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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
207,193
combined, among listed positions
Reported value
$431m
combined, at the quarter end

Among the 92 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 +7,486.

Managers listing WTM in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Neuberger Berman Group LLC129,654$269m0.20%Added+14,63927 Oct 2026 (the filing on sec.gov)
Southeastern Asset Management Inc31,652$66m2.93%Held013 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP15,928$33munder 0.1%Trimmed-3,28317 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.8,593$18munder 0.1%Added+6,08117 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC4,476$9.3munder 0.1%Trimmed-1,43717 Feb 2026 (the filing on sec.gov)
Invesco Ltd2,995$6.2munder 0.1%Trimmed-32219 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,990$4.1munder 0.1%Added+10817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,707$3.5munder 0.1%Trimmed-3,11312 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,501$3.1munder 0.1%Trimmed-35012 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,193$2.5munder 0.1%Added+91217 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,123$2.3munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,098$2.3munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP998$2.1munder 0.1%Added+15917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)939$2.0munder 0.1%Added+31417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC856$1.8munder 0.1%Trimmed-7817 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP811$1.7munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP807$1.7munder 0.1%Trimmed-14817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC706$1.5munder 0.1%Added+52813 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP132$274kunder 0.1%Trimmed-7,22817 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP34$71kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 →