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White Mountains Insurance Group, Ltd.

WTM Financials
$2,136.76 +$24.04 (1.14%)
Market Cap: $5.22 B
Gurus Holding
8
Popularity Rank
#925
% of Shares Held
2.63%
Net Activity (Q1 2026)
-$13.13 M

Guru Ownership Trend

Guru Analysis for White Mountains Insurance Group, Ltd. (WTM)

White Mountains Insurance Group, Ltd. (WTM), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $137.38 M.

Top institutional holders include Mason Hawkins and Murray Stahl.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.13 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Mason Hawkins reduced exposure by 40.4%.

Key Holders

Top 5 by Value

$41.44 M
$28.81 M
$19.88 M
$17 M
$14.19 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$16.76 M
Total Buy Value
New Buys 1
Additions 4
-$29.89 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for White Mountains Insurance Group, Ltd. (WTM)

Major holders include Mason Hawkins ($41.44 M), Murray Stahl ($28.81 M), Joel Greenblatt ($19.88 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 64,294 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.13 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited WTM. The total reported sell value was $29.89 M.

Yes, 1 managers opened new positions in WTM, and 4 increased their existing holdings. The total reported buy value was $16.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.04% Reduce -40.4% 18,864 $41.44 M Q1 2026
0.31% Reduce -0.1% 13,112 $28.81 M Q1 2026
0.06% Add 34.7% 9,047 $19.88 M Q1 2026
0.01% Add 72.9% 7,738 $17 M Q1 2026
0.14% Add 8.6% 6,460 $14.19 M Q1 2026
0.04% Reduce -10.4% 6,048 $13.29 M Q1 2026
0.01% Add 74.0% 2,611 $5.74 M Q1 2026
0.00% New Buy 414 $909,541 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form