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White Mountains Insurance

325 hedge funds and large institutions have $4.17B invested in White Mountains Insurance in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1% more funds holding

Funds holding: 322325 (+3)

0.04% less ownership

Funds ownership: 90.18%90.15% (-0.04%)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

6% less capital invested

Capital invested by funds: $4.44B → $4.17B (-$277M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
325
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
33
Increased
103
Reduced
112
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$447M -$1.68M -946 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$296M -$9.9M -5,567 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$280M -$1.54M -864 -0.6%
BlackRock
4
BlackRock
New York
$203M -$6.48M -3,641 -3%
RRAM
5
River Road Asset Management
Kentucky
$196M +$404K +227 +0.2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$181M -$16.2M -9,108 -8%
Boston Partners
7
Boston Partners
Massachusetts
$160M +$7.4M +4,158 +5%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$150M +$47.7M +26,835 +47%
WCM
9
Wallace Capital Management
Texas
$142M -$1.59M -895 -1%
CB
10
Cooke & Bieler
Pennsylvania
$138M +$39.4M +22,129 +40%
FMI
11
Fiduciary Management Inc
Wisconsin
$128M -$564K -317 -0.4%
LCOV
12
London Company of Virginia
Virginia
$124M -$690K -388 -0.6%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$113M +$845K +475 +0.8%
State Street
14
State Street
Massachusetts
$103M +$4.09M +2,297 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$76.4M +$610K +343 +0.8%
RP
16
Reinhart Partners
Wisconsin
$74.9M -$1.39M -784 -2%
Bank of America
17
Bank of America
North Carolina
$70.8M -$2.93M -1,646 -4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$57.9M -$1.11M -624 -2%
Raymond James Financial
19
Raymond James Financial
Florida
$55.1M -$1.86M -1,047 -3%
Norges Bank
20
Norges Bank
Norway
$54.8M -$847K -476 -2%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$53M +$8.41M +4,728 +19%
CS
22
Cannell & Spears
New York
$50.9M -$571K -321 -1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$44.3M -$1.4M -787 -3%
Charles Schwab
24
Charles Schwab
California
$43.4M -$930K -523 -2%
MAA
25
Mraz Amerine & Associates
California
$38.7M +$975K +548 +3%

WTM Hedge Fund Activity: Q2 2025 in Review

325 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2025, worth a combined $4.17B — down 6.2% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WTM positions and 26 closed out — a net gain of 7 holders — while 103 added to existing stakes and 112 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $47.7M. The largest seller was First Trust Advisors, cutting an estimated $30.7M.

  • 325 institutional investors held White Mountains Insurance (WTM) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $4.17B of White Mountains Insurance stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 33 funds opened new White Mountains Insurance positions in Q2 2025 and 26 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2025 was Neuberger Berman Group, an estimated $47.7M added.
  • The largest White Mountains Insurance seller in Q2 2025 was First Trust Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2025.