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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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$690K +$53.4K +30 +8%
QCM
152
QRG Capital Management
Illinois
$686K -$5.34K -3 -0.8%
KFC
153
Klingenstein Fields & Co
New York
$682K
KSWA
154
Kathleen S. Wright Associates
Pennsylvania
$676K
RC
155
Roundview Capital
New Jersey
$674K
GIM
156
Glenmede Investment Management
Pennsylvania
$672K +$665K +374 New
STA
157
Summit Trail Advisors
New York
$668K -$203K -114 -23%
ACA
158
American Capital Advisory
Idaho
$641K
ECM
159
ExodusPoint Capital Management
New York
$639K -$580K -326 -48%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$634K
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$629K -$71.1K -40 -10%
BWIA
162
Bryant Woods Investment Advisors
New York
$611K
GRP
163
Global Retirement Partners
California
$589K +$583K +328 New
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$587K +$71.1K +40 +14%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$582K +$24.9K +14 +5%
LAM
166
Lummis Asset Management
Texas
$569K
LWAM
167
Legacy Wealth Asset Management
Minnesota
$549K -$10.7K -6 -2%
JG
168
Jain Global
New York
$539K +$534K +300 New
Walleye Capital
169
Walleye Capital
New York
$539K +$534K +300 New
SC
170
SummitTX Capital
Texas
$537K +$532K +299 New
BMWM
171
Brown Miller Wealth Management
Virginia
$536K
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$517K -$1.04M -585 -67%
ESB
173
Essex Savings Bank
Connecticut
$510K
CAM
174
Cresset Asset Management
Illinois
$506K -$39.1K -22 -7%
HP
175
Highlander Partners
Texas
$503K

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.