WTM icon

White Mountains Insurance

323 hedge funds and large institutions have $4.16B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$48.2M
2 +$39.7M
3 +$9.92M
4
Jane Street
Jane Street
New York
+$9.86M
5
HF
HRT Financial
New York
+$9.13M

Top Sellers

1 -$31M
2 -$18.2M
3 -$16.4M
4
APF
Alaska Permanent Fund
Alaska
-$10.4M
5
Morgan Stanley
Morgan Stanley
New York
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
226
Zacks Investment Management
Illinois
$266K
CW
227
CreativeOne Wealth
Kansas
$266K
CIM
228
Chapman Investment Management
California
$257K
RP
229
Riverwater Partners
Wisconsin
$255K
IWC
230
Integrated Wealth Concepts
Massachusetts
$251K
WSFS
231
Wilmington Savings Fund Society
Delaware
$251K
URS
232
Utah Retirement Systems
Utah
$241K
SWP
233
Sagespring Wealth Partners
Tennessee
$239K
QCG
234
Quadrant Capital Group
Ohio
$239K
AB
235
Amalgamated Bank
New York
$233K
COI
236
Connable Office Inc
Michigan
$232K
KAS
237
Kestra Advisory Services
Texas
$231K
PA
238
Pinnacle Associates
New York
$228K
M&T Bank
239
M&T Bank
New York
$224K
CAM
240
Columbia Asset Management
Michigan
$224K
MFG
241
Merit Financial Group
Georgia
$219K
AAS
242
Avantax Advisory Services
Texas
$218K
X
243
Xponance
Pennsylvania
$215K
VA
244
Vident Advisory
Georgia
$215K
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$212K
Russell Investments Group
246
Russell Investments Group
United Kingdom
$210K
ECM
247
Evergreen Capital Management
Washington
$207K
US Bancorp
248
US Bancorp
Minnesota
$207K
SPIA
249
Steward Partners Investment Advisory
New York
$189K
CIA
250
Citadel Investment Advisory
Ohio
$180K