WTMNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
WHITE MOUNTAINS INSURANCE GROUP LTD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$2167.12+6.81 (+0.32%)
Close on Oct 19, 2026
- Market cap
- $5.22B
- P/E (TTM)
- 4.9
- Dividend yield
- 0.05%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.3%
2M of 2M shares
Institutional holders
356
39 new, 44 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $20.84M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 161,957 | 6.30% | 13G (passive) amendment | Dec 29, 2023 |
| Vanguard Capital Management | 127,993 | 5.18% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WTM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 158,954 | 6.66% | $329.58M | +2,336 | 0.06% |
| Neuberger Berman Group LLC | 119,141 | 4.99% | $247.03M | −5,574 | 0.16% |
| BlackRock, Inc. | 117,871 | 4.94% | $244.39M | +4,543 | 0.00% |
| River Road Asset Management, LLC | 115,880 | 4.86% | $240.26M | −4,639 | 2.67% |
| Vanguard Portfolio Management LLC | 111,969 | 4.69% | $232.16M | −3,584 | 0.01% |
| Vanguard Capital Management LLC | 107,479 | 4.50% | $222.85M | −1,678 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 101,892 | 4.27% | $211.26M | −2,669 | 0.58% |
| Cooke & Bieler LP | 85,120 | 3.57% | $176.49M | −19,737 | 2.04% |
| Wallace Capital Management Inc. | 80,067 | 3.35% | $166.01M | +1,272 | 18.20% |
| Fiduciary Management Inc /Wi/ | 66,550 | 2.79% | $137.98M | −18,516 | 1.96% |
| Gendell Jeffrey L | 59,243 | 2.48% | $122.83M | +21,429 | 1.08% |
| Boston Partners | 55,569 | 2.33% | $115.28M | −1,890 | 0.10% |
| London Co Of Virginia | 54,025 | 2.26% | $112.08M | −3,106 | 0.64% |
| State Street Corp | 50,257 | 2.11% | $104.20M | +1,099 | 0.00% |
| Geode Capital Management, LLC | 49,412 | 2.07% | $102.47M | +7,293 | 0.01% |
| Morgan Stanley | 46,866 | 1.96% | $97.18M | −12,429 | 0.01% |
| Reinhart Partners, LLC. | 44,480 | 1.86% | $92.27M | +7,106 | 2.11% |
| T. Rowe Price Investment Management, Inc. | 34,237 | 1.43% | $70.99K | −7,276 | 0.05% |
| Lord, Abbett & Co. LLC | 32,829 | 1.38% | $68.07K | −281 | 0.19% |
| American Century Companies Inc | 31,108 | 1.30% | $64.50M | +22,800 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 356 | 2M | 92.3% | 39 / 96 | 146 / 44 | 0M | 0M |
| Q1 2026 | 368 | 2M | 92.6% | 49 / 119 | 112 / 27 | 0M | 0M |
| Q4 2025 | 353 | 2M | 99.1% | 55 / 105 | 126 / 35 | 0M | 0M |
| Q3 2025 | 338 | 2M | 97.8% | 44 / 105 | 103 / 28 | 0M | 0M |
| Q2 2025 | 325 | 2M | 97.3% | 33 / 103 | 112 / 26 | 0M | 0M |
| Q1 2025 | 322 | 2M | 96.8% | 27 / 102 | 107 / 26 | 0M | 0M |
| Q4 2024 | 324 | 2M | 95.5% | 40 / 112 | 83 / 14 | 0M | 0M |
| Q3 2024 | 304 | 2M | 94.2% | 29 / 106 | 83 / 25 | 0M | 0M |
| Q2 2024 | 306 | 2M | 96.9% | 31 / 104 | 87 / 26 | 0M | 1M |
| Q1 2024 | 303 | 3M | 100.0% | 39 / 92 | 94 / 28 | 0M | 0M |
| Q4 2023 | 295 | 2M | 100.0% | 43 / 88 | 100 / 15 | 0M | 0M |
| Q3 2023 | 271 | 2M | 96.1% | 32 / 82 | 83 / 17 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WTM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 74,657 | 3.13% | $154.79M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 53,965 | 2.26% | $111.89M | 0.06% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 34,926 | 1.46% | $73.27M | 1.05% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 34,181 | 1.43% | $70.87M | 0.10% | Jun 30, 2026 |
| FMI Common Stock Fund | 33,000 | 1.38% | $68.42M | 3.60% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 28,016 | 1.17% | $58.09M | 0.06% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 24,591 | 1.03% | $50.78M | 0.19% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 17,371 | 0.73% | $36.44M | 0.25% | Jul 31, 2026 |
| Longleaf Partners Small Cap Fund | 15,233 | 0.64% | $31.58M | 4.90% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 12,998 | 0.54% | $27.27M | 0.33% | Jul 31, 2026 |
| Vanguard Global Minimum Volatility Fund | 11,312 | 0.47% | $23.73M | 1.18% | Jul 31, 2026 |
| Brown Advisory Small-Cap Fundamental Value Fund | 7,932 | 0.33% | $16.45M | 1.33% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 7,718 | 0.32% | $16.19M | 0.11% | Jul 31, 2026 |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund | 6,365 | 0.27% | $13.20M | 5.22% | Jun 30, 2026 |
| Boston Partners All-Cap Value Fund | 6,105 | 0.26% | $12.61M | 0.95% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Liam P. Caffrey | Chief Executive Officer, Director | 3,658 | 0.15% | Feb 27, 2026 |
| George Manning Rountree | Chief Executive Officer, Director | 13,931 | 0.58% | Dec 22, 2025 |
| Robert Lawrence Seelig | EVP & General Counsel | 18,444 | 0.77% | Mar 20, 2026 |
| Michael A. Papamichael | Chief Financial Officer | 1,212 | 0.05% | Feb 27, 2026 |
| Michaela Hildreth | MD & Chief Accounting Officer | 1,845 | 0.08% | Feb 27, 2026 |
| Giles E. Harrison | President | 2,677 | 0.11% | Feb 27, 2026 |
| David Allen Tanner | Director | 2,012 | 0.08% | Aug 31, 2026 |
| Stephen Klar | Director | 0 | – | Aug 27, 2026 |
| John Chu | Director | 200 | 0.01% | May 22, 2026 |
| Mary C. Choksi | Director | 1,993 | 0.08% | May 22, 2026 |
| Weston M. Hicks | Director | 2,936 | 0.12% | May 22, 2026 |
| Reid Tarlton Campbell | Director | 10,694 | 0.45% | May 22, 2026 |
| Peter M. Carlson | Director | 852 | 0.04% | May 22, 2026 |
| Philip A. Gelston | Director | 1,703 | 0.07% | May 22, 2026 |
| Suzanne F. Shank | Director | 1,006 | 0.04% | May 22, 2026 |
| Margaret Dillon | Director | 1,080 | 0.05% | May 22, 2026 |
| Steven Yi | Director | 525 | 0.02% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Allen Tanner Director | Aug 31, 2026 | Gift | −2 | – | – | 2,012 |
| Stephen Klar Director | Aug 26, 2026 | Award | +113 | – | – | 113 |
| Peter M. Carlson Director | May 21, 2026 | Award | +135 | – | – | 852 |
| Mary C. Choksi Director | May 21, 2026 | Award | +135 | – | – | 1,993 |
| David Allen Tanner Director | May 21, 2026 | Award | +135 | – | – | 2,014 |
| John Chu Director | May 21, 2026 | Award | +135 | – | – | 335 |
| Reid Tarlton Campbell Director | May 21, 2026 | Award | +135 | – | – | 10,575 |
| Weston M. Hicks Director | May 21, 2026 | Award | +190 | – | – | 2,936 |
| Philip A. Gelston Director | May 21, 2026 | Award | +135 | – | – | 1,703 |
| Margaret Dillon Director | May 21, 2026 | Award | +135 | – | – | 1,080 |
| Suzanne F. Shank Director | May 21, 2026 | Award | +135 | – | – | 1,006 |
| Robert Lawrence Seelig EVP & General Counsel | Mar 19, 2026 | Gift | −50 | – | – | 17,857 |
| David Allen Tanner Director | Mar 4, 2026 | Gift | −225 | – | – | 1,879 |
| Giles E. Harrison President | Feb 25, 2026 | Award | +775 | – | – | 2,675 |
| Michaela Hildreth MD & Chief Accounting Officer | Feb 25, 2026 | Award | +600 | – | – | 1,825 |
| Michael A. Papamichael Chief Financial Officer | Feb 25, 2026 | Award | +500 | – | – | 1,200 |
| Robert Lawrence Seelig EVP & General Counsel | Feb 25, 2026 | Award | +775 | – | – | 2,500 |
| Liam P. Caffrey Chief Executive Officer, Director | Feb 25, 2026 | Award | +1,500 | – | – | 3,650 |
| Michaela Hildreth MD & Chief Accounting Officer | Jan 1, 2026 | Tax withholding | −274 | $2078.03 | $569.38K | 2,491 |
| Robert Lawrence Seelig EVP & General Counsel | Jan 1, 2026 | Tax withholding | −398 | $2078.03 | $827.06K | 17,907 |
| Liam P. Caffrey Chief Executive Officer | Jan 1, 2026 | Tax withholding | −425 | $2078.03 | $883.16K | 1,655 |
| Michael A. Papamichael Chief Financial Officer | Jan 1, 2026 | Tax withholding | −131 | $2078.03 | $272.22K | 772 |
| Michaela Hildreth MD & Chief Accounting Officer | Dec 23, 2025 | Gift | −60 | – | – | 2,165 |
| Reid Tarlton Campbell Director | Dec 19, 2025 | Sale | −5,000 | $2050.00 | $10.25M | 10,440 |
| Reid Tarlton Campbell Director | Dec 19, 2025 | Sale | −5,000 | – | – | 10,440 |
| George Manning Rountree Chief Executive Officer, Director | Dec 19, 2025 | Sale | −5,000 | $2050.00 | $10.25M | 13,809 |
| Philip A. Gelston Director | Dec 16, 2025 | Sale | −165 | $2048.51 | $338.00K | 1,568 |
| Reid Tarlton Campbell Director | Nov 25, 2025 | Gift | −50 | – | – | 15,440 |
| David Allen Tanner Director | Nov 10, 2025 | Gift | −4 | – | – | 2,104 |
| Suzanne F. Shank Director | May 22, 2025 | Award | +150 | – | – | 871 |
| Mary C. Choksi Director | May 22, 2025 | Award | +150 | – | – | 1,858 |
| Philip A. Gelston Director | May 22, 2025 | Award | +150 | – | – | 1,733 |
| Weston M. Hicks Director | May 22, 2025 | Award | +210 | – | – | 2,746 |
| Steven Yi Director | May 22, 2025 | Award | +150 | – | – | 525 |
| David Allen Tanner Director | May 22, 2025 | Award | +150 | – | – | 2,108 |
| Margaret Dillon Director | May 22, 2025 | Award | +150 | – | – | 945 |
| Peter M. Carlson Director | May 22, 2025 | Award | +150 | – | – | 717 |
| Reid Tarlton Campbell Director | May 22, 2025 | Award | +150 | – | – | 15,490 |
| Michaela Hildreth MD & Chief Accounting Officer | Feb 26, 2025 | Award | +625 | – | – | 1,825 |
| George Manning Rountree Chief Executive Officer, Director | Feb 26, 2025 | Award | +1,625 | – | – | 5,425 |
| Robert Lawrence Seelig EVP & General Counsel | Feb 26, 2025 | Award | +825 | – | – | 2,725 |
| Giles E. Harrison EVP & Chief Strategy Officer | Feb 26, 2025 | Award | +900 | – | – | 1,900 |
| Liam P. Caffrey EVP& Chief Financial Officer | Feb 26, 2025 | Award | +1,025 | – | – | 3,400 |
| George Manning Rountree Chief Executive Officer, Director | Jan 1, 2025 | Tax withholding | −1,067 | $1945.06 | $2.08M | 18,809 |
| Michaela Hildreth MD & Chief Accounting Officer | Jan 1, 2025 | Tax withholding | −323 | $1945.06 | $628.25K | 2,225 |
| Liam P. Caffrey President & CFO | Jan 1, 2025 | Tax withholding | −420 | $1945.06 | $816.93K | 830 |
| Robert Lawrence Seelig EVP & General Counsel | Jan 1, 2025 | Tax withholding | −496 | $1945.06 | $964.75K | 17,305 |
| Michaela Hildreth MD & Chief Accounting Officer | Nov 29, 2024 | Gift | −75 | – | – | 1,798 |
| Giles E. Harrison EVP & Chief Strategy Officer | Jun 10, 2024 | Award | +1,000 | – | – | 1,000 |
| Mary C. Choksi Director | May 23, 2024 | Award | +165 | – | – | 1,708 |
| David Allen Tanner Director | May 23, 2024 | Award | +165 | – | – | 1,958 |
| Peter M. Carlson Director | May 23, 2024 | Award | +165 | – | – | 1,133 |
| Suzanne F. Shank Director | May 23, 2024 | Award | +165 | – | – | 721 |
| Steven Yi Director | May 23, 2024 | Award | +165 | – | – | 375 |
| Margaret Dillon Director | May 23, 2024 | Award | +165 | – | – | 795 |
| Philip A. Gelston Director | May 23, 2024 | Award | +165 | – | – | 1,583 |
| Weston M. Hicks Director | May 23, 2024 | Award | +230 | – | – | 2,536 |
| Reid Tarlton Campbell Director | May 23, 2024 | Award | +165 | – | – | 15,340 |
| Reid Tarlton Campbell Director | Mar 21, 2024 | Gift | −55 | – | – | 15,175 |
| Michaela Hildreth MD & Chief Accounting Officer | Feb 22, 2024 | Award | +600 | – | – | 1,950 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.