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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 %
FNFDCM
201
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$383K – – –
Squarepoint
202
Squarepoint
New York
$377K +$377K +196 New
DWA
203
Douglass Winthrop Advisors
New York
$368K +$368K +191 New
PS
204
Principal Securities
Iowa
$360K – – –
JIC
205
Johnson Investment Counsel
Ohio
$356K – – –
CG
206
Caprock Group
Idaho
$354K +$354K +184 New
KeyBank National Association
207
KeyBank National Association
Ohio
$352K – – –
AAP
208
Arax Advisory Partners
Colorado
$351K +$9.65K +5 +3%
FRA
209
Frank Rimerman Advisors
California
$350K +$9.63K +5 +3%
PA
210
Pinnacle Associates
New York
$341K – – –
MOS
211
MGO One Seven
Ohio
$337K -$1.93K -1 -0.6%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$333K +$21.2K +11 +7%
CL
213
Choreo LLC
Illinois
$331K -$7.7K -4 -2%
NA
214
NewEdge Advisors
Louisiana
$327K +$48.1K +25 +17%
IP
215
Isthmus Partners
Wisconsin
$316K – – –
IWC
216
Integrated Wealth Concepts
Massachusetts
$314K +$52K +27 +20%
Universal-Beteiligungs- und Servicegesellschaft
217
Universal-Beteiligungs- und Servicegesellschaft
Germany
$308K -$108K -56 -26%
Bank of Nova Scotia
218
Bank of Nova Scotia
Ontario, Canada
$299K -$52K -27 -15%
US Bancorp
219
US Bancorp
Minnesota
$291K -$27K -14 -8%
COI
220
Connable Office Inc
Michigan
$289K -$59.7K -31 -17%
MGIA
221
Moneta Group Investment Advisors
Missouri
$289K – – –
ZIM
222
Zacks Investment Management
Illinois
$285K – – –
CW
223
CreativeOne Wealth
Kansas
$285K – – –
SC
224
Savant Capital
Illinois
$283K +$7.7K +4 +3%
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$283K +$28.9K +15 +11%
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9
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