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
PS
201
Principal Securities
Iowa
$449K
PAG
202
Private Advisor Group
New Jersey
$443K
AI
203
Atria Investments
North Carolina
$434K
WSFS
204
Wilmington Savings Fund Society
Delaware
$434K
HVP
205
Hudson Value Partners
Florida
$428K
TI
206
Tidal Investments
Wisconsin
$424K
MOS
207
MGO One Seven
Ohio
$424K
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$416K
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$416K
EWM
210
Evercore Wealth Management
New York
$416K
SIC
211
Sage Investment Counsel
Tennessee
$416K
FNFDCM
212
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$414K
GI
213
GAMMA Investing
California
$414K
NA
214
NewEdge Advisors
Louisiana
$407K
RWM
215
Ritholtz Wealth Management
New York
$405K
RP
216
Riverwater Partners
Wisconsin
$395K
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$393K
SC
218
Savant Capital
Illinois
$374K
FRA
219
Frank Rimerman Advisors
California
$370K
KeyBank National Association
220
KeyBank National Association
Ohio
$366K
KAS
221
Kestra Advisory Services
Texas
$356K
M&T Bank
222
M&T Bank
New York
$345K
TSS
223
Two Sigma Securities
New York
$332K
ZIM
224
Zacks Investment Management
Illinois
$326K
EPAM
225
Evelyn Partners Asset Management
$320K