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White Mountains Insurance

350 hedge funds and large institutions have $4.67B invested in White Mountains Insurance in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 35 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less ownership

Funds ownership: 90.41%88.41% (-2%)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 126

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.9M

Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.9M
Net Calls
Net Calls Change

Top Buyers

1 +$63.6M
2 +$28.6M
3 +$22.1M
4
UBS AM
UBS AM
Illinois
+$15M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.9M

Top Sellers

1 -$111M
2 -$32.5M
3 -$22.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.1M
5
Bank of America
Bank of America
North Carolina
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$54K
Bessemer Group
302
Bessemer Group
New Jersey
$54K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$52K
Nomura Asset Management
304
Nomura Asset Management
Japan
$45.7K
KFAS
305
Keating Financial Advisory Services
Kansas
$43.6K
FFO
306
Fortitude Family Office
Arizona
$41.6K
DB
307
Danske Bank
Denmark
$41.6K
TRCT
308
Tower Research Capital (TRC)
New York
$39.5K
DAM
309
Delta Asset Management
Tennessee
$39.5K
BBHC
310
Brown Brothers Harriman & Co
New York
$39.5K
TPCW
311
TD Private Client Wealth
New York
$37.4K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$37K
VCM
313
Versant Capital Management
Arizona
$35.3K
PTC
314
Private Trust Company
Ohio
$31.2K
GCM
315
Gables Capital Management
Florida
$31.2K
Jones Financial Companies
316
Jones Financial Companies
Missouri
$31.2K
SAM
317
Smartleaf Asset Management
Massachusetts
$29.1K
HNB
318
Huntington National Bank
Ohio
$29.1K
AA
319
Ancora Advisors
Ohio
$29.1K
TM
320
Torren Management
California
$27K
CAL
321
Capital Advisors Ltd
Ohio
$25K
MGI
322
Miller Global Investments
Texas
$24.9K
Los Angeles Capital Management
323
Los Angeles Capital Management
California
$22.9K
EWA
324
EverSource Wealth Advisors
Alabama
$20.8K
SIC
325
SJS Investment Consulting
Ohio
$18.7K