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White Mountains Insurance
WTM

Overview Fund Activity

319 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, 107 reducing their positions, and 27 closing their positions.

Holders
319
Holders Change
–
Holders Change %
0%
% 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
34
Increased
103
Reduced
107
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$150M
2
CB
2
Cooke & Bieler
Pennsylvania
$138M
3
BFS
3
Bradley Foster & Sargent
Connecticut
$9.92M
4
Jane Street
4
Jane Street
New York
$10.9M
5
HF
5
HRT Financial
New York
$9.13M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$10.2M
2
Select Equity Group
2
Select Equity Group
New York
$32.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$181M
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
301
Hemington Wealth Management
Virginia
$10K 6 – –
SWM
302
Spire Wealth Management
Virginia
$8.98K 5 -3 -38%
JWA
303
JFS Wealth Advisors
Pennsylvania
$8.98K 5 – –
BIG
304
Brooklyn Investment Group
New York
$7.18K 4 +3 +300%
BC
305
Bayforest Capital
United Kingdom
$7.18K 4 +4 New
CBT
306
CoreFirst Bank & Trust
Kansas
$7.18K 4 +4 New
WA
307
Whipplewood Advisors
Colorado
$5.39K 3 -26 -90%
TCOV
308
Trust Company of Vermont
Vermont
$5.39K 3 – –
SC
309
SouthState Corp
Florida
$5.39K 3 +3 New
TCM
310
TD Capital Management
Tennessee
$3.59K 2 – –
PWMG
311
Private Wealth Management Group
New Jersey
$3.59K 2 – –
KG
312
Kilter Group
New York
$3.59K 2 +2 New
TPWA
313
Twin Peaks Wealth Advisors
California
$1.83K 1 +1 New
SS
314
SBI Securities
Japan
$1.8K 1 -3 -75%
MCM
315
MV Capital Management
Maryland
$1.8K 1 -1 -50%
LFG
316
Larson Financial Group
Missouri
$1.8K 1 – –
BGAI
317
Bruce G. Allen Investments
Colorado
$1.8K 1 – –
TIM
318
Tortoise Investment Management
New York
$1.8K 1 +1 New
AssetMark Inc
319
AssetMark Inc
California
$1.8K 1 +1 New
SC
320
Stephens Consulting
Michigan
$1.8K 1 +1 New
FNWA
321
Financial Network Wealth Advisors
Utah
$1.8K 1 +1 New
IA
322
IFP Advisors
Florida
$1.8K 1 +1 New
APF
323
Alaska Permanent Fund
Alaska
– – -5,902 Closed
DFCM
324
Dark Forest Capital Management
Puerto Rico
– – -1,491 Closed
SSA
325
Schonfeld Strategic Advisors
New York
– – -800 Closed
10 11 12
13
14