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.