White Mountains Insurance Group Ownership | Who Owns White Mountains Insurance Group?
White Mountains Insurance Group Ownership Summary
White Mountains Insurance Group is owned by 89.92% institutional investors, 3.11% insiders, and 6.97% retail investors. Vanguard group is the largest institutional shareholder, holding 9.92% of WTM shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 4.31% of its assets in White Mountains Insurance Group shares.
WTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | White Mountains Insurance Group | 89.92% | 3.11% | 6.97% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Property & Casualty Insurance Stocks | 59.25% | 11.56% | 29.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 251.03K | 9.92% | $456.24M |
| Morgan stanley | 184.94K | 7.31% | $336.11M |
| Dimensional fund advisors lp | 159.56K | 6.30% | $289.99M |
| Fuller & thaler asset management | 129.28K | 5.11% | $234.97M |
| Blackrock | 116.45K | 4.60% | $211.65M |
| River road asset management | 116.32K | 4.60% | $211.41M |
| Boston partners | 87.67K | 3.46% | $158.85M |
| Wallace capital management | 81.30K | 3.21% | $147.77M |
| Wellington management group llp | 69.79K | 2.76% | $126.84M |
| London co of virginia | 66.46K | 2.63% | $120.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wallace capital management | 81.30K | 21.24% | $147.77M |
| Elkhorn partners limited partnership | 16.11K | 20.16% | $29.28M |
| Mraz, amerine & associates | 21.03K | 7.85% | $38.22M |
| Speece thorson capital group | 11.43K | 4.25% | $20.77M |
| Cove street capital | 2.48K | 3.24% | $4.52M |
| River road asset management | 116.32K | 3.03% | $211.41M |
| Reinhart partners | 37.88K | 2.86% | $68.84M |
| Southeastern asset management inc/tn/ | 21.42K | 1.70% | $38.94M |
| Spears abacus advisors | 30.07K | 1.13% | $54.64M |
| Sutton place investors | 929.00 | 1.12% | $1.69M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 30.11K | 0.01% | 30.11K |
| Neuberger berman group | 17.16K | 0.03% | 16.15K |
| Fiduciary management inc /wi/ | 49.36K | 0.83% | 10.36K |
| Select equity group | 59.36K | 0.42% | 9.43K |
| Wellington management group llp | 69.79K | 0.02% | 8.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -134.53K |
| Robeco institutional asset management b.v. | 21.38K | 0.08% | -8.24K |
| Cove street capital | 2.48K | 3.24% | -7.57K |
| River road asset management | 116.32K | 3.03% | -7.00K |
| American century companies | 14.70K | 0.02% | -6.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 30.11K | 0.01% | 30.11K | $54.72M |
| Lee danner & bass | 3.28K | 0.46% | 3.28K | $5.97M |
| Horizon kinetics asset management | 1.36K | 0.04% | 1.36K | $2.48M |
| Teachers retirement system of the state of kentucky | 944.00 | 0.02% | 944.00 | $1.72M |
| Atria investments | 537.00 | 0.01% | 537.00 | $975.23K |
Sold Out
| Holder | Change |
|---|---|
| English capital management | -1.00 |
| Ifp advisors | -1.00 |
| Entrypoint capital | -5.00 |
| Corecap advisors | -5.00 |
| Redmont wealth advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 270 | 5.06% | 2,255,475 | 0.46% | 89 | 1.13% | 114 | 18.75% | 83 | -7.78% |
| Jun 30, 2023 | 257 | -1.91% | 2,245,196 | 0.02% | 88 | 1.14% | 96 | -3.03% | 90 | -1.10% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 110.68K | 4.31% | -30.00 |
| Undiscovered Managers Behavioral Val L | 105.05K | 4.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 76.95K | 3.00% | -512.00 |
| Vanguard Small Cap Index | 61.15K | 2.38% | 100.00 |
| Vanguard Small Cap Value Index Inv | 41.34K | 1.61% | -16.00 |
| DFA US Small Cap Value I | 38.63K | 1.50% | 48.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 38.10K | 1.48% | -422.00 |
| Calvert US Small-Cap Strategy | 36.00K | 1.40% | - |
| Calvert Small-Cap A | 33.53K | 1.31% | - |
| Robeco BP US Premium Equities IH € | 32.07K | 1.25% | -276.00 |
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 |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 10 | - |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
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