WTM · NYSE · Insurance - Diversified

White Mountains Insurance Group (WTM)

Builds and supports insurance, reinsurance, and financial-services businesses.

$2,048.95
vs last close−4.69 (−0.23%)

13F · 13D/G · Form 4

Institutions93.28%2.23M shares
359 holders · as of Jun 30, 2026
Insiders2.69%64.2K shares
17 holders · as of Aug 31, 2026
Other4.03%96.2K shares
remainder

2.39M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Eaton Vance ManagementInstitution
9.12%217,748filed Feb 12, 2021
Dimensional Fund Advisors LPInstitution
6.66%158,954as of Jun 30, 2026
Neuberger Berman Group LLCInstitution
4.99%119,141as of Jun 30, 2026
BlackRock, Inc.Institution
4.94%117,871as of Jun 30, 2026
River Road Asset Management, LLCInstitution
4.86%115,880as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.69%111,969as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.50%107,479as of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
4.27%101,892as of Jun 30, 2026
Cooke & Bieler LPInstitution
3.57%85,120as of Jun 30, 2026
Wallace Capital Management Inc.Institution
3.35%80,067as of Jun 30, 2026
Fiduciary Management Inc /WI/Institution
2.79%66,550as of Jun 30, 2026
Gendell Jeffrey LInstitution
2.48%59,243as of Jun 30, 2026
Boston PartnersInstitution
2.33%55,569as of Jun 30, 2026
London Co of VirginiaInstitution
2.26%54,025as of Jun 30, 2026
State Street CorpInstitution
2.11%50,257as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.07%49,412as of Jun 30, 2026
Morgan StanleyInstitution
1.96%46,866as of Jun 30, 2026
Reinhart Partners, Inc.Institution
1.86%44,480as of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
1.43%34,237as of Jun 30, 2026
Lord, Abbett & Co. LLCInstitution
1.38%32,829as of Jun 30, 2026
American Century Companies IncInstitution
1.30%31,108as of Jun 30, 2026
Norges BankInstitution
1.17%27,956as of Jun 30, 2026
Spears Abacus Advisors LLCInstitution
1.16%27,577as of Jun 30, 2026
Bank of America Corp /DE/Institution
1.05%25,028as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.98%23,505as of Jun 30, 2026

13F, as of Jun 30, 2026

359 holders · 2.23M shares · 41 new positions · 137 increased · 146 reduced · 50 closed

HolderShares% outstandingChg q/qFiled
Dimensional Fund Advisors LP159.0K6.66%+2.3KAug 11, 2026
Neuberger Berman Group LLC119.1K4.99%−5.6KAug 13, 2026
BlackRock, Inc.117.9K4.94%+4.5KAug 7, 2026
River Road Asset Management, LLC115.9K4.86%−4.6KJul 17, 2026
Vanguard Portfolio Management LLC112.0K4.69%−3.6KAug 13, 2026
Vanguard Capital Management LLC107.5K4.50%−1.7KAug 13, 2026
Fuller & Thaler Asset Management, Inc.101.9K4.27%−2.7KAug 12, 2026
Cooke & Bieler LP85.1K3.57%−19.7KJul 30, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Capital Management5.18%128.0K13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Dec 19, 2025
George Manning Rountreedirector, officer: Chief Executive Officer
Sale5,000$2,050.0013,809
Dec 19, 2025
Reid Tarlton Campbelldirector
Sale · 2 lots10,000$2,050.0010,440
Dec 16, 2025
Philip A. Gelstondirector
Sale165$2,048.511,568

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Michael McCaul · TX10Sale$1,001 – $15,000SpouseJun 18, 2026Jul 13, 2026