WTM Institutional Ownership
White Mountains Insurance Group, Ltd.
1W: +2.8%
1M: +9.8%
3M: +1.1%
YTD: +9.1%
1Y: +14.9%
3Y: +49.4%
5Y: +103.4%
$2,212.20
-15.14 (-0.68%)
After Hours: $2212.00 (-0.20, -0.01%)
Weekly Expected Move ±2.0%
$2138
$2182
$2227
$2272
$2316
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — WTM
401
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
41
New Positions
96
Increased
190
Reduced
45
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (428 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 158,954 | $354M | +2,336 | +1.5% | 74Q | SEC ↗ |
| 2 | NEUBERGER BERMAN GROUP LLC | 119,141 | $265M | -5,574 | -4.5% | 69Q | SEC ↗ |
| 3 | BlackRock, Inc. | 117,871 | $263M | +4,543 | +4.0% | 8Q | SEC ↗ |
| 4 | River Road Asset Management, LLC | 115,880 | $258M | -4,639 | -3.8% | 72Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 111,969 | $249M | -3,584 | -3.1% | 2Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 107,479 | $239M | -1,678 | -1.5% | 2Q | SEC ↗ |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 101,892 | $227M | -2,669 | -2.6% | 50Q | SEC ↗ |
| 8 | COOKE & BIELER LP | 85,120 | $190M | -19,737 | -18.8% | 7Q | SEC ↗ |
| 9 | Wallace Capital Management Inc. | 80,067 | $178M | +1,272 | +1.6% | 63Q | SEC ↗ |
| 10 | FIDUCIARY MANAGEMENT INC /WI | 66,550 | $148M | -18,516 | -21.8% | 33Q | SEC ↗ |
| 11 | GENDELL JEFFREY L | 59,243 | $132M | +21,429 | +56.7% | 3Q | SEC ↗ |
| 12 | Boston Partners | 55,569 | $124M | -1,890 | -3.3% | 78Q | SEC ↗ |
| 13 | LONDON CO OF VIRGINIA | 54,025 | $120M | -3,106 | -5.4% | 91Q | SEC ↗ |
| 14 | STATE STREET CORP | 50,257 | $112M | +1,099 | +2.2% | 46Q | SEC ↗ |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 49,412 | $110M | +7,293 | +17.3% | 87Q | SEC ↗ |
| 16 | MORGAN STANLEY | 46,866 | $104M | -12,429 | -21.0% | 60Q | SEC ↗ |
| 17 | REINHART PARTNERS, LLC. | 44,480 | $99M | +7,106 | +19.0% | 53Q | SEC ↗ |
| 18 | T. Rowe Price Investment Management, I | 34,237 | $76M | -7,276 | -17.5% | 13Q | SEC ↗ |
| 19 | LORD, ABBETT & CO. LLC | 32,829 | $73M | -281 | -0.8% | 13Q | SEC ↗ |
| 20 | AMERICAN CENTURY COMPANIES INC | 31,108 | $69M | +22,800 | +274.4% | 15Q | SEC ↗ |
| 21 | NORGES BANK NEW | 27,956 | $62M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Cannell & Spears LLC | 27,577 | $61M | -450 | -1.6% | 10Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 25,028 | $56M | -3,330 | -11.7% | 15Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 23,505 | $52M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 23,505 | $52M | -736 | -3.0% | 15Q | SEC ↗ |
| 26 | Mraz, Amerine & Associates, Inc. | 22,218 | $49M | +39 | +0.2% | 59Q | SEC ↗ |
| 27 | Allspring Global Investments Holdings, | 18,116 | $40M | -496 | -2.7% | 11Q | SEC ↗ |
| 28 | Gotham Asset Management, LLC | 17,940 | $40M | +8,893 | +98.3% | 5Q | SEC ↗ |
| 29 | BROWN ADVISORY INC | 17,722 | $39M | -122 | -0.7% | 65Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 17,226 | $38M | +3,418 | +24.8% | 10Q | SEC ↗ |
| 31 | SOUTHEASTERN ASSET MANAGEMENT INC/TN | 17,104 | $38M | -1,760 | -9.3% | 19Q | SEC ↗ |
| 32 | UBS Group AG | 16,198 | $36M | +5,757 | +55.1% | 47Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 15,319 | $34M | +133 | +0.9% | 2Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 14,833 | $33M | -9,118 | -38.1% | 7Q | SEC ↗ |
| 35 | NORTHERN TRUST CORP | 14,571 | $32M | -924 | -6.0% | 107Q | SEC ↗ |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 14,532 | $32M | -352 | -2.4% | 83Q | SEC ↗ |
| 37 | Boussard & Gavaudan Investment Managem NEW | 13,975 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 13,838 | $31M | -1,725 | -11.1% | 74Q | SEC ↗ |
| 39 | Quantinno Capital Management LP | 12,624 | $28M | +2,840 | +29.0% | 17Q | SEC ↗ |
| 40 | ELKHORN PARTNERS LIMITED PARTNERSHIP | 12,320 | $27M | -380 | -3.0% | 79Q | SEC ↗ |
| 41 | HORIZON KINETICS ASSET MANAGEMENT LLC | 12,206 | $27M | -906 | -6.9% | 9Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 12,151 | $27M | -3,632 | -23.0% | 15Q | SEC ↗ |
| 43 | BOUSSARD & GAVAUDAN GESTION SAS NEW | 11,679 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 44 | VICTORY CAPITAL MANAGEMENT INC | 10,684 | $24M | -461 | -4.1% | 34Q | SEC ↗ |
| 45 | FIRST TRUST ADVISORS LP | 10,604 | $24M | +7,546 | +246.8% | 3Q | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 9,673 | $22M | +8,657 | +852.1% | 25Q | SEC ↗ |
| 47 | SPEECE THORSON CAPITAL GROUP INC | 9,215 | $21M | -182 | -1.9% | 80Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 8,710 | $19M | -72 | -0.8% | 99Q | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 8,412 | $19M | -32 | -0.4% | 76Q | SEC ↗ |
| 50 | SEI INVESTMENTS CO | 8,108 | $18M | -2,990 | -26.9% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 27,956 | $62M |
| Sixth Street Partners Management Co | 23,505 | $52M |
| Boussard & Gavaudan Investment Mana | 13,975 | $31M |
| BOUSSARD & GAVAUDAN GESTION SAS | 11,679 | $26M |
| WINMILL & CO. INC | 4,800 | $11M |
| Lighthouse Investment Partners, LLC | 1,868 | $4M |
| Walleye Capital LLC | 1,130 | $3M |
| Jupiter Topco LLC | 1,123 | $3M |
| Squarepoint Ops LLC | 905 | $2M |
| Allianz Asset Management GmbH | 844 | $2M |
| Vident Advisory, LLC | 635 | $1M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 591 | $1M |
| MIRABELLA FINANCIAL SERVICES LLP | 495 | $1M |
| MPS Loria Financial Planners, LLC | 383 | $853K |
| Brooklyn Investment Group | 295 | $657K |
| BTG Pactual Asset Management US LLC | 289 | $644K |
| Freestone Grove Partners LP | 240 | $535K |
| Annis Gardner Whiting Capital Advis | 228 | $508K |
| MEEDER ASSET MANAGEMENT INC | 217 | $483K |
| INCEPTIONR LLC | 213 | $474K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,965 | $24M |
| Select Equity Group, L.P. | 10,560 | $24M |
| MARSHALL WACE, LLP | 3,878 | $9M |
| RENAISSANCE TECHNOLOGIES LLC | 2,611 | $6M |
| DARK FOREST CAPITAL MANAGEMENT LP | 2,255 | $5M |
| Forum Financial Management, LP | 2,016 | $4M |
| DIVERSIFIED MANAGEMENT INC | 1,158 | $3M |
| Holocene Advisors, LP | 998 | $2M |
| Capula Management Ltd | 921 | $2M |
| Fieldview Capital Management, LLC | 729 | $2M |
| Jump Financial, LLC | 658 | $1M |
| Mariner, LLC | 607 | $1M |
| AMG National Trust Bank | 571 | $1M |
| KING LUTHER CAPITAL MANAGEMENT CORP | 560 | $1M |
| Oak Thistle LLC | 530 | $1M |
| Entropy Technologies, LP | 470 | $1M |
| Main Street Financial Solutions, LL | 439 | $978K |
| Bridgewater Associates, LP | 414 | $922K |
| NATIXIS | 356 | $793K |
| LECAP ASSET MANAGEMENT LTD | 340 | $757K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +22,800 | +274.4% | 31,108 |
| GENDELL JEFFREY L | +21,429 | +56.7% | 59,243 |
| Gotham Asset Management, LLC | +8,893 | +98.3% | 17,940 |
| Qube Research & Technologies Ltd | +8,657 | +852.1% | 9,673 |
| FIRST TRUST ADVISORS LP | +7,546 | +246.8% | 10,604 |
| GEODE CAPITAL MANAGEMENT, LLC | +7,293 | +17.3% | 49,412 |
| REINHART PARTNERS, LLC. | +7,106 | +19.0% | 44,480 |
| UBS Group AG | +5,757 | +55.1% | 16,198 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +5,371 | +280.8% | 7,284 |
| BlackRock, Inc. | +4,543 | +4.0% | 117,871 |
| CITADEL ADVISORS LLC | +4,533 | +174.1% | 7,136 |
| HRT FINANCIAL LP | +4,385 | +184.6% | 6,760 |
| Edgestream Partners, L.P. | +3,448 | +110.2% | 6,578 |
| JANE STREET GROUP, LLC | +3,418 | +24.8% | 17,226 |
| JPMORGAN CHASE & CO | +2,843 | +110.8% | 5,410 |
| Quantinno Capital Management LP | +2,840 | +29.0% | 12,624 |
| DIMENSIONAL FUND ADVISORS LP | +2,336 | +1.5% | 158,954 |
| XTX Topco Ltd | +1,394 | +557.6% | 1,644 |
| Wallace Capital Management Inc. | +1,272 | +1.6% | 80,067 |
| Russell Investments Group, Ltd. | +1,227 | +107.4% | 2,369 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COOKE & BIELER LP | -19,737 | -18.8% | 85,120 |
| FIDUCIARY MANAGEMENT INC /WI | -18,516 | -21.8% | 66,550 |
| MORGAN STANLEY | -12,429 | -21.0% | 46,866 |
| RAYMOND JAMES FINANCIAL INC | -9,118 | -38.1% | 14,833 |
| UBS AM, a distinct business unit of | -7,765 | -99.2% | 61 |
| T. Rowe Price Investment Management | -7,276 | -17.5% | 34,237 |
| NEUBERGER BERMAN GROUP LLC | -5,574 | -4.5% | 119,141 |
| BNP PARIBAS FINANCIAL MARKETS | -5,454 | -82.3% | 1,169 |
| WCM INVESTMENT MANAGEMENT, LLC | -4,798 | -80.0% | 1,197 |
| River Road Asset Management, LLC | -4,639 | -3.8% | 115,880 |
| GOLDMAN SACHS GROUP INC | -3,632 | -23.0% | 12,151 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -3,584 | -3.1% | 111,969 |
| BANK OF AMERICA CORP /DE | -3,330 | -11.7% | 25,028 |
| LONDON CO OF VIRGINIA | -3,106 | -5.4% | 54,025 |
| SEI INVESTMENTS CO | -2,990 | -26.9% | 8,108 |
| FULLER & THALER ASSET MANAGEMENT, I | -2,669 | -2.6% | 101,892 |
| D. E. Shaw & Co., Inc. | -2,292 | -25.7% | 6,618 |
| AQR CAPITAL MANAGEMENT LLC | -2,288 | -29.6% | 5,450 |
| Boston Partners | -1,890 | -3.3% | 55,569 |
| SOUTHEASTERN ASSET MANAGEMENT INC/T | -1,760 | -9.3% | 17,104 |