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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$49M
2
Morgan Stanley
Morgan Stanley
New York
$329M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$212M
4
RRAM
River Road Asset Management
Kentucky
$211M
5
KBC Group
KBC Group
Belgium
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$801K – – –
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$795K +$108K +56 +16%
P
153
&Partners
Tennessee
$757K +$30.6K +16 +4%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$751K +$135K +70 +22%
FFA
155
Farther Finance Advisors
California
$746K +$428K +225 +135%
QCM
156
QRG Capital Management
Illinois
$741K +$3.85K +2 +0.5%
KFC
157
Klingenstein Fields & Co
New York
$732K -$21.2K -11 -3%
RC
158
Roundview Capital
New Jersey
$722K – – –
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$722K -$166K -86 -19%
Osaic Holdings
160
Osaic Holdings
Arizona
$714K -$298K -155 -29%
GT
161
Glenmede Trust
Pennsylvania
$713K -$77K -40 -10%
TC
162
TownSquare Capital
Utah
$688K +$23.1K +12 +3%
ACA
163
American Capital Advisory
Idaho
$688K – – –
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$682K +$1.93K +1 +0.3%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$680K – – –
KSWA
166
Kathleen S. Wright Associates
Pennsylvania
$672K – – –
BWIA
167
Bryant Woods Investment Advisors
New York
$655K – – –
SFI
168
Susquehanna Fundamental Investments
Pennsylvania
$637K +$637K +331 New
Deutsche Bank
169
Deutsche Bank
Germany
$620K -$28.9K -15 -4%
LWAM
170
Legacy Wealth Asset Management
Minnesota
$601K -$7.7K -4 -1%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$597K +$52K +27 +10%
CAM
172
Cresset Asset Management
Illinois
$585K -$30.8K -16 -5%
Two Sigma Investments
173
Two Sigma Investments
New York
$578K -$327K -170 -36%
BMWM
174
Brown Miller Wealth Management
Virginia
$575K – – –
LAM
175
Lummis Asset Management
Texas
$574K +$574K +325 New
5 6
7
8 9