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Get Institutions for : 
White Mountains Insurance Group Ltd (WTM)  
$1,768.38 15.73 (0.88%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 287    12
Total shares held : 
 2,258,232  
% of shares held : 
 72.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 29,768  
% of shares held change : 
   0.96%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $1,509.45  
Last Quarter's Ending Price : 
 $1,505.01  
Last Quarter's Average Price : 
 $1,486.19  
Change from last quarter's     
avg. price to the last closing  : 
282.19 (18.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 42,689
 1.89%
 
Increased Positions :
89
 62,726
 2.78%
 
Unchanged Positions :
73
 39,876
 1.77%
 
Decreased Positions :
100
-70,895
-3.14%
 
Closed Positions :
13
-4,752
-0.21%
 
Guru Positions :
1
32,446
 1.44%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1141 - 2023-12-31 253,419 $381,398,000 26
   DIMENSIONAL FUND ADVISORS INC 296 - 2023-12-31 161,957 $243,745,000 1,464
   BLACKROCK INC. 1731 - 2023-12-31 112,694 $169,606,000 1,259
   WALLACE CAPITAL MANAGEMENT INC. 1 - 2023-12-31 84,157 $126,657,000 2,004
   T. Rowe Price Investment Management Inc. 292 - 2023-12-31 59,162 $89,040,000 15,943
   STATE STREET CORP 1471 - 2023-12-31 50,205 $75,559,000 3,240
   REINHART MAHONEY CAPITAL MANAGEMENT INC 11 - 2024-03-31 38,225 $68,588,000 406
   BANK OF AMERICA CORP /DE/ 1057 - 2023-12-31 39,747 $59,820,000 23
   FIDUCIARY MANAGEMENT INC /WI/ 59 - 2023-12-31 37,978 $57,157,000 1,123
   GEODE CAPITAL MANAGEMENT LLC 1262 - 2023-12-31 37,725 $56,786,000 913
   Select Equity Group L.P. 78 - 2023-12-31 30,071 $45,257,000 12,369
   BROWN ADVISORY HOLDINGS INC 243 - 2024-03-31 23,121 $41,486,000 6,692
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1204 - 2023-12-31 24,508 $36,885,000 608
   Perpetual Ltd 81 - 2024-03-31 14,076 $25,379,000 100
   Allspring Global Investments Holdings LLC 509 - 2024-03-31 13,839 $24,831,000 2,391
   SPEECE THORSON CAPITAL GROUP INC 1 - 2024-03-31 13,751 $24,673,000 750
   AMERICAN CENTURY COMPANIES INC 832 - 2023-12-31 14,853 $22,354,000 5,735
   ENVESTNET ASSET MANAGEMENT INC 1024 - 2023-12-31 13,675 $20,581,000 1,592
   FMR LLC 1629 - 2023-12-31 12,182 $18,334,000 107
   COVE STREET CAPITAL, LLC 5 - 2023-12-31 10,661 $16,045,000 298
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 186 - 2023-12-31 7,670 $11,543,000 470
   Alaska Permanent Fund Corp 70 - 2024-03-31 5,897 $10,581,000 237
   RHUMBLINE ADVISERS 1178 - 2023-12-31 5,172 $7,784,000 570
   PHOCAS FINANCIAL CORP 32 - 2023-12-31 5,113 $7,695,000 97
   FIRST TRUST ADVISORS LP 1131 - 2023-12-31 4,624 $6,959,000 3,757
   CREDIT SUISSE/ 1138 - 2023-12-31 4,500 $6,773,000 130
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 732 - 2023-12-31 4,341 $6,533,000 779
   D E SHAW & CO INC 986 - 2023-12-31 4,051 $6,097,000 300
   AMERIPRISE FINANCIAL INC 2160 - 2023-12-31 3,912 $5,888,000 395
   GOLDMAN SACHS GROUP INC/ 2488 - 2023-12-31 3,645 $5,486,000 819
   PROSPECTOR PARTNERS LLC 61 - 2023-12-31 3,268 $4,918,000 41
   J P MORGAN CHASE & CO 2525 - 2023-12-31 2,902 $4,368,000 598
   DEAN C H & ASSOCIATES INC 72 - 2023-12-31 2,626 $3,952,000 544
   Triad Investment Management 12 - 2024-03-31 1,783 $3,199,000 17
   SEI INVESTMENTS CO 1408 - 2023-12-31 2,023 $3,046,000 284
   STRS OHIO 514 - 2023-12-31 1,905 $2,867,000 237
   Qube Research & Technologies Ltd 1152 - 2023-12-31 1,846 $2,778,000 52
   Edgestream Partners L.P. 165 - 2023-12-31 1,810 $2,724,000 1,421
   BB&T CORP 1112 - 2023-12-31 1,745 $2,626,000 142
   ROYAL BANK OF CANADA 2366 - 2023-12-31 1,713 $2,578,000 22
   STIFEL FINANCIAL CORP 1511 - 2023-12-31 1,669 $2,513,000 72
   HPM Partners LLC - 2023-12-31 1,526 $2,297,000 42
   PRICE T ROWE ASSOCIATES INC /MD/ 1512 - 2023-12-31 1,362 $2,050,000 62
   PARSONS CAPITAL MANAGEMENT INC/RI 157 - 2024-03-31 1,141 $2,047,000 250
   TD ASSET MANAGEMENT INC 1018 - 2023-12-31 1,300 $1,957,000 360
   Treasurer of the State of North Carolina 875 - 2023-12-31 1,240 $1,866,000 15
   ALLIANCEBERNSTEIN L.P. 1970 - 2023-12-31 1,236 $1,860,000 102
   MML INVESTORS SERVICES LLC 1048 - 2023-12-31 1,203 $1,811,000 208
   Forum Financial Management LP 98 - 2023-12-31 1,198 $1,803,000 87
   Quantinno Capital Management LP 432 - 2023-12-31 1,149 $1,729,000 86
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1055 - 2023-12-31 1,079 $1,624,000 28
   Legato Capital Management LLC 171 - 2024-03-31 890 $1,597,000 2
   O SHAUGHNESSY ASSET MANAGEMENT LLC 600 - 2023-12-31 1,031 $1,552,000 292
   LPL FINANCIAL CORP 2619 - 2023-12-31 1,027 $1,546,000 24
   DEAN CAPITAL MANAGEMENT 70 - 2023-12-31 888 $1,336,000 54
   CAPTRUST FINANCIAL ADVISORS 1145 - 2023-12-31 826 $1,243,000 98
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2045 - 2024-03-31 556 $998,000 102
   PARK AVENUE SECURITIES LLC 688 - 2024-03-31 527 $946,000 2
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1042 - 2023-09-30 566 $847,000 17
   Man Group plc 1299 - 2023-12-31 547 $823,000 547
   Sequoia Financial Advisors LLC - 2023-12-31 525 $790,000 329
   QRG CAPITAL MANAGEMENT INC. 588 - 2023-12-31 523 $787,000 4
   MANUFACTURERES LIFE INSURANCE CO 1972 - 2023-12-31 484 $728,000 5
   TWO SIGMA INVESTMENTS LLC 2204 - 2023-12-31 422 $635,000 422
   GLENMEDE TRUST CO NA 833 - 2023-12-31 409 $616,000 27
   AE Wealth Management LLC 1328 - 2023-12-31 383 $612,000 8
   Kula Investments LLC 285 - 2023-03-31 387 $533,000 149
   Legacy Wealth Asset Management LLC 229 - 2024-03-31 284 $510,000 3
   Comprehensive Portfolio Management LLC 534 - 2024-03-31 266 $477,000 12
   DARK FOREST CAPITAL MANAGEMENT LP 260 - 2023-12-31 284 $427,000 284
   EQUITABLE TRUST CO 335 - 2024-03-31 223 $400,000 7
   Envestnet Portfolio Solutions Inc. 1172 - 2023-12-31 253 $381,000 72
   XTX Topco Ltd 439 - 2023-12-31 252 $379,000 252
   Walleye Trading Advisors LLC 1221 - 2023-12-31 225 $339,000 28
   PRUDENTIAL FINANCIAL INC 2282 - 2023-12-31 219 $330,000 29
   HENGEHOLD CAPITAL MANAGEMENT LLC 148 - 2024-03-31 171 $307,000 30
   SRS Capital Advisors Inc. 253 - 2023-12-31 173 $261,000 2
   TOWER RESEARCH CAPITAL LLC 1959 - 2023-12-31 156 $235,000 52
   Farther Finance Advisors LLC 544 - 2023-12-31 137 $206,000 8
   BNP PARIBAS ARBITRAGE SA 2453 - 2023-12-31 114 $172,000 30
   FTB Advisors Inc. 755 - 2024-03-31 45 $81,000 8
   KBC GROUP NV 1185 - 2023-12-31 50 $75,000 14
   CWM LLC 2301 - 2024-03-31 27 $48,000 14
   Ronald Blue Trust Inc. 997 - 2023-12-31 29 $43,000 8
   UMB BANK N A/MO 889 - 2024-03-31 20 $36,000 7
   Russell Investments Group Ltd. 2620 - 2023-12-31 16 $24,000 9
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2323 - 2023-12-31 15 $23,000 6
   Capital Advisors Ltd. LLC 568 - 2024-03-31 12 $22,000 2
   HUNTINGTON NATIONAL BANK 1114 - 2023-12-31 10 $15,000 3
   LOOMIS SAYLES & CO L P 677 - 2023-12-31 10 $15,000 4
   ODell Group LLC 340 - 2023-12-31 7 $11,000 7
   Steward Financial Group LLC 625 - 2023-09-30 4 $5,000 4
  92 Records found
  1    
  Page 1 of 1
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