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.

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
1
Fiduciary Management Inc
Wisconsin
$138M
2
CB
2
Cooke & Bieler
Pennsylvania
$105M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$110M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$120M
5
Victory Capital Management
5
Victory Capital Management
Texas
$31M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$49M
2
Morgan Stanley
2
Morgan Stanley
New York
$329M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$212M
4
RRAM
4
River Road Asset Management
Kentucky
$211M
5
KBC Group
5
KBC Group
Belgium
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$482M 250,116 -1,623 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$329M 170,631 -7,060 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$302M 156,617 -778 -0.5%
BlackRock
4
BlackRock
New York
$225M 116,799 -1,685 -1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$212M 110,092 -3,985 -3%
RRAM
6
River Road Asset Management
Kentucky
$211M 109,665 -2,750 -2%
Boston Partners
7
Boston Partners
Massachusetts
$163M 85,236 -209 -0.2%
WCM
8
Wallace Capital Management
Texas
$154M 79,931 -227 -0.3%
FMI
9
Fiduciary Management Inc
Wisconsin
$138M 71,795 +22,681 +46%
LCOV
10
London Company of Virginia
Virginia
$133M 69,158 -110 -0.2%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$120M 62,466 +4,711 +8%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$110M 56,864 +11,426 +25%
State Street
13
State Street
Massachusetts
$106M 54,944 +59 +0.1%
CB
14
Cooke & Bieler
Pennsylvania
$105M 54,652 +20,582 +60%
RP
15
Reinhart Partners
Wisconsin
$81.8M 42,478 +4,206 +11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$81.3M 42,186 +2,451 +6%
Bank of America
17
Bank of America
North Carolina
$79.1M 41,055 -398 -1%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$63.3M 32,851 -265 -0.8%
Raymond James Financial
19
Raymond James Financial
Florida
$61.1M 31,724 -748 -2%
CS
20
Cannell & Spears
New York
$55.2M 28,668 -58 -0.2%
Select Equity Group
21
Select Equity Group
New York
$53.9M 27,999 +400 +1%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$49M 25,438 -24,488 -49%
Charles Schwab
23
Charles Schwab
California
$47.6M 24,706 -657 -3%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$47.3M 24,857 +1,621 +7%
First Trust Advisors
25
First Trust Advisors
Illinois
$44.2M 22,927 +2,709 +13%
1
2 3 4 5