
| NORTHERN TRUST CORP | 11/14/2025 | 17.76 K | $29.68 M | 2.02% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 17.59 K | $29.40 M | 0.46% | 0.69% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 10/22/2025 | 17.24 K | $28.82 M | -3.27% | 0.68% |
| SELECT EQUITY GROUP, L.P. | 11/14/2025 | 16.95 K | $28.33 M | -5.18% | 0.67% |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 11/13/2025 | 14.81 K | $24.76 M | -0.60% | 0.58% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 13.24 K | $22.20 M | 1.05% | 0.52% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 13.08 K | $21.87 M | 19.26% | 0.51% |
| UBS GROUP AG | 11/13/2025 | 12.09 K | $20.20 M | 141.12% | 0.48% |
| SPEECE THORSON CAPITAL GROUP INC | 11/20/2025 | 11.26 K | $18.83 M | -1.06% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 10.10 K | $16.89 M | -6.98% | 0.40% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 9.35 K | $15.63 M | -2.45% | 0.37% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 9.23 K | $15.43 M | -11.18% | 0.36% |
| THOMPSON SIEGEL & WALMSLEY LLC | 11/12/2025 | 8.65 K | $14.46 M | 4.18% | 0.34% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 8.53 K | $14.25 M | -51.67% | 0.34% |
| PERPETUAL LTD | 10/10/2025 | 8.13 K | $13.58 M | 5.18% | 0.32% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 8.01 K | $13.39 M | -3.17% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 7.36 K | $12.30 M | 2,455.56% | 0.29% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 7.11 K | $11.88 M | 3.45% | 0.28% |
| GOTHAM ASSET MANAGEMENT, LLC | 11/14/2025 | 6.90 K | $11.53 M | 618.65% | 0.27% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 6.30 K | $10.53 M | -4.56% | 0.25% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 6.05 K | $10.12 M | 41.12% | 0.24% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 5.91 K | $9.84 M | -26.86% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 5.91 K | $9.88 M | -14.15% | 0.23% |
| BRADLEY FOSTER & SARGENT INC/CT | 11/10/2025 | 5.55 K | $9.27 M | 0.43% | 0.22% |
White Mountains Insurance Group, Ltd. institutional Ownership - FAQ's
During the previous two years, 493 institutional investors and hedge funds held shares of White Mountains Insurance Group, Ltd.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 247,004
DIMENSIONAL FUND ADVISORS LP: 157,217
MORGAN STANLEY: 138,862
Neuberger Berman Group LLC: 115,015
BlackRock, Inc.: 112,579
River Road Asset Management, LLC: 109,588
91.59% of White Mountains Insurance Group, Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 3.23 M shares in the last 24 months. This purchase volume represents approximately $5.95 B in transactions.