White Mountains Insurance Group, Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 156.62 K | $344.08 M | 0.01% | 6.13% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 124.72 K | $273.99 M | -3.81% | 4.88% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 04/30/2026 | 120.52 K | $264.78 M | -0.30% | 4.72% |
| 05/08/2026 | 115.55 K | $253.87 M | 100.00% | 4.52% | |
| BLACKROCK, INC. | 05/13/2026 | 113.33 K | $248.98 M | 0.93% | 4.44% |
| 05/15/2026 | 109.16 K | $239.81 M | 100.00% | 4.27% | |
| COOKE & BIELER LP | 05/04/2026 | 104.86 K | $230.37 M | -1.62% | 4.11% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 104.56 K | $229.72 M | -3.34% | 4.09% |
| FIDUCIARY MANAGEMENT INC /WI/ | 05/14/2026 | 85.07 K | $186.89 M | -5.83% | 3.33% |
| WALLACE CAPITAL MANAGEMENT INC. | 05/15/2026 | 78.80 K | $173.11 M | -1.93% | 3.09% |
| MORGAN STANLEY | 05/15/2026 | 59.30 K | $130.27 M | -27.82% | 2.32% |
| BOSTON PARTNERS | 05/11/2026 | 57.46 K | $126.22 M | -25.29% | 2.25% |
| LONDON CO OF VIRGINIA | 05/15/2026 | 57.13 K | $125.54 M | -2.67% | 2.24% |
| STATE STREET CORP | 05/15/2026 | 49.16 K | $108.00 M | -2.97% | 1.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 42.12 K | $92.56 M | 1.45% | 1.65% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 41.51 K | $91.20 M | -6.84% | 1.63% |
| GENDELL JEFFREY L | 05/15/2026 | 37.81 K | $83.08 M | 16.28% | 1.48% |
| REINHART PARTNERS, INC. | 04/13/2026 | 37.37 K | $82.15 M | -15.01% | 1.46% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 33.11 K | $72.74 M | -2.03% | 1.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 28.36 K | $62.30 M | -1.57% | 1.11% |
| SPEARS ABACUS ADVISORS LLC | 05/15/2026 | 28.03 K | $61.57 M | -0.31% | 1.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 24.24 K | $53.26 M | 4.32% | 0.95% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 23.95 K | $52.62 M | -0.08% | 0.94% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 22.18 K | $48.73 M | -1.99% | 0.87% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 05/15/2026 | 18.86 K | $41.44 M | -40.40% | 0.74% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 18.61 K | $40.55 M | -7.83% | 0.73% |
| BROWN ADVISORY INC | 05/15/2026 | 17.84 K | $39.20 M | -5.87% | 0.70% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 15.78 K | $34.67 M | 200.06% | 0.62% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 15.56 K | $34.19 M | -1.49% | 0.61% |
| NORTHERN TRUST CORP | 05/14/2026 | 15.50 K | $34.04 M | -7.03% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 15.19 K | $33.36 M | 100.00% | 0.59% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 14.88 K | $32.70 M | -6.55% | 0.58% |
| BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 05/15/2026 | 13.98 K | $30.97 M | 100.00% | 0.55% |
| JANE STREET GROUP, LLC | 05/12/2026 | 13.81 K | $30.34 M | 708.90% | 0.54% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 13.11 K | $28.81 M | -0.07% | 0.51% |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 05/14/2026 | 12.70 K | $27.90 M | -6.60% | 0.50% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 11.15 K | $24.49 M | 77.02% | 0.44% |
| SEI INVESTMENTS CO | 05/13/2026 | 11.10 K | $24.38 M | 40.20% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 10.97 K | $24.09 M | 8,206.82% | 0.43% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 10.56 K | $23.20 M | -46.43% | 0.41% |
| UBS GROUP AG | 05/05/2026 | 10.44 K | $22.94 M | 73.99% | 0.41% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 9.78 K | $21.50 M | 34.56% | 0.38% |
| SPEECE THORSON CAPITAL GROUP INC | 04/29/2026 | 9.40 K | $20.65 M | -11.95% | 0.37% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 9.05 K | $19.88 M | 34.71% | 0.35% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 8.91 K | $19.57 M | 3.69% | 0.35% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 8.78 K | $19.29 M | -3.93% | 0.34% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 8.44 K | $18.55 M | -4.38% | 0.33% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 8.31 K | $18.25 M | 828.27% | 0.33% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 7.93 K | $17.41 M | -8.06% | 0.31% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 7.83 K | $17.19 M | 2.23% | 0.31% |
White Mountains Insurance Group, Ltd. institutional Ownership - FAQ's
During the previous two years, 517 institutional investors and hedge funds held shares of White Mountains Insurance Group, Ltd.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 156,618
Neuberger Berman Group LLC: 124,715
River Road Asset Management, LLC: 120,519
BlackRock, Inc.: 113,328
COOKE & BIELER LP: 104,857
FULLER & THALER ASSET MANAGEMENT, INC.: 104,561
86.50% of White Mountains Insurance Group, Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 3.12 M shares in the last 24 months. This purchase volume represents approximately $6.69 B in transactions.