WTM icon

White Mountains Insurance

348 hedge funds and large institutions have $4.67B invested in White Mountains Insurance in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.04% less ownership

Funds ownership: 90.41%88.37% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.9M

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.9M
Net Calls
Net Calls Change

Top Buyers

1 +$63.6M
2 +$28.6M
3 +$22.1M
4
UBS AM
UBS AM
Illinois
+$15M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.9M

Top Sellers

1 -$111M
2 -$32.5M
3 -$22.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.1M
5
Bank of America
Bank of America
North Carolina
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
151
Entropy Technologies
New York
$1.02M
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$1M
SA
153
Sanctuary Advisors
Indiana
$987K
PIM
154
Parker Investment Management
California
$987K
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$946K
LA
156
Legacy Advisors
Pennsylvania
$935K
RAM
157
Resona Asset Management
Japan
$921K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$896K
Osaic Holdings
159
Osaic Holdings
Arizona
$852K
Mariner
160
Mariner
Kansas
$835K
Franklin Resources
161
Franklin Resources
California
$831K
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$831K
Russell Investments Group
163
Russell Investments Group
United Kingdom
$826K
MPPLM
164
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$806K
GRP
165
Global Retirement Partners
California
$806K
KFC
166
Klingenstein Fields & Co
New York
$790K
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$757K
CL
168
Choreo LLC
Illinois
$757K
QC
169
Quadrature Capital
United Kingdom
$748K
Universal-Beteiligungs- und Servicegesellschaft
170
Universal-Beteiligungs- und Servicegesellschaft
Germany
$746K
RC
171
Roundview Capital
New Jersey
$744K
GT
172
Glenmede Trust
Pennsylvania
$736K
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$734K
ACA
174
American Capital Advisory
Idaho
$711K
BWIA
175
Bryant Woods Investment Advisors
New York
$707K