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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 %
BP
251
Ballentine Partners
Massachusetts
$204K – – –
CIS
252
Custom Index Systems
New York
$200K +$200K +104 New
CIA
253
Citadel Investment Advisory
Ohio
$193K – – –
EB
254
Eastern Bank
Massachusetts
$193K – – –
SPIA
255
Steward Partners Investment Advisory
New York
$191K – – –
CCM
256
Coldstream Capital Management
Washington
$181K +$181K +94 New
Bessemer Group
257
Bessemer Group
New Jersey
$181K +$17.3K +9 +11%
VCM
258
Versant Capital Management
Arizona
$175K +$139K +72 +379%
LI
259
LRI Investments
Florida
$173K -$40.5K -21 -19%
BTI
260
Blue Trust Inc
Georgia
$164K +$46.2K +24 +39%
GI
261
GAMMA Investing
California
$146K +$44.3K +23 +43%
ST
262
Smithfield Trust
Pennsylvania
$142K – – –
MCM
263
MAI Capital Management
Ohio
$141K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$127K +$1.93K +1 +2%
CT
265
Colonial Trust
South Carolina
$117K – – –
SFG
266
Stonebridge Financial Group
Pennsylvania
$116K – – –
TRCT
267
Tower Research Capital (TRC)
New York
$116K – – –
QC
268
Quent Capital
New York
$108K -$28.9K -15 -21%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.3K – – –
S
270
SignatureFD
Georgia
$96.3K – – –
AIM
271
Anchor Investment Management
South Carolina
$96.3K – – –
FHA
272
First Horizon Advisors
Tennessee
$94.4K +$25K +13 +36%
MIM
273
MetLife Investment Management
New Jersey
$86.7K +$1.93K +1 +2%
VNA
274
Valley National Advisers
Pennsylvania
$77K – – –
WA
275
WPG Advisers
Maryland
$75.1K -$13.5K -7 -15%
9 10
11
12 13