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White Mountains Insurance
WTM

Overview Fund Activity

319 hedge funds and large institutions have $4.16B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 27 closing their positions.

Holders
319
Holders Change
–
Holders Change %
0%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
34
Increased
103
Reduced
107
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$54.8M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$150M
3
CB
3
Cooke & Bieler
Pennsylvania
$138M
4
BFS
4
Bradley Foster & Sargent
Connecticut
$9.92M
5
Jane Street
5
Jane Street
New York
$10.9M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$10.2M
2
Select Equity Group
2
Select Equity Group
New York
$32.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$181M
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$10.2M 5,672 -17,255 -75%
BFS
52
Bradley Foster & Sargent
Connecticut
$9.92M 5,522 +5,522 New
PFC
53
Phocas Financial Corp
California
$9.68M 5,392 +1 +0%
WJWM
54
Williams Jones Wealth Management
New York
$9.33M 5,193 – –
HF
55
HRT Financial
New York
$9.13M 5,087 +5,087 New
UBS Group
56
UBS Group
Switzerland
$9M 5,012 +1,494 +42%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.88M 4,946 – –
SEI Investments
58
SEI Investments
Pennsylvania
$8.81M 4,905 +805 +20%
Legal & General Group
59
Legal & General Group
United Kingdom
$7.74M 4,309 +179 +4%
QCM
60
Quantinno Capital Management
New York
$7.7M 4,290 -316 -7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$7.69M 4,280 -192 -4%
PP
62
Prospector Partners
Connecticut
$7.32M 4,076 +221 +6%
Invesco
63
Invesco
Georgia
$6.55M 3,646 -374 -9%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$6.33M 3,526 -100 -3%
Ameriprise
65
Ameriprise
Minnesota
$6.25M 3,482 -50 -1%
NL
66
Nuveen LLC
North Carolina
$6.21M 3,458 -4,312 -55%
Barclays
67
Barclays
United Kingdom
$6.08M 3,383 +88 +3%
LDB
68
Lee, Danner & Bass
Tennessee
$5.65M 3,148 – –
HCA
69
Harbor Capital Advisors
Illinois
$5.34M 2,976 -82 -3%
Creative Planning
70
Creative Planning
Kansas
$5.1M 2,842 +152 +6%
MML Investors Services
71
MML Investors Services
Massachusetts
$4.91M 2,734 +160 +6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$4.69M 2,613 -379 -13%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$4.52M 2,519 -204 -7%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$4.37M 2,436 +78 +3%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$4.26M 2,372 – –
1 2
3
4 5