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White Mountains Insurance

322 hedge funds and large institutions have $4.44B invested in White Mountains Insurance in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.58% more ownership

Funds ownership: 88.61%90.18% (+1.6%)

0% more capital invested

Capital invested by funds: $4.43B → $4.44B (+$12.4M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 324322 (-2)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
26
Increased
103
Reduced
107
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
51
Phocas Financial Corp
California
$10.4M -$585K -311 -5%
WJWM
52
Williams Jones Wealth Management
New York
$10M
Swiss National Bank
53
Swiss National Bank
Switzerland
$9.53M -$188K -100 -2%
QCM
54
Quantinno Capital Management
New York
$8.87M +$4.82M +2,562 +125%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$8.61M -$145K -77 -2%
Goldman Sachs
56
Goldman Sachs
New York
$8.2M +$2.83M +1,504 +55%
Legal & General Group
57
Legal & General Group
United Kingdom
$7.95M +$152K +81 +2%
SEI Investments
58
SEI Investments
Pennsylvania
$7.9M +$1.66M +883 +27%
Invesco
59
Invesco
Georgia
$7.74M -$619K -329 -8%
PP
60
Prospector Partners
Connecticut
$7.42M
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$6.98M -$552K -293 -7%
EP
62
Edgestream Partners
New Jersey
$6.82M +$6.66M +3,540 New
Ameriprise
63
Ameriprise
Minnesota
$6.8M +$480K +255 +8%
UBS Group
64
UBS Group
Switzerland
$6.77M -$1.48M -788 -18%
Barclays
65
Barclays
United Kingdom
$6.35M +$2.17M +1,153 +54%
LDB
66
Lee, Danner & Bass
Tennessee
$6.06M -$248K -132 -4%
HCA
67
Harbor Capital Advisors
Illinois
$5.89M +$1.18M +627 +26%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$5.76M +$1.17M +620 +26%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$5.24M
Creative Planning
70
Creative Planning
Kansas
$5.18M +$804K +427 +19%
MML Investors Services
71
MML Investors Services
Massachusetts
$4.96M +$437K +232 +10%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.57M -$48.9K -26 -1%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$4.54M -$680K -361 -13%
DC
74
Davenport & Co
Virginia
$4.18M -$47.1K -25 -1%
JP Morgan Chase
75
JP Morgan Chase
New York
$3.82M -$1.49M -791 -28%

WTM Hedge Fund Activity: Q1 2025 in Review

322 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2025, worth a combined $4.44B — up 0.28% from $4.43B a quarter earlier.

Fund positioning in WTM was balanced in Q1 2025: 26 funds opened new positions, 26 closed out, 103 added to existing stakes and 107 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $42.7M. The largest seller was Wellington Management Group, cutting an estimated $46.1M.

  • 322 institutional investors held White Mountains Insurance (WTM) as of Q1 2025, down from 324 in Q4 2024.
  • Funds reported $4.44B of White Mountains Insurance stock for Q1 2025, up 0.28% quarter-over-quarter.
  • 26 funds opened new White Mountains Insurance positions in Q1 2025 and 26 closed out, a net change of 0 holders.
  • The largest White Mountains Insurance buyer in Q1 2025 was Fiduciary Management Inc, an estimated $42.7M added.
  • The largest White Mountains Insurance seller in Q1 2025 was Wellington Management Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2025.