Morgan Stanley

13F Holdings History for WHITE MOUNTAINS INSURANCE GROUP LTD - Common Stock (WTM)

Symbol: WTM on NYSE
Investment type: Equity / Common Stock
Latest Disclosed Ownership: 159K shares
Security Ownership: 6.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Morgan Stanley ownership in WHITE MOUNTAINS INSURANCE GROUP LTD Common Stock (WTM)

2025-08-07 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 159K shares of WHITE MOUNTAINS INSURANCE GROUP LTD Common Stock (WTM). This represents 6.2% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Morgan Stanley	6.2%		$286M	159K			$1,796.56	13G/A	6/30/2025	7 Aug 2025 14:59:20

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0.02%	0%	$296M	165K	-5,566	-3.26%	$1,795.74	Q2 2025
3/31/2025			$3.68K	1			$3,682.00^*	Q1 2025
3/31/2025	0.02%	0%	$329M	171K	-7,061		$1,925.82	Q1 2025
12/31/2024	0.02%	0%	$346M	178K	-1,346		$1,945.08	Q4 2024
9/30/2024	0.02%	0%	$304M	179K	-5,898		$1,696.22	Q3 2024
6/30/2024	0.03%	0%	$336M	185K	-595		$1,817.46	Q2 2024
3/31/2024	0.03%		$333M	186K			$1,794.31	Q1 2024
12/31/2023	0.03%		$298M	198K			$1,505.02	Q4 2023
9/30/2023	0.03%	+0%	$304M	203K	+914	+0.45%	$1,495.70^*	Q3 2023
6/30/2023	0.03%	+0%	$281M	202K	+1,110	+0.55%	$1,388.92	Q2 2023
3/31/2023	0.03%	+0%	$277M	201K	+11,228	+5.92%	$1,377.49	Q1 2023
12/31/2022	0.03%	+0.03%	$268M	190K	+166,320	+712%	$1,414.33	Q4 2022
9/30/2022	0%	+0%	$30.4M	23.4K	+703	+3.1%	$1,303.03^*	Q3 2022
6/30/2022	0%	+0%	$28.2M	22.6K	+18,662	+468%	$1,246.20	Q2 2022
3/31/2022	0%	+0%	$4.53M	3.99K	+253	+6.78%	$1,136.23	Q1 2022
12/31/2021	0%	0%	$3.79M	3.73K	-1,143	-23.4%	$1,013.93	Q4 2021
9/30/2021	0%	+0%	$5.22M	4.88K	+282	+6.14%	$1,069.93	Q3 2021
6/30/2021	0%	0%	$5.27M	4.59K	-758	-14.2%	$1,148.02	Q2 2021
3/31/2021	0%	+0%	$5.97M	5.35K	+2,547	+90.8%	$1,114.72	Q1 2021
12/31/2020	0%	0%	$2.81M	2.81K	-3,334	-54.3%	$1,000.36	Q4 2020
9/30/2020	0%	+0%	$4.78M	6.14K	+3,256	+113%	$778.95^*	Q3 2020
6/30/2020	0%	0%	$2.56M	2.88K	-1,351	-31.9%	$887.96	Q2 2020
3/31/2020	0%	+0%	$3.85M	4.23K	+979	+30.1%	$909.78	Q1 2020
12/31/2019	0%	+0%	$3.63M	3.26K	+795	+32.3%	$1,115.51	Q4 2019
9/30/2019	0%	0%	$2.66M	2.46K	-28	-1.13%	$1,080.08	Q3 2019
6/30/2019	0%	0%	$2.54M	2.49K	-101	-3.9%	$1,021.70	Q2 2019
3/31/2019	0%	0%	$2.4M	2.59K	-2,814	-52.1%	$925.45	Q1 2019
12/31/2018	0%	+0%	$4.63M	5.4K	+1,891	+53.8%	$857.67	Q4 2018
9/30/2018	0%	0%	$3.29M	3.51K	-3,757	-51.7%	$935.65	Q3 2018
6/30/2018	0%	+0%	$6.59M	7.27K	+4,437	+157%	$906.59	Q2 2018
3/31/2018	0%	+0%	$2.33M	2.83K	+552	+24.2%	$822.39	Q1 2018
12/31/2017	0%	+0%	$1.94M	2.28K	+88	+4.01%	$850.88	Q4 2017
9/30/2017	0%	0%	$1.88M	2.19K	-6,632	-75.2%	$856.75	Q3 2017
6/30/2017	0%	+0%	$7.66M	8.82K	+233	+2.71%	$868.54	Q2 2017
3/31/2017	0%	+0%	$7.56M	8.59K	+1,873	+27.9%	$879.87	Q1 2017
12/31/2016	0%	+0%	$5.62M	6.72K	+4,780	+247%	$836.11	Q4 2016
9/30/2016	0%	0%	$1.61M	1.94K	-1,094	-36.1%	$830.24	Q3 2016
6/30/2016	0%	0%	$2.55M	3.03K	-4	-0.13%	$842.02	Q2 2016
3/31/2016	0%	0%	$2.44M	3.04K	-711	-19%	$802.37	Q1 2016
12/31/2015	0%	+0%	$2.72M	3.75K	+1,211	+47.8%	$726.71	Q4 2015
9/30/2015	0%	0%	$1.9M	2.54K	-339	-11.8%	$747.24	Q3 2015
6/30/2015	0%	+0%	$1.88M	2.88K	+989	+52.4%	$654.61	Q2 2015
3/31/2015	0%	0%	$1.29M	1.89K	-1,153	-37.9%	$684.52	Q1 2015
12/31/2014	0%	0%	$1.92M	3.04K	-1,868	-38.1%	$630.14	Q4 2014
9/30/2014	0%	+0%	$3.09M	4.91K	+3,478	+243%	$630.32	Q3 2014
6/30/2014	0%	0%	$870K	1.43K	-11,708	-89.1%	$608.82	Q2 2014
3/31/2014	0%	+0%	$7.88M	13.1K	+8,523	+185%	$599.83	Q1 2014
12/31/2013	0%		$2.78M	4.61K			$603.16	Q4 2013

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.