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WHITE MOUNTAINS INSURANCE GROUP LTD hedge fund holdings

WTMNYSE
$2,019.44-1.48 (-0.07%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WTM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258076$163M$145M293Aug 14, 2025
Q3 20259773$285M$203M319Nov 14, 2025
Q4 2025100104$373M$430M331Feb 14, 2026
Q1 202611684$253M$530M345May 15, 2026
Q2 202689114$296M$319M328Aug 14, 2026

Quarterly action breakdown

Q2 2026
328 filers
New position
28
$22.3M+10.7K sh
Increased
61
$274M+132K sh
Reduced
80
-$243M-117K sh
Out / sold
34
-$75.7M-36.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Gendell Jeffrey LAdded 56.67%+$44.4M$123M1.08%Aug 14, 2026
Cooke & Bieler LPReduce 18.82%-$40.9M$176M2.04%Jul 30, 2026
Select Equity Group, L.P.Sell 100%-$23.2M$00.00%Aug 14, 2026
Gotham Asset Management, LLCAdded 98.30%+$18.4M$37.2M0.09%Aug 14, 2026
First Trust Advisors LPAdded 246.76%+$15.6M$22M0.01%Aug 11, 2026
T. Rowe Price Investment Management, Inc.Reduce 17.53%-$15.1M$71M0.05%Aug 14, 2026
Reinhart Partners, LLC.Added 19.01%+$14.7M$92.3M2.11%Jul 8, 2026
WCM Investment Management, LLCReduce 80.03%-$10M$2.5M0.00%Aug 13, 2026
Winmill & Co. IncNew Buy+$9.95M$9.95M2.20%Aug 13, 2026
Edgestream Partners, L.P.Added 110.16%+$7.15M$13.6M0.41%Aug 11, 2026
London Co of VirginiaReduce 5.44%-$6.44M$112M0.64%Aug 14, 2026
Quantinno Capital Management LPAdded 29.03%+$5.89M$26.2M0.03%Aug 13, 2026
Lighthouse Investment Partners, LLCNew Buy+$3.87M$3.87M0.11%Aug 14, 2026
Southeastern Asset Management IncReduce 9.33%-$3.65M$35.5M1.85%Aug 14, 2026
Wallace Capital Management Inc.Added 1.61%+$2.64M$166M18.20%Aug 14, 2026
Diversified Management IncSell 100%-$2.54M$00.00%Jul 10, 2026
Empowered Funds, LLCReduce 91.98%-$2.45M$214K0.00%Aug 17, 2026
Fieldview Capital Management, LLCSell 100%-$1.6M$00.00%Aug 14, 2026
Midwest Professional Planners, LTD.Added 194.68%+$1.59M$2.41M0.47%Aug 5, 2026
Hotchkis & Wiley Capital Management LLCAdded 12.24%+$1.53M$14.1M0.04%Aug 14, 2026
MML Investors Services, LLCReduce 29.20%-$1.49M$3.61M0.01%Aug 7, 2026
Regency Capital Management Inc.\DEAdded 39.80%+$1.27M$4.45M1.77%Aug 13, 2026
AMG National Trust BankSell 100%-$1.25M$00.00%Aug 7, 2026
Worldquant Millennium Advisors LLCNew Buy+$1.23M$1.23M0.00%Aug 14, 2026
Equitable Trust CoReduce 70.84%-$1.22M$502K0.02%Jul 23, 2026
Main Street Financial Solutions, LLCSell 100%-$963K$00.00%Aug 7, 2026
Cannell & Spears LLCReduce 1.61%-$933K$57.2M1.02%Aug 11, 2026
Thompson Siegel & Walmsley LLCAdded 6.20%+$927K$15.9M0.28%Aug 11, 2026
Bridgewater Associates, LPSell 100%-$910K$00.00%Aug 14, 2026
MPS Loria Financial Planners, LLCNew Buy+$794K$794K0.18%Jul 30, 2026
Elkhorn Partners Limited PartnershipReduce 2.99%-$788K$25.5M21.89%Aug 13, 2026
Caprock Group, LLCSell 100%-$747K$00.00%Jul 27, 2026
Wellington Management Group LLPReduce 2.36%-$730K$30.1M0.01%Aug 14, 2026
BTG Pactual Asset Management US LLCNew Buy+$599K$599K0.04%Aug 14, 2026
Lord, Abbett & Co. LLCReduce 0.85%-$583K$68.1M0.19%Aug 14, 2026
Storgate, LLCAdded 198.39%+$510K$767K0.16%Aug 12, 2026
Freestone Grove Partners LPNew Buy+$498K$498K0.00%Aug 14, 2026
Tidal Investments LLCAdded 17.06%+$477K$3.27M0.01%Aug 13, 2026
Annis Gardner Whiting Capital Advisors, LLCNew Buy+$473K$473K0.07%Aug 10, 2026
State of New Jersey Common Pension Fund DReduce 19.47%-$458K$1.9M0.01%Aug 4, 2026
Phocas Financial Corp.Reduce 4.99%-$444K$8.46M1.17%Jul 31, 2026
Inceptionr LLCNew Buy+$442K$442K0.11%Aug 11, 2026
Evercore Wealth Management, LLCSell 100%-$439K$00.00%Aug 14, 2026
United Capital Financial Advisors, LLCSell 100%-$365K$00.00%Aug 17, 2026
Swiss Life Asset Management LtdNew Buy+$357K$357K0.00%Jul 29, 2026
Keybank National AssociationSell 100%-$354K$00.00%Jul 28, 2026
Zacks Investment ManagementSell 100%-$345K$00.00%Aug 13, 2026
Chapman Investment Management, LLCSell 100%-$314K$00.00%Jul 22, 2026
Allstate CorpReduce 25.47%-$307K$898K0.01%Aug 13, 2026
CIBC Asset Management IncSell 100%-$272K$00.00%Aug 3, 2026
Oppenheimer Asset Management Inc.Reduce 8.38%-$257K$2.81M0.03%Aug 3, 2026
Atria Investments, IncAdded 54.42%+$255K$724K0.01%Jul 28, 2026
Numerai GP LLCNew Buy+$255K$255K0.02%Aug 14, 2026
Catalyst Funds Management Pty LtdSell 100%-$242K$00.00%Aug 10, 2026
Evolve Private Wealth, LLCNew Buy+$241K$241K0.01%Aug 12, 2026
Stratos Wealth Partners, LTD.New Buy+$236K$236K0.00%Aug 11, 2026
Mission Creek Capital Partners, Inc.New Buy+$228K$228K0.04%Aug 14, 2026
Athena Investment ManagementReduce 49.11%-$228K$236K0.14%Aug 6, 2026
Sagespring Wealth Partners, LLCSell 100%-$221K$00.00%Aug 3, 2026
NovaPoint Capital, LLCNew Buy+$207K$207K0.04%Aug 6, 2026
Connecticut Capital Management Group, LLCSell 100%-$207K$00.00%Jul 20, 2026
Public Employees Retirement Association of ColoradoReduce 25.50%-$187K$545K0.00%Aug 11, 2026
Sendero Wealth Management, LLCReduce 14.41%-$168K$997K0.10%Aug 4, 2026
Jain Global LLCAdded 17.93%+$147K$968K0.00%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 2.88%+$139K$4.96M0.00%Aug 13, 2026
Ethic Inc.Added 7.50%+$124K$1.78M0.02%Jul 29, 2026
Nicolet Bankshares IncReduce 25.11%-$121K$362K0.01%Aug 11, 2026
Cresset Asset Management, LLCReduce 19.40%-$120K$500K0.00%Aug 14, 2026
Summit Trail Advisors, LLCAdded 7.50%+$118K$1.69M0.02%Aug 11, 2026
Evergreen Capital Management LLCReduce 25.74%-$108K$311K0.01%Jul 23, 2026
Leuthold Group, LLCAdded 4.94%+$108K$2.29M0.23%Aug 4, 2026
Choreo, LLCReduce 15.03%-$108K$610K0.01%Aug 4, 2026
Lee Danner & Bass IncAdded 1.56%+$104K$6.74M0.39%Jul 21, 2026
Pictet Asset Management Holding SAReduce 11.63%-$104K$788K0.00%Jul 30, 2026
Colonial Trust Co / SCReduce 81.97%-$104K$22.8K0.00%Aug 11, 2026
Resona Asset Management Co.,Ltd.Reduce 11.06%-$102K$817K0.00%Jul 29, 2026
&PartnersReduce 7.86%-$97.5K$1.14M0.00%Aug 14, 2026
Triad Investment ManagementReduce 1.67%-$87.1K$5.12M5.65%Jul 21, 2026
Harbor Capital Advisors, Inc.Added 3.95%+$85K$2.24M0.15%Aug 7, 2026
Mraz, Amerine & Associates, Inc.Added 0.18%+$80.9K$46.1M6.61%Jul 16, 2026
Davis Capital ManagementNew Buy+$76.7K$76.7K0.05%Jul 16, 2026
Quantum Portfolio Management LLCReduce 37.50%-$74.6K$124K0.04%Aug 14, 2026
Pecaut & Co.Reduce 2.56%-$62.2K$2.37M0.72%Aug 3, 2026
Treasurer of the State of North CarolinaReduce 2.84%-$62.2K$2.13M0.01%Aug 14, 2026
Park Avenue Securities LLCReduce 4.13%-$60.1K$1.4M0.01%Jul 20, 2026
Riverwater Partners LLCReduce 14.13%-$53.9K$328K0.10%Aug 14, 2026
OneAscent Financial Services LLCAdded 10.96%+$51.8K$525K0.03%Aug 11, 2026
Versant Capital Management, IncReduce 51.02%-$51.8K$49.8K0.00%Jul 2, 2026
Opal Wealth Advisors, LLCSell 100%-$43.9K$00.00%Jul 20, 2026
CX InstitutionalSell 100%-$42K$00.00%Jul 2, 2026
HUB Investment Partners, LLCAdded 13.33%+$41.5K$352K0.01%Jul 31, 2026
Private Management Group IncReduce 2.07%-$35.2K$1.67M0.04%Jul 31, 2026
Global Assets Advisory, LLCSell 100%-$33K$00.00%Jul 27, 2026
Mgo One Seven LLCReduce 7.21%-$31.1K$400K0.01%Jul 31, 2026
Principal Securities, Inc.Reduce 6.98%-$31.1K$415K0.01%Aug 4, 2026
First Manhattan Co. LLC.Reduce 13.04%-$31.1K$207K0.00%Aug 14, 2026
Sequoia Financial Advisors, LLCReduce 1.70%-$29K$1.68M0.01%Jul 17, 2026
Hengehold Capital Management LLCReduce 10.48%-$27K$230K0.02%Jul 16, 2026
Syon Capital LLCReduce 6.71%-$22.8K$317K0.01%Aug 14, 2026
Shotwell Rutter Baer IncReduce 4.55%-$22.8K$479K0.26%Jul 21, 2026

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