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White Mountains Insurance

332 hedge funds and large institutions have $3.89B invested in White Mountains Insurance in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 103

7% less capital invested

Capital invested by funds: $4.16B → $3.89B (-$272M)

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$18.9K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$18.4K
WANY
303
Wealthspire Advisors (New York)
New York
$15K
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$15K
BC
305
Bayforest Capital
United Kingdom
$15K
SIC
306
SJS Investment Consulting
Ohio
$15K
BIA
307
Bell Investment Advisors
California
$13.4K
BCWM
308
Bartlett & Co Wealth Management
Ohio
$13.4K
RFP
309
Root Financial Partners
California
$13.4K
SAM
310
Smartleaf Asset Management
Massachusetts
$11.7K
UBS AM
311
UBS AM
Illinois
$11.7K
BI
312
Binnacle Investments
Iowa
$11.7K
PWAM
313
Private Wealth Asset Management
Iowa
$11.7K
NS
314
NBC Securities
Alabama
$11.7K
PG
315
Proffitt & Goodson
Tennessee
$10K
1IA
316
1620 Investment Advisors
Massachusetts
$10K
JWA
317
JFS Wealth Advisors
Pennsylvania
$8.36K
PFM
318
Premier Fund Managers
United Kingdom
$8K
CBT
319
CoreFirst Bank & Trust
Kansas
$6.69K
AssetMark Inc
320
AssetMark Inc
California
$6.69K
SWM
321
Spire Wealth Management
Virginia
$5.01K
SC
322
SouthState Corp
Florida
$5.01K
TCOV
323
Trust Company of Vermont
Vermont
$5.01K
TCM
324
TD Capital Management
Tennessee
$3.35K
PWMG
325
Private Wealth Management Group
New Jersey
$3.34K