Recent Quarter Total Invested
$4.79 B
Recent Quarter Institutional Ownership Percentage
93.48%
Total Invested of Last Quarter
$4.22 B
Ownership Percentage of Last Quarter
89.89%
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 | 05/10/2024 | 251,930 | $452.04 M | -0.59% | 9.84% |
| MORGAN STANLEY | 05/15/2024 | 185,530 | $332.90 M | -6.30% | 7.25% |
| DIMENSIONAL FUND ADVISORS LP | 05/10/2024 | 161,918 | $290.53 M | -0.02% | 6.32% |
| GLOBAL ASSETS ADVISORY, LLC | 04/12/2024 | 134,528 | $76,000 | 100.00% | 5.32% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2024 | 130,914 | $234.90 M | 1.08% | 5.17% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 04/26/2024 | 123,321 | $221.27 M | -3.01% | 4.87% |
| BLACKROCK INC. | 05/10/2024 | 114,973 | $206.30 M | 2.02% | 4.49% |
| BOSTON PARTNERS | 05/28/2024 | 90,594 | $162.42 M | -2.12% | 3.54% |
| WALLACE CAPITAL MANAGEMENT INC. | 05/15/2024 | 82,077 | $147.27 M | -2.47% | 3.24% |
| LONDON CO OF VIRGINIA | 05/15/2024 | 66,595 | $119.49 M | 5.47% | 2.63% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2024 | 61,006 | $109.46 M | -9.46% | 2.38% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2024 | 59,289 | $106.38 M | 0.21% | 2.34% |
| SELECT EQUITY GROUP, L.P. | 05/15/2024 | 49,931 | $89.59 M | 66.04% | 1.97% |
| STATE STREET CORP | 05/15/2024 | 48,620 | $87.24 M | -3.16% | 1.90% |
| BANK OF AMERICA CORP /DE/ | 05/15/2024 | 40,730 | $73.08 M | 2.47% | 1.59% |
| FIDUCIARY MANAGEMENT INC /WI/ | 05/14/2024 | 38,995 | $69.97 M | 2.68% | 1.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2024 | 38,899 | $69.81 M | 3.11% | 1.52% |
| REINHART PARTNERS, INC. | 04/03/2024 | 38,225 | $68.59 M | 1.07% | 1.51% |
| SPEARS ABACUS ADVISORS LLC | 05/10/2024 | 30,236 | $54.25 M | 100.00% | 1.19% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 04/24/2024 | 29,623 | $53.15 M | -0.56% | 1.17% |
| LORD, ABBETT & CO. LLC | 05/09/2024 | 28,472 | $51.09 M | 16.03% | 1.12% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 05/15/2024 | 24,708 | $44.33 M | -23.85% | 0.98% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2024 | 24,829 | $44.55 M | 1.31% | 0.97% |
| RAYMOND JAMES & ASSOCIATES | 04/22/2024 | 23,337 | $41.87 M | -0.14% | 0.92% |
| BROWN ADVISORY INC | 04/24/2024 | 23,121 | $41.49 M | 40.73% | 0.91% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/15/2024 | 21,540 | $38.65 M | -2.02% | 0.85% |
| AMERICAN CENTURY COMPANIES INC | 05/14/2024 | 20,791 | $37.31 M | 39.98% | 0.82% |
| SCOUT INVESTMENTS, INC. | 05/09/2024 | 16,535 | $29.27 M | -8.40% | 0.65% |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 05/16/2024 | 16,200 | $29.07 M | -9.09% | 0.64% |
| ROYCE & ASSOCIATES LP | 05/13/2024 | 16,142 | $28.96 M | -10.00% | 0.64% |
| THOMPSON SIEGEL & WALMSLEY LLC | 05/09/2024 | 15,865 | $28.47 M | 0.44% | 0.63% |
| FMR LLC | 05/13/2024 | 14,919 | $26.77 M | 22.47% | 0.58% |
| NORTHERN TRUST CORP | 05/14/2024 | 14,596 | $26.19 M | -3.45% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 05/13/2024 | 14,256 | $25.58 M | 4.25% | 0.56% |
| VICTORY CAPITAL MANAGEMENT INC | 05/03/2024 | 14,251 | $25.57 M | -22.32% | 0.56% |
| PERPETUAL LTD | 04/16/2024 | 14,076 | $25.38 M | 0.72% | 0.56% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 04/30/2024 | 14,078 | $25.26 M | 0.00% | 0.55% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/29/2024 | 13,839 | $24.83 M | 20.89% | 0.55% |
| SPEECE THORSON CAPITAL GROUP INC | 04/23/2024 | 13,751 | $24.67 M | 5.77% | 0.54% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 11,509 | $20.65 M | -2.80% | 0.45% |
| COVE STREET CAPITAL, LLC | 05/07/2024 | 10,057 | $18.05 M | -5.67% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 04/25/2024 | 9,938 | $17.83 M | -10.77% | 0.39% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2024 | 9,152 | $16.42 M | 0.57% | 0.36% |
| FIRST TRUST ADVISORS LP | 05/13/2024 | 7,473 | $13.41 M | 61.61% | 0.29% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/08/2024 | 6,908 | $12.40 M | -1.69% | 0.27% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2024 | 6,700 | $12.02 M | -12.65% | 0.26% |
| ALASKA PERMANENT FUND CORP | 04/09/2024 | 5,897 | $10.58 M | 4.19% | 0.23% |
| NUVEEN ASSET MANAGEMENT, LLC | 05/13/2024 | 5,325 | $9.55 M | -0.80% | 0.21% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/07/2024 | 5,193 | $9.32 M | -2.81% | 0.21% |
| SWISS NATIONAL BANK | 05/07/2024 | 5,046 | $9.05 M | 0.00% | 0.20% |
White Mountains Insurance Group, Ltd.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WTM shares?
During the previous two years, 441 institutional investors and hedge funds held shares of White Mountains Insurance Group, Ltd.. The most heavily invested institutionals were:
REINHART PARTNERS, INC.: 37,879
Cove Street Capital, LLC: 2,485
SUTTON PLACE INVESTORS LLC: 929
BRAVE ASSET MANAGEMENT INC: 924
QRG CAPITAL MANAGEMENT, INC.: 533
Envestnet Portfolio Solutions, Inc.: 426
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What percentage of White Mountains Insurance Group, Ltd. stock is owned by institutional investors?
93.48% of White Mountains Insurance Group, Ltd. stock is owned by institutional investors.
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How much institutional buying is happening at WTM ?
Institutional investors have bought a total of 3.38 M shares in the last 24 months. This purchase volume represents approximately $5.80 B in transactions.