We are live on ! Find out more
WTM icon

White Mountains Insurance

325 hedge funds and large institutions have $4.17B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1% more funds holding

Funds holding: 322325 (+3)

0.04% less ownership

Funds ownership: 90.18%90.15% (-0.04%)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

6% less capital invested

Capital invested by funds: $4.44B → $4.17B (-$277M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
325
Holders Change
+3
Holders Change %
+0.93%
% 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
33
Increased
103
Reduced
112
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$189K +$10.7K +6 +6%
CIA
252
Citadel Investment Advisory
Ohio
$180K
EB
253
Eastern Bank
Massachusetts
$180K
Bessemer Group
254
Bessemer Group
New Jersey
$169K
LI
255
LRI Investments
Florida
$162K
BTI
256
Blue Trust Inc
Georgia
$138K -$14.2K -8 -9%
MYIA
257
Mount Yale Investment Advisors
Colorado
$136K +$135K +76 New
SOW
258
State of Wyoming
Wyoming
$136K +$135K +76 New
KBC Group
259
KBC Group
Belgium
$129K -$94.3K -53 -42%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$127K +$8.89K +5 +8%
ST
261
Smithfield Trust
Pennsylvania
$114K -$16K -9 -12%
MCM
262
MAI Capital Management
Ohio
$113K -$17.8K -10 -14%
CT
263
Colonial Trust
South Carolina
$110K
CA
264
Clearstead Advisors
Ohio
$97K +$88.9K +50 +1,250%
S
265
SignatureFD
Georgia
$93.4K +$3.56K +2 +4%
AIM
266
Anchor Investment Management
South Carolina
$89.8K
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.8K
FHA
268
First Horizon Advisors
Tennessee
$86.2K -$1.78K -1 -2%
PA
269
Parallel Advisors
California
$82.6K +$33.8K +19 +70%
EWA
270
EverSource Wealth Advisors
Alabama
$77.2K +$53.4K +30 +231%
MIM
271
MetLife Investment Management
New Jersey
$75.4K -$5.34K -3 -7%
VNA
272
Valley National Advisers
Pennsylvania
$71K
OWA
273
Opal Wealth Advisors
New York
$68.2K -$304K -171 -82%
VCM
274
Versant Capital Management
Arizona
$59.3K -$103K -58 -64%
WA
275
WPG Advisers
Maryland
$57.5K -$12.4K -7 -18%

WTM Hedge Fund Activity: Q2 2025 in Review

325 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2025, worth a combined $4.17B — down 6.2% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WTM positions and 26 closed out — a net gain of 7 holders — while 103 added to existing stakes and 112 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $47.7M. The largest seller was First Trust Advisors, cutting an estimated $30.7M.

  • 325 institutional investors held White Mountains Insurance (WTM) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $4.17B of White Mountains Insurance stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 33 funds opened new White Mountains Insurance positions in Q2 2025 and 26 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2025 was Neuberger Berman Group, an estimated $47.7M added.
  • The largest White Mountains Insurance seller in Q2 2025 was First Trust Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2025.