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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
   BT Investment Management Ltd 87 - 2022-12-31 17,788 $25,158,000 0
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 601 - 2023-12-31 14,078 $21,188,000 0
   Williams Jones Wealth Management LLC. 112 - 2023-12-31 5,343 $8,041,000 0
   LEE DANNER & BASS INC 52 - 2023-12-31 3,283 $4,941,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 1442 - 2023-12-31 1,661 $2,500,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 90 - 2023-12-31 1,176 $1,770,000 0
   Autumn Glory Partners LLC - 2023-12-31 1,080 $1,693,000 0
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 1,100 $1,656,000 0
   Ensign Peak Advisors Inc 1038 - 2023-12-31 1,050 $1,580,000 0
   Brave Asset Management Inc 26 - 2023-12-31 929 $1,398,000 0
   FIRST HAWAIIAN BANK 391 - 2024-03-31 572 $1,026,000 0
   KARPAS STRATEGIES LLC 60 - 2023-12-31 659 $992,000 0
   REGIONS FINANCIAL CORP 488 - 2024-03-31 550 $987,000 0
   Gratus Capital LLC 143 - 2023-12-31 608 $915,000 0
   ALGERT COLDIRON INVESTORS LLC 672 - 2023-12-31 542 $816,000 0
   Chicago Partners Investment Group LLC 358 - 2024-03-31 451 $776,000 0
   BANK OF MONTREAL /CAN/ 1868 - 2023-12-31 430 $652,000 0
   Kathleen S. Wright Associates Inc. 60 - 2024-03-31 380 $641,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 883 - 2023-12-31 392 $590,000 0
   KLINGENSTEIN FIELDS & CO LLC 112 - 2023-12-31 391 $588,000 0
   Brown Miller Wealth Management LLC 76 - 2024-03-31 298 $535,000 0
   Bryant Woods Investment Advisors LLC 29 - 2023-12-31 340 $512,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1502 - 2024-03-31 253 $454,000 0
   Pictet Asset Management Holding SA 1329 - 2023-12-31 300 $452,000 0
   Essex Savings Bank 150 - 2024-03-31 284 $427,000 0
   Highlander Partners L.P. 23 - 2023-12-31 280 $421,000 0
   Soltis Investment Advisors LLC - 2023-12-31 256 $385,000 0
   NEVILLE RODIE & SHAW INC 196 - 2024-03-31 200 $359,000 0
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 133 - 2024-03-31 199 $357,000 0
   Athena Investment Management 99 - 2023-12-31 234 $352,000 0
   Sendero Wealth Management LLC 135 - 2024-03-31 188 $337,000 0
   Icon Wealth Partners LLC 224 - 2023-09-30 222 $332,000 0
   PINNACLE ASSOCIATES LTD 686 - 2024-03-31 177 $318,000 0
   CONNABLE OFFICE INC 176 - 2023-12-31 202 $304,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 348 - 2023-12-31 200 $301,000 0
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1501 - 2024-03-31 141 $253,000 0
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 171 - 2023-03-31 181 $249,000 0
   ISTHMUS PARTNERS LLC 184 - 2023-12-31 164 $247,000 0
   Empower Advisory Group LLC 443 - 2023-12-31 151 $227,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 506 - 2023-12-31 150 $226,000 0
   Outfitter Financial LLC 74 - 2023-12-31 150 $226,000 0
   New Potomac Partneres LLC 84 - 2023-12-31 140 $211,000 0
   UTAH RETIREMENT SYSTEMS 960 - 2023-12-31 134 $202,000 0
   DEUTSCHE BANK AG 2821 - 2023-12-31 124 $187,000 0
   BALDWIN BROTHERS INC/MA 219 - 2024-03-31 100 $179,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 571 - 2024-03-31 100 $179,000 0
   SMITHFIELD TRUST CO 362 - 2023-12-31 97 $147,000 0
   Steward Partners Investment Advisory LLC 1622 - 2023-12-31 75 $113,000 0
   Colonial Trust Co / SC 409 - 2023-12-31 61 $92,000 0
   FIRST MANHATTAN CO 779 - 2023-12-31 56 $84,000 0
   VALLEY NATIONAL ADVISERS INC 359 - 2024-03-31 40 $71,000 0
   JOHNSON FINANCIAL GROUP, INC. 431 - 2023-12-31 40 $60,000 0
   Venturi Wealth Management LLC 493 - 2024-03-31 30 $54,000 0
   QUADRANT CAPITAL GROUP LLC 1388 - 2023-12-31 33 $50,000 0
   GAMMA Investing LLC 1194 - 2024-03-31 21 $38,000 0
   Centerpoint Advisors LLC 171 - 2023-12-31 25 $38,000 0
   DELTA ASSET MANAGEMENT LLC/TN 315 - 2023-12-31 19 $29,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1390 - 2023-12-31 12 $18,000 0
   WETZEL INVESTMENT ADVISORS INC. 411 - 2024-03-31 9 $16,000 0
   EverSource Wealth Advisors LLC 1408 - 2023-12-31 9 $14,000 0
   ATLAS CAPITAL ADVISORS LLC 646 - 2024-03-31 8 $14,000 0
   BARTLETT & CO. LLC 946 - 2023-12-31 8 $12,000 0
   PROEQUITIES INC. 1624 - 2023-12-31 8 $12,000 0
   NBC SECURITIES INC. 1605 - 2024-03-31 7 $12,000 0
   Raleigh Capital Management Inc. 538 - 2023-12-31 8 $12,000 0
   Bell Investment Advisors Inc 504 - 2023-12-31 8 $12,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 948 - 2023-12-31 8 $12,000 0
   Covestor Ltd 1565 - 2023-12-31 6 $10,000 0
   JFS WEALTH ADVISORS, LLC 843 - 2023-12-31 5 $8,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1529 - 2023-12-31 2 $3,000 0
   Versant Capital Management Inc 1307 - 2024-03-31 1 $2,000 0
   FIFTH THIRD BANCORP 2220 - 2024-03-31 1 $2,000 0
  72 Records found
  1    
  Page 1 of 1
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