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 | 08/11/2026 | 158.95 K | $329.58 M | 1.49% | 6.60% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 119.14 K | $247.03 M | -4.47% | 4.95% |
| BLACKROCK, INC. | 08/07/2026 | 117.87 K | $244.39 M | 4.01% | 4.90% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 07/17/2026 | 115.88 K | $240.26 M | -3.85% | 4.81% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 111.97 K | $232.16 M | -3.10% | 4.65% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 107.48 K | $222.85 M | -1.54% | 4.46% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 101.89 K | $211.26 M | -2.55% | 4.23% |
| COOKE & BIELER LP | 07/30/2026 | 85.12 K | $176.49 M | -18.82% | 3.54% |
| WALLACE CAPITAL MANAGEMENT INC. | 08/14/2026 | 80.07 K | $166.01 M | 1.61% | 3.33% |
| FIDUCIARY MANAGEMENT INC /WI/ | 08/13/2026 | 66.55 K | $137.98 M | -21.77% | 2.76% |
| GENDELL JEFFREY L | 08/14/2026 | 59.24 K | $122.83 M | 56.67% | 2.46% |
| BOSTON PARTNERS | 08/04/2026 | 55.57 K | $115.28 M | -3.29% | 2.31% |
| LONDON CO OF VIRGINIA | 08/14/2026 | 54.03 K | $112.08 M | -5.44% | 2.24% |
| STATE STREET CORP | 08/07/2026 | 50.26 K | $104.20 M | 2.24% | 2.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 49.41 K | $102.47 M | 17.32% | 2.05% |
| MORGAN STANLEY | 08/13/2026 | 46.87 K | $97.18 M | -20.96% | 1.95% |
| REINHART PARTNERS, INC. | 07/08/2026 | 44.48 K | $92.27 M | 19.01% | 1.85% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 34.24 K | $70.99 M | -17.53% | 1.42% |
| LORD, ABBETT & CO. LLC | 08/14/2026 | 32.83 K | $68.07 M | -0.85% | 1.36% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 31.11 K | $64.50 M | 274.43% | 1.29% |
| NORGES BANK | 08/12/2026 | 27.96 K | $57.96 M | 100.00% | 1.16% |
| SPEARS ABACUS ADVISORS LLC | 08/11/2026 | 27.58 K | $57.18 M | -1.61% | 1.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 25.03 K | $51.89 M | -11.74% | 1.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 23.51 K | $48.74 M | -3.04% | 0.98% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 23.51 K | $48.74 M | 100.00% | 0.98% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 22.22 K | $46.07 M | 0.18% | 0.92% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 18.12 K | $37.39 M | -2.66% | 0.75% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 17.94 K | $37.20 M | 98.30% | 0.75% |
| BROWN ADVISORY INC | 08/14/2026 | 17.72 K | $36.75 M | -0.68% | 0.74% |
| JANE STREET GROUP, LLC | 08/14/2026 | 17.23 K | $35.72 M | 24.75% | 0.72% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 08/14/2026 | 17.10 K | $35.46 M | -9.33% | 0.71% |
| UBS GROUP AG | 08/13/2026 | 16.20 K | $33.58 M | 55.14% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 15.32 K | $31.76 M | 0.88% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 14.83 K | $30.75 M | -38.07% | 0.62% |
| NORTHERN TRUST CORP | 08/13/2026 | 14.57 K | $30.21 M | -5.96% | 0.61% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 14.53 K | $30.13 M | -2.37% | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 13.84 K | $28.69 M | -11.08% | 0.57% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 12.62 K | $26.17 M | 29.03% | 0.52% |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 12.32 K | $25.54 M | -2.99% | 0.51% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 12.21 K | $25.31 M | -6.91% | 0.51% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 12.15 K | $25.19 M | -23.01% | 0.50% |
| BOUSSARD & GAVAUDAN GESTION SAS | 08/19/2026 | 11.68 K | $24.46 M | 100.00% | 0.49% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 10.68 K | $22.15 M | -4.14% | 0.44% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 10.60 K | $21.99 M | 246.76% | 0.44% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 9.67 K | $20.06 M | 852.07% | 0.40% |
| SPEECE THORSON CAPITAL GROUP INC | 08/04/2026 | 9.22 K | $19.11 M | -1.94% | 0.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 8.71 K | $18.06 M | -0.82% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 8.41 K | $17.44 M | -0.38% | 0.35% |
| SEI INVESTMENTS CO | 08/14/2026 | 8.11 K | $16.81 M | -26.94% | 0.34% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 7.84 K | $16.25 M | -1.10% | 0.33% |
White Mountains Insurance Group, Ltd. institutional Ownership - FAQ's
During the previous two years, 544 institutional investors and hedge funds held shares of White Mountains Insurance Group, Ltd.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 158,954
Neuberger Berman Group LLC: 119,141
BlackRock, Inc.: 117,871
River Road Asset Management, LLC: 115,880
VANGUARD PORTFOLIO MANAGEMENT LLC: 111,969
VANGUARD CAPITAL MANAGEMENT LLC: 107,479
92.47% of White Mountains Insurance Group, Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 3.35 M shares in the last 24 months. This purchase volume represents approximately $7.18 B in transactions.