WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) — Institutional Holders, Q2 2026 (page 3)
356 institutional investment managers reported a WTM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WTM 13F holders ranked 201–300 of 356
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Cresset Asset Management#201 · 241 sh | 241 | $499.7K | <0.01% | -19.4% |
| 202 | Freestone Grove Partners#202 · 240 sh | 240 | $497.6K | <0.01% | New |
| 203 | Shotwell Rutter Baer#203 · 231 sh | 231 | $479.0K | — | -4.5% |
| 204 | Annis Gardner Whiting Capital Advisors#204 · 228 sh | 228 | $472.7K | 0.07% | New |
| 205 | WEDBUSH SECURITIES#205 · 226 sh | 226 | $469.0K | — | -0.9% |
| 206 | MEEDER ASSET MANAGEMENT#206 · 217 sh | 217 | $449.9K | 0.02% | New |
| 207 | HSBC PLC#207 · 217 sh | 217 | $449.2K | <0.01% | +130.9% |
| 208 | Vestmark Advisory Solutions#208 · 215 sh | 215 | $445.8K | <0.01% | -3.6% |
| 209 | Venturi Wealth Management#209 · 213 sh | 213 | $441.6K | 0.02% | -12.3% |
| 210 | INCEPTIONR#210 · 213 sh | 213 | $441.6K | 0.11% | New |
| 211 | Hudson Value Partners#211 · 206 sh | 206 | $427.1K | 0.11% | 0.0% |
| 212 | PRINCIPAL SECURITIES#212 · 200 sh | 200 | $414.7K | <0.01% | -7.0% |
| 213 | Ensign Peak Advisors#213 · 200 sh | 200 | $414.7K | <0.01% | 0.0% |
| 214 | Sage Investment Counsel#214 · 200 sh | 200 | $414.7K | — | 0.0% |
| 215 | M&T BANK#215 · 199 sh | 199 | $412.6K | <0.01% | +17.1% |
| 216 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#216 · 199 sh | 199 | $412.6K | — | 0.0% |
| 217 | MGO ONE SEVEN#217 · 193 sh | 193 | $400.2K | <0.01% | -7.2% |
| 218 | Wilmington Savings Fund Society, FSB#218 · 187 sh | 187 | $387.7K | — | 0.0% |
| 219 | Virtu Financial#219 · 182 sh | 182 | $376.0K | 0.01% | New |
| 220 | Beacon Pointe Advisors#220 · 178 sh | 178 | $369.1K | <0.01% | New |
| 221 | Frank, Rimerman Advisors#221 · 177 sh | 177 | $367.0K | — | -0.6% |
| 222 | NICOLET BANKSHARES#222 · 167 sh | 167 | $361.8K | 0.01% | -25.1% |
| 223 | NewEdge Advisors#223 · 174 sh | 174 | $360.8K | <0.01% | New |
| 224 | XPONANCE#224 · 172 sh | 172 | $356.6K | <0.01% | -5.5% |
| 225 | Swiss Life Asset Management Ltd#225 · 172 sh | 172 | $356.6K | <0.01% | New |
| 226 | TCG Advisory Services#226 · 170 sh | 170 | $352.5K | <0.01% | +13.3% |
| 227 | Riverwater Partners#227 · 158 sh | 158 | $327.6K | 0.10% | -14.1% |
| 228 | BANK OF NOVA SCOTIA#228 · 158 sh | 158 | $327.6K | <0.01% | -11.2% |
| 229 | Evelyn Partners Group Ltd#229 · 154 sh | 154 | $319.3K | <0.01% | — |
| 230 | SYON CAPITAL#230 · 153 sh | 153 | $317.2K | 0.01% | -6.7% |
| 231 | CONNABLE OFFICE#231 · 152 sh | 152 | $315.2K | 0.03% | 0.0% |
| 232 | EVERGREEN CAPITAL MANAGEMENT#232 · 150 sh | 150 | $311.0K | — | -25.7% |
| 233 | MONETA GROUP INVESTMENT ADVISORS#233 · 150 sh | 150 | $311.0K | <0.01% | 0.0% |
| 234 | Douglass Winthrop Advisors#234 · 150 sh | 150 | $311.0K | <0.01% | New |
| 235 | HB Wealth Management#235 · 149 sh | 149 | $308.9K | — | -1.3% |
| 236 | AMALGAMATED BANK#236 · 144 sh | 144 | $299.0K | — | +9.1% |
| 237 | MILLENNIUM MANAGEMENT#237 · 143 sh | 143 | $296.5K | <0.01% | -63.0% |
| 238 | Kestra Advisory Services#238 · 142 sh | 142 | $294.5K | <0.01% | +16.4% |
| 239 | Sagewood Asset Management#239 · 142 sh | 142 | $294.4K | 0.07% | -30.4% |
| 240 | QUADRANT CAPITAL GROUP#240 · 129 sh | 129 | $267.5K | — | -50.0% |
| 241 | PINNACLE ASSOCIATES LTD#241 · 129 sh | 129 | $267.5K | — | +0.8% |
| 242 | RITHOLTZ WEALTH MANAGEMENT#242 · 126 sh | 126 | $261.3K | <0.01% | -35.7% |
| 243 | Utah Retirement Systems#243 · 126 sh | 126 | $261.2K | <0.01% | -6.0% |
| 244 | Columbia Asset Management#244 · 125 sh | 125 | $259.2K | — | 0.0% |
| 245 | Kera Capital Partners#245 · 125 sh | 125 | $259.2K | 0.02% | 0.0% |
| 246 | Merit Financial Group#246 · 123 sh | 123 | $255.0K | <0.01% | -1.6% |
| 247 | Numerai GP#247 · 123 sh | 123 | $255.0K | 0.02% | New |
| 248 | State of Alaska, Department of Revenue#248 · 119 sh | 119 | $246.0K | — | 0.0% |
| 249 | EVOLVE PRIVATE WEALTH#249 · 116 sh | 116 | $240.5K | 0.01% | New |
| 250 | Stratos Wealth Partners, LTD.#250 · 114 sh | 114 | $236.4K | <0.01% | New |
| 251 | Athena Investment Management#251 · 114 sh | 114 | $236.4K | 0.14% | -49.1% |
| 252 | Quantbot Technologies#252 · 112 sh | 112 | $232.2K | <0.01% | +761.5% |
| 253 | HENGEHOLD CAPITAL MANAGEMENT#253 · 111 sh | 111 | $230.2K | — | -10.5% |
| 254 | One Wealth Advisors#254 · 111 sh | 111 | $230.1K | 0.03% | 0.0% |
| 255 | GREAT LAKES ADVISORS#255 · 110 sh | 110 | $228.1K | <0.01% | 0.0% |
| 256 | Perigon Wealth Management#256 · 110 sh | 110 | $228.1K | — | +7.8% |
| 257 | Mission Creek Capital Partners#257 · 110 sh | 110 | $228.1K | 0.04% | New |
| 258 | Eagle Bay Advisors#258 · 109 sh | 109 | $226.0K | — | +4.8% |
| 259 | DnB Asset Management AS#259 · 105 sh | 105 | $217.7K | <0.01% | 0.0% |
| 260 | NewEdge Wealth#260 · 104 sh | 104 | $215.6K | <0.01% | -1.0% |
| 261 | Empowered Funds#261 · 103 sh | 103 | $213.6K | <0.01% | -92.0% |
| 262 | Vise Technologies#262 · 101 sh | 101 | $209.4K | <0.01% | +1.0% |
| 263 | BALDWIN WEALTH PARTNERS#263 · 100 sh | 100 | $207.3K | — | 0.0% |
| 264 | EASTERN BANK#264 · 100 sh | 100 | $207.3K | — | 0.0% |
| 265 | Clearbridge Investments#265 · 100 sh | 100 | $207.3K | <0.01% | 0.0% |
| 266 | Ballentine Partners#266 · 100 sh | 100 | $207.3K | <0.01% | -1.0% |
| 267 | CHICAGO NA#267 · 100 sh | 100 | $207.3K | 0.03% | 0.0% |
| 268 | Gladstone Institutional Advisory#268 · 100 sh | 100 | $207.3K | <0.01% | -1.0% |
| 269 | NovaPoint Capital#269 · 100 sh | 100 | $207.3K | — | New |
| 270 | Ackerman Asset Management#270 · 100 sh | 100 | $207.3K | 0.12% | 0.0% |
| 271 | FIRST MANHATTAN#271 · 100 sh | 100 | $207.3K | <0.01% | -13.0% |
| 272 | Citadel Investment Advisory#272 · 100 sh | 100 | $207.0K | — | 0.0% |
| 273 | EQUITY INVESTMENT#273 · 99 sh | 99 | $205.3K | <0.01% | 0.0% |
| 274 | Global Retirement Partners#274 · 85 sh | 85 | $176.2K | <0.01% | — |
| 275 | STRS OHIO#275 · 80 sh | 80 | $165.9K | <0.01% | +35.6% |
| 276 | Sterling Capital Management#276 · 72 sh | 72 | $149.3K | — | -13.3% |
| 277 | KBC Group NV#277 · 72 sh | 72 | $149.0K | — | 0.0% |
| 278 | SIGNATUREFD#278 · 67 sh | 67 | $138.9K | — | -10.7% |
| 279 | Federation des caisses Desjardins du Quebec#279 · 65 sh | 65 | $134.8K | <0.01% | 0.0% |
| 280 | Smithfield#280 · 64 sh | 64 | $132.0K | <0.01% | 0.0% |
| 281 | Ronald Blue#281 · 62 sh | 62 | $128.6K | — | -19.5% |
| 282 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#282 · 61 sh | 61 | $126.5K | 0.00% | -99.2% |
| 283 | JONES FINANCIAL COMPANIES LLLP#283 · 60 sh | 60 | $125.8K | <0.01% | +275.0% |
| 284 | Covestor Ltd#284 · 58 sh | 58 | $121.0K | 0.07% | +1350.0% |
| 285 | STEPHENSON NATIONAL BANK#285 · 58 sh | 58 | $120.3K | — | +18.4% |
| 286 | Tower Research Capital (TRC)#286 · 54 sh | 54 | $112.0K | <0.01% | +116.0% |
| 287 | Parallel Advisors#287 · 54 sh | 54 | $112.0K | <0.01% | +1.9% |
| 288 | Allworth Financial#288 · 45 sh | 45 | $93.3K | <0.01% | -15.1% |
| 289 | Quent Capital#289 · 41 sh | 41 | $85.0K | <0.01% | -2.4% |
| 290 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#290 · 40 sh | 40 | $82.9K | 0.00% | 0.0% |
| 291 | MetLife Investment Management#291 · 40 sh | 40 | $82.9K | <0.01% | -2.4% |
| 292 | VALLEY NATIONAL ADVISERS#292 · 40 sh | 40 | $82.9K | — | 0.0% |
| 293 | Davis Capital Management#293 · 37 sh | 37 | $76.7K | — | New |
| 294 | Basecamp Wealth Advisors#294 · 37 sh | 37 | $76.7K | 0.01% | -2.6% |
| 295 | Steward Partners Investment Advisory#295 · 36 sh | 36 | $74.6K | <0.01% | -34.5% |
| 296 | BNP Paribas Asset Management Holding S.A.#296 · 35 sh | 35 | $72.6K | <0.01% | -10.3% |
| 297 | WPG Advisers#297 · 25 sh | 25 | $51.8K | 0.03% | -16.7% |
| 298 | Versant Capital Management#298 · 24 sh | 24 | $49.8K | — | -51.0% |
| 299 | Caitong International Asset Management , Ltd#299 · 23 sh | 23 | $47.7K | <0.01% | New |
| 300 | NOMURA ASSET MANAGEMENT LTD#300 · 22 sh | 22 | $45.6K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.