Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

WHITE MOUNTAINS INSURANCE GROUP LTD

CIK 0000776867WTM· quarter ending 2026-06-30

Shares outstanding

2,386,721

as of 2026-08-03 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

2,202,901

92.3% of shares outstanding

Holders

356

-12 vs 2026-03-31 · 39 new, 51 exited

Value

$4.6B

shares -0.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	WTM.BH	2,386,721	2,202,901	92.3%	356	G9618E107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	G9618E107	COM	356	2,202,901	2,386,721	92.3%	$4.6B	0 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 356 · G9618E107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	DIMENSIONAL FUND ADVISORS LP	158,954	6.66%	$329.6M	+2,336 (+1.5%)
2	NEUBERGER BERMAN GROUP LLC	119,141	4.99%	$247.0M	-5,574 (-4.5%)
3	BlackRock, Inc.	117,871	4.94%	$244.4M	+4,543 (+4.0%)
4	River Road Asset Management, LLC	115,880	4.86%	$240.3M	-4,639 (-3.8%)
5	VANGUARD PORTFOLIO MANAGEMENT LLC	111,969	4.69%	$232.2M	-3,584 (-3.1%)
6	VANGUARD CAPITAL MANAGEMENT LLC	107,479	4.50%	$222.8M	-1,678 (-1.5%)
7	FULLER & THALER ASSET MANAGEMENT, INC.	101,892	4.27%	$211.3M	-2,669 (-2.6%)
8	COOKE & BIELER LP	85,120	3.57%	$176.5M	-19,737 (-18.8%)
9	Wallace Capital Management Inc.	80,067	3.35%	$166.0M	+1,272 (+1.6%)
10	FIDUCIARY MANAGEMENT INC /WI/	66,550	2.79%	$138.0M	-18,516 (-21.8%)
11	GENDELL JEFFREY L	59,243	2.48%	$122.8M	+21,429 (+56.7%)
12	Boston Partners	55,569	2.33%	$115.3M	-1,890 (-3.3%)
13	LONDON CO OF VIRGINIA	54,025	2.26%	$112.1M	-3,106 (-5.4%)
14	STATE STREET CORP	50,257	2.11%	$104.2M	+1,099 (+2.2%)
15	GEODE CAPITAL MANAGEMENT, LLC	49,412	2.07%	$102.5M	+7,293 (+17.3%)
16	MORGAN STANLEY	46,866	1.96%	$97.2M	-12,429 (-21.0%)
17	REINHART PARTNERS, LLC.	44,480	1.86%	$92.3M	+7,106 (+19.0%)
18	T. Rowe Price Investment Management, Inc.	34,237	1.43%	$71.0M	-7,276 (-17.5%)
19	LORD, ABBETT & CO. LLC	32,829	1.38%	$68.1M	-281 (-0.8%)
20	AMERICAN CENTURY COMPANIES INC	31,108	1.30%	$64.5M	+22,800 (+274.4%)
21	NORGES BANK	27,956	1.17%	$58.0M	NEW
22	Cannell & Spears LLC	27,577	1.16%	$57.2M	-450 (-1.6%)
23	BANK OF AMERICA CORP /DE/	25,028	1.05%	$51.9M	-3,330 (-11.7%)
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	23,505	0.98%	$48.7M	-736 (-3.0%)
25	Mraz, Amerine & Associates, Inc.	22,218	0.93%	$46.1M	+39 (+0.2%)
26	Allspring Global Investments Holdings, LLC	18,116	0.76%	$37.4M	-496 (-2.7%)
27	Gotham Asset Management, LLC	17,940	0.75%	$37.2M	+8,893 (+98.3%)
28	BROWN ADVISORY INC	17,722	0.74%	$36.7M	-122 (-0.7%)
29	JANE STREET GROUP, LLC	17,226	0.72%	$35.7M	+3,418 (+24.8%)
30	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	17,104	0.72%	$35.5M	-1,760 (-9.3%)
31	UBS Group AG	16,198	0.68%	$33.6M	+5,757 (+55.1%)
32	VANGUARD FIDUCIARY TRUST CO	15,319	0.64%	$31.8M	+133 (+0.9%)
33	RAYMOND JAMES FINANCIAL INC	14,833	0.62%	$30.8M	-9,118 (-38.1%)
34	NORTHERN TRUST CORP	14,571	0.61%	$30.2M	-924 (-6.0%)
35	WELLINGTON MANAGEMENT GROUP LLP	14,532	0.61%	$30.1M	-352 (-2.4%)
36	ENVESTNET ASSET MANAGEMENT INC	13,838	0.58%	$28.7M	-1,725 (-11.1%)
37	Quantinno Capital Management LP	12,624	0.53%	$26.2M	+2,840 (+29.0%)
38	ELKHORN PARTNERS LIMITED PARTNERSHIP	12,320	0.52%	$25.5M	-380 (-3.0%)
39	HORIZON KINETICS ASSET MANAGEMENT LLC	12,206	0.51%	$25.3M	-906 (-6.9%)
40	GOLDMAN SACHS GROUP INC	12,151	0.51%	$25.2M	-3,632 (-23.0%)
41	BOUSSARD & GAVAUDAN GESTION SAS	11,679	0.49%	$24.5M	NEW
42	VICTORY CAPITAL MANAGEMENT INC	10,684	0.45%	$22.2M	-461 (-4.1%)
43	FIRST TRUST ADVISORS LP	10,604	0.44%	$22.0M	+7,546 (+246.8%)
44	Qube Research & Technologies Ltd	9,673	0.41%	$20.1M	+8,657 (+852.1%)
45	SPEECE THORSON CAPITAL GROUP INC	9,215	0.39%	$19.1M	-182 (-1.9%)
46	WELLS FARGO & COMPANY/MN	8,710	0.36%	$18.1M	-72 (-0.8%)
47	Bank of New York Mellon Corp	8,412	0.35%	$17.4M	-32 (-0.4%)
48	SEI INVESTMENTS CO	8,108	0.34%	$16.8M	-2,990 (-26.9%)
49	GW&K Investment Management, LLC	7,839	0.33%	$16.3M	-87 (-1.1%)
50	THOMPSON SIEGEL & WALMSLEY LLC	7,656	0.32%	$15.9M	+447 (+6.2%)
51	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	7,284	0.31%	$15.1M	+5,371 (+280.8%)
52	CITADEL ADVISORS LLC	7,136	0.30%	$14.8M	+4,533 (+174.1%)
53	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	6,788	0.28%	$14.1M	+740 (+12.2%)
54	ROYCE & ASSOCIATES LP	6,781	0.28%	$14.1M	+321 (+5.0%)
55	HRT FINANCIAL LP	6,760	0.28%	$14.0M	+4,385 (+184.6%)
56	D. E. Shaw & Co., Inc.	6,618	0.28%	$13.7M	-2,292 (-25.7%)
57	Edgestream Partners, L.P.	6,578	0.28%	$13.6M	+3,448 (+110.2%)
58	AQR CAPITAL MANAGEMENT LLC	5,450	0.23%	$11.3M	-2,288 (-29.6%)
59	JPMORGAN CHASE & CO	5,410	0.23%	$11.5M	+2,843 (+110.8%)
60	California Public Employees Retirement System	5,248	0.22%	$10.9M	-1,166 (-18.2%)
61	Williams Jones Wealth Management, LLC.	5,193	0.22%	$10.8M	-1 (-0.0%)
62	Swiss National Bank	4,826	0.20%	$10.0M	-210 (-4.2%)
63	WINMILL & CO. INC	4,800	0.20%	$10.0M	NEW
64	FRANKLIN RESOURCES INC	4,178	0.18%	$8.7M	-620 (-12.9%)
65	Phocas Financial Corp.	4,078	0.17%	$8.5M	-214 (-5.0%)
66	RHUMBLINE ADVISERS	3,898	0.16%	$8.1M	-234 (-5.7%)
67	Creative Planning	3,861	0.16%	$8.0M	-188 (-4.6%)
68	Nuveen, LLC	3,679	0.15%	$7.6M	-630 (-14.6%)
69	Invesco Ltd.	3,497	0.15%	$7.3M	+530 (+17.9%)
70	LEE DANNER & BASS INC	3,253	0.14%	$6.7M	+50 (+1.6%)
71	AMERIPRISE FINANCIAL INC	2,852	0.12%	$5.9M	-14 (-0.5%)
72	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	2,761	0.12%	$5.7M	-126 (-4.4%)
73	NEW YORK STATE COMMON RETIREMENT FUND	2,532	0.11%	$5.2M	+19 (+0.8%)
74	Triad Investment Management	2,471	0.10%	$5.1M	-42 (-1.7%)
75	VANGUARD ASSET MANAGEMENT, Ltd	2,392	0.10%	$5.0M	+67 (+2.9%)
76	Russell Investments Group, Ltd.	2,369	0.10%	$4.9M	+1,227 (+107.4%)
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	2,351	0.10%	$4.9M	+90 (+4.0%)
78	PRICE T ROWE ASSOCIATES INC /MD/	2,335	0.10%	$4.8M	+124 (+5.6%)
79	Legal & General Group Plc	2,257	0.09%	$4.7M	-151 (-6.3%)
80	Robeco Institutional Asset Management B.V.	2,184	0.09%	$4.5M	+5 (+0.2%)
81	Regency Capital Management Inc.\DE	2,146	0.09%	$4.4M	+611 (+39.8%)
82	DAVENPORT & Co LLC	2,123	0.09%	$4.4M	—
83	BRADLEY FOSTER & SARGENT INC/CT	1,899	0.08%	$3.9M	-103 (-5.1%)
84	PARSONS CAPITAL MANAGEMENT INC/RI	1,887	0.08%	$3.9M	-1 (-0.1%)
85	Lighthouse Investment Partners, LLC	1,868	0.08%	$3.9M	NEW
86	Cerity Partners LLC	1,797	0.08%	$3.7M	-70 (-3.7%)
87	Atlantic Union Bankshares Corp	1,765	0.07%	$3.7M	—
88	MML INVESTORS SERVICES, LLC	1,741	0.07%	$3.6M	-718 (-29.2%)
89	AGF MANAGEMENT LTD	1,696	0.07%	$3.5M	-7 (-0.4%)
90	XTX Topco Ltd	1,644	0.07%	$3.4M	+1,394 (+557.6%)
91	Tidal Investments LLC	1,578	0.07%	$3.3M	+230 (+17.1%)
92	Focus Partners Wealth	1,553	0.07%	$3.2M	+424 (+37.6%)
93	ExodusPoint Capital Management, LP	1,443	0.06%	$3.0M	+832 (+136.2%)
94	OPPENHEIMER ASSET MANAGEMENT INC.	1,356	0.06%	$2.8M	-124 (-8.4%)
95	LPL Financial LLC	1,318	0.06%	$2.7M	-77 (-5.5%)
96	HighTower Advisors, LLC	1,316	0.06%	$2.7M	-131 (-9.1%)
97	ROYAL BANK OF CANADA	1,237	0.05%	$2.6M	+42 (+3.5%)
98	STIFEL FINANCIAL CORP	1,235	0.05%	$2.6M	-59 (-4.6%)
99	WCM INVESTMENT MANAGEMENT, LLC	1,197	0.05%	$2.5M	-4,798 (-80.0%)
100	1834 INVESTMENT ADVISORS CO	1,176	0.05%	$2.4M	—
101	BNP PARIBAS FINANCIAL MARKETS	1,169	0.05%	$2.4M	-5,454 (-82.3%)
102	Midwest Professional Planners, LTD.	1,164	0.05%	$2.4M	+769 (+194.7%)
103	PECAUT & CO.	1,142	0.05%	$2.4M	-30 (-2.6%)
104	Walleye Capital LLC	1,130	0.05%	$2.3M	NEW
105	Jupiter Topco LLC	1,123	0.05%	$2.3M	NEW
106	Police & Firemen's Retirement System of New Jersey	1,112	0.05%	$2.3M	+30 (+2.8%)
107	LEUTHOLD GROUP, LLC	1,104	0.05%	$2.3M	+52 (+4.9%)
108	Autumn Glory Partners, LLC	1,080	0.05%	$2.2M	—
109	HARBOR CAPITAL ADVISORS, INC.	1,079	0.05%	$2.2M	+41 (+3.9%)
110	MERCER GLOBAL ADVISORS INC /ADV	1,055	0.04%	$2.2M	+189 (+21.8%)
111	Treasurer of the State of North Carolina	1,026	0.04%	$2.1M	-30 (-2.8%)
112	ALLIANCEBERNSTEIN L.P.	944	0.04%	$2.1M	-9 (-0.9%)
113	Vanguard Global Advisers, LLC	940	0.04%	$1.9M	-62 (-6.2%)
114	CAPTRUST FINANCIAL ADVISORS	927	0.04%	$1.9M	-308 (-24.9%)
115	BRAVE ASSET MANAGEMENT INC	924	0.04%	$1.9M	—
116	State of New Jersey Common Pension Fund D	914	0.04%	$1.9M	-221 (-19.5%)
117	Squarepoint Ops LLC	905	0.04%	$1.9M	NEW
118	Handelsbanken Fonder AB	880	0.04%	$1.8M	—
119	Ethic Inc.	860	0.04%	$1.8M	+60 (+7.5%)
120	Quadrature Capital Ltd	859	0.04%	$1.8M	-354 (-29.2%)
121	Zurcher Kantonalbank (Zurich Cantonalbank)	851	0.04%	$1.8M	-62 (-6.8%)
122	Allianz Asset Management GmbH	844	0.04%	$1.7M	NEW
123	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	841	0.04%	$1.7M	-169 (-16.7%)
124	Summit Trail Advisors, LLC	817	0.03%	$1.7M	+57 (+7.5%)
125	Sequoia Financial Advisors, LLC	810	0.03%	$1.7M	-14 (-1.7%)
126	PRIVATE MANAGEMENT GROUP INC	806	0.03%	$1.7M	-17 (-2.1%)
127	FMR LLC	786	0.03%	$1.6M	-119 (-13.1%)
128	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	767	0.03%	$1.6M	—
129	NISA INVESTMENT ADVISORS, LLC	754	0.03%	$1.6M	+16 (+2.2%)
130	Farther Finance Advisors, LLC	723	0.03%	$1.5M	+67 (+10.2%)
131	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	721	0.03%	$1.5M	-30 (-4.0%)
132	TRUIST FINANCIAL CORP	716	0.03%	$1.5M	+32 (+4.7%)
133	BRANDES INVESTMENT PARTNERS, LP	701	0.03%	$1.5M	+3 (+0.4%)
134	Texas Yale Capital Corp.	687	0.03%	$1.4M	—
135	PARK AVENUE SECURITIES LLC	674	0.03%	$1.4M	-29 (-4.1%)
136	ARIZONA STATE RETIREMENT SYSTEM	664	0.03%	$1.4M	-35 (-5.0%)
137	OSAIC HOLDINGS, INC.	652	0.03%	$1.4M	+2 (+0.3%)
138	VOYA INVESTMENT MANAGEMENT LLC	645	0.03%	$1.3M	+408 (+172.2%)
139	Vident Advisory, LLC	635	0.03%	$1.3M	NEW
140	Vanguard Investments Australia, Ltd.	622	0.03%	$1.3M	-1 (-0.2%)
141	Avior Wealth Management, LLC	619	0.03%	$1.3M	+2 (+0.3%)
142	MANUFACTURERS LIFE INSURANCE COMPANY, THE	617	0.03%	$1.3M	+3 (+0.5%)
143	Corient Private Wealth LP	611	0.03%	$1.3M	-787 (-56.3%)
144	WORLDQUANT MILLENNIUM ADVISORS LLC	591	0.02%	$1.2M	NEW
145	BARCLAYS PLC	583	0.02%	$1.2M	+48 (+9.0%)
146	KLP KAPITALFORVALTNING AS	565	0.02%	$1.2M	—
147	&PARTNERS	551	0.02%	$1.1M	-47 (-7.9%)
148	B.O.S.S. Retirement Advisors, LLC	533	0.02%	$1.1M	—
149	Chicago Partners Investment Group LLC	523	0.02%	$1.1M	+56 (+12.0%)
150	Lexington Hill Partners, LLC	520	0.02%	$1.1M	—
151	REGIONS FINANCIAL CORP	517	0.02%	$1.1M	—
152	TD Asset Management Inc	512	0.02%	$1.1M	-420 (-45.1%)
153	MIRABELLA FINANCIAL SERVICES LLP	495	0.02%	$1.0M	NEW
154	CITIGROUP INC	483	0.02%	$1.0M	-917 (-65.5%)
155	PNC Financial Services Group, Inc.	482	0.02%	$999K	-64 (-11.7%)
156	BANK OF MONTREAL /CAN/	481	0.02%	$997K	+48 (+11.1%)
157	Sendero Wealth Management, LLC	481	0.02%	$997K	-81 (-14.4%)
158	Janney Montgomery Scott LLC	476	0.02%	$987K	-34 (-6.7%)
159	Parker Investment Management, LLC	475	0.02%	$985K	—
160	Jain Global LLC	467	0.02%	$968K	+71 (+17.9%)
161	Pathstone Holdings, LLC	458	0.02%	$950K	-2 (-0.4%)
162	Legacy Advisors, LLC	448	0.02%	$929K	-2 (-0.4%)
163	Arax Advisory Partners	447	0.02%	$929K	+172 (+62.5%)
164	Rockefeller Capital Management L.P.	433	0.02%	$898K	+173 (+66.5%)
165	ALLSTATE CORP	433	0.02%	$898K	-148 (-25.5%)
166	DEUTSCHE BANK AG\	427	0.02%	$885K	+172 (+67.5%)
167	Amundi	425	0.02%	$881K	-190 (-30.9%)
168	Resona Asset Management Co.,Ltd.	394	0.02%	$817K	-49 (-11.1%)
169	TEACHER RETIREMENT SYSTEM OF TEXAS	389	0.02%	$807K	+220 (+130.2%)
170	Savant Capital, LLC	387	0.02%	$826K	+188 (+94.5%)
171	Sanctuary Advisors, LLC	387	0.02%	$803K	-31 (-7.4%)
172	MPS Loria Financial Planners, LLC	383	0.02%	$794K	NEW
173	Pictet Asset Management Holding SA	380	0.02%	$788K	-50 (-11.6%)
174	KLINGENSTEIN FIELDS & CO LP	380	0.02%	$788K	—
175	Storgate, LLC	370	0.02%	$767K	+246 (+198.4%)
176	Cetera Investment Advisers	363	0.02%	$753K	+17 (+4.9%)
177	Aquatic Capital Management LLC	361	0.02%	$748K	-551 (-60.4%)
178	Roundview Capital LLC	358	0.01%	$742K	—
179	US BANCORP \DE\	354	0.01%	$734K	+217 (+158.4%)
180	Atria Investments, Inc	349	0.01%	$724K	+123 (+54.4%)
181	GLENMEDE TRUST CO NA	340	0.01%	$705K	-14 (-4.0%)
182	Bryant Woods Investment Advisors, LLC	340	0.01%	$705K	—
183	American Capital Advisory, LLC	338	0.01%	$701K	-4 (-1.2%)
184	Universal- Beteiligungs- und Servicegesellschaft mbH	332	0.01%	$688K	-73 (-18.0%)
185	Legacy Wealth Asset Management, LLC	329	0.01%	$682K	+8 (+2.5%)
186	Lummis Asset Management, LP	325	0.01%	$689K	—
187	STATE OF WISCONSIN INVESTMENT BOARD	323	0.01%	$670K	+77 (+31.3%)
188	Brown Miller Wealth Management, LLC	298	0.01%	$619K	—
189	CHOREO, LLC	294	0.01%	$610K	-52 (-15.0%)
190	ELEVATION POINT WEALTH PARTNERS, LLC	294	0.01%	$610K	-3 (-1.0%)
191	BTG Pactual Asset Management US LLC	289	0.01%	$599K	NEW
192	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	289	0.01%	$630K	+113 (+64.2%)
193	COMMONWEALTH EQUITY SERVICES, LLC	281	0.01%	$583K	+7 (+2.6%)
194	Essex Bank	275	0.01%	$570K	—
195	SG Americas Securities, LLC	266	0.01%	$552K	+65 (+32.3%)
196	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	263	0.01%	$545K	-90 (-25.5%)
197	Vanguard Personalized Indexing Management, LLC	257	0.01%	$533K	-57 (-18.2%)
198	Vestcor Inc	255	0.01%	$529K	—
199	OneAscent Financial Services LLC	253	0.01%	$525K	+25 (+11.0%)
200	GAMMA Investing LLC	249	0.01%	$516K	+47 (+23.3%)
201	EQUITABLE TRUST CO	242	0.01%	$502K	-588 (-70.8%)
202	Cresset Asset Management, LLC	241	0.01%	$500K	-58 (-19.4%)
203	Freestone Grove Partners LP	240	0.01%	$498K	NEW
204	Shotwell Rutter Baer Inc	231	0.01%	$479K	-11 (-4.5%)
205	Annis Gardner Whiting Capital Advisors, LLC	228	0.01%	$473K	NEW
206	WEDBUSH SECURITIES INC	226	0.01%	$469K	-2 (-0.9%)
207	MEEDER ASSET MANAGEMENT INC	217	0.01%	$450K	NEW
208	HSBC HOLDINGS PLC	217	0.01%	$449K	+123 (+130.9%)
209	Vestmark Advisory Solutions, Inc.	215	0.01%	$446K	-8 (-3.6%)
210	Venturi Wealth Management, LLC	213	0.01%	$442K	-30 (-12.3%)
211	INCEPTIONR LLC	213	0.01%	$442K	NEW
212	Hudson Value Partners, LLC	206	0.01%	$427K	—
213	Ensign Peak Advisors, Inc	200	0.01%	$415K	—
214	Sage Investment Counsel LLC	200	0.01%	$415K	—
215	PRINCIPAL SECURITIES, INC.	200	0.01%	$415K	-15 (-7.0%)
216	M&T Bank Corp	199	0.01%	$413K	+29 (+17.1%)
217	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	199	0.01%	$413K	—
218	MGO ONE SEVEN LLC	193	0.01%	$400K	-15 (-7.2%)
219	Wilmington Savings Fund Society, FSB	187	0.01%	$388K	—
220	Virtu Financial LLC	182	0.01%	$376K	NEW
221	Beacon Pointe Advisors, LLC	178	0.01%	$369K	NEW
222	Frank, Rimerman Advisors LLC	177	0.01%	$367K	-1 (-0.6%)
223	NewEdge Advisors, LLC	174	0.01%	$361K	-17 (-8.9%)
224	Swiss Life Asset Management Ltd	172	0.01%	$357K	NEW
225	XPONANCE LLC	172	0.01%	$357K	-10 (-5.5%)
226	HUB Investment Partners, LLC	170	0.01%	$352K	+20 (+13.3%)
227	NICOLET BANKSHARES INC	167	0.01%	$362K	-56 (-25.1%)
228	VIRGINIA RETIREMENT SYSTEMS ET Al	160	0.01%	$332K	NEW
229	Riverwater Partners LLC	158	0.01%	$328K	-26 (-14.1%)
230	BANK OF NOVA SCOTIA	158	0.01%	$328K	-20 (-11.2%)
231	Evelyn Partners Group Ltd	154	0.01%	$319K	NEW
232	SYON CAPITAL LLC	153	0.01%	$317K	-11 (-6.7%)
233	CONNABLE OFFICE INC	152	0.01%	$315K	—
234	Douglass Winthrop Advisors, LLC	150	0.01%	$311K	—
235	MONETA GROUP INVESTMENT ADVISORS LLC	150	0.01%	$311K	—
236	EVERGREEN CAPITAL MANAGEMENT LLC	150	0.01%	$311K	-52 (-25.7%)
237	HB Wealth Management, LLC	149	0.01%	$309K	-2 (-1.3%)
238	AMALGAMATED BANK	144	0.01%	$299K	+12 (+9.1%)
239	MILLENNIUM MANAGEMENT LLC	143	0.01%	$296K	-244 (-63.0%)
240	Sagewood Asset Management LP	142	0.01%	$294K	-62 (-30.4%)
241	Kestra Advisory Services, LLC	142	0.01%	$295K	+20 (+16.4%)
242	QUADRANT CAPITAL GROUP LLC	129	0.01%	$267K	—
243	PINNACLE ASSOCIATES LTD	129	0.01%	$267K	+1 (+0.8%)
244	RITHOLTZ WEALTH MANAGEMENT	126	0.01%	$261K	-70 (-35.7%)
245	Utah Retirement Systems	126	0.01%	$261K	-8 (-6.0%)
246	Columbia Asset Management	125	0.01%	$259K	—
247	Kera Capital Partners, Inc.	125	0.01%	$259K	—
248	Merit Financial Group, LLC	123	0.01%	$255K	-2 (-1.6%)
249	Numerai GP LLC	123	0.01%	$255K	NEW
250	State of Alaska, Department of Revenue	119	0.00%	$246K	—

Exited since 2026-03-31 (51 filers; largest 25 shown)

Boussard & Gavaudan Investment Management LLP	−13,975
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−10,965
Select Equity Group, L.P.	−10,560
MARSHALL WACE, LLP	−3,878
RENAISSANCE TECHNOLOGIES LLC	−2,611
DARK FOREST CAPITAL MANAGEMENT LP	−2,255
DIVERSIFIED MANAGEMENT INC	−1,158
JANUS HENDERSON GROUP PLC	−1,123
Capula Management Ltd	−921
Fieldview Capital Management, LLC	−729
Mariner, LLC	−607
AMG National Trust Bank	−571
Entropy Technologies, LP	−470
Main Street Financial Solutions, LLC	−439
Bridgewater Associates, LP	−414
NATIXIS	−356
Caprock Group, LLC	−340
Brooklyn Investment Group	−295
Private Advisor Group, LLC	−213
Evercore Wealth Management, LLC	−200
BROWN BROTHERS HARRIMAN & CO	−199
IEQ CAPITAL, LLC	−198
State of Wyoming	−179
UNITED CAPITAL FINANCIAL ADVISORS, LLC	−166
KEYBANK NATIONAL ASSOCIATION/OH	−161

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Neuberger Berman Group LLC	SCHEDULE 13G/A	2026-05-07	2026-04-30	121,583	4.9%
Neuberger Berman Investment Advisers LLC	SCHEDULE 13G/A	2026-05-07	2026-04-30	117,789	4.8%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	127,993	5.18%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Morgan Stanley	SCHEDULE 13G/A	2026-02-12	2025-12-31	76,817	3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.