WTM
White Mountains Insurance Group, Ltd.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Cooke & Bieler Lp | $175M | 87.2K | 2.75% | +2.5% |
Reinhart Partners, Llc. | $88.2M | 44.0K | 2.15% | -1.2% |
Mraz, Amerine & Associates, Inc. | $44.4M | 22.1K | 6.94% | -0.3% |
Creative Planning | $8.2M | 4.1K | 0.00% | +6.4% |
Lee Danner & Bass Inc | $6.5M | 3.3K | 0.38% | Unchanged |
Triad Investment Management | $4.8M | 2.4K | 6.43% | -2.2% |
Robeco Institutional Asset Management B.V. | $4.4M | 2.2K | 0.01% | -0.5% |
Davenport & Co Llc | $4.2M | 2.1K | 0.02% | -1.2% |
Parsons Capital Management Inc/Ri | $3.7M | 1.9K | 0.16% | -1.1% |
Oppenheimer Asset Management Inc. | $3M | 1.5K | 0.03% | +8.8% |
Harbor Capital Advisors, Inc. | $2.4M | 1.2K | 0.16% | +12.3% |
1834 Investment Advisors Co | $2.4M | 1.2K | 0.27% | Unchanged |
Pecaut & Co. | $2.3M | 1.1K | 0.66% | Unchanged |
Midwest Professional Planners, Ltd. | $2.2M | 1.1K | 0.44% | -4.2% |
Autumn Glory Partners, Llc | $2.2M | 1.1K | 0.60% | Unchanged |
Diversified Management Inc | $2M | 1.0K | 0.36% | New Position |
Virginia Retirement Systems Et Al | $2M | 990 | 0.01% | +518.8% |
Nisa Investment Advisors, Llc | $1.5M | 770 | 0.00% | +2.1% |
Farther Finance Advisors, Llc | $1.5M | 723 | 0.01% | Unchanged |
Achmea Investment Management B.V. | $1.4M | 716 | 0.01% | New Position |
Truist Financial Corp | $1.4M | 716 | 0.00% | Unchanged |
Abn Amro Investment Solutions | $1.3M | 665 | 0.01% | New Position |
Chicago Partners Investment Group Llc | $1.3M | 592 | 0.02% | +13.2% |
Avior Wealth Management, Llc | $1.2M | 619 | 0.03% | Unchanged |
Wealth Enhancement Advisory Services, Llc | $1.2M | 692 | 0.00% | +139.4% |
Park Avenue Securities Llc | $1.2M | 600 | 0.01% | -11.0% |
B.O.S.S. Retirement Advisors, Llc | $1.1M | 533 | 0.31% | Unchanged |
Lexington Hill Partners, Llc | $1M | 520 | 0.46% | Unchanged |
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | $1M | 502 | 0.01% | New Position |
Sendero Wealth Management, Llc | $965K | 481 | 0.10% | Unchanged |
Legacy Advisors, Llc | $899K | 448 | 0.09% | Unchanged |
Mps Loria Financial Planners, Llc | $768K | 383 | 0.15% | Unchanged |
Atria Investments, Inc | $717K | 357 | 0.01% | +2.3% |
Bryant Woods Investment Advisors, Llc | $682K | 340 | 0.19% | Unchanged |
American Capital Advisory, Llc | $678K | 338 | 0.23% | Unchanged |
Legacy Wealth Asset Management, Llc | $660K | 329 | 0.14% | Unchanged |
Choreo, Llc | $602K | 300 | 0.01% | +2.0% |
Gamma Investing Llc | $580K | 289 | 0.02% | +16.1% |
Parkway Wealth Management Group, Llc | $566K | 282 | 0.07% | New Position |
Summit Wealth Group Llc / Co | $566K | 282 | 0.04% | New Position |
Essex Bank | $552K | 275 | 0.11% | Unchanged |
Equitable Trust Co | $486K | 242 | 0.01% | Unchanged |
Shotwell Rutter Baer Inc | $463K | 231 | 0.26% | Unchanged |
Wedbush Securities Inc | $453K | 226 | 0.01% | Unchanged |
Wilmington Savings Fund Society, Fsb | $421K | 210 | 0.01% | +12.3% |
Sage Investment Counsel Llc | $401K | 200 | 0.40% | Unchanged |
Folger Nolan Fleming Douglas Capital Management, Inc | $399K | 199 | 0.03% | Unchanged |
Mgo One Seven Llc | $387K | 193 | 0.01% | Unchanged |
Brown Miller Wealth Management, Llc | $381K | 190 | 0.09% | -36.2% |
Frank, Rimerman Advisors Llc | $355K | 177 | 0.02% | Unchanged |