White Mountains Insurance Group, Ltd.
US ˙ NYSE ˙ BMG9618E1075

SecurityWTM / White Mountains Insurance Group, Ltd.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership1,235 shares
Latest Disclosed Value $ 2,713,242
Captrust Financial Advisors reports 75.18% increase in ownership of WTM / White Mountains Insurance Group, Ltd.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 1,235 shares of White Mountains Insurance Group, Ltd. (US:WTM) valued at $2,713,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 705 shares of White Mountains Insurance Group, Ltd.. This represents a change in shares of 75.18% during the quarter. The current value of the position is $2,489,192 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 1,235 530 75.18 2,713 85.19 0.0047
2026-02-17 2025-12-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 705 -2 -0.28 1,465 24.05 0.0028
2025-11-19 2025-09-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 707 -52 -6.85 1,182 -13.29 0.0024
2025-08-15 2025-06-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 759 -130 -14.62 1,363 -20.44 0.0030
2025-05-15 2025-03-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 889 292 48.91 1,712 47.46 0.0043
2025-02-14 2024-12-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 597 61 11.38 1,161 27.72 0.0033
2024-11-14 2024-09-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 536 6 1.13 909 -5.61 0.0027
2024-08-15 2024-06-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 530 3 0.57 963 1.90 0.0031
2024-05-15 2024-03-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 527 -299 -36.20 946 -23.97 0.0035
2024-02-14 2023-12-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 826 98 13.46 1,243 14.25 0.0043
2023-11-15 2023-09-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 728 38 5.51 1,089 13.57 0.0042
2023-08-15 2023-06-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 690 -52 -7.01 958 -6.26 0.0038
2023-05-15 2023-03-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 742 -2 -0.27 1,022 -2.85 0.0045
2023-02-15 2022-12-31 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 744 0 0.00 1,052 8.57 0.0053
2022-11-16 2022-09-30 13F WHITE MTNS INS GROUP LTD COM Stock G9618E107 744 128 20.78 969 26.17 0.0056
2022-08-23 2022-06-30 13F/A-1 WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 616 -79 -11.37 768 -2.78 0.0050
2022-08-16 2022-06-30 13F WHITE MTNS INS GROUP LTD COM COM G9618E107 783 88 976 0.0071
2022-05-16 2022-03-31 13F WHITE MTNS INS GROUP COM G9618E107 695 11 1.61 790 13.83 0.0051
2022-02-14 2021-12-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 684 450 192.31 694 177.60 0.0048
2021-11-16 2021-09-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 234 -34 -12.69 250 -18.83 0.0021
2021-08-16 2021-06-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 268 -69 -20.47 308 -18.09 0.0029
2021-05-17 2021-03-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 337 -436 -56.40 376 -51.42 0.0041
2021-02-16 2020-12-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 773 0 0.00 774 27.51 0.0103
2020-11-17 2020-09-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 773 27 3.62 607 -8.58 0.0101
2020-08-14 2020-06-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 746 643 624.27 664 621.74 0.0109
2020-05-15 2020-03-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 103 103 92 0.0020
2020-02-14 2019-12-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 0 -3,186 -100.00 0 -100.00
2019-11-14 2019-09-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 3,186 0 0.00 3,441 5.75 0.1208
2019-08-13 2019-06-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 3,186 3,039 2,067.35 3,254 2,292.65 0.1204
2019-05-15 2019-03-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 147 0 0.00 136 7.94 0.0055
2019-02-13 2018-12-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 147 0 0.00 126 -8.70 0.0068
2018-11-15 2018-09-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 147 0 0.00 138 3.76 0.0062
2018-08-13 2018-06-30 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 147 0 0.00 133 10.83 0.0074
2018-05-15 2018-03-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 147 0 0.00 120 -4.00 0.0074
2018-02-14 2017-12-31 13F WHITE MTNS INS GROUP LTD COM Common Stock G9618E107 147 147 125 0.0076
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.