DaveManuel.com · Institutional Ownership · Who Owns It
WHITE MTNS INS GROUP LTD (WTM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
358
Reporting holders
$4.6B
Reported value
92.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-11
Holder change
Institutions report 2,202,953 shares against 2,386,721 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $329.6M | 158,954 | 0.06% | 31q | +1.5%+$4.8M |
| NEUBERGER BERMAN GROUP LLC | $247.0M | 119,141 | 0.16% | 31q | -4.5%-$11.6M |
| BlackRock, Inc. | $244.4M | 117,871 | 0.00% | 8q | +4.0%+$9.4M |
| River Road Asset Management, LLC | $240.3M | 115,880 | 2.67% | 31q | -3.8%-$9.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232.2M | 111,969 | 0.01% | 2q | -3.1%-$7.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $222.8M | 107,479 | 0.00% | 2q | -1.5%-$3.5M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211.3M | 101,892 | 0.58% | 31q | -2.6%-$5.5M |
| COOKE & BIELER LP | $176.5M | 85,120 | 2.04% | 7q | -18.8%-$40.9M |
| Wallace Capital Management Inc. | $166.0M | 80,067 | 18.20% | 31q | +1.6%+$2.6M |
| FIDUCIARY MANAGEMENT INC /WI/ | $138.0M | 66,550 | 1.96% | 31q | -21.8%-$38.4M |
| GENDELL JEFFREY L | $122.8M | 59,243 | 1.08% | 3q | +56.7%+$44.4M |
| Boston Partners | $115.3M | 55,569 | 0.10% | 31q | -3.3%-$3.9M |
| LONDON CO OF VIRGINIA | $112.1M | 54,025 | 0.64% | 31q | -5.4%-$6.4M |
| STATE STREET CORP | $104.2M | 50,257 | 0.00% | 31q | +2.2%+$2.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $102.5M | 49,412 | 0.01% | 31q | +17.3%+$15.1M |
| MORGAN STANLEY | $97.2M | 46,866 | 0.01% | 35q | -21.0%-$25.8M |
| REINHART PARTNERS, LLC. | $92.3M | 44,480 | 2.11% | 31q | +19.0%+$14.7M |
| T. Rowe Price Investment Management, Inc. | $71.0M | 34,237 | 0.05% | 13q | -17.5%-$15.1M |
| LORD, ABBETT & CO. LLC | $68.1M | 32,829 | 0.19% | 13q | -0.8%-$582.6K |
| AMERICAN CENTURY COMPANIES INC | $64.5M | 31,108 | 0.03% | 22q | +274.4%+$47.3M |
| NORGES BANK | $58.0M | 27,956 | 0.01% | 32q | -13.1%-$8.8M |
| Cannell & Spears LLC | $57.2M | 27,577 | 1.02% | 10q | -1.6%-$933.0K |
| BANK OF AMERICA CORP /DE/ | $51.9M | 25,028 | 0.00% | 31q | -11.7%-$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.7M | 23,505 | 0.01% | 31q | -3.0%-$1.5M |
| Mraz, Amerine & Associates, Inc. | $46.1M | 22,218 | 6.61% | 31q | HELD |
| Allspring Global Investments Holdings, LLC | $37.4M | 18,116 | 0.06% | 11q | -2.7%-$1.0M |
| Gotham Asset Management, LLC | $37.2M | 17,940 | 0.09% | 5q | +98.3%+$18.4M |
| BROWN ADVISORY INC | $36.7M | 17,722 | 0.06% | 31q | -0.7%-$253.0K |
| JANE STREET GROUP, LLC | $35.7M | 17,226 | 0.00% | 10q | +24.8%+$7.1M |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $35.5M | 17,104 | 1.85% | 19q | -9.3%-$3.6M |
| UBS Group AG | $33.6M | 16,198 | 0.00% | 31q | +55.1%+$11.9M |
| VANGUARD FIDUCIARY TRUST CO | $31.8M | 15,319 | 0.01% | 2q | +0.9%+$275.8K |
| RAYMOND JAMES FINANCIAL INC | $30.8M | 14,833 | 0.01% | 7q | -38.1%-$18.9M |
| NORTHERN TRUST CORP | $30.2M | 14,571 | 0.00% | 31q | -6.0%-$1.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.1M | 14,532 | 0.01% | 31q | -2.4%-$729.8K |
| ENVESTNET ASSET MANAGEMENT INC | $28.7M | 13,838 | 0.01% | 31q | -11.1%-$3.6M |
| Quantinno Capital Management LP | $26.2M | 12,624 | 0.03% | 17q | +29.0%+$5.9M |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25.5M | 12,320 | 21.89% | 31q | -3.0%-$787.9K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25.3M | 12,206 | 0.29% | 9q | -6.9%-$1.9M |
| GOLDMAN SACHS GROUP INC | $25.2M | 12,151 | 0.00% | 31q | -23.0%-$7.5M |
| BOUSSARD & GAVAUDAN GESTION SAS | $24.5M | 11,679 | 1.23% | new | FIRST |
| VICTORY CAPITAL MANAGEMENT INC | $22.2M | 10,684 | 0.01% | 31q | -4.1%-$955.8K |
| FIRST TRUST ADVISORS LP | $22.0M | 10,604 | 0.01% | 3q | +246.8%+$15.6M |
| Qube Research & Technologies Ltd | $20.1M | 9,673 | 0.02% | 25q | +852.1%+$17.9M |
| SPEECE THORSON CAPITAL GROUP INC | $19.1M | 9,215 | 4.08% | 31q | -1.9%-$377.4K |
| WELLS FARGO & COMPANY/MN | $18.1M | 8,710 | 0.00% | 31q | -0.8%-$149.3K |
| Bank of New York Mellon Corp | $17.4M | 8,412 | 0.00% | 31q | HELD |
| SEI INVESTMENTS CO | $16.8M | 8,108 | 0.01% | 31q | -26.9%-$6.2M |
| GW&K Investment Management, LLC | $16.3M | 7,839 | 0.13% | 16q | -1.1%-$180.4K |
| THOMPSON SIEGEL & WALMSLEY LLC | $15.9M | 7,656 | 0.28% | 31q | +6.2%+$926.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.1M | 7,284 | 0.01% | 3q | +280.8%+$11.1M |
| CITADEL ADVISORS LLC | $14.8M | 7,136 | 0.00% | 6q | +174.1%+$9.4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.1M | 6,788 | 0.04% | 15q | +12.2%+$1.5M |
| ROYCE & ASSOCIATES LP | $14.1M | 6,781 | 0.11% | 20q | +5.0%+$665.6K |
| HRT FINANCIAL LP | $14.0M | 6,760 | 0.03% | 5q | +184.6%+$9.1M |
| D. E. Shaw & Co., Inc. | $13.7M | 6,618 | 0.01% | 28q | -25.7%-$4.8M |
| Edgestream Partners, L.P. | $13.6M | 6,578 | 0.41% | 6q | +110.2%+$7.1M |
| JPMORGAN CHASE & CO | $11.5M | 5,410 | 0.00% | 31q | +110.8%+$6.1M |
| AQR CAPITAL MANAGEMENT LLC | $11.3M | 5,450 | 0.00% | 15q | -29.6%-$4.7M |
| California Public Employees Retirement System | $10.9M | 5,248 | 0.01% | 31q | -18.2%-$2.4M |
| Williams Jones Wealth Management, LLC. | $10.8M | 5,193 | 0.12% | 28q | HELD |
| Swiss National Bank | $10.0M | 4,826 | 0.01% | 31q | -4.2%-$435.4K |
| WINMILL & CO. INC | $10.0M | 4,800 | 2.20% | new | NEW |
| FRANKLIN RESOURCES INC | $8.7M | 4,178 | 0.00% | 10q | -12.9%-$1.3M |
| Phocas Financial Corp. | $8.5M | 4,078 | 1.17% | 7q | -5.0%-$443.7K |
| RHUMBLINE ADVISERS | $8.1M | 3,898 | 0.01% | 31q | -5.7%-$485.2K |
| Creative Planning | $8.0M | 3,861 | 0.00% | 31q | -4.6%-$389.8K |
| Nuveen, LLC | $7.6M | 3,679 | 0.00% | 6q | -14.6%-$1.3M |
| Invesco Ltd. | $7.3M | 3,497 | 0.00% | 31q | +17.9%+$1.1M |
| LEE DANNER & BASS INC | $6.7M | 3,253 | 0.39% | 30q | +1.6%+$103.7K |
| AMERIPRISE FINANCIAL INC | $5.9M | 2,852 | 0.00% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.7M | 2,761 | 0.01% | 31q | -4.4%-$261.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $5.2M | 2,532 | 0.01% | 31q | +0.8%+$39.4K |
| Triad Investment Management | $5.1M | 2,471 | 5.65% | 13q | -1.7%-$87.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.0M | 2,392 | 0.00% | 2q | +2.9%+$138.9K |
| Russell Investments Group, Ltd. | $4.9M | 2,369 | 0.00% | 31q | +107.4%+$2.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.9M | 2,351 | 0.01% | 31q | +4.0%+$186.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.8M | 2,335 | 0.00% | 31q | +5.6%+$257.1K |
| Legal & General Group Plc | $4.7M | 2,257 | 0.00% | 31q | -6.3%-$313.1K |
| Robeco Institutional Asset Management B.V. | $4.5M | 2,184 | 0.01% | 32q | HELD |
| Regency Capital Management Inc.\DE | $4.4M | 2,146 | 1.77% | 4q | +39.8%+$1.3M |
| DAVENPORT & Co LLC | $4.4M | 2,123 | 0.02% | 31q | HELD |
| BRADLEY FOSTER & SARGENT INC/CT | $3.9M | 1,899 | 0.06% | 5q | -5.1%-$213.6K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3.9M | 1,887 | 0.18% | 24q | HELD |
| Lighthouse Investment Partners, LLC | $3.9M | 1,868 | 0.11% | new | NEW |
| Cerity Partners LLC | $3.7M | 1,797 | 0.00% | 23q | -3.7%-$145.2K |
| Atlantic Union Bankshares Corp | $3.7M | 1,765 | 0.06% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $3.6M | 1,741 | 0.01% | 22q | -29.2%-$1.5M |
| AGF MANAGEMENT LTD | $3.5M | 1,696 | 0.01% | 15q | HELD |
| XTX Topco Ltd | $3.4M | 1,644 | 0.04% | 3q | +557.6%+$2.9M |
| Tidal Investments LLC | $3.3M | 1,578 | 0.01% | 4q | +17.1%+$476.9K |
| Focus Partners Wealth | $3.2M | 1,553 | 0.00% | 8q | +37.6%+$879.1K |
| ExodusPoint Capital Management, LP | $3.0M | 1,443 | 0.02% | 2q | +136.2%+$1.7M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.8M | 1,356 | 0.03% | 31q | -8.4%-$257.1K |
| LPL Financial LLC | $2.7M | 1,318 | 0.00% | 25q | -5.5%-$159.7K |
| HighTower Advisors, LLC | $2.7M | 1,316 | 0.00% | 18q | -9.1%-$271.6K |
| ROYAL BANK OF CANADA | $2.6M | 1,237 | 0.00% | 31q | +3.5%+$87.1K |
| STIFEL FINANCIAL CORP | $2.6M | 1,235 | 0.00% | 31q | -4.6%-$122.4K |
| WCM INVESTMENT MANAGEMENT, LLC | $2.5M | 1,197 | 0.00% | 7q | -80.0%-$10.0M |
| 1834 INVESTMENT ADVISORS CO | $2.4M | 1,176 | 0.28% | 31q | HELD |
Showing the largest 100 of 358 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-27 | 2026-08-26 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 99 | $335.1M | 167,043 | 17 | 27 | 13 | 0.0% |
| Q2 2026 | 358 | $4.6B | 2,202,953 | 33 | 91 | 141 | 0.0% |
| Q1 2026 | 369 | $4.9B | 2,209,720 | 43 | 115 | 106 | 0.0% |
| Q4 2025 | 354 | $4.9B | 2,364,932 | 45 | 104 | 120 | 0.0% |
| Q3 2025 | 339 | $3.9B | 2,334,629 | 43 | 98 | 99 | 0.0% |
| Q2 2025 | 326 | $4.2B | 2,322,333 | 30 | 100 | 105 | 0.0% |
| Q1 2025 | 323 | $4.4B | 2,309,202 | 24 | 99 | 100 | 0.0% |
| Q4 2024 | 326 | $4.4B | 2,278,570 | 28 | 105 | 75 | 0.0% |
| Q3 2024 | 303 | $3.8B | 2,228,206 | 27 | 100 | 76 | 0.0% |
| Q2 2024 | 306 | $4.2B | 2,312,521 | 28 | 101 | 84 | 0.0% |
| Q1 2024 | 303 | $4.8B | 2,664,107 | 36 | 85 | 88 | 0.0% |
| Q4 2023 | 295 | $3.8B | 2,497,915 | 28 | 84 | 94 | 0.0% |
| Q3 2023 | 272 | $3.4B | 2,295,234 | 27 | 80 | 80 | 0.0% |
| Q2 2023 | 258 | $3.2B | 2,269,146 | 25 | 64 | 87 | 0.0% |
| Q1 2023 | 262 | $3.1B | 2,277,093 | 22 | 79 | 82 | 0.0% |
| Q4 2022 | 264 | $3.2B | 2,264,035 | 28 | 59 | 103 | 0.0% |
| Q3 2022 | 243 | $3.1B | 2,368,842 | 22 | 64 | 90 | 0.0% |
| Q2 2022 | 253 | $3.4B | 2,749,791 | 27 | 56 | 95 | 0.0% |
| Q1 2022 | 236 | $3.2B | 2,763,451 | 21 | 58 | 83 | 0.0% |
| Q4 2021 | 240 | $2.9B | 2,858,250 | 23 | 53 | 88 | 0.0% |
| Q3 2021 | 227 | $3.1B | 2,855,219 | 17 | 65 | 69 | 0.0% |
| Q2 2021 | 230 | $3.3B | 2,887,468 | 16 | 59 | 87 | 0.0% |
| Q1 2021 | 241 | $3.2B | 2,835,307 | 36 | 66 | 77 | 0.0% |
| Q4 2020 | 232 | $2.9B | 2,840,014 | 33 | 49 | 81 | 0.0% |
| Q3 2020 | 221 | $2.2B | 2,857,479 | 33 | 52 | 74 | 0.0% |
| Q2 2020 | 205 | $2.5B | 2,845,649 | 17 | 49 | 84 | 0.0% |
| Q1 2020 | 226 | $2.7B | 2,943,298 | 23 | 66 | 81 | 0.0% |
| Q4 2019 | 249 | $3.6B | 3,225,828 | 16 | 59 | 82 | 0.0% |
| Q3 2019 | 245 | $3.3B | 3,049,469 | 21 | 57 | 85 | 0.0% |
| Q2 2019 | 244 | $4.6B | 4,509,785 | 28 | 61 | 88 | 0.0% |
| Q1 2019 | 241 | $4.4B | 4,781,529 | 21 | 64 | 84 | 0.0% |
| Q4 2018 | 240 | $3.3B | 3,893,180 | 3 | 8 | 6 | 0.0% |