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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
Cerity Partners
76
Cerity Partners
New York
$3.65M +$90.4K +48 +3%
LPL Financial
77
LPL Financial
California
$3.6M +$201K +107 +6%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$3.22M +$200K +106 +7%
FFM
79
Forum Financial Management
Illinois
$3.2M +$544K +289 +21%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$3.07M +$399K +212 +15%
PCM
81
Parsons Capital Management
Rhode Island
$2.9M -$28.2K -15 -1%
DFCM
82
Dark Forest Capital Management
Puerto Rico
$2.87M +$1.45M +772 +107%
HighTower Advisors
83
HighTower Advisors
Illinois
$2.82M -$183K -97 -6%
Stifel Financial
84
Stifel Financial
Missouri
$2.71M -$200K -106 -7%
Truist Financial
85
Truist Financial
North Carolina
$2.64M +$32K +17 +1%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$2.59M -$77.2K -41 -3%
OAM
87
Oppenheimer Asset Management
New York
$2.57M -$399K -212 -14%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$2.47M -$162K -86 -6%
AM
89
AGF Management
Ontario, Canada
$2.46M -$79.1K -42 -3%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$2.46M +$390K +207 +19%
MSFS
91
Main Street Financial Solutions
Pennsylvania
$2.43M +$474K +252 +25%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M +$241K +128 +12%
LG
93
Leuthold Group
Minnesota
$2.29M -$158K -84 -7%
1IA
94
1834 Investment Advisors
Wisconsin
$2.27M
Citadel Advisors
95
Citadel Advisors
Florida
$2.26M +$2.21M +1,176 New
PC
96
Pecaut & Co
Iowa
$2.25M
AllianceBernstein
97
AllianceBernstein
Tennessee
$2.22M -$28.2K -15 -1%
SO
98
STRS Ohio
Ohio
$2.21M -$670K -356 -24%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$2.17M +$56.5K +30 +3%
First Manhattan
100
First Manhattan
New York
$2.15M

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.