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White Mountains Insurance
WTM

Overview Fund Activity

319 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, 107 reducing their positions, and 27 closing their positions.

Holders
319
Holders Change
–
Holders Change %
0%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
34
Increased
103
Reduced
107
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$150M
2
CB
2
Cooke & Bieler
Pennsylvania
$138M
3
BFS
3
Bradley Foster & Sargent
Connecticut
$9.92M
4
Jane Street
4
Jane Street
New York
$10.9M
5
HF
5
HRT Financial
New York
$9.13M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$10.2M
2
Select Equity Group
2
Select Equity Group
New York
$32.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$181M
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$169K 94 – –
LI
252
LRI Investments
Florida
$162K 90 – –
BTI
253
Blue Trust Inc
Georgia
$138K 77 -8 -9%
SOW
254
State of Wyoming
Wyoming
$136K 76 +76 New
MYIA
255
Mount Yale Investment Advisors
Colorado
$136K 76 +76 New
KBC Group
256
KBC Group
Belgium
$129K 72 -53 -42%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$127K 71 +5 +8%
ST
258
Smithfield Trust
Pennsylvania
$114K 64 -9 -12%
MCM
259
MAI Capital Management
Ohio
$113K 63 -10 -14%
CT
260
Colonial Trust
South Carolina
$110K 61 – –
CA
261
Clearstead Advisors
Ohio
$97K 54 +50 +1,250%
S
262
SignatureFD
Georgia
$93.4K 52 +2 +4%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.8K 50 – –
AIM
264
Anchor Investment Management
South Carolina
$89.8K 50 – –
FHA
265
First Horizon Advisors
Tennessee
$86.2K 48 -1 -2%
PA
266
Parallel Advisors
California
$82.6K 46 +19 +70%
EWA
267
EverSource Wealth Advisors
Alabama
$77.2K 43 +30 +231%
MIM
268
MetLife Investment Management
New Jersey
$75.4K 42 -3 -7%
VNA
269
Valley National Advisers
Pennsylvania
$71K 40 – –
OWA
270
Opal Wealth Advisors
New York
$68.2K 38 -171 -82%
VCM
271
Versant Capital Management
Arizona
$59.3K 33 -58 -64%
WA
272
WPG Advisers
Maryland
$57.5K 32 -7 -18%
TPCW
273
TD Private Client Wealth
New York
$57.5K 32 +1 +3%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$56K 31 +8 +35%
AF
275
Allworth Financial
California
$50.3K 28 +3 +12%
9 10
11
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