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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.17B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.32%
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
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$150M
2
CB
2
Cooke & Bieler
Pennsylvania
$138M
3
BFS
3
Bradley Foster & Sargent
Connecticut
$9.92M
4
Jane Street
4
Jane Street
New York
$10.9M
5
HF
5
HRT Financial
New York
$9.13M

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 Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
176
Squarepoint
New York
$501K +$149K +83 +42%
AI
177
Atria Investments
North Carolina
$483K -$611K -340 -56%
SRB
178
Shotwell Rutter Baer
Michigan
$482K – – –
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$469K +$16.2K +9 +4%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$454K – – –
State of Wisconsin Investment Board
181
State of Wisconsin Investment Board
Wisconsin
$435K -$37.7K -21 -8%
PTC
182
Petrus Trust Company
Texas
$427K +$427K +238 New
VPIM
183
Vanguard Personalized Indexing Management
California
$418K +$48.5K +27 +13%
AG
184
Algert Global
California
$418K – – –
Universal-Beteiligungs- und Servicegesellschaft
185
Universal-Beteiligungs- und Servicegesellschaft
Germany
$413K +$126K +70 +44%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$412K +$104K +58 +34%
AIM
187
Athena Investment Management
California
$411K -$3.59K -2 -0.9%
AWS
188
Atria Wealth Solutions
New York
$411K +$32.3K +18 +9%
YMRC
189
Yorktown Management & Research Company
Virginia
$395K – – –
PFM
190
Premier Fund Managers
United Kingdom
$395K +$395K +221 New
OWA
191
One Wealth Advisors
California
$386K – – –
RWM
192
Ritholtz Wealth Management
New York
$384K -$39.5K -22 -9%
VWM
193
Venturi Wealth Management
Texas
$382K -$64.6K -36 -14%
WS
194
Wedbush Securities
California
$379K +$10.8K +6 +3%
PAG
195
Private Advisor Group
New Jersey
$379K -$5.39K -3 -1%
Deutsche Bank
196
Deutsche Bank
Germany
$377K -$201K -112 -35%
HVP
197
Hudson Value Partners
Florida
$370K – – –
NRD
198
Nebula Research & Development
New York
$361K -$1.01M -561 -74%
EWM
199
Evercore Wealth Management
New York
$359K – – –
SIC
200
Sage Investment Counsel
Tennessee
$359K – – –
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8
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