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White Mountains Insurance

325 hedge funds and large institutions have $4.17B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1% more funds holding

Funds holding: 322325 (+3)

0.04% less ownership

Funds ownership: 90.18%90.15% (-0.04%)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

6% less capital invested

Capital invested by funds: $4.44B → $4.17B (-$277M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
325
Holders Change
+3
Holders Change %
+0.93%
% 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
33
Increased
103
Reduced
112
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
301
Covestor
United Kingdom
$12K -$208K -117 -95%
NS
302
NBC Securities
Alabama
$12K
1IA
303
1620 Investment Advisors
Massachusetts
$10.8K
HWM
304
Hemington Wealth Management
Virginia
$10K
SWM
305
Spire Wealth Management
Virginia
$8.98K -$5.34K -3 -38%
JWA
306
JFS Wealth Advisors
Pennsylvania
$8.98K
BIG
307
Brooklyn Investment Group
New York
$7.18K +$5.34K +3 +300%
BC
308
Bayforest Capital
United Kingdom
$7.18K +$7.11K +4 New
CBT
309
CoreFirst Bank & Trust
Kansas
$7.18K +$7.11K +4 New
WA
310
Whipplewood Advisors
Colorado
$5.39K -$46.2K -26 -90%
TCOV
311
Trust Company of Vermont
Vermont
$5.39K
SC
312
SouthState Corp
Florida
$5.39K +$5.34K +3 New
TCM
313
TD Capital Management
Tennessee
$3.59K
PWMG
314
Private Wealth Management Group
New Jersey
$3.59K
KG
315
Kilter Group
New York
$3.59K +$3.56K +2 New
TPWA
316
Twin Peaks Wealth Advisors
California
$1.82K +$1.78K +1 New
SS
317
SBI Securities
Japan
$1.8K -$5.34K -3 -75%
MCM
318
MV Capital Management
Maryland
$1.8K -$1.78K -1 -50%
BGAI
319
Bruce G. Allen Investments
Colorado
$1.8K
LFG
320
Larson Financial Group
Missouri
$1.8K
AssetMark Inc
321
AssetMark Inc
California
$1.8K +$1.78K +1 New
FNWA
322
Financial Network Wealth Advisors
Utah
$1.8K +$1.78K +1 New
IA
323
IFP Advisors
Florida
$1.8K +$1.78K +1 New
SC
324
Stephens Consulting
Michigan
$1.8K +$1.78K +1 New
TIM
325
Tortoise Investment Management
New York
$1.8K +$1.78K +1 New

WTM Hedge Fund Activity: Q2 2025 in Review

325 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2025, worth a combined $4.17B — down 6.2% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WTM positions and 26 closed out — a net gain of 7 holders — while 103 added to existing stakes and 112 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $47.7M. The largest seller was First Trust Advisors, cutting an estimated $30.7M.

  • 325 institutional investors held White Mountains Insurance (WTM) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $4.17B of White Mountains Insurance stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 33 funds opened new White Mountains Insurance positions in Q2 2025 and 26 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2025 was Neuberger Berman Group, an estimated $47.7M added.
  • The largest White Mountains Insurance seller in Q2 2025 was First Trust Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2025.