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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 %
Brown Advisory
26
Brown Advisory
Maryland
$42.5M -$664K -345 -2%
MAA
27
Mraz Amerine & Associates
California
$40M -$78K -41 -0.2%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$36.9M -$506K -263 -1%
SAM
29
Southeastern Asset Management
Tennessee
$35.6M -$1.46M -760 -4%
Northern Trust
30
Northern Trust
Illinois
$35.1M +$291K +151 +0.8%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$33.3M +$1.65M +855 +5%
Victory Capital Management
32
Victory Capital Management
Texas
$31M +$8.75M +4,543 +39%
EP
33
Elkhorn Partners
Nebraska
$28.7M -$337K -175 -1%
WCM Investment Management
34
WCM Investment Management
California
$25.2M +$3.03M +1,594 +14%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$24.2M -$57.8K -30 -0.2%
RA
36
Royce & Associates
New York
$22.3M -$1.38M -718 -6%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$22.2M -$1.74M -906 -7%
HKAM
38
Horizon Kinetics Asset Management
New York
$21.8M +$2.42M +1,256 +12%
UBS AM
39
UBS AM
Illinois
$21.7M +$2.28M +1,183 +12%
STCG
40
Speece Thorson Capital Group
Minnesota
$21.5M -$349K -181 -2%
Wells Fargo
41
Wells Fargo
California
$18M -$377K -196 -2%
GKIM
42
GW&K Investment Management
Massachusetts
$16.3M +$108K +56 +0.7%
AQR Capital Management
43
AQR Capital Management
Connecticut
$16.2M -$3.15M -1,648 -16%
TSW
44
Thompson Siegel & Walmsley
Virginia
$16M -$3.71M -1,929 -19%
NL
45
Nuveen LLC
North Carolina
$15M +$15M +7,770 New
PL
46
Perpetual Ltd
Australia
$14.9M -$3.66M -1,900 -20%
American Century Companies
47
American Century Companies
Missouri
$13.6M +$3.2M +1,661 +31%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$13.3M -$911K -473 -6%
APF
49
Alaska Permanent Fund
Alaska
$10.4M – – –
PFC
50
Phocas Financial Corp
California
$10.4M -$599K -311 -5%
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