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White Mountains Insurance
WTM

Overview Fund Activity

318 hedge funds and large institutions have $4.38B invested in White Mountains Insurance in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-4
Holders Change %
-1.24%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
27
Increased
101
Reduced
106
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$43.7M
2
CB
Cooke & Bieler
Pennsylvania
+$39.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$22M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$9.07M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.75M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.2M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$7.67M
4
RRAM
River Road Asset Management
Kentucky
-$5.3M
5
KBC Group
KBC Group
Belgium
-$3.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
276
Geneos Wealth Management
Colorado
$73.2K +$65.5K +34 +850%
TPCW
277
TD Private Client Wealth
New York
$59.7K – – –
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$56.3K -$1.71K -1 -3%
PA
279
Parallel Advisors
California
$52K -$11.6K -6 -18%
AF
280
Allworth Financial
California
$44.3K – – –
HNB
281
Huntington National Bank
Ohio
$44.3K +$1.93K +1 +5%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$44K -$19.1K -10 -30%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$40.4K +$19.3K +10 +91%
DAM
284
Delta Asset Management
Tennessee
$36.6K – – –
FFO
285
Fortitude Family Office
Arizona
$36.6K – – –
HCP
286
Hexagon Capital Partners
Arkansas
$32.7K -$5.78K -3 -15%
CF
287
Corebridge Financial
Texas
$32.7K – – –
GCM
288
Gables Capital Management
Florida
$28.9K – – –
PTC
289
Private Trust Company
Ohio
$28.9K +$13.5K +7 +88%
EWA
290
EverSource Wealth Advisors
Alabama
$25K +$5.78K +3 +30%
Nomura Asset Management
291
Nomura Asset Management
Japan
$23.1K – – –
SO
292
Sierra Ocean
California
$23.1K +$23.1K +12 New
CAL
293
Capital Advisors Ltd
Ohio
$23K – – –
Jones Financial Companies
294
Jones Financial Companies
Missouri
$19K +$19K +10 New
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$19K +$19K +10 New
Mitsubishi UFJ Asset Management
296
Mitsubishi UFJ Asset Management
Japan
$17.3K – – –
BIA
297
Bell Investment Advisors
California
$15.4K – – –
SWM
298
Spire Wealth Management
Virginia
$15.4K -$21.2K -11 -58%
BCWM
299
Bartlett & Co Wealth Management
Ohio
$15.4K – – –
BI
300
Binnacle Investments
Iowa
$13.5K +$13.5K +7 New
10 11
12
13 14