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WTM in the 13F filings

White MTNS Ins Group LTD · CUSIP G9618E107

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed
207,149
combined, among listed positions
Reported value
$430m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 10 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -13,324.

Managers listing WTM in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Neuberger Berman Group LLC119,141$247m0.16%Trimmed-5,57427 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC17,226$36munder 0.1%Added+3,41814 Aug 2026 (the filing on sec.gov)
Southeastern Asset Management Inc17,104$35m1.85%Trimmed-1,76014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP14,532$30munder 0.1%Trimmed-35214 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP7,284$15munder 0.1%Added+5,37113 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC7,136$15munder 0.1%Added+4,5332 Sep 2026 (the filing on sec.gov)
D. E. Shaw & Co.6,618$14munder 0.1%Trimmed-2,29214 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC5,450$11munder 0.1%Trimmed-2,28814 Aug 2026 (the filing on sec.gov)
Invesco Ltd3,497$7.3munder 0.1%Added+53014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,335$4.8munder 0.1%Added+12414 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,443$3.0munder 0.1%Added+83214 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC1,130$2.3munder 0.1%Newnew3 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,123$2.3munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP944$2.1munder 0.1%Trimmed-914 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC905$1.9munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)786$1.6munder 0.1%Trimmed-11913 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP240$498kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC143$296kunder 0.1%Trimmed-24414 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP112$232kunder 0.1%Added+9912 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

02462014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WTM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$180mn.a.n.a.
Q3 20131$178mn.a.n.a.
Q4 20131$196mn.a.n.a.
Q1 20142$198mn.a.n.a.
Q2 20141$194mn.a.n.a.
Q3 20142$311mn.a.n.a.
Q4 20144$312mn.a.n.a.
Q1 20152$341mn.a.n.a.
Q2 20154$357mn.a.n.a.
Q3 20154$398mn.a.n.a.
Q4 20154$364mn.a.n.a.
Q1 20163$409mn.a.n.a.
Q2 20164$381mn.a.n.a.
Q3 20163$352mn.a.n.a.
Q4 20164$319mn.a.n.a.
Q1 20173$298mn.a.n.a.
Q2 20173$331mn.a.n.a.
Q3 20173$364mn.a.n.a.
Q4 20174$431mn.a.n.a.
Q1 20185$429mn.a.n.a.
Q2 20185$254mn.a.n.a.
Q3 20183$244mn.a.n.a.
Q4 20185$234mn.a.n.a.
Q1 20194$265mn.a.n.a.
Q2 20193$304mn.a.n.a.
Q3 20194$315mn.a.n.a.
Q4 20194$323mn.a.n.a.
Q1 20202$230mn.a.n.a.
Q2 20203$238mn.a.n.a.
Q3 20202$194mn.a.n.a.
Q4 20203$263mn.a.n.a.
Q1 20213$325mn.a.n.a.
Q2 20215$386mn.a.n.a.
Q3 20215$368mn.a.n.a.
Q4 20214$374mn.a.n.a.
Q1 20225$528mn.a.n.a.
Q2 20224$527mn.a.n.a.
Q3 20223$266mn.a.n.a.
Q4 20223$198mn.a.n.a.
Q1 20231$74mn.a.n.a.
Q2 20231$59mn.a.n.a.
Q3 20231$49mn.a.n.a.
Q4 20231$49m01
Q1 20241$44m01
Q2 20242$166m11
Q3 20242$56m20
Q4 20242$126m20
Q1 20252$145m11
Q2 20252$188m20
Q3 20252$245m20
Q4 20253$337m1012
Q1 20262$315m129
Q2 20262$282m1012

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WTM and V →WTM and AXP →WTM and BAC →Choose a stock to compare with WTM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WTM, latest filings →Back to the 13F Explorer →