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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
LAM
176
LECAP Asset Management
United Kingdom
$707K
LAM
177
Lummis Asset Management
Texas
$675K
VAS
178
Vestmark Advisory Solutions
Massachusetts
$667K
LWAM
179
Legacy Wealth Asset Management
Minnesota
$650K
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$624K
BMWM
181
Brown Miller Wealth Management
Virginia
$620K
GCM
182
Greenland Capital Management
New York
$603K
AAP
183
Arax Advisory Partners
Colorado
$585K
HP
184
Highlander Partners
Texas
$582K
CAM
185
Cresset Asset Management
Illinois
$580K
ESB
186
Essex Savings Bank
Connecticut
$571K
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$563K
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$542K
VPIM
189
Vanguard Personalized Indexing Management
California
$526K
VOYA Investment Management
190
VOYA Investment Management
Georgia
$505K
SRB
191
Shotwell Rutter Baer
Michigan
$502K
Deutsche Bank
192
Deutsche Bank
Germany
$492K
WS
193
Wedbush Securities
California
$476K
AIM
194
Athena Investment Management
California
$476K
XT
195
XTX Topco
Cayman Islands
$476K
NAS
196
Nicolet Advisory Services
Wisconsin
$474K
HCM
197
Hengehold Capital Management
Ohio
$472K
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$465K
MYIA
199
Mount Yale Investment Advisors
Colorado
$463K
VWM
200
Venturi Wealth Management
Texas
$459K