White Mountains Insurance Group Ownership | Who Owns White Mountains Insurance Group?
White Mountains Insurance Group Ownership Summary
White Mountains Insurance Group is owned by 43.20% institutional investors, 4.24% insiders, and 52.56% retail investors. Vanguard group is the largest institutional shareholder, holding 9.94% of WTM shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 4.02% of its assets in White Mountains Insurance Group shares.
WTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | White Mountains Insurance Group | 43.20% | 4.24% | 52.56% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Property & Casualty Insurance Stocks | 52.55% | 13.48% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 251.74K | 9.94% | $489.65M |
| Morgan stanley | 184.94K | 7.31% | $336.11M |
| Dimensional fund advisors lp | 157.40K | 6.21% | $306.14M |
| Blackrock funding, inc. /de | 118.48K | 4.68% | $230.46M |
| Blackrock | 116.45K | 4.60% | $211.65M |
| Fuller & thaler asset management | 114.08K | 4.50% | $221.89M |
| River road asset management | 112.42K | 4.44% | $218.65M |
| Boston partners | 87.67K | 3.46% | $158.85M |
| Wallace capital management | 80.16K | 3.16% | $155.91M |
| London co of virginia | 66.46K | 2.63% | $120.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wallace capital management | 80.16K | 21.30% | $155.91M |
| Elkhorn partners limited partnership | 15.08K | 19.26% | $29.33M |
| Mraz, amerine & associates | 21.07K | 7.30% | $40.98M |
| Speece thorson capital group | 11.34K | 4.35% | $22.06M |
| River road asset management | 112.42K | 2.91% | $218.65M |
| Reinhart partners | 38.27K | 2.86% | $74.44M |
| Cove street capital | 1.07K | 2.42% | $2.07M |
| Southeastern asset management inc/tn/ | 19.24K | 1.77% | $37.43M |
| Phocas financial | 864.00 | 1.25% | $1.68M |
| Spears abacus advisors | 28.73K | 1.15% | $55.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooke & bieler lp | 34.07K | 0.64% | 34.07K |
| Raymond james financial | 32.47K | 0.02% | 32.47K |
| Norges bank | 30.67K | 0.01% | 30.67K |
| Proficio capital partners | 23.34K | 0.00% | 23.34K |
| Neuberger berman group | 45.44K | 0.07% | 12.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -134.53K |
| Fmr | 697.00 | 0.00% | -21.50K |
| Wellington management group llp | 49.93K | 0.02% | -10.75K |
| Fuller & thaler asset management | 114.08K | 0.84% | -8.20K |
| Select equity group | 27.60K | 0.21% | -7.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cooke & bieler lp | 34.07K | 0.64% | 34.07K | $66.27M |
| Raymond james financial | 32.47K | 0.02% | 32.47K | $63.16M |
| Norges bank | 30.67K | 0.01% | 30.67K | $59.66M |
| Proficio capital partners | 23.34K | 0.00% | 23.34K | $23.34K |
| Wcm investment management | 11.65K | 0.05% | 11.65K | $22.48M |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| English capital management | -1.00 |
| Frazier financial advisors | -2.00 |
| Sjs investment consulting | -2.00 |
| Reuter james wealth management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 211 | -30.13% | 1,094,088 | -50.61% | 43 | 0.56% | 90 | -33.33% | 56 | -31.71% |
| Sep 30, 2024 | 301 | -1.31% | 2,214,252 | -2.82% | 87 | 1.08% | 134 | -0.74% | 82 | -5.75% |
| Jun 30, 2024 | 299 | -1.32% | 2,275,987 | -3.80% | 89 | 1.03% | 132 | 0.76% | 86 | -9.47% |
| Mar 31, 2024 | 303 | 3.41% | 2,365,931 | 4.13% | 93 | 1.16% | 131 | 2.34% | 95 | -6.86% |
| Dec 31, 2023 | 293 | 8.52% | 2,272,029 | 0.73% | 89 | 1.12% | 128 | 12.28% | 102 | 22.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 103.14K | 4.02% | -6.84K |
| Undiscovered Managers Behavioral Val L | 97.99K | 3.81% | -400.00 |
| Vanguard US Total Market Shares ETF | 77.46K | 3.01% | 88.00 |
| Vanguard Total Stock Mkt Idx Inv | 76.99K | 3.00% | 66.00 |
| Vanguard Small Cap Index | 62.24K | 2.43% | 42.00 |
| Vanguard Small Cap Value Index Inv | 41.04K | 1.60% | -145.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 38.48K | 1.50% | 48.00 |
| DFA US Small Cap Value I | 37.22K | 1.45% | -59.00 |
| Calvert US Small-Cap Strategy | 34.20K | 1.33% | 664.00 |
| Calvert Small-Cap A | 34.20K | 1.33% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 17, 2023 | Hicks Weston M | - | Buy | $16.32K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $856.85K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $177.21K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $76.76K |
| Nov 17, 2023 | Hicks Weston M | - | Buy | $353.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 10 | - |
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