We are live on ! Find out more
WTM icon

White Mountains Insurance

325 hedge funds and large institutions have $4.17B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1% more funds holding

Funds holding: 322325 (+3)

0.04% less ownership

Funds ownership: 90.18%90.15% (-0.04%)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

6% less capital invested

Capital invested by funds: $4.44B → $4.17B (-$277M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
325
Holders Change
+3
Holders Change %
+0.93%
% 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
33
Increased
103
Reduced
112
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$10.2M -$30.7M -17,255 -75%
BFS
52
Bradley Foster & Sargent
Connecticut
$9.92M +$9.82M +5,522 New
PFC
53
Phocas Financial Corp
California
$9.68M +$1.78K +1 +0%
WJWM
54
Williams Jones Wealth Management
New York
$9.33M
HF
55
HRT Financial
New York
$9.13M +$9.05M +5,087 New
UBS Group
56
UBS Group
Switzerland
$9M +$2.66M +1,494 +42%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.88M
SEI Investments
58
SEI Investments
Pennsylvania
$8.81M +$1.43M +805 +20%
Legal & General Group
59
Legal & General Group
United Kingdom
$7.74M +$318K +179 +4%
QCM
60
Quantinno Capital Management
New York
$7.7M -$562K -316 -7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$7.69M -$341K -192 -4%
PP
62
Prospector Partners
Connecticut
$7.32M +$393K +221 +6%
Invesco
63
Invesco
Georgia
$6.55M -$665K -374 -9%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$6.33M -$178K -100 -3%
Ameriprise
65
Ameriprise
Minnesota
$6.25M -$88.9K -50 -1%
N
66
Nuveen
North Carolina
$6.21M -$7.67M -4,312 -55%
Barclays
67
Barclays
United Kingdom
$6.07M +$157K +88 +3%
LDB
68
Lee, Danner & Bass
Tennessee
$5.65M
HCA
69
Harbor Capital Advisors
Illinois
$5.34M -$146K -82 -3%
Creative Planning
70
Creative Planning
Kansas
$5.1M +$270K +152 +6%
MML Investors Services
71
MML Investors Services
Massachusetts
$4.91M +$285K +160 +6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$4.69M -$674K -379 -13%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$4.52M -$363K -204 -7%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$4.37M +$139K +78 +3%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$4.26M

WTM Hedge Fund Activity: Q2 2025 in Review

325 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2025, worth a combined $4.17B — down 6.2% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WTM positions and 26 closed out — a net gain of 7 holders — while 103 added to existing stakes and 112 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $47.7M. The largest seller was First Trust Advisors, cutting an estimated $30.7M.

  • 325 institutional investors held White Mountains Insurance (WTM) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $4.17B of White Mountains Insurance stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 33 funds opened new White Mountains Insurance positions in Q2 2025 and 26 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2025 was Neuberger Berman Group, an estimated $47.7M added.
  • The largest White Mountains Insurance seller in Q2 2025 was First Trust Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2025.