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Disclosery

WTM WHITE MTNS INS GROUP LTD

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COM (common), issuer CIK 776867

316 managers (323 13F filers) reported a position in WTM shares at 2025-03-31, 2,308,666 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
316
13F filers
323
New
23
Added
102
Reduced
108
Sold out
26
Shares held by filers
2,308,666

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Douglass Winthrop Advisors, LLC191$368K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC185$356K<0.01%013F-HRTimeline
Caprock Group, LLC184$354K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…183$352K<0.01%013F-HRTimelineGroup
Arax Advisory Partners182$351K0.02%+513F-HRTimeline
Frank, Rimerman Advisors LLC182$350K0.03%+513F-HRTimeline
PINNACLE ASSOCIATES LTD177$341K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC175$337K0.01%-113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…173$333K<0.01%+1113F-HRTimeline
CHOREO, LLC172$331K0.01%-413F-HRTimeline
NewEdge Advisors, LLC170$327K<0.01%+2513F-HRTimeline
ISTHMUS PARTNERS, LLC164$316K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC163$314K<0.01%+2713F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …160$308K<0.01%-5613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA155$299K<0.01%-2713F-HR/ATimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd154$297K0.08%013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\151$291K<0.01%-1413F-HRTimelineGroup
CONNABLE OFFICE INC150$289K0.03%-3113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC150$289K<0.01%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT148$285K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC148$285K0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS147$283K<0.01%+1513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC146$281K0.01%+11513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC144$277K<0.01%+113F-HR/ATimelineGroup
Chapman Investment Management, LLC143$275K0.21%013F-HRTimeline
Riverwater Partners LLC142$273K0.14%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp141$272K<0.01%+113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC137$264K0.01%+2313F-HRTimeline
Sterling Capital Management LLC137$264K<0.01%-1213F-HRTimeline
Utah Retirement Systems134$258K<0.01%013F-HRTimeline
AMALGAMATED BANK134$258K<0.01%+213F-HRTimeline
PITCAIRN COin group PITCAIRN CO133$256K0.02%-213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC132$254K0.01%+2913F-HRTimeline
KBC Group NVin group KBC Group NV125$241K<0.01%-1,93413F-HRTimelineGroup
Columbia Asset Management125$241K0.05%013F-HRTimeline
Covestor Ltd123$239K0.16%013F-HRTimeline
Crossmark Global Holdings, Inc.121$233K<0.01%new13F-HRTimeline
HB Wealth Management, LLC121$233K<0.01%-313F-HRTimeline
Roehl & Yi Investment Advisors, LLC120$231K0.13%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC118$227K<0.01%new13F-HRTimelineGroup
XPONANCE LLC116$223K<0.01%-413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC116$223K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…116$223K<0.01%-2113F-HRTimelineGroup
Glenview Trust Co110$212K<0.01%013F-HR/ATimeline
Orion Porfolio Solutions, LLC108$208K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC108$208K<0.01%new13F-HR/ATimeline
HBK Sorce Advisory LLC108$208K0.01%013F-HRTimeline
Lindbrook Capital, LLC108$208K0.02%-1413F-HRTimeline
Ballentine Partners, LLC106$204K<0.01%013F-HRTimeline
Quantum Portfolio Management LLC104$200K0.1%new13F-HRTimeline
Citadel Investment Advisory, Inc.100$193K0.09%013F-HRTimeline
EASTERN BANK100$193K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…99$191K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC94$181K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC94$181K<0.01%+913F-HRTimelineGroup
Versant Capital Management, Inc91$175K0.03%+7213F-HRTimeline
LRI Investments, LLC90$173K0.02%-2113F-HRTimeline
Blue Trust, Inc.85$164K<0.01%+2413F-HRTimeline
GAMMA Investing LLC76$146K0.01%+2313F-HR/ATimeline
Smithfield Trust Co73$142K0.01%013F-HRTimeline
MAI Capital Management73$141K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust66$127K0.02%+113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors61$117K0.02%013F-HRTimelineGroup
Stonebridge Financial Group, LLC60$116K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…60$116K<0.01%013F-HRTimelineGroup
Quent Capital, LLC56$108K0.01%-1513F-HRTimeline
SIGNATUREFD, LLC50$96.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC50$96.3K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$96.3K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.49$94.4K<0.01%+1313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…45$86.7K<0.01%+113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC40$77K0.01%013F-HRTimeline
WPG Advisers, LLC39$75.1K0.07%-713F-HRTimeline
Geneos Wealth Management Inc.38$73.2K<0.01%+3413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC31$59.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.33$56.3K<0.01%-113F-HRTimelineGroup
Parallel Advisors, LLC27$52K<0.01%-613F-HRTimeline
Allworth Financial LP25$44.3K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23$44.3K<0.01%+113F-HRTimelineGroup
CWM, LLCin group CWM, LLC23$44K<0.01%-1013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21$40.4K<0.01%+1013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN19$36.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$36.6K0.01%013F-HRTimeline
Hexagon Capital Partners LLC17$32.7K0.01%-313F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.17$32.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA15$28.9K<0.01%+713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.15$28.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13$25K<0.01%+313F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD12$23.1K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC12$23.1K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC12$23K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$19K<0.01%new13F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC10$19K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc8$15.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8$15.4K<0.01%-1113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC8$15.4K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC7$13.5K<0.01%13F-HRTimeline
Binnacle Investments Inc7$13.5K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.7$13K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6$11.6K<0.01%+513F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.6$11.6K0.01%013F-HRTimeline
Hemington Wealth Management6$11K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC5$9.63K<0.01%013F-HRTimeline
Clearstead Advisors, LLC4$7.7K<0.01%-313F-HRTimeline
SBI Securities Co., Ltd.4$7.7K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC4$7.61K<0.01%-213F-HRTimeline
Whipplewood Advisors, LLC29$5.78K<0.01%+2613F-HRTimeline
TRUST CO OF VERMONT3$5.78K<0.01%013F-HRTimeline
TD Capital Management LLC2$3.85K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$3.85K<0.01%+113F-HRTimeline
Private Wealth Management Group, LLC2$3.85K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1$1.93K<0.01%013F-HRTimeline
Larson Financial Group LLC1$1.93K<0.01%new13F-HRTimeline
Brooklyn Investment Group1$1.93K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1$1.93K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.