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White Mountains Insurance

348 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:

2.04% less ownership

Funds ownership: 90.41%88.37% (-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
348
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
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$18.4K
BIA
327
Bell Investment Advisors
California
$16.6K
BL
328
BFSG LLC
California
$16.6K
BCWM
329
Bartlett & Co Wealth Management
Ohio
$16.6K
RFP
330
Root Financial Partners
California
$16.6K
PWAM
331
Private Wealth Asset Management
Iowa
$14.5K
CBT
332
CoreFirst Bank & Trust
Kansas
$14.5K
JWA
333
JFS Wealth Advisors
Pennsylvania
$12.5K
1IA
334
1620 Investment Advisors
Massachusetts
$12.5K
MCM
335
MV Capital Management
Maryland
$8.31K
SAG
336
SageView Advisory Group
California
$8.31K
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$8.31K
CA
338
Crewe Advisors
Utah
$6.24K
TCOV
339
Trust Company of Vermont
Vermont
$6.23K
SC
340
SouthState Corp
Florida
$6.23K
PWMG
341
Private Wealth Management Group
New Jersey
$4.16K
MAM
342
Marquette Asset Management
Minnesota
$4.16K
AssetMark Inc
343
AssetMark Inc
California
$4.16K
QA
344
Quattro Advisors
Pennsylvania
$4.16K
KG
345
Kilter Group
New York
$2.08K
BGAI
346
Bruce G. Allen Investments
Colorado
$2.08K
FNWA
347
Financial Network Wealth Advisors
Utah
$2.08K
RIL
348
Rothschild Investment LLC
Illinois
$2.08K
PL
349
Perpetual Ltd
Australia
LIP
350
Lighthouse Investment Partners
Florida