WTM Institutional Ownership & Shareholders

WHITE MTNS INS GROUP LTD (WTM) is currently held by 360 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.60B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of WTM tracked by InsiderSet, reporting ownership valued at approximately $329.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $360.82M, representing an estimated gain of +9.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed WTM value among the investors covered in this analysis. Major shareholders include Dimensional Fund Advisors Lp, Neuberger Berman Group Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in WHITE MTNS INS GROUP LTD (WTM).

This page ranks the largest institutional WTM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

360

Total Reported Value

$4.60B

Largest Holder

Dimensional Fund Advisors Lp

Largest Position

$329.58M

Insider Transactions (90d)

1

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Dimensional Fund Advisors Lp0.06%158,954$329,577,765$360,823,990+$31,246,225+9.48%
Neuberger Berman Group Llc0.20%129,654$269,424,901$294,313,283+$24,888,382+9.24%
Blackrock, Inc.0.00%117,849$244,347,011$267,516,052+$23,169,041+9.48%
River Road Asset Management, Llc2.67%115,880$240,264,433$263,046,441+$22,782,008+9.48%
Vanguard Portfolio Management Llc0.01%111,969$232,155,405$254,168,510+$22,013,105+9.48%
Vanguard Capital Management Llc0.00%107,479$222,845,884$243,976,255+$21,130,371+9.48%
Fuller & Thaler Asset Management, Inc.0.58%101,892$211,260,919$231,293,821+$20,032,902+9.48%
Cooke & Bieler Lp2.75%87,203$174,971,947$197,949,938+$22,977,991+13.13%
Wallace Capital Management Inc.18.20%80,067$166,009,833$181,751,289+$15,741,456+9.48%
Fiduciary Management Inc1.96%66,550$137,984,104$151,067,835+$13,083,731+9.48%
Gendell Jeffrey L1.11%59,243$122,833,844$134,481,018+$11,647,174+9.48%
Boston Partners0.10%55,569$115,277,291$126,141,074+$10,863,783+9.42%
London Co Of Virginia0.64%54,025$112,075,761$122,636,210+$10,560,449+9.42%
State Street Corp0.00%50,257$104,202,361$114,082,887+$9,880,526+9.48%
Geode Capital Management, Llc0.01%49,412$102,474,687$112,164,746+$9,690,059+9.46%
Morgan Stanley0.01%46,866$97,175,344$106,385,351+$9,210,007+9.48%
Reinhart Partners, Llc.2.15%43,959$88,203,294$99,786,490+$11,583,196+13.13%
T. Rowe Price Investment Management, Inc.0.05%34,237$70,987,000$77,717,648+$6,730,648+9.48%
Lord, Abbett & Co. Llc0.19%32,829$68,067,000$74,521,502+$6,454,502+9.48%
American Century Companies Inc0.03%31,108$64,499,016$70,614,849+$6,115,833+9.48%
Norges Bank0.01%27,956$57,963,691$63,459,840+$5,496,149+9.48%
Cannell & Spears Llc1.02%27,577$57,177,034$62,599,514+$5,422,480+9.48%
Bank Of America Corp0.00%25,028$51,892,804$56,813,310+$4,920,506+9.48%
Charles Schwab Investment Management Inc0.01%23,505$48,735,032$53,356,115+$4,621,083+9.48%
Mraz, Amerine & Associates, Inc.6.94%22,147$44,438,117$50,273,469+$5,835,352+13.13%
Allspring Global Investments Holdings, Llc0.06%18,116$37,392,149$41,123,139+$3,730,990+9.98%
Gotham Asset Management, Llc0.09%17,940$37,196,617$40,723,621+$3,527,004+9.48%
Brown Advisory Inc0.06%17,722$36,745,806$40,228,763+$3,482,957+9.48%
Jane Street Group, Llc0.02%17,226$35,716,216$39,102,848+$3,386,632+9.48%
Longleaf PartnersMason Hawkins1.85%17,104$35,463,263$38,825,909+$3,362,646+9.48%
Ubs Group Ag0.01%16,198$33,584,772$36,769,298+$3,184,526+9.48%
Vanguard Fiduciary Trust Co0.01%15,319$31,762,261$34,773,977+$3,011,716+9.48%
Boussard & Gavaudan Investment Management Llp2.97%13,975$30,968,600$31,723,110+$754,510+2.44%
Raymond James Financial Inc0.01%14,833$30,754,659$33,670,762+$2,916,103+9.48%
Northern Trust Corp0.00%14,571$30,211,365$33,076,024+$2,864,659+9.48%
Wellington Management Group Llp0.01%14,532$30,130,503$32,987,495+$2,856,992+9.48%
Envestnet Asset Management Inc0.01%13,838$28,691,176$31,412,122+$2,720,946+9.48%
Quantinno Capital Management Lp0.03%12,624$26,174,512$28,656,354+$2,481,842+9.48%
Elkhorn Partners Limited Partnership21.89%12,320$25,544,165$27,966,277+$2,422,112+9.48%
Horizon Kinetics Asset Management Llc0.29%12,206$25,307,802$27,707,498+$2,399,696+9.48%
Goldman Sachs Group Inc0.00%12,151$25,193,682$27,582,648+$2,388,966+9.48%
Victory Capital Management Inc0.01%10,684$22,152,098$24,252,573+$2,100,475+9.48%
First Trust Advisors Lp0.01%10,604$21,986,231$24,070,974+$2,084,743+9.48%
Qube Research & Technologies Ltd0.02%9,673$20,055,901$21,957,613+$1,901,712+9.48%
Speece Thorson Capital Group Inc4.08%9,215$19,106,000$20,917,958+$1,811,958+9.48%
Wells Fargo & Company/Mn0.00%8,710$18,058,335$19,771,613+$1,713,278+9.49%
Bank Of New York Mellon Corp0.00%8,412$17,440,426$19,095,156+$1,654,730+9.49%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%7,826$17,193,410$17,764,942+$571,532+3.32%
Sei Investments Co0.01%8,108$16,810,842$18,405,079+$1,594,237+9.48%
Gw&K Investment Management, Llc0.13%7,839$16,253,000$17,794,452+$1,541,452+9.48%
Showing 50 of 360

Frequently asked questions about WTM

  • Who are the largest institutional holders of WTM?

    The largest institutional holders of WTM reported in the latest SEC Form 13F filings include Dimensional Fund Advisors Lp, Neuberger Berman Group Llc, Blackrock, Inc., River Road Asset Management, Llc, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported WTM position.

  • What is WTM institutional ownership?

    This page tracks WTM positions reported by institutional investment managers through SEC Form 13F. WHITE MTNS INS GROUP LTD (WTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WTM?

    InsiderSet currently tracks 360 institutional managers reporting WTM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTM shareholders.

  • How much WTM stock do institutions own?

    Institutional investment managers disclosed approximately $4.60B in WTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WTM institutional ownership last updated?

    The latest WTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WTM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTM position after the reporting date.

  • Are institutions buying or selling WTM?

    Institutional buying and selling can be analyzed by comparing WTM positions across consecutive 13F reporting periods. InsiderSet's WTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTM ownership changes.

  • How has WTM institutional ownership changed over time?

    InsiderSet tracks WTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.