WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

319 hedge funds and large institutions have $4.16B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 27 closing their positions.

Holders
319
Holders Change
–
Holders Change %
0%
% 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
34
Increased
103
Reduced
107
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$54.8M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$150M
3
CB
3
Cooke & Bieler
Pennsylvania
$138M
4
BFS
4
Bradley Foster & Sargent
Connecticut
$9.92M
5
Jane Street
5
Jane Street
New York
$10.9M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$10.2M
2
Select Equity Group
2
Select Equity Group
New York
$32.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$181M
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
KFC
151
Klingenstein Fields & Co
New York
$682K 380 – –
KSWA
152
Kathleen S. Wright Associates
Pennsylvania
$676K 380 – –
RC
153
Roundview Capital
New Jersey
$674K 375 – –
GIM
154
Glenmede Investment Management
Pennsylvania
$672K 374 +374 New
STA
155
Summit Trail Advisors
New York
$668K 372 -114 -23%
ACA
156
American Capital Advisory
Idaho
$641K 357 – –
ECM
157
ExodusPoint Capital Management
New York
$639K 356 -326 -48%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$634K 353 – –
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$629K 350 -40 -10%
BWIA
160
Bryant Woods Investment Advisors
New York
$611K 340 – –
GRP
161
Global Retirement Partners
California
$589K 328 +328 New
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$587K 327 +40 +14%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$582K 324 +14 +5%
LAM
164
Lummis Asset Management
Texas
$569K 325 – –
LWAM
165
Legacy Wealth Asset Management
Minnesota
$549K 306 -6 -2%
JG
166
Jain Global
New York
$539K 300 +300 New
Walleye Capital
167
Walleye Capital
New York
$539K 300 +300 New
SC
168
SummitTX Capital
Texas
$537K 299 +299 New
BMWM
169
Brown Miller Wealth Management
Virginia
$536K 298 – –
CAM
170
Cresset Asset Management
Illinois
$517K 288 -16 -5%
ESB
171
Essex Savings Bank
Connecticut
$510K 284 – –
HP
172
Highlander Partners
Texas
$503K 280 – –
VOYA Investment Management
173
VOYA Investment Management
Georgia
$501K 279 -245 -47%
Squarepoint
174
Squarepoint
New York
$501K 279 +83 +42%
AI
175
Atria Investments
North Carolina
$483K 269 -340 -56%
5 6
7
8 9