WTM icon

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
1
Fiduciary Management Inc
Wisconsin
$138M
2
CB
2
Cooke & Bieler
Pennsylvania
$105M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$110M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$120M
5
Victory Capital Management
5
Victory Capital Management
Texas
$31M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$49M
2
Morgan Stanley
2
Morgan Stanley
New York
$329M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$212M
4
RRAM
4
River Road Asset Management
Kentucky
$211M
5
KBC Group
5
KBC Group
Belgium
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$3.6M +$206K +107 +6%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$3.22M +$204K +106 +7%
FFM
78
Forum Financial Management
Illinois
$3.2M +$557K +289 +21%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$3.07M +$408K +212 +15%
PCM
80
Parsons Capital Management
Rhode Island
$2.9M -$28.9K -15 -1%
DFCM
81
Dark Forest Capital Management
Puerto Rico
$2.87M +$1.49M +772 +107%
HighTower Advisors
82
HighTower Advisors
Illinois
$2.82M -$187K -97 -6%
Stifel Financial
83
Stifel Financial
Missouri
$2.71M -$204K -106 -7%
Truist Financial
84
Truist Financial
North Carolina
$2.64M +$32.7K +17 +1%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$2.59M -$79K -41 -3%
OAM
86
Oppenheimer Asset Management
New York
$2.57M -$408K -212 -14%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.47M -$166K -86 -6%
AM
88
AGF Management
Ontario, Canada
$2.46M -$80.9K -42 -3%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$2.46M +$399K +207 +19%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$2.43M +$485K +252 +25%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M +$246K +128 +12%
LG
92
Leuthold Group
Minnesota
$2.29M -$162K -84 -7%
1IA
93
1834 Investment Advisors
Wisconsin
$2.27M – – –
Citadel Advisors
94
Citadel Advisors
Florida
$2.26M +$2.26M +1,176 New
PC
95
Pecaut & Co
Iowa
$2.25M – – –
AllianceBernstein
96
AllianceBernstein
Tennessee
$2.22M -$28.9K -15 -1%
SO
97
STRS Ohio
Ohio
$2.21M -$686K -356 -24%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$2.17M +$57.8K +30 +3%
First Manhattan
99
First Manhattan
New York
$2.15M – – –
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$2.14M -$2.46M -1,293 -54%
2 3
4
5 6