Filing Research | WTM - White Mountains Insurance Grou Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	115.9KSH	$240.3M
2	REINHART PARTNERS, LLC.	Shares	44.5KSH	$92.3M
3	Mraz, Amerine & Associates, Inc.	Shares	22.2KSH	$46.1M
4	LEE DANNER & BASS INC	Shares	3.3KSH	$6.7M
5	Triad Investment Management	Shares	2.5KSH	$5.1M
6	Robeco Institutional Asset Management B.V.	Shares	2.2KSH	$4.5M
7	DAVENPORT & Co LLC	Shares	2.1KSH	$4.4M
8	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	1.9KSH	$3.9M
9	Police & Firemen's Retirement System of New Jersey	Shares	1.1KSH	$2.3M
10	BRAVE ASSET MANAGEMENT INC	Shares	924SH	$1.9M
11	Sequoia Financial Advisors, LLC	Shares	810SH	$1.7M
12	Farther Finance Advisors, LLC	Shares	723SH	$1.5M
13	Avior Wealth Management, LLC	Shares	619SH	$1.3M
14	B.O.S.S. Retirement Advisors, LLC	Shares	533SH	$1.1M
15	Lexington Hill Partners, LLC	Shares	520SH	$1.1M
16	Legacy Advisors, LLC	Shares	448SH	$928.9K
17	Bryant Woods Investment Advisors, LLC	Shares	340SH	$705.0K
18	Legacy Wealth Asset Management, LLC	Shares	329SH	$682.1K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	289SH	$630.4K
20	Brown Miller Wealth Management, LLC	Shares	298SH	$618.8K
21	Essex Bank	Shares	275SH	$570.2K
22	GAMMA Investing LLC	Shares	249SH	$516.3K
23	EQUITABLE TRUST CO	Shares	242SH	$501.8K
24	Shotwell Rutter Baer Inc	Shares	231SH	$479.0K
25	Venturi Wealth Management, LLC	Shares	213SH	$441.6K
26	Hudson Value Partners, LLC	Shares	206SH	$427.1K
27	Sage Investment Counsel LLC	Shares	200SH	$414.7K
28	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	199SH	$412.6K
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	150SH	$311.0K
30	Chapman Investment Management, LLC	PUT	143SH	$296.5K
31	Columbia Asset Management	Shares	125SH	$259.2K
32	Merit Financial Group, LLC	Shares	123SH	$255.0K
33	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	111SH	$230.2K
34	BALDWIN WEALTH PARTNERS LLC/MA	Shares	100SH	$207.3K
35	Ballentine Partners, LLC	Shares	100SH	$207.3K
36	CHICAGO TRUST Co NA	Shares	100SH	$207.3K
37	EASTERN BANK	Shares	100SH	$207.3K
38	SIGNATUREFD, LLC	Shares	67SH	$138.9K
39	Blue Trust, Inc.	Shares	62SH	$128.6K
40	STEPH & CO	Shares	58SH	$120.3K
41	Davis Capital Management	Shares	37SH	$76.7K
42	Versant Capital Management, Inc	Shares	24SH	$49.8K
43	Fortitude Family Office, LLC	Shares	20SH	$41.5K
44	Reyes Financial Architecture, Inc.	Shares	20SH	$41.5K
45	LRI Investments, LLC	Shares	17SH	$35.2K
46	SJS Investment Consulting Inc.	Shares	13SH	$27.0K
47	Miller Global Investments, LLC	Shares	12SH	$24.9K
48	BFSG, LLC	Shares	9SH	$18.7K
49	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	8SH	$16.6K
50	JFS WEALTH ADVISORS, LLC	Shares	6SH	$12.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 72 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+7.1K	+$10.1M	$92.3M
2	Chapman Investment Management, LLC new	PUT	+143	+$296.5K	$296.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+113	+$248.5K	$630.4K
4	Davis Capital Management new	Shares	+37	+$76.7K	$76.7K
5	GAMMA Investing LLC added	Shares	+47	+$72.5K	$516.3K
6	Farther Finance Advisors, LLC added	Shares	+67	+$70.8K	$1.5M
7	STEPH & CO added	Shares	+9	+$12.6K	$120.3K
8	SJS Investment Consulting Inc. added	Shares	+3	+$5.0K	$27.0K
9	Hughes Financial Services, LLC new	Shares	+2	+$4.1K	$4.1K
10	Sachetta, LLC new	Shares	+2	+$4.1K	$4.1K
11	Creative Capital Management Investments LLC new	Shares	+1	+$2.1K	$2.1K
12	MassMutual Private Wealth & Trust, FSB new	Shares	+1	+$2.1K	$2.1K
13	AMALGAMATED BANK added	Shares	+12	+$9	$299
14	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$25
15	Citadel Investment Advisory, Inc. unchanged	Shares	0	-$13	$207
16	State of Alaska, Department of Revenue unchanged	Shares	0	-$15	$246
17	CX Institutional exited	Shares	-19	-$42	$0
18	Handelsbanken Fonder AB unchanged	Shares	0	-$108	$1.8K
19	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$123	$2.1K
20	PARK AVENUE SECURITIES LLC trimmed	Shares	-29	-$147	$1.4K
21	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$741	$12.4K
22	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$742	$12.4K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$752	$16.6K
24	BFSG, LLC unchanged	Shares	0	-$1.1K	$18.7K
25	Miller Global Investments, LLC unchanged	Shares	0	-$1.5K	$24.9K
26	LRI Investments, LLC unchanged	Shares	0	-$2.1K	$35.2K
27	FIRST HORIZON CORP exited	Shares	-1	-$2.2K	$0
28	True Wealth Design, LLC trimmed	Shares	-1	-$2.3K	$2.1K
29	Marquette Asset Management, LLC trimmed	Shares	-1	-$2.4K	$4.1K
30	Fortitude Family Office, LLC unchanged	Shares	0	-$2.5K	$41.5K
31	Reyes Financial Architecture, Inc. unchanged	Shares	0	-$2.5K	$41.5K
32	Crewe Advisors LLC exited	Shares	-3	-$6.6K	$0
33	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	-$12.4K	$207.3K
34	CHICAGO TRUST Co NA unchanged	Shares	0	-$12.4K	$207.3K
35	EASTERN BANK unchanged	Shares	0	-$12.4K	$207.3K
36	Ballentine Partners, LLC trimmed	Shares	-1	-$14.6K	$207.3K
37	Columbia Asset Management unchanged	Shares	0	-$15.4K	$259.2K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-8	-$17.9K	$6.2K
39	Merit Financial Group, LLC trimmed	Shares	-2	-$19.7K	$255.0K
40	Legacy Wealth Asset Management, LLC added	Shares	+8	-$23.1K	$682.1K
41	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC unchanged	Shares	0	-$24.6K	$412.6K
42	Sage Investment Counsel LLC unchanged	Shares	0	-$24.7K	$414.7K
43	Hudson Value Partners, LLC unchanged	Shares	0	-$25.5K	$427.1K
44	SIGNATUREFD, LLC trimmed	Shares	-8	-$25.9K	$138.9K
45	Essex Bank unchanged	Shares	0	-$34.0K	$570.2K
46	Brown Miller Wealth Management, LLC unchanged	Shares	0	-$36.9K	$618.8K
47	Blue Trust, Inc. trimmed	Shares	-15	-$40.6K	$128.6K
48	Bryant Woods Investment Advisors, LLC unchanged	Shares	0	-$42.0K	$705.0K
49	HENGEHOLD CAPITAL MANAGEMENT LLC trimmed	Shares	-13	-$42.3K	$230.2K
50	Opal Wealth Advisors, LLC exited	Shares	-20	-$43.9K	$0

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