Institutional Ownership
Vanguard Group Inc is the biggest individual institutional holder of White Mountains Insurance Group Ltd (WTM), owning a total of 251 thousand shares. Combined, the top 31 institutional holders of WTM own 85.35% of the company with a total of 2.2 million shares.
In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of WTM by 237 thousand shares. 8 institutions bought 28,044 total additional shares and increased their ownership by an average of 14.24%. However 11 institutions sold 264,908 total shares and decreased their ownership by an average of 15.04%.
Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of White Mountains Insurance Group Ltd decreased by a net total of -236,864 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9.765% | -0.100% | 250,783 | -252 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 6.971% | -51.595% | 179,037 | -190,833 | 2024-09-30 |
| Dimensional Fund Advisors, Inc. | 6.173% | -0.644% | 158,534 | -1,027 | 2024-09-30 |
| Fuller & Thaler Asset Management Inc | 4.761% | -5.419% | 122,277 | -7,006 | 2024-09-30 |
| River Road Asset Management, LLC | 4.603% | 1.621% | 118,206 | 1,886 | 2024-09-30 |
| Boston Partners Global Investors, Inc | 3.314% | -2.936% | 85,097 | -2,574 | 2024-09-30 |
| Wallace Capital Management, INC. | 3.207% | 1.306% | 82,366 | 1,062 | 2024-09-30 |
| London Company of Virginia | 2.720% | 5.112% | 69,853 | 3,397 | 2024-09-30 |
| Wellington Management Company LLP | 2.363% | -13.059% | 60,675 | -9,114 | 2024-09-30 |
| T. Rowe Price Investment Management,Inc. | 2.246% | -0.126% | 57,683 | -73 | 2024-09-30 |
| State Street Corp | 2.137% | 5.203% | 54,877 | 2,714 | 2024-09-30 |
| Fiduciary Management, Inc. of Milwaukee | 1.921% | -0.073% | 49,320 | -36 | 2024-09-30 |
| Bank of America Corp | 1.653% | 3.091% | 42,459 | 1,273 | 2024-09-30 |
| Geode Capital Management, LLC | 1.552% | 0.690% | 39,844 | 273 | 2024-09-30 |
| Reinhart Mahoney Capital Management Inc | 1.533% | 3.934% | 39,369 | 1,490 | 2024-09-30 |
| Select Equity Group LP | 1.350% | -41.606% | 34,663 | -24,698 | 2024-09-30 |
| Neuberger Berman Group LLC | 1.289% | 92.938% | 33,110 | 15,949 | 2024-09-30 |
| Lord, Abbett & Co LLC | 1.285% | -46.027% | 33,012 | -28,152 | 2024-09-30 |
| Spears Abacus Advisors LLC | 1.126% | -3.802% | 28,923 | -1,143 | 2024-09-30 |
Top Institutions
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9.765% | -0.100% | 250,783 | -252 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 6.971% | -51.595% | 179,037 | -190,833 | 2024-09-30 |
| Dimensional Fund Advisors, Inc. | 6.173% | -0.644% | 158,534 | -1,027 | 2024-09-30 |
| Global Assets Advisory, LLC | 5.238% | 0.000% | 134,528 | 134,528 | 2024-03-31 |
| Atlanta Capital Management Company,LLC | 4.965% | -5.711% | 127,468 | -7,721 | 2022-09-30 |
| Fuller & Thaler Asset Management Inc | 4.761% | -5.419% | 122,277 | -7,006 | 2024-09-30 |
| River Road Asset Management, LLC | 4.603% | 1.621% | 118,206 | 1,886 | 2024-09-30 |
| BlackRock Inc | 4.535% | 1.289% | 116,455 | 1,482 | 2024-06-30 |
| Boston Partners Global Investors, Inc | 3.314% | -2.936% | 85,097 | -2,574 | 2024-09-30 |
| Wallace Capital Management, INC. | 3.207% | 1.306% | 82,366 | 1,062 | 2024-09-30 |
| London Company of Virginia | 2.720% | 5.112% | 69,853 | 3,397 | 2024-09-30 |
| Wellington Management Company LLP | 2.363% | -13.059% | 60,675 | -9,114 | 2024-09-30 |
| T. Rowe Price Investment Management,Inc. | 2.246% | -0.126% | 57,683 | -73 | 2024-09-30 |
| State Street Corp | 2.137% | 5.203% | 54,877 | 2,714 | 2024-09-30 |
| Fiduciary Management, Inc. of Milwaukee | 1.921% | -0.073% | 49,320 | -36 | 2024-09-30 |
| State Street Corporation | 1.893% | -3.157% | 48,620 | -1,585 | 2024-03-31 |
| Bank of America Corp | 1.653% | 3.091% | 42,459 | 1,273 | 2024-09-30 |
| Geode Capital Management, LLC | 1.552% | 0.690% | 39,844 | 273 | 2024-09-30 |
| Reinhart Mahoney Capital Management Inc | 1.533% | 3.934% | 39,369 | 1,490 | 2024-09-30 |
| Select Equity Group LP | 1.350% | -41.606% | 34,663 | -24,698 | 2024-09-30 |
| Neuberger Berman Group LLC | 1.289% | 92.938% | 33,110 | 15,949 | 2024-09-30 |
| Lord, Abbett & Co LLC | 1.285% | -46.027% | 33,012 | -28,152 | 2024-09-30 |
| Southeastern Asset Management Inc | 1.265% | -1.515% | 32,446 | -499 | 2023-12-31 |
| Cannell Peter B & CO Inc | 1.180% | -0.411% | 30,269 | -125 | 2023-12-31 |
| NORGES BANK | 1.172% | 6.608% | 30,106 | 1,866 | 2024-06-30 |
| Robeco Institutional Asset Management BV | 1.155% | -0.561% | 29,623 | -167 | 2024-03-31 |
| Spears Abacus Advisors LLC | 1.126% | -3.802% | 28,923 | -1,143 | 2024-09-30 |
| FMR Inc | 1.118% | 88.727% | 28,645 | 13,467 | 2022-12-31 |
| Charles Schwab Investment Management Inc | 0.972% | -8.060% | 25,051 | -2,196 | 2022-09-30 |
| Raymond James & Associates | 0.964% | -15.453% | 24,676 | -4,510 | 2023-06-30 |
| Scout Investment Advisors Inc | 0.928% | -22.387% | 23,758 | -6,853 | 2023-06-30 |
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$WTM we going up from here