WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

319 hedge funds and large institutions have $4.38B invested in White Mountains Insurance in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
28
Increased
101
Reduced
106
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$138M
2
CB
Cooke & Bieler
Pennsylvania
$105M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$110M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$120M
5
Victory Capital Management
Victory Capital Management
Texas
$31M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$49M
2
Morgan Stanley
Morgan Stanley
New York
$329M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$212M
4
RRAM
River Road Asset Management
Kentucky
$211M
5
KBC Group
KBC Group
Belgium
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
326
Legacy Advisors
Pennsylvania
– -$875K -450 Closed
GCP
327
GSA Capital Partners
United Kingdom
– -$661K -340 Closed
Los Angeles Capital Management
328
Los Angeles Capital Management
California
– -$549K -282 Closed
Lazard Asset Management
329
Lazard Asset Management
New York
– -$546K -281 Closed
Balyasny Asset Management
330
Balyasny Asset Management
Illinois
– -$539K -277 Closed
LAM
331
LECAP Asset Management
United Kingdom
– -$467K -240 Closed
Empower Advisory Group
332
Empower Advisory Group
Colorado
– -$294K -151 Closed
CGIM
333
Cannon Global Investment Management
Florida
– -$292K -150 Closed
AAS
334
Avantax Advisory Services
Texas
– -$236K -121 Closed
SWP
335
Stratos Wealth Partners
Ohio
– -$214K -110 Closed
GLA
336
Great Lakes Advisors
Illinois
– -$206K -106 Closed
WPW
337
Waldron Private Wealth
Pennsylvania
– -$204K -105 Closed
EIC
338
Equity Investment Corp
Georgia
– -$200K -103 Closed
EBA
339
Eagle Bay Advisors
New York
– -$103K -53 Closed
AWM
340
Avior Wealth Management
Nebraska
– -$72K -37 Closed
CB
341
Community Bank
New York
– -$66.1K -34 Closed
GM
342
GeoWealth Management
Illinois
– -$64.2K -33 Closed
UB
343
UMB Bank
Missouri
– -$54.5K -28 Closed
RCM
344
Raleigh Capital Management
North Carolina
– -$15.6K -8 Closed
BBHC
345
Brown Brothers Harriman & Co
New York
– -$7.78K -4 Closed
CFGS
346
Concourse Financial Group Securities
Alabama
– -$5.61K -3 Closed
IA
347
IFP Advisors
Florida
– -$1.95K – –
10 11 12 13
14