White Mountains Advisors LLC

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Assets, Funds, Holdings

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White Mountains Advisors LLC
CRD #104891
SEC #801-8315
CIK #0001253840
AUM
Employees 30 (37% Investors, 0% Brokers)
Phone203-458-5800
Address200 Hubbard Road
Guilford, CT 06437
Source [IAPD] [EDGAR]
Total AUM ($B)
40322416801999200720152024
Sector Form 13F Holdings Value ($B)
Microsoft Corp 17.9
Alphabet Inc 12.5
UnitedHealth Group Inc 11.7
Pfizer Inc 9.5
Amazon Com Inc 9.1
Apple Inc 9.1
Facebook Inc 9.0
J P Morgan Chase & Co 8.4
Procter & Gamble Co 6.7
Lilly Eli & Co 6.6
View All
Holdings by Sector ($B)
80064048032016002010201520202026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 31 5.0
By Discretionary
Discretionary 31 5.0
Non-Discretionary 0 0.0
Total 31 5.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.0
Total 31 5.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001253840]
13F-NT [0001253840]
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