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White Mountains Insurance
WTM

Overview Fund Activity

319 hedge funds and large institutions have $4.38B invested in White Mountains Insurance in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
28
Increased
101
Reduced
106
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$138M
2
CB
Cooke & Bieler
Pennsylvania
$105M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$110M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$120M
5
Victory Capital Management
Victory Capital Management
Texas
$31M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$49M
2
Morgan Stanley
Morgan Stanley
New York
$329M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$212M
4
RRAM
River Road Asset Management
Kentucky
$211M
5
KBC Group
KBC Group
Belgium
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$281K +$221K +115 +371%
CIM
227
Chapman Investment Management
California
$275K – – –
RP
228
Riverwater Partners
Wisconsin
$273K +$273K +142 New
M&T Bank
229
M&T Bank
New York
$272K +$1.93K +1 +0.7%
SWP
230
Sagespring Wealth Partners
Tennessee
$264K +$44.3K +23 +20%
SCM
231
Sterling Capital Management
North Carolina
$264K -$23.1K -12 -8%
URS
232
Utah Retirement Systems
Utah
$258K – – –
AB
233
Amalgamated Bank
New York
$258K +$3.85K +2 +2%
P
234
Pitcairn
Pennsylvania
$256K -$3.85K -2 -1%
ECM
235
Evergreen Capital Management
Washington
$254K +$55.8K +29 +28%
KBC Group
236
KBC Group
Belgium
$241K -$3.73M -1,934 -94%
Principal Financial Group
237
Principal Financial Group
Iowa
$241K -$5.78K -3 -2%
CAM
238
Columbia Asset Management
Michigan
$241K – – –
C
239
Covestor
United Kingdom
$239K – – –
HWM
240
HB Wealth Management
Georgia
$233K -$5.78K -3 -2%
CGH
241
Crossmark Global Holdings
Texas
$233K +$233K +121 New
MF
242
Magnetar Financial
Illinois
$227K +$227K +118 New
X
243
Xponance
Pennsylvania
$223K -$7.7K -4 -3%
KAS
244
Kestra Advisory Services
Texas
$223K +$223K +116 New
Russell Investments Group
245
Russell Investments Group
United Kingdom
$223K -$40.4K -21 -15%
GT
246
Glenview Trust
Kentucky
$212K – – –
OPS
247
Orion Portfolio Solutions
Nebraska
$208K +$208K +108 New
BCI
248
Brinker Capital Investments
Pennsylvania
$208K +$208K +108 New
HSA
249
HBK Sorce Advisory
Pennsylvania
$208K – – –
LC
250
Lindbrook Capital
California
$208K -$27K -14 -11%
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