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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, 102 increasing their positions, 127 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:

2.03% less ownership

Funds ownership: 90.41%88.38% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

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
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$18.7K
Mitsubishi UFJ Asset Management
327
Mitsubishi UFJ Asset Management
Japan
$18.4K
BIA
328
Bell Investment Advisors
California
$16.6K
BL
329
BFSG LLC
California
$16.6K
RFP
330
Root Financial Partners
California
$16.6K
BCWM
331
Bartlett & Co Wealth Management
Ohio
$16.6K
PWAM
332
Private Wealth Asset Management
Iowa
$14.5K
CBT
333
CoreFirst Bank & Trust
Kansas
$14.5K
JWA
334
JFS Wealth Advisors
Pennsylvania
$12.5K
1IA
335
1620 Investment Advisors
Massachusetts
$12.5K
MCM
336
MV Capital Management
Maryland
$8.31K
SAG
337
SageView Advisory Group
California
$8.31K
PWPS
338
Pinnacle Wealth Planning Services
Ohio
$8.31K
CA
339
Crewe Advisors
Utah
$6.24K
TCOV
340
Trust Company of Vermont
Vermont
$6.23K
SC
341
SouthState Corp
Florida
$6.23K
TCM
342
TD Capital Management
Tennessee
$4.16K
PWMG
343
Private Wealth Management Group
New Jersey
$4.16K
MAM
344
Marquette Asset Management
Minnesota
$4.16K
AssetMark Inc
345
AssetMark Inc
California
$4.16K
QA
346
Quattro Advisors
Pennsylvania
$4.16K
KG
347
Kilter Group
New York
$2.08K
FNWA
348
Financial Network Wealth Advisors
Utah
$2.08K
BGAI
349
Bruce G. Allen Investments
Colorado
$2.08K
RIL
350
Rothschild Investment LLC
Illinois
$2.08K