WTM icon

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 %
QC
176
Quadrature Capital
United Kingdom
$568K +$568K +294 New
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$553K -$362K -188 -40%
ESB
178
Essex Savings Bank
Connecticut
$547K – – –
HP
179
Highlander Partners
Texas
$539K – – –
State of Wisconsin Investment Board
180
State of Wisconsin Investment Board
Wisconsin
$506K -$169K -88 -25%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$487K – – –
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$485K +$17.3K +9 +4%
VWM
183
Venturi Wealth Management
Texas
$480K +$48.1K +25 +11%
SRB
184
Shotwell Rutter Baer
Michigan
$478K – – –
RWM
185
Ritholtz Wealth Management
New York
$454K -$7.7K -4 -2%
AG
186
Algert Global
California
$449K – – –
AIM
187
Athena Investment Management
California
$445K – – –
YMRC
188
Yorktown Management & Research Company
Virginia
$424K – – –
VI
189
Vestcor Inc
New Brunswick, Canada
$422K – – –
OWA
190
One Wealth Advisors
California
$414K – – –
PAG
191
Private Advisor Group
New Jersey
$412K -$5.78K -3 -1%
TSS
192
Two Sigma Securities
New York
$410K +$13.5K +7 +3%
AWS
193
Atria Wealth Solutions
New York
$406K +$406K +211 New
OWA
194
Opal Wealth Advisors
New York
$402K +$9.63K +5 +2%
VPIM
195
Vanguard Personalized Indexing Management
California
$397K – – –
HVP
196
Hudson Value Partners
Florida
$397K – – –
WS
197
Wedbush Securities
California
$395K – – –
SIC
198
Sage Investment Counsel
Tennessee
$385K – – –
EWM
199
Evercore Wealth Management
New York
$385K – – –
NRS
200
Neville Rodie & Shaw
New York
$385K – – –
6 7
8
9 10