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 | 01/29/2026 | 235.70 K | $489.79 B | -4.58% | 9.23% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 156.60 K | $325.43 M | -0.39% | 6.13% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 129.65 K | $269.42 M | 12.73% | 5.04% |
| BLACKROCK, INC. | 02/12/2026 | 112.29 K | $233.34 B | -0.26% | 4.40% |
| COOKE & BIELER LP | 02/09/2026 | 106.58 K | $221.47 M | -1.18% | 4.17% |
| FIDUCIARY MANAGEMENT INC /WI/ | 02/11/2026 | 90.33 K | $187.71 M | -4.29% | 3.54% |
| MORGAN STANLEY | 02/13/2026 | 82.15 K | $170.72 B | -40.84% | 3.22% |
| BOSTON PARTNERS | 02/13/2026 | 76.91 K | $159.73 M | -8.92% | 2.99% |
| STATE STREET CORP | 02/13/2026 | 50.66 K | $105.28 M | -6.94% | 1.98% |
| REINHART PARTNERS, INC. | 02/10/2026 | 43.97 K | $91.41 M | 5.68% | 1.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 41.52 K | $86.30 B | -1.36% | 1.63% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 33.80 K | $70.23 M | -8.46% | 1.31% |
| GENDELL JEFFREY L | 02/13/2026 | 32.52 K | $67.58 M | 100.00% | 1.26% |
| NORGES BANK | 02/10/2026 | 32.18 K | $66.88 M | 100.00% | 1.26% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 02/13/2026 | 31.65 K | $65.77 M | 0.00% | 1.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 28.81 K | $59.87 B | -25.77% | 1.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 23.97 K | $49.81 M | -18.45% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 23.24 K | $48.29 M | -4.10% | 0.90% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 22.63 K | $47.02 M | 0.10% | 0.89% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 20.19 K | $41.23 B | -36.30% | 0.79% |
| BROWN ADVISORY INC | 02/13/2026 | 18.96 K | $39.39 M | -6.77% | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 15.80 K | $32.83 B | -10.19% | 0.62% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 13.12 K | $27.27 M | 0.28% | 0.51% |
| SPEECE THORSON CAPITAL GROUP INC | 01/29/2026 | 10.67 K | $22.18 M | -5.24% | 0.42% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 10.68 K | $22.20 M | -19.29% | 0.42% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.14 K | $18.99 M | -2.26% | 0.36% |
| THOMPSON SIEGEL & WALMSLEY LLC | 02/10/2026 | 8.93 K | $18.55 M | 3.18% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 8.83 K | $18.35 M | -12.58% | 0.35% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 8.62 K | $17.92 M | 7.63% | 0.34% |
| SEI INVESTMENTS CO | 02/13/2026 | 7.92 K | $16.45 M | 46.97% | 0.31% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 7.66 K | $15.91 M | 109,257.14% | 0.30% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 6.75 K | $14.03 M | -4.98% | 0.26% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 6.72 K | $13.96 M | -27.25% | 0.26% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 6.30 K | $13.08 M | -26.16% | 0.25% |
| UBS GROUP AG | 01/29/2026 | 6.00 K | $12.47 B | -50.34% | 0.23% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 5.95 K | $12.36 M | -5.63% | 0.23% |
| PHOCAS FINANCIAL CORP. | 01/26/2026 | 5.49 K | $11.41 M | -0.25% | 0.22% |
| BRADLEY FOSTER & SARGENT INC/CT | 02/12/2026 | 5.46 K | $11.34 M | -1.62% | 0.21% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 5.26 K | $10.93 B | -11.01% | 0.21% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/13/2026 | 5.19 K | $10.79 B | 0.00% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 5.09 K | $10.57 M | 2.83% | 0.20% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 4.56 K | $9.47 M | 100.00% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 4.48 K | $9.30 M | -24.30% | 0.18% |
| RHUMBLINE ADVISERS | 02/13/2026 | 4.17 K | $8.65 B | -1.58% | 0.16% |
| CERITY PARTNERS LLC | 02/11/2026 | 3.54 K | $7.36 M | 82.63% | 0.14% |
| NUVEEN, LLC | 02/12/2026 | 3.48 K | $7.22 B | 0.49% | 0.14% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 3.34 K | $6.94 B | 117.45% | 0.13% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 3.23 K | $6.70 M | -3.01% | 0.13% |
| LEE DANNER & BASS INC | 01/29/2026 | 3.10 K | $6.45 M | -1.43% | 0.12% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 3.04 K | $6.31 M | -24.99% | 0.12% |
White Mountains Insurance Group, Ltd. institutional Ownership - FAQ's
During the previous two years, 464 institutional investors and hedge funds held shares of White Mountains Insurance Group, Ltd.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 235,698
DIMENSIONAL FUND ADVISORS LP: 156,604
Neuberger Berman Group LLC: 129,654
BlackRock, Inc.: 112,289
COOKE & BIELER LP: 106,579
FIDUCIARY MANAGEMENT INC /WI/: 90,333
64.94% of White Mountains Insurance Group, Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 2.67 M shares in the last 24 months. This purchase volume represents approximately $5.87 B in transactions.