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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 %
PWAM
301
Private Wealth Asset Management
Iowa
$13.5K +$13.5K +7 New
NS
302
NBC Securities
Alabama
$13K +$13K +7 New
1IA
303
1620 Investment Advisors
Massachusetts
$11.6K – – –
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$11.6K +$9.63K +5 +500%
HWM
305
Hemington Wealth Management
Virginia
$11K -$1.83K -1 -14%
JWA
306
JFS Wealth Advisors
Pennsylvania
$9.63K – – –
CA
307
Clearstead Advisors
Ohio
$7.7K -$5.78K -3 -43%
SS
308
SBI Securities
Japan
$7.7K +$1.93K +1 +33%
SAM
309
Smartleaf Asset Management
Massachusetts
$7.61K -$3.81K -2 -33%
TCOV
310
Trust Company of Vermont
Vermont
$5.78K – – –
WA
311
Whipplewood Advisors
Colorado
$5.78K +$5.18K +26 +867%
TCM
312
TD Capital Management
Tennessee
$3.85K – – –
PWMG
313
Private Wealth Management Group
New Jersey
$3.85K – – –
MCM
314
MV Capital Management
Maryland
$3.85K +$1.93K +1 +100%
BIG
315
Brooklyn Investment Group
New York
$1.93K – – –
BGAI
316
Bruce G. Allen Investments
Colorado
$1.93K – – –
MG
317
Mather Group
Illinois
$1.93K – – –
LFG
318
Larson Financial Group
Missouri
$1.93K +$1.93K +1 New
Norges Bank
319
Norges Bank
Norway
– -$59.7M -30,673 Closed
SPI
320
Sutton Place Investors
New York
– -$1.81M -929 Closed
PAS
321
Park Avenue Securities
New York
– -$1.16M -598 Closed
FHB
322
First Hawaiian Bank
Hawaii
– -$1.11M -572 Closed
XT
323
XTX Topco
Cayman Islands
– -$1.01M -517 Closed
Tudor Investment Corp
324
Tudor Investment Corp
Connecticut
– -$897K -461 Closed
LA
325
Legacy Advisors
Pennsylvania
– -$875K -450 Closed
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