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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 %
WJWM
51
Williams Jones Wealth Management
New York
$10M – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$9.53M -$193K -100 -2%
QCM
53
Quantinno Capital Management
New York
$8.87M +$4.93M +2,562 +125%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$8.61M -$148K -77 -2%
Goldman Sachs
55
Goldman Sachs
New York
$8.2M +$2.9M +1,504 +55%
Legal & General Group
56
Legal & General Group
United Kingdom
$7.95M +$156K +81 +2%
SEI Investments
57
SEI Investments
Pennsylvania
$7.9M +$1.7M +883 +27%
Invesco
58
Invesco
Georgia
$7.74M -$634K -329 -8%
PP
59
Prospector Partners
Connecticut
$7.42M – – –
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$6.98M -$564K -293 -7%
EP
61
Edgestream Partners
New Jersey
$6.82M +$6.82M +3,540 New
Ameriprise
62
Ameriprise
Minnesota
$6.8M +$491K +255 +8%
UBS Group
63
UBS Group
Switzerland
$6.77M -$1.52M -788 -18%
Barclays
64
Barclays
United Kingdom
$6.35M +$2.22M +1,153 +54%
LDB
65
Lee, Danner & Bass
Tennessee
$6.06M -$254K -132 -4%
HCA
66
Harbor Capital Advisors
Illinois
$5.89M +$1.21M +627 +26%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$5.76M +$1.19M +620 +26%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$5.24M – – –
Creative Planning
69
Creative Planning
Kansas
$5.18M +$822K +427 +19%
MML Investors Services
70
MML Investors Services
Massachusetts
$4.96M +$447K +232 +10%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$4.57M -$50.1K -26 -1%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$4.54M -$695K -361 -13%
DC
73
Davenport & Co
Virginia
$4.18M -$48.1K -25 -1%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$3.82M -$1.52M -791 -28%
Cerity Partners
75
Cerity Partners
New York
$3.65M +$92.4K +48 +3%
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