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WMIG

White Mountains Insurance Group Portfolio holdings

AUM $313M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
-12.4%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$286M
AUM Growth
-$140M
Cap. Flow
-$98.1M
Cap. Flow %
-34.32%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$98.1M

Sector Composition

Rank Sector Weight
1 Communication Services 57.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAX icon
1
MediaAlpha
MAX
$758M
$165M 57.7%
17,856,614
– –
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$121M 42.3%
216,197
-166,949
-44% -$98.1M

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White Mountains Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, White Mountains Insurance Group held 2 positions worth $286M, down 33% from $426M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Insurance Group withdrew a net $98.1M in Q1 2025, reducing 1 holding. Its largest reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $98.1M.

By sector, the portfolio is most concentrated in Communication Services at 58% of assets, up from 47% a quarter earlier.

  • White Mountains Insurance Group's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $98.1M.
  • White Mountains Insurance Group's ten largest holdings make up 100% of its $286M portfolio in Q1 2025.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q1 2025.
  • White Mountains Insurance Group's portfolio value fell 33% quarter-over-quarter to $286M.

Based on White Mountains Insurance Group's 13F filing for Q1 2025, filed 12 May 2025.