WTM icon

White Mountains Insurance

322 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
322
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
Bessemer Group
251
Bessemer Group
New Jersey
$169K
LI
252
LRI Investments
Florida
$162K
BTI
253
Blue Trust Inc
Georgia
$138K
MYIA
254
Mount Yale Investment Advisors
Colorado
$136K
SOW
255
State of Wyoming
Wyoming
$136K
KBC Group
256
KBC Group
Belgium
$129K
PFBT
257
Parkside Financial Bank & Trust
Missouri
$127K
ST
258
Smithfield Trust
Pennsylvania
$114K
MCM
259
MAI Capital Management
Ohio
$113K
CT
260
Colonial Trust
South Carolina
$110K
CA
261
Clearstead Advisors
Ohio
$97K
S
262
SignatureFD
Georgia
$93.4K
AIM
263
Anchor Investment Management
South Carolina
$89.8K
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.8K
FHA
265
First Horizon Advisors
Tennessee
$86.2K
PA
266
Parallel Advisors
California
$82.6K
EWA
267
EverSource Wealth Advisors
Alabama
$77.2K
MIM
268
MetLife Investment Management
New Jersey
$75.4K
VNA
269
Valley National Advisers
Pennsylvania
$71K
OWA
270
Opal Wealth Advisors
New York
$68.2K
VCM
271
Versant Capital Management
Arizona
$59.3K
WA
272
WPG Advisers
Maryland
$57.5K
TPCW
273
TD Private Client Wealth
New York
$57.5K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$56K
AF
275
Allworth Financial
California
$50.3K