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Disclosery

WTM WHITE MTNS INS GROUP LTD

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COM (common), issuer CIK 776867

319 managers (325 13F filers) reported a position in WTM shares at 2024-12-31, 2,277,170 shares in all. 28 filers opened a position and 14 filers sold out during the quarter.

Managers
319
13F filers
325
New
28
Added
112
Reduced
83
Sold out
14
Shares held by filers
2,277,170

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Opal Wealth Advisors, LLC204$397K0.12%+313F-HRTimeline
Evercore Wealth Management, LLC200$389K0.01%013F-HRTimeline
Sage Investment Counsel LLC200$389K0.51%13F-HRTimeline
NEVILLE RODIE & SHAW INC200$389K0.03%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…199$387K0.04%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC185$360K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…183$356K<0.01%-3613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA182$354K<0.01%-3213F-HR/ATimelineGroup
CONNABLE OFFICE INC181$352K0.04%013F-HRTimeline
Arax Advisory Partners177$345K0.02%-213F-HRTimeline
PINNACLE ASSOCIATES LTD177$344K<0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC177$344K0.02%013F-HRTimeline
MGO ONE SEVEN LLC176$342K0.01%new13F-HRTimeline
CHOREO, LLC176$340K<0.01%+2413F-HRTimeline
Vise Technologies, Inc.169$329K0.03%+3013F-HRTimeline
Farther Finance Advisors, LLC167$325K0.01%+3313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\165$321K<0.01%+1413F-HRTimelineGroup
ISTHMUS PARTNERS, LLC164$319K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…162$315K<0.01%013F-HR/ATimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd154$300K0.08%13F-HRTimelineGroup
Empower Advisory Group, LLC151$294K<0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC150$292K<0.01%013F-HRTimeline
Cannon Global Investment Management, LLC150$292K0.72%-5013F-HRTimeline
Sterling Capital Management LLC149$290K<0.01%+5413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT148$288K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC148$288K0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC145$282K<0.01%+13413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC143$278K<0.01%+1313F-HRTimelineGroup
Chapman Investment Management, LLC143$278K0.21%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp140$272K<0.01%+1113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…137$266K<0.01%+713F-HRTimelineGroup
Integrated Wealth Concepts LLC136$265K<0.01%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO135$263K0.02%+1113F-HRTimelineGroup
Utah Retirement Systems134$261K<0.01%013F-HRTimeline
AMALGAMATED BANK132$257K<0.01%-213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS132$257K<0.01%-16913F-HRTimelineGroup
Columbia Asset Management125$243K0.05%new13F-HRTimeline
HB Wealth Management, LLC124$241K<0.01%new13F-HRTimeline
Covestor Ltd123$241K0.15%013F-HRTimeline
Lindbrook Capital, LLC122$237K0.02%-213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.121$236K<0.01%-113F-HRTimeline
XPONANCE LLC120$233K<0.01%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC120$233K0.13%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC114$222K0.01%13F-HRTimeline
LRI Investments, LLC111$215K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.110$214K<0.01%new13F-HRTimelineGroup
Glenview Trust Co110$214K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC108$210K0.01%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC106$206K<0.01%new13F-HRTimeline
Ballentine Partners, LLC106$206K<0.01%new13F-HRTimeline
Waldron Private Wealth LLC105$204K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC103$200K0.01%new13F-HRTimeline
EQUITY INVESTMENT CORP103$200K<0.01%new13F-HRTimeline
Citadel Investment Advisory, Inc.100$195K0.1%new13F-HRTimeline
EASTERN BANK100$195K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…99$193K<0.01%+2413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC85$165K<0.01%013F-HRTimelineGroup
Smithfield Trust Co73$143K0.01%-913F-HRTimeline
MAI Capital Management73$142K<0.01%new13F-HRTimeline
Quent Capital, LLC71$138K0.01%013F-HRTimeline
Parkside Financial Bank & Trust65$126K0.02%+413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors61$119K0.02%013F-HRTimelineGroup
Blue Trust, Inc.61$119K<0.01%-3313F-HR/ATimeline
Stonebridge Financial Group, LLC60$117K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…60$117K<0.01%+2413F-HRTimelineGroup
Eagle Bay Advisors LLC53$103K0.06%new13F-HRTimeline
GAMMA Investing LLC53$103K0.01%+413F-HRTimeline
SIGNATUREFD, LLC50$97.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC50$97.3K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$97.3K<0.01%013F-HRTimeline
WPG Advisers, LLC46$89.5K0.08%13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…44$85.6K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC40$77K0.01%013F-HRTimeline
Avior Wealth Management, LLC37$72K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.36$70K<0.01%-1113F-HRTimeline
Community Bank, N.A.34$66.1K0.01%013F-HRTimeline
Parallel Advisors, LLC33$64.2K<0.01%+113F-HRTimeline
GeoWealth Management, LLC33$64.2K<0.01%+713F-HRTimeline
CWM, LLCin group CWM, LLC33$64K<0.01%+713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.34$63.6K<0.01%-513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC31$60.3K<0.01%-413F-HRTimeline
QUADRANT CAPITAL GROUP LLC31$60.3K<0.01%-913F-HRTimeline
UMB Bank, n.a.28$54.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP25$46.7K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK22$42.8K<0.01%+813F-HRTimelineGroup
Hexagon Capital Partners LLC20$38.9K0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN19$37K<0.01%013F-HRTimeline
Versant Capital Management, Inc19$37K0.01%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$37K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC19$37K0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.17$33.1K<0.01%-213F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.15$29.2K0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD12$23.3K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC12$23K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11$21.4K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$19.4K<0.01%+113F-HRTimelineGroup
Raleigh Capital Management Inc.8$15.6K0.01%013F-HRTimeline
Bell Investment Advisors, Inc8$15.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA8$15.6K<0.01%+313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8$15.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC7$13.6K<0.01%+313F-HRTimeline
Hemington Wealth Management7$13K<0.01%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.6$11.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC6$11.6K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC5$9.73K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4$7.78K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.4$7.78K<0.01%013F-HRTimeline
TRUST CO OF VERMONT3$5.83K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.3$5.83K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC3$5.83K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3$5.61K<0.01%-513F-HRTimeline
Private Wealth Management Group, LLC2$3.89K<0.01%013F-HRTimeline
TD Capital Management LLC2$3.89K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$1.95K<0.01%013F-HRTimeline
Brooklyn Investment Group1$1.95K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1$1.95K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1$1.95K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1$1.95K<0.01%013F-HRTimeline
IFP Advisors, Inc0$1.95K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.