HoldingsHub
中文

Home › Stocks › WTM

WTM — WHITE MTNS INS GROUP LTD

Reported value held$1.41B
Funds holding (latest)42
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$900.80M · 436.62K sh
New / Add / Cut / Exit1 / 9 / 18 / 4
Top-5 / Top-10 concentration61.5% / 81.3%
Institutional holdings change Accumulating +5.8% (+23.84K sh)
Institutional value change Down -0.1%

As of Q2 2026, 30 SEC-registered investment managers reported holding WTM (WHITE MTNS INS GROUP LTD) in their latest 13F filings, with a combined reported value of $900.80M across 436.62K shares. That is +5.8% by share count (+23.84K shares) versus the previous quarter, while reported value moved -0.1%. Ownership is concentrated: the five largest holders account for 61.5% of reported value and the top ten for 81.3%.

Compared with the prior quarter, 1 opened new positions, 9 added to existing stakes, 18 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WTM is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 235.70K $489.79M 0.01% Reduce
BlackRock Inc history Q2 2026 117.87K $244.39M 0.00% Add
Geode Capital Management history Q2 2026 49.41K $102.47M 0.01% Add
Morgan Stanley history Q2 2026 46.87K $97.18M 0.01% Reduce
Norges Bank Investment Management history Q2 2026 27.96K $57.96M 0.01% Reduce
Bank of America Corp history Q2 2026 25.03K $51.89M 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 23.50K $48.74M 0.01% Reduce
Southeastern Asset Management history Q2 2026 17.10K $35.46M 1.85% Reduce
UBS Group AG history Q2 2026 16.20K $33.58M 0.00% Add
Northern Trust Corp history Q2 2026 14.57K $30.21M 0.00% Reduce
Wellington Management Group history Q2 2026 14.53K $30.13M 0.01% Reduce
Goldman Sachs Group history Q2 2026 12.15K $25.19M 0.00% Reduce
Wells Fargo & Co history Q2 2026 8.71K $18.06M 0.00% Reduce
BNY Mellon history Q2 2026 8.41K $17.44M 0.00% Hold
Arrowstreet Capital history Q2 2026 7.28K $15.10M 0.01% Add
Citadel Advisors history Q2 2026 7.14K $14.80M 0.00% Add
Royce & Associates history Q2 2026 6.78K $14.06M 0.11% Add
D. E. Shaw & Co history Q2 2026 6.62K $13.72M 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 5.41K $11.54M 0.00% New
AQR Capital Management history Q2 2026 5.45K $11.30M 0.00% Reduce

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 115.12K 118.48K 116.80K 113.16K 112.58K 112.29K 113.33K 117.87K
Geode Capital Management 36.48K 36.85K 38.37K 37.54K 34.80K 33.96K 35.22K 36.18K 36.81K 37.73K 38.90K 39.57K 39.84K 39.73K 42.19K 42.53K 42.09K 41.52K 42.12K 49.41K
Morgan Stanley 4.88K 3.73K 3.99K 22.65K 23.35K 189.67K 200.90K 202.01K 202.92K 198.00K 185.53K 184.94K 179.04K 177.69K 170.63K 165.06K 138.86K 82.15K 59.30K 46.87K
Norges Bank Investment Management — — — — — 27.40K — — — 28.24K — 30.11K — 30.67K — 30.49K — 32.18K — 27.96K
Bank of America Corp 62.87K 58.97K 52.50K 40.89K 41.77K 42.61K 42.39K 41.90K 39.72K 39.75K 40.73K 41.19K 42.46K 41.45K 41.05K 39.41K 38.81K 28.81K 28.36K 25.03K
Charles Schwab Investment Management 25.53K 25.34K 26.68K 27.25K 25.05K 23.64K 23.14K 23.11K 23.90K 24.51K 24.83K 24.84K 25.22K 25.36K 24.71K 24.18K 24.23K 23.24K 24.24K 23.50K
Southeastern Asset Management — 51.60K 125.50K 125.60K 112.60K 55.49K 53.53K 42.22K 32.95K 32.45K 24.71K 21.42K 20.74K 19.24K 18.48K 21.09K 31.65K 31.65K 18.86K 17.10K
UBS Group AG 3.38K 2.96K 1.78K 1.34K 1.99K 1.34K 1.91K 1.17K 1.77K 1.63K 1.76K 1.75K 3.01K 4.31K 3.52K 5.01K 12.09K 6.00K 10.44K 16.20K
Northern Trust Corp 21.56K 21.42K 15.56K 15.89K 14.69K 14.92K 15.12K 15.41K 15.72K 15.12K 14.60K 15.94K 16.11K 18.07K 18.22K 17.41K 17.76K 16.67K 15.49K 14.57K
Wellington Management Group 223.86K 221.56K 213.02K 186.10K 90.01K 83.37K 70.72K 79.64K 70.82K 67.38K 61.01K 69.79K 60.67K 49.93K 25.44K 24.65K 19.21K 15.93K 14.88K 14.53K
Goldman Sachs Group 8.84K 6.45K 7.19K 13.59K 5.82K 4.01K 2.39K 2.57K 2.83K 3.65K 1.85K 2.25K 1.86K 2.75K 4.26K 6.88K 5.91K 5.26K 15.78K 12.15K
Wells Fargo & Co 25.26K 15.42K 15.76K 15.47K 15.32K 14.76K 14.48K 13.91K 12.05K 11.84K 11.51K 11.25K 9.58K 9.55K 9.35K 9.59K 9.35K 9.14K 8.78K 8.71K
BNY Mellon 12.71K 12.72K 12.62K 12.52K 12.27K 11.57K 11.79K 11.48K 11.54K 11.14K 9.94K 10.87K 10.87K 12.60K 12.57K 10.86K 10.10K 8.83K 8.44K 8.41K
Arrowstreet Capital — — — — — — — — — — — — — — — — — 811 1.91K 7.28K
Citadel Advisors 8.43K 8.38K 6.70K 3.94K 1.68K — 692 — — 331 — — — — 1.18K 1.17K 281 1.19K 2.60K 7.14K
Royce & Associates 6.90K 13.05K 12.52K 10.47K 12.51K 12.51K 13.66K 12.54K 20.40K 17.93K 16.14K 15.03K 14.47K 12.31K 11.59K 6.60K 6.30K 5.95K 6.46K 6.78K
D. E. Shaw & Co 673 428 428 4.50K 4.49K 4.91K 5.01K 4.61K 3.75K 4.05K 3.73K 3.60K 3.24K 2.72K 2.36K 2.44K 2.51K 8.59K 8.91K 6.62K
JPMorgan Chase & Co 2.45K 112.49K 2.17K 1.60K 1.29K 1.26K 917 2.42K 2.30K 2.90K 3.10K 3.08K 2.85K 2.78K 1.99K 2.32K 4.32K 1.81K — 5.41K
AQR Capital Management 31.34K 16.46K 3.43K 2.42K — 3.77K 6.70K 9.26K 9.58K 9.10K 9.15K 10.45K 10.91K 10.14K 8.49K 8.08K 5.91K 4.48K 7.74K 5.45K
Franklin Resources 2.27K — — — — — — 4.14K 1.89K — 191 301 354 421 465 434 396 400 4.80K 4.18K

Download holders (CSV)