White Mountains Insurance Group (WTM) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling WTM?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for White Mountains Insurance Group, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on WTM?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for White Mountains Insurance Group.

Is institutional money flowing into WTM?

170 institutional investors hold White Mountains Insurance Group (WTM). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about WTM?

Track institutional sentiment and conviction scores for White Mountains Insurance Group (WTM) including Smart Money Verdict and position changes on HoldingsIntel.

White Mountains Insurance Group

WTM·G9618E107·US·equity·Financial Services - Insurance - Property & Casualty-13D/G

WTM (White Mountains Insurance Group) is held by 170 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($489.8M), DIMENSIONAL FUND ADVISORS LP ($325.4M), Neuberger Berman Group LLC ($269.4M). Net institutional sentiment: Mixed.

170

Holders

Avg rating(16 Elite)

$3.8B

Total Value

47% (183)

Fund Consensus

81 buying - 92 selling

Smart Money VerdictView all

48Weak MomentumSplit Signals

Get 5 free verdicts/month - sign up in 10 seconds

See how WTM's score breaks down across 4 SEC sources

Held by 170 funds

16 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderRountree George ManningSell $10.3MDec 19, 2025

InsiderCAMPBELL REID TARLTONSellDec 19, 2025

InsiderGelston Philip ASell $338KDec 16, 2025

CongressMichael T. McCaulBuy $1,000,001 - $5,000,000Sep 5, 2025

CongressMichael T. McCaulBuy $5,000,001 - $25,000,000Aug 20, 2025

CongressJames French HillBuyJun 23, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	235,698(-4.6%)	$489.8M	0.0%	+30.23%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	156,604(-0.4%)	$325.4M	0.1%	+60.39%	0
Neuberger Berman Group LLC	Increased	129,654(+12.7%)	$269.4M	0.2%	+22.86%	42
River Road Asset Management, LLC	Increased	120,880(+10.3%)	$251.2M	2.8%	+110.95%	58
BlackRock, Inc.	Decreased	112,289(-0.3%)	$233.3M	0.0%	+14.88%	0
FULLER & THALER ASSET MANAGEMENT, INC.	Increased	108,172(+0.1%)	$224.8M	0.8%	+104.17%	43
COOKE & BIELER LP	Decreased	106,579(-1.2%)	$221.5M	2.3%	+21.61%	0
FIDUCIARY MANAGEMENT INC /WI/	Decreased	90,333(-4.3%)	$187.7M	2.1%	+50.85%	0
MORGAN STANLEY	Decreased	82,151(-40.8%)	$170.7M	0.0%	+21.94%	0
Boston Partners	Decreased	76,911(-8.9%)	$159.7M	0.2%	+140.23%	0
LONDON CO OF VIRGINIA	Decreased	58,697(-12.1%)	$122M	0.7%	+117.85%	0
STATE STREET CORP	Decreased	50,663(-6.9%)	$105.3M	0.0%	+43.48%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	41,518(-1.4%)	$86.3M	0.0%	+110.45%	0
BANK OF AMERICA CORP /DE/	Decreased	28,809(-25.8%)	$59.9M	0.0%	+14.88%	0
RAYMOND JAMES FINANCIAL INC	Decreased	23,969(-18.4%)	$49.8M	0.0%	+14.88%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	23,238(-4.1%)	$48.3M	0.0%	+128.08%	0
Allspring Global Investments Holdings, LLC	Decreased	20,193(-36.3%)	$41.2M	0.1%	+32.72%	0
Select Equity Group, L.P.	Increased	19,713(+16.3%)	$41M	0.2%	+29.46%	40
BROWN ADVISORY INC	Decreased	18,956(-6.8%)	$39.4M	0.1%	+50.45%	0
NORTHERN TRUST CORP	Decreased	16,667(-6.1%)	$34.6M	0.0%	+93.71%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	15,928(-17.1%)	$33.1M	0.0%	+51.78%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	15,798(-10.2%)	$32.8M	0.0%	+63.53%	0
HORIZON KINETICS ASSET MANAGEMENT LLC	Increased	13,121(+0.3%)	$27.3M	0.4%	+24.61%	34
WCM INVESTMENT MANAGEMENT, LLC	Decreased	10,682(-19.3%)	$22.2M	0.0%	+15.22%	0
WELLS FARGO & COMPANY/MN	Decreased	9,141(-2.3%)	$19M	0.0%	+47.55%	0
Bank of New York Mellon Corp	Decreased	8,831(-12.6%)	$18.4M	0.0%	+84.62%	0
D. E. Shaw & Co., Inc.	Increased	8,593(+242.1%)	$17.9M	0.0%	+20.02%	46
SEI INVESTMENTS CO	Increased	7,916(+47.0%)	$16.5M	0.0%	+28.36%	39
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	7,655(+1093x)	$15.9M	0.0%	+6.59%	45
Quantinno Capital Management LP	Increased	7,271(+20.1%)	$15.1M	0.0%	+23.74%	33
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	6,752(-5.0%)	$14M	0.0%	+48.61%	0
Gotham Asset Management, LLC	Decreased	6,716(-2.6%)	$14M	0.1%	+30.88%	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Decreased	6,716(-27.3%)	$14M	0.0%	+88.15%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	6,296(-26.2%)	$13.1M	0.0%	+32.80%	0
UBS Group AG	Decreased	6,001(-50.3%)	$12.5M	0.0%	+32.75%	0
ROYCE & ASSOCIATES LP	Decreased	5,947(-5.6%)	$12.4M	0.1%	+75.91%	0
GOLDMAN SACHS GROUP INC	Decreased	5,260(-11.0%)	$10.9M	0.0%	+18.61%	0
Williams Jones Wealth Management, LLC.	Unchanged	5,193	$10.8M	0.1%	+108.26%	0
Swiss National Bank	Increased	5,086(+2.8%)	$10.6M	0.0%	+136.66%	29
FIRST TRUST ADVISORS LP	New	4,555	$9.5M	0.0%	+6.57%	38
AQR CAPITAL MANAGEMENT LLC	Decreased	4,476(-24.3%)	$9.3M	0.0%	+51.78%	0
RHUMBLINE ADVISERS	Decreased	4,165(-1.6%)	$8.7M	0.0%	+123.03%	0
Cerity Partners LLC	Increased	3,543(+82.6%)	$7.4M	0.0%	+27.98%	42
Nuveen, LLC	Increased	3,475(+0.5%)	$7.2M	0.0%	+16.37%	27
Creative Planning	Increased	3,415(+10.1%)	$7.1M	0.0%	+58.42%	30
BNP PARIBAS FINANCIAL MARKETS	Increased	3,340(+117.5%)	$6.9M	0.0%	+17.02%	44
Brandywine Global Investment Management, LLC	Decreased	3,226(-3.0%)	$6.7M	0.0%	+93.84%	0
AMERIPRISE FINANCIAL INC	Increased	3,053(+0.8%)	$6.3M	0.0%	+82.91%	27
Legal & General Group Plc	Decreased	3,037(-25.0%)	$6.3M	0.0%	+112.00%	0
Invesco Ltd.	Decreased	2,995(-9.7%)	$6.2M	0.0%	+36.58%	0
MML INVESTORS SERVICES, LLC	Increased	2,935(+2.9%)	$6.1M	0.0%	+36.80%	28
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	2,792(-11.1%)	$5.8M	0.0%	+43.80%	0
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	2,513(-0.2%)	$5.2M	0.0%	+119.72%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	2,457(+1.0%)	$5.1M	0.0%	+150.13%	27
DAVENPORT & Co LLC	Decreased	2,123(-2.3%)	$4.4M	0.0%	+131.88%	0
LPL Financial LLC	Decreased	1,965(-14.8%)	$4.1M	0.0%	+51.51%	0
M&T BANK CORP	New	18,549	$3.9M	0.0%	+6.57%	37
CITIGROUP INC	Increased	1,849(+24.2%)	$3.8M	0.0%	+16.57%	32
JPMORGAN CHASE & CO	Decreased	1,806(-58.2%)	$3.8M	0.0%	+22.99%	0
JANE STREET GROUP, LLC	Decreased	1,707(-64.6%)	$3.5M	0.0%	+23.81%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	1,501(-18.9%)	$3.1M	0.0%	+32.03%	0
Focus Partners Wealth	Increased	1,610(+19.0%)	$3.1M	0.0%	+24.92%	31
HighTower Advisors, LLC	Decreased	1,447(-1.2%)	$3M	0.0%	+34.45%	0
AGF MANAGEMENT LTD	Decreased	1,408(-20.9%)	$2.9M	0.0%	+43.92%	0
STIFEL FINANCIAL CORP	Decreased	1,312(-0.3%)	$2.7M	0.0%	+143.96%	0
CITADEL ADVISORS LLC	Increased	1,193(+324.6%)	$2.5M	0.0%	+8.73%	42
State of New Jersey Common Pension Fund D	Decreased	1,135(-1.7%)	$2.4M	0.0%	+88.66%	0
JANUS HENDERSON GROUP PLC	Unchanged	1,123	$2.3M	0.0%	+40.40%	0
MARSHALL WACE, LLP	New	1,098	$2.3M	0.0%	+6.57%	36
ROYAL BANK OF CANADA	Decreased	1,097(-38.0%)	$2.3M	0.0%	+18.56%	0
Police & Firemen's Retirement System of New Jersey	Decreased	1,070(-4.2%)	$2.2M	0.0%	+17.78%	0
TD ASSET MANAGEMENT INC	Decreased	1,000(-14.2%)	$2.1M	0.0%	+40.57%	0
Holocene Advisors, LP	Increased	998(+18.9%)	$2.1M	0.0%	+27.19%	31
FMR LLC	Increased	939(+50.2%)	$2M	0.0%	+12.93%	36
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	934(-5.0%)	$1.9M	0.0%	+59.89%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	913(+260.9%)	$1.9M	0.0%	+25.19%	42
Corient Private Wealth LLC	Increased	906(+51.5%)	$1.9M	0.0%	+22.51%	36
Sequoia Financial Advisors, LLC	Increased	906(+10.8%)	$1.9M	0.0%	+30.26%	29
AMERICAN CENTURY COMPANIES INC	Decreased	895(-60.1%)	$1.9M	0.0%	+41.68%	0
MILLENNIUM MANAGEMENT LLC	Decreased	856(-8.3%)	$1.8M	0.0%	+19.89%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	New	811	$1.7M	0.0%	+6.57%	36
ALLIANCEBERNSTEIN L.P.	Decreased	807(-15.5%)	$1.7M	0.0%	+128.14%	0
REGIONS FINANCIAL CORP	Unchanged	792	$1.6M	0.0%	+49.22%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	776(-4.7%)	$1.6M	0.0%	+111.37%	0
TRUIST FINANCIAL CORP	Decreased	736(-37.3%)	$1.5M	0.0%	+89.88%	0
NISA INVESTMENT ADVISORS, LLC	Unchanged	734	$1.5M	0.0%	+139.40%	0
Arizona State Retirement System	Decreased	718(-5.8%)	$1.5M	0.0%	+127.89%	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	715(+386.4%)	$1.5M	0.0%	+10.00%	41
Squarepoint Ops LLC	Increased	706(+296.6%)	$1.5M	0.0%	+9.37%	41
CAPTRUST FINANCIAL ADVISORS	Decreased	705(-0.3%)	$1.5M	0.0%	+56.61%	0
BRANDES INVESTMENT PARTNERS, LP	Increased	665(+8.3%)	$1.4M	0.0%	+26.03%	28
&PARTNERS	Increased	638(+2.4%)	$1.3M	0.0%	+24.84%	26
Robeco Institutional Asset Management B.V.	Decreased	623(-96.4%)	$1.3M	0.0%	+76.90%	0
KLP KAPITALFORVALTNING AS	Decreased	595(-1.6%)	$1.2M	0.0%	+17.40%	0
Farther Finance Advisors, LLC	Increased	570(+19.8%)	$1.2M	0.0%	+22.11%	30
KING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	560	$1.2M	0.0%	+23.52%	0
Jain Global LLC	Increased	559(+87.0%)	$1.2M	0.0%	+15.31%	39
BARCLAYS PLC	Decreased	559(-41.3%)	$1.2M	0.0%	+25.56%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	555(+3.9%)	$1.2M	0.0%	+41.50%	26
PNC FINANCIAL SERVICES GROUP, INC.	Increased	536(+22.4%)	$1.1M	0.0%	+44.44%	30
Qube Research & Technologies Ltd	Decreased	532(-16.4%)	$1.1M	0.0%	+45.11%	0
Sanctuary Advisors, LLC	Decreased	475(-4.0%)	$987,179	0.0%	+24.09%	0
Pathstone Holdings, LLC	Increased	455(+16.1%)	$945,506	0.0%	+33.55%	29
Resona Asset Management Co.,Ltd.	Decreased	443(-2.0%)	$920,567	0.0%	+23.29%	0
BANK OF MONTREAL /CAN/	Decreased	431(-0.2%)	$895,631	0.0%	+15.20%	0
OSAIC HOLDINGS, INC.	Decreased	410(-0.7%)	$852,005	0.0%	+44.62%	0
Mariner, LLC	Increased	402(+87.8%)	$835,389	0.0%	+21.43%	39
FRANKLIN RESOURCES INC	Increased	400(+1.0%)	$831,212	0.0%	+21.67%	25
Pictet Asset Management Holding SA	Increased	400(+14.3%)	$831,212	0.0%	+34.02%	28
Russell Investments Group, Ltd.	Increased	397(+13.1%)	$825,507	0.0%	+26.12%	28
Cetera Investment Advisers	Unchanged	364	$756,682	0.0%	+26.85%	0
Quadrature Capital Ltd	New	360	$748,091	0.0%	+6.57%	34
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	359(+22.9%)	$746,014	0.0%	+17.52%	30
GLENMEDE TRUST CO NA	Decreased	354(-4.3%)	$735,622	0.0%	+103.57%	0
Rockefeller Capital Management L.P.	Increased	300(+36.4%)	$623,515	0.0%	+24.12%	32
Cresset Asset Management, LLC	Decreased	279(-6.4%)	$579,770	0.0%	+49.46%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	271(-9.7%)	$563,420	0.0%	+78.87%	0
Envestnet Portfolio Solutions, Inc.	Increased	261(+2.8%)	$542,367	0.0%	+33.33%	25
Vanguard Personalized Indexing Management, LLC	Increased	253(+5.4%)	$525,742	0.0%	+69.76%	26
VOYA INVESTMENT MANAGEMENT LLC	Increased	243(+16.8%)	$504,961	0.0%	+48.70%	28
DEUTSCHE BANK AG\	Increased	237(+1.3%)	$492,493	0.0%	+28.31%	24
XTX Topco Ltd	New	229	$475,869	0.0%	+6.57%	33
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	227(+8.1%)	$464,739	0.0%	+33.79%	26
Private Advisor Group, LLC	Increased	213(+0.9%)	$442,620	0.0%	+58.66%	24
Tidal Investments LLC	Decreased	204(-66.5%)	$423,918	0.0%	+32.03%	0
Ensign Peak Advisors, Inc	Decreased	200(-60.0%)	$415,606	0.0%	+65.48%	0
NewEdge Advisors, LLC	Increased	196(+15.3%)	$407,294	0.0%	+15.34%	27
BANK OF NOVA SCOTIA	Decreased	189(-6.4%)	$392,748	0.0%	+17.11%	0
Savant Capital, LLC	Decreased	180(-4.3%)	$374,046	0.0%	+22.94%	0
KEYBANK NATIONAL ASSOCIATION/OH	Increased	176(+5.4%)	$365,733	0.0%	+105.91%	25
Kestra Advisory Services, LLC	Increased	171(+14.8%)	$356,245	0.0%	+17.25%	27
ZACKS INVESTMENT MANAGEMENT	Unchanged	157	$326,251	0.0%	+30.39%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Unchanged	150	$311,705	0.0%	+56.90%	0
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	138(-44.6%)	$286,768	0.0%	+58.90%	0
Utah Retirement Systems	Unchanged	134	$278,456	0.0%	+48.26%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	132(-98.2%)	$274,300	0.0%	+31.41%	0
HB Wealth Management, LLC	Increased	130(+3.2%)	$270,144	0.0%	+31.07%	24
CIBC Asset Management Inc	New	124	$257,676	0.0%	+6.57%	32
US BANCORP \DE\	Increased	124(+0.8%)	$257,675	0.0%	+63.55%	23
XPONANCE LLC	Increased	123(+2.5%)	$255,598	0.0%	+14.94%	24
NewEdge Wealth, LLC	Increased	122(+4.3%)	$253,520	0.0%	+30.75%	24
Merit Financial Group, LLC	Increased	121(+0.8%)	$251,518	0.0%	+24.00%	23
Swiss Life Asset Management Ltd	New	117	$243,130	0.0%	+6.57%	32
JOHNSON INVESTMENT COUNSEL INC	New	115	$238,973	0.0%	+6.57%	32
Jefferies Financial Group Inc.	New	112	$232,739	0.0%	+6.57%	32
GREAT LAKES ADVISORS, LLC	New	110	$228,583	0.0%	+6.57%	32
Clearbridge Investments, LLC	New	100	$207,803	0.0%	+6.57%	32
FIRST MANHATTAN CO. LLC.	New	100	$207,803	0.0%	+6.57%	32
Empowered Funds, LLC	New	89	$184,945	0.0%	+6.57%	31
MAI Capital Management	Decreased	59(-4.8%)	$122,604	0.0%	+14.88%	0
STRS OHIO	Decreased	59(-1.7%)	$122,604	0.0%	+57.74%	0
Federation des caisses Desjardins du Quebec	Increased	55(+10.0%)	$114,292	0.0%	+55.54%	24
Steward Partners Investment Advisory, LLC	Increased	50(+6.4%)	$103,902	0.0%	+67.39%	23
Allworth Financial LP	Increased	43(+22.9%)	$89,356	0.0%	+28.49%	26
MetLife Investment Management, LLC	Decreased	41(-2.4%)	$85,199	0.0%	+96.06%	0
CIBC Private Wealth Group LLC	Increased	26(+4.0%)	$54,029	0.0%	+22.19%	22
FIFTH THIRD BANCORP	Increased	25(+47.1%)	$51,951	0.0%	+17.15%	28
NOMURA ASSET MANAGEMENT CO LTD	Increased	22(+83.3%)	$45,717	0.0%	+40.95%	31
DANSKE BANK A/S	New	20	$41,561	0.0%	+6.57%	28
BROWN BROTHERS HARRIMAN & CO	New	19	$39,483	0.0%	+6.57%	28
JONES FINANCIAL COMPANIES LLLP	Increased	15(+36.4%)	$31,170	0.0%	+16.08%	17
HUNTINGTON NATIONAL BANK	Decreased	14(-12.5%)	$29,092	0.0%	+31.83%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	12	$22,884	0.0%	+6.57%	26
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	9(-18.2%)	$18,702	0.0%	+27.71%	0
Mitsubishi UFJ Asset Management Co., Ltd.	Unchanged	9	$18,377	0.0%	+28.27%	0
ASSETMARK, INC	Decreased	2(-50.0%)	$4,156	0.0%	+29.97%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	1,990(+5.7%)	$4,136	0.0%	+41.70%	15
HRT FINANCIAL LP	Decreased	133(-96.3%)	$276	0.0%	+24.17%	0
BNP Paribas Asset Management Holding S.A.	New	32	$66	0.0%	+6.57%	15
Freestone Grove Partners LP	Exited	0(-100.0%)	$240,699	0.0%	+23.90%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$15,045	0.0%	+23.90%	0
CAPSTONE INVESTMENT ADVISORS, LLC	Exited	0(-100.0%)	$615,119	0.0%	+23.90%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Exited	0(-100.0%)	$563,302	0.0%	+52.39%	0
Magnetar Financial LLC	Exited	0(-100.0%)	$1.5M	0.0%	+23.90%	0
PRUDENTIAL FINANCIAL INC	Exited	0(-100.0%)	$260,757	0.0%	+16.79%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$178,853	0.0%	+23.90%	0
QRG CAPITAL MANAGEMENT, INC.	Exited	0(-100.0%)	$616,791	0.0%	+37.84%	0
BALYASNY ASSET MANAGEMENT L.P.	Exited	0(-100.0%)	$498,113	0.0%	+23.90%	0
ExodusPoint Capital Management, LP	Exited	0(-100.0%)	$670,280	0.0%	+16.68%	0
Virtu Financial LLC	Exited	0(-100.0%)	$516	0.0%	+23.90%	0
Marex Group plc	Exited	0(-100.0%)	$272,458	0.0%	+23.90%	0
Walleye Capital LLC	Exited	0(-100.0%)	$661,922	0.0%	+18.23%	0

White Mountains Insurance Group

Continue exploring