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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 598 - 2023-12-31 198,001 $297,996,000 -4,922
   RIVER ROAD ASSET MANAGEMENT LLC 4 - 2024-03-31 123,321 $221,275,000 -3,831
   FULLER & THALER ASSET MANAGEMENT, INC. 16 - 2023-12-31 129,520 $194,930,000 -4,289
   Boston Partners 182 - 2023-12-31 92,552 $140,013,000 -21,947
   WELLINGTON MANAGEMENT CO LLP 556 - 2023-12-31 67,381 $101,409,000 -3,440
   LONDON CO OF VIRGINIA 60 - 2023-12-31 63,143 $95,031,000 -1,067
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 180 - 2024-03-31 29,623 $53,153,000 -167
   SOUTHEASTERN ASSET MANAGEMENT INC -- Notable Guru -- 23 - 2023-12-31 32,446 $48,832,000 -499
   CANNELL PETER B & CO INC 20 - 2023-12-31 30,269 $45,555,000 -125
   RAYMOND JAMES & ASSOCIATES 457 - 2024-03-31 23,337 $41,874,000 -32
   LORD ABBETT & CO LLC 208 - 2023-12-31 24,538 $36,930,000 -76
   MRAZ, AMERINE & ASSOCIATES, INC. 2 - 2023-12-31 21,983 $33,084,000 -41
   VICTORY CAPITAL MANAGEMENT INC 639 - 2023-12-31 18,346 $27,611,000 -784
   SCOUT INVESTMENT ADVISORS INC 48 - 2023-12-31 18,051 $27,167,000 -4,087
   ROYCE & ASSOCIATES LLC 114 - 2023-12-31 17,935 $26,992,000 -2,466
   ELKHORN PARTNERS LIMITED PARTNERSHIP 3 - 2023-12-31 17,819 $26,818,000 -11
   THOMPSON SIEGEL & WALMSLEY LLC 79 - 2023-12-31 15,795 $23,772,000 -463
   NORTHERN TRUST CORP 1522 - 2023-12-31 15,118 $22,753,000 -601
   BANK OF NEW YORK MELLON CORP 1640 - 2024-03-31 9,938 $17,831,000 -1,199
   WELLS FARGO & CO/MN 1141 - 2023-12-31 11,840 $17,820,000 -214
   AQR CAPITAL MANAGEMENT LLC 606 - 2023-12-31 9,100 $13,554,000 -480
   GANNETT WELSH & KOTLER 240 - 2023-12-31 7,027 $10,576,000 -339
   INVESCO LTD 1828 - 2023-12-31 6,158 $9,268,000 -405
   NUVEEN ASSET MANAGEMENT, LLC 1716 - 2023-12-31 5,368 $8,079,000 -2,771
   Swiss National Bank 1038 - 2023-12-31 5,046 $7,594,000 -600
   LEGAL & GENERAL GROUP PLC 1328 - 2023-12-31 4,771 $7,180,000 -146
   EAGLE ASSET MANAGEMENT INC 330 - 2023-12-31 4,682 $7,046,000 -2,254
   BRANDYWINE ASSET MANAGEMENT LLC 331 - 2023-12-31 4,544 $6,839,000 -573
   MARTINGALE ASSET MANAGEMENT L P 153 - 2023-12-31 3,961 $5,961,000 -31
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1152 - 2023-12-31 3,781 $5,690,000 -2
   LAZARD ASSET MANAGEMENT LLC 513 - 2023-12-31 3,706 $5,577,000 -571
   RENAISSANCE TECHNOLOGIES LLC 1394 - 2023-12-31 3,100 $4,666,000 -200
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1024 - 2023-12-31 2,694 $4,054,000 -125
   AGF MANAGEMENT LTD 316 - 2023-12-31 2,201 $3,313,000 -53
   DAVENPORT & CO LLC - 2023-12-31 2,188 $3,293,000 -50
   CREATIVE PLANNING 758 - 2023-12-31 1,904 $2,866,000 -79
   ALLIANZ ASSET MANAGEMENT AG 946 - 2023-12-31 1,846 $2,778,000 -832
   Vident Advisory LLC 312 - 2023-12-31 1,752 $2,637,000 -16
   UBS Group AG 2630 - 2023-12-31 1,634 $2,459,000 -136
   OPPENHEIMER ASSET MANAGEMENT INC 489 - 2023-12-31 1,467 $2,208,000 -52
   JANUS HENDERSON GROUP PLC 1284 - 2023-12-31 1,235 $1,869,000 -3
   FEDERATED INVESTORS INC /PA/ 966 - 2023-12-31 1,200 $1,806,000 -7,993
   Main Street Financial Solutions LLC 110 - 2024-03-31 992 $1,780,000 -20
   PECAUT & CO. 29 - 2023-12-31 1,167 $1,756,000 -12
   Advisor Group Holdings Inc. 2020 - 2023-12-31 1,092 $1,644,000 -366
   SYSTM Wealth Solutions LLC 146 - 2024-03-31 896 $1,607,000 -20
   BARCLAYS PLC 2233 - 2023-12-31 1,066 $1,605,000 -38
   CI Private Wealth LLC 1106 - 2023-12-31 1,053 $1,585,000 -18
   NEUBERGER BERMAN GROUP LLC 1160 - 2023-12-31 1,019 $1,534,000 -7
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 716 $1,078,000 -13
   AVALON ADVISORS L P 197 - 2023-03-31 780 $1,074,000 -277
   TEACHER RETIREMENT SYSTEM OF TEXAS 1048 - 2023-12-31 596 $897,000 -83
   AMG NATIONAL TRUST BANK 293 - 2023-12-31 569 $856,000 -6
   Parker Investment Management LLC 20 - 2023-12-31 550 $829,000 -23
   CITIGROUP INC 2276 - 2023-12-31 514 $774,000 -237
   Ethic Inc. 641 - 2023-12-31 464 $698,000 -16
   MITSUBISHI UFJ TRUST & BANKING CORP 887 - 2023-12-31 417 $628,000 -6
   Cresset Asset Management LLC 1094 - 2023-12-31 412 $620,000 -6
   PNC FINANCIAL SERVICES GROUP INC 1403 - 2023-12-31 399 $601,000 -253
   ROUNDVIEW CAPITAL LLC 232 - 2023-12-31 395 $595,000 -5
   MARINER WEALTH ADVISORS, LLC 1835 - 2023-12-31 392 $590,000 -30
   STATE OF WISCONSIN INVESTMENT BOARD 1689 - 2023-12-31 355 $534,000 -42
   ZEKE CAPITAL ADVISORS, LLC 228 - 2022-12-31 370 $523,000 -6
   Shotwell Rutter Baer Inc 11 - 2024-03-31 300 $522,000 -138
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 864 - 2024-03-31 282 $506,000 -3
   ING INVESTMENT MANAGEMENT LLC 1965 - 2023-12-31 311 $468,000 -2
   HYMAN CHARLES D 169 - 2023-12-31 305 $459,000 -45
   VERITION FUND MANAGEGMENT LLC 1078 - 2023-12-31 291 $438,000 -90
   COMMONWEALTH EQUITY SERVICES LLC. 2773 - 2023-12-31 290 $437,000 -2
   PICTET ASSET MANAGEMENT SA 1329 - 2023-06-30 300 $417,000 -50
   MILLENNIUM MANAGEMENT LLC 3155 - 2023-12-31 272 $409,000 -1,193
   Opal Wealth Advisors LLC 102 - 2024-03-31 222 $398,000 -1
   HRT FINANCIAL LLC 1362 - 2023-12-31 260 $391,000 -276
   BANK OF NOVA SCOTIA / 878 - 2023-12-31 254 $382,000 -26
   KEYBANK NATIONAL ASSOCIATION/OH 856 - 2023-12-31 249 $375,000 -12
   Private Advisor Group LLC 1724 - 2023-12-31 215 $324,000 -2
   Hudson Value Partners LLC 84 - 2023-12-31 206 $310,000 -23
   Summit Trail Advisors LLC 456 - 2024-03-31 169 $303,000 -2
   US BANCORP 1793 - 2023-12-31 199 $299,000 -37
   JustInvest LLC 1230 - 2023-12-31 191 $287,000 -5
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4521 - 2023-12-31 180 $271,000 -218
   TWO SIGMA SECURITIES LLC 714 - 2023-12-31 170 $256,000 -37
   RAYMOND JAMES TRUST CO 1077 - 2024-03-31 139 $249,000 -4
   AMALGAMATED BANK 1538 - 2024-03-31 138 $248,000 -270
   FINANCIAL NETWORK 2381 - 2023-12-31 161 $242,000 -26
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2040 - 2024-03-31 135 $242,000 -13
   PRINCIPAL FINANCIAL GROUP INC 2127 - 2023-12-31 151 $227,000 -53
   Lindbrook Capital LLC 337 - 2024-03-31 124 $222,000 -8
   Chapman Investment Management LLC 35 - 2023-12-31 143 $215,000 -114
   PITCAIRN CO 575 - 2023-12-31 142 $214,000 -1
   KCM INVESTMENT ADVISORS LLC 355 - 2023-12-31 138 $208,000 -92
   BESSEMER GROUP INC 1100 - 2023-12-31 101 $152,000 -4
   SIGNATUREFD, LLC 1206 - 2023-12-31 56 $84,000 -10
   MetLife Investment Advisors LLC 2725 - 2023-12-31 49 $74,000 -1
   PARKSIDE FINANCIAL BANK & TRUST 581 - 2023-12-31 47 $71,000 -22
   Community Bank N.A. 269 - 2023-12-31 34 $51,000 -33
   AMERICAN INTERNATIONAL GROUP INC 2912 - 2023-12-31 20 $30,000 -1
   GLADIUS CAPITAL MANAGEMENT LP 210 - 2023-12-31 19 $29,000 -5
   HANSON MCCLAIN, INC. 1556 - 2024-03-31 16 $29,000 -1
   Goss Wealth Management LLC 2626 - 2023-12-31 11 $17,000 -5

  100 Records found
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