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White Mountains Insurance

322 hedge funds and large institutions have $4.44B invested in White Mountains Insurance in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.58% more ownership

Funds ownership: 88.61%90.18% (+1.6%)

0% more capital invested

Capital invested by funds: $4.43B → $4.44B (+$12.4M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 324322 (-2)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
26
Increased
103
Reduced
107
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$482M -$3.06M -1,623 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$329M -$13.3M -7,060 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$302M -$1.46M -778 -0.5%
BlackRock
4
BlackRock
New York
$225M -$3.17M -1,685 -1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$212M -$7.5M -3,985 -3%
RRAM
6
River Road Asset Management
Kentucky
$211M -$5.18M -2,750 -2%
Boston Partners
7
Boston Partners
Massachusetts
$163M -$393K -209 -0.2%
WCM
8
Wallace Capital Management
Texas
$154M -$427K -227 -0.3%
FMI
9
Fiduciary Management Inc
Wisconsin
$138M +$42.7M +22,681 +46%
LCOV
10
London Company of Virginia
Virginia
$133M -$207K -110 -0.2%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$120M +$8.87M +4,711 +8%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$110M +$21.5M +11,426 +25%
State Street
13
State Street
Massachusetts
$106M +$111K +59 +0.1%
CB
14
Cooke & Bieler
Pennsylvania
$105M +$38.7M +20,582 +60%
RP
15
Reinhart Partners
Wisconsin
$81.8M +$7.92M +4,206 +11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$81.3M +$4.61M +2,451 +6%
Bank of America
17
Bank of America
North Carolina
$79.1M -$749K -398 -1%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$63.3M -$499K -265 -0.8%
Raymond James Financial
19
Raymond James Financial
Florida
$61.1M -$1.41M -748 -2%
Norges Bank
20
Norges Bank
Norway
$59.6M +$559K +297 +1%
CS
21
Cannell & Spears
New York
$55.2M -$109K -58 -0.2%
Select Equity Group
22
Select Equity Group
New York
$53.9M +$753K +400 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$49M -$46.1M -24,488 -49%
Charles Schwab
24
Charles Schwab
California
$47.6M -$1.24M -657 -3%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$47.3M +$3.05M +1,621 +7%

WTM Hedge Fund Activity: Q1 2025 in Review

322 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2025, worth a combined $4.44B — up 0.28% from $4.43B a quarter earlier.

Fund positioning in WTM was balanced in Q1 2025: 26 funds opened new positions, 26 closed out, 103 added to existing stakes and 107 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $42.7M. The largest seller was Wellington Management Group, cutting an estimated $46.1M.

  • 322 institutional investors held White Mountains Insurance (WTM) as of Q1 2025, down from 324 in Q4 2024.
  • Funds reported $4.44B of White Mountains Insurance stock for Q1 2025, up 0.28% quarter-over-quarter.
  • 26 funds opened new White Mountains Insurance positions in Q1 2025 and 26 closed out, a net change of 0 holders.
  • The largest White Mountains Insurance buyer in Q1 2025 was Fiduciary Management Inc, an estimated $42.7M added.
  • The largest White Mountains Insurance seller in Q1 2025 was Wellington Management Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2025.