White Mountains Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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 ($B)
40322416801999200720152024
CIK Period
0001253840
Sector Form 13F Holdings Value ($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
McDonalds Corp 6.5
Bank of America Corp /DE/ 5.9
Schwab Charles Corp 5.9
TJX Companies Inc /DE/ 5.8
Danaher Corp /DE/ 5.6
Comcast Corp 5.6
Home Depot Inc 5.4
American Express Co 5.3
United Technologies Corp /DE/ 5.3
Johnson & Johnson 5.2
Cisco Systems Inc 5.1
Ace Ltd 4.9
Texas Instruments Inc 4.6
Salesforce Com Inc 4.4
Medtronic Holdings Ltd 4.2
Morgan Stanley 4.2
Baxter International Inc 4.1
Wellpoint Inc 3.9
Coca Cola Co 3.8
Merck & Co Inc 3.7
Prev | Page 1 | Next
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]
Terms | Privacy | Guide
tony@aum13f.com