WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) — Institutional Holders, Q2 2026 (page 4)
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 301 to 356. 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 301–356 of 356
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Keating Financial Advisory Services#301 · 21 sh | 21 | $43.5K | <0.01% | 0.0% |
| 302 | Fortitude Family Office#302 · 20 sh | 20 | $41.5K | — | 0.0% |
| 303 | Reyes Financial Architecture#303 · 20 sh | 20 | $41.5K | — | 0.0% |
| 304 | FIFTH THIRD BANCORP#304 · 20 sh | 20 | $41.5K | <0.01% | -4.8% |
| 305 | DELTA ASSET MANAGEMENT#305 · 19 sh | 19 | $39.4K | <0.01% | 0.0% |
| 306 | BESSEMER GROUP#306 · 19 sh | 19 | $39.0K | <0.01% | 0.0% |
| 307 | LRI Investments#307 · 17 sh | 17 | $35.2K | <0.01% | 0.0% |
| 308 | Smartleaf Asset Management#308 · 15 sh | 15 | $31.4K | <0.01% | 0.0% |
| 309 | GABLES CAPITAL MANAGEMENT#309 · 15 sh | 15 | $31.1K | 0.01% | 0.0% |
| 310 | PRIVATE NA#310 · 14 sh | 14 | $29.0K | — | 0.0% |
| 311 | Larson Financial Group#311 · 14 sh | 14 | $29.0K | <0.01% | +366.7% |
| 312 | SJS Investment Consulting#312 · 13 sh | 13 | $27.0K | — | +30.0% |
| 313 | Capital Advisors, Ltd.#313 · 12 sh | 12 | $25.0K | <0.01% | 0.0% |
| 314 | LOS ANGELES CAPITAL MANAGEMENT#314 · 12 sh | 12 | $24.9K | <0.01% | 0.0% |
| 315 | TD PRIVATE CLIENT WEALTH#315 · 12 sh | 12 | $24.9K | <0.01% | +9.1% |
| 316 | Miller Global Investments#316 · 12 sh | 12 | $24.9K | — | 0.0% |
| 317 | Colonial / SC#317 · 11 sh | 11 | $22.8K | <0.01% | -82.0% |
| 318 | HUNTINGTON NATIONAL BANK#318 · 11 sh | 11 | $22.8K | <0.01% | +37.5% |
| 319 | Mitsubishi UFJ Asset Management , Ltd.#319 · 9 sh | 9 | $18.7K | 0.00% | 0.0% |
| 320 | BFSG#320 · 9 sh | 9 | $18.7K | <0.01% | 0.0% |
| 321 | CoreFirst Bank#321 · 9 sh | 9 | $18.7K | <0.01% | +28.6% |
| 322 | Bell Investment Advisors#322 · 8 sh | 8 | $16.6K | <0.01% | 0.0% |
| 323 | BARTLETT & WEALTH MANAGEMENT#323 · 8 sh | 8 | $16.6K | <0.01% | 0.0% |
| 324 | Private Wealth Asset Management#324 · 7 sh | 7 | $14.5K | <0.01% | 0.0% |
| 325 | JFS WEALTH ADVISORS#325 · 6 sh | 6 | $12.4K | <0.01% | 0.0% |
| 326 | CENTRAL#326 · 6 sh | 6 | $12.4K | <0.01% | New |
| 327 | 1620 INVESTMENT ADVISORS#327 · 6 sh | 6 | $12.4K | <0.01% | 0.0% |
| 328 | ACTION POINT FINANCIAL PLANNING#328 · 6 sh | 6 | $12.4K | <0.01% | New |
| 329 | MATHER GROUP#329 · 5 sh | 5 | $10.4K | — | 0.0% |
| 330 | Clearstead Advisors#330 · 5 sh | 5 | $10.4K | <0.01% | +25.0% |
| 331 | ASSETMARK#331 · 4 sh | 4 | $8.3K | — | +100.0% |
| 332 | Pinnacle Wealth Planning Services#332 · 4 sh | 4 | $8.3K | <0.01% | -33.3% |
| 333 | MV CAPITAL MANAGEMENT#333 · 3 sh | 3 | $6.2K | <0.01% | -25.0% |
| 334 | OF VERMONT#334 · 3 sh | 3 | $6.2K | — | — |
| 335 | Signature Equity Partners#335 · 3 sh | 3 | $6.2K | <0.01% | New |
| 336 | SouthState Bank#336 · 3 sh | 3 | $6.2K | <0.01% | 0.0% |
| 337 | ROTHSCHILD INVESTMENT#337 · 3 sh | 3 | $6.2K | <0.01% | -62.5% |
| 338 | EverSource Wealth Advisors#338 · 3 sh | 3 | $6.2K | <0.01% | -99.6% |
| 339 | TD Capital Management#339 · 2 sh | 2 | $4.2K | <0.01% | 0.0% |
| 340 | Marquette Asset Management#340 · 2 sh | 2 | $4.1K | — | -33.3% |
| 341 | Sachetta#341 · 2 sh | 2 | $4.1K | <0.01% | New |
| 342 | Private Wealth Management Group#342 · 2 sh | 2 | $4.1K | — | 0.0% |
| 343 | Hughes Financial Services#343 · 2 sh | 2 | $4.1K | <0.01% | New |
| 344 | Integrated Wealth Concepts#344 · 2 sh | 2 | $4.1K | 0.00% | New |
| 345 | True Wealth Design#345 · 1 sh | 1 | $2.1K | — | -50.0% |
| 346 | ZRC WEALTH MANAGEMENT#346 · 1 sh | 1 | $2.1K | — | 0.0% |
| 347 | Kilter Group#347 · 1 sh | 1 | $2.1K | <0.01% | 0.0% |
| 348 | MassMutual Private Wealth & , FSB#348 · 1 sh | 1 | $2.1K | — | New |
| 349 | CVA Family Office#349 · 1 sh | 1 | $2.1K | <0.01% | -50.0% |
| 350 | Creative Capital Management Investments#350 · 1 sh | 1 | $2.1K | <0.01% | New |
| 351 | Quarry#351 · 1 sh | 1 | $2.1K | <0.01% | New |
| 352 | Financial Network Wealth Advisors#352 · 1 sh | 1 | $2.1K | <0.01% | 0.0% |
| 353 | Whipplewood Advisors#353 · 1 sh | 1 | $2.1K | — | -66.7% |
| 354 | Burk#354 · 1 sh | 1 | $2.1K | <0.01% | 0.0% |
| 355 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#355 · 2,761 sh | 2,761 | — | — | -4.4% |
| 356 | Quantum Portfolio Management#356 · 60 sh | 60 | — | — | -37.5% |
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.