WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.4M
2
Norges Bank
2
Norges Bank
Norway
$51.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$18.5M
4
Select Equity Group
4
Select Equity Group
New York
$15.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$268M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
NI
2
Nuance Investments
Missouri
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$59.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$116K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
226
TCI Wealth Advisors
Arizona
$17K – – –
BAMG
227
Brand Asset Management Group
Missouri
$15K – – –
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$15K +$7K +7 +88%
Bessemer Group
229
Bessemer Group
New Jersey
$12K – – –
PCP
230
Proficio Capital Partners
Massachusetts
$12K +$7K +7 +140%
ZB
231
Zions Bancorporation
Utah
$10K – – –
CFN
232
Cordasco Financial Network
Florida
$10K – – –
VCM
233
Versant Capital Management
Arizona
$9K -$2K -2 -18%
HIM
234
Hillsdale Investment Management
Ontario, Canada
$8K -$4K -4 -33%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
TL
236
TrueWealth LLC
Georgia
$7K -$4K -4 -36%
QCG
237
Quadrant Capital Group
Ohio
$6K – – –
RCAG
238
Rehmann Capital Advisory Group
Michigan
$4.09K – – –
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
AIS
240
Accurate Investment Solutions
Pennsylvania
$4K +$4K +4 New
BCA
241
Berman Capital Advisors
Georgia
$4K +$4K +4 New
SQA
242
Simon Quick Advisors
New Jersey
$3.06K +$3.06K +3 New
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$3K – – –
PAM
244
Panagora Asset Management
Massachusetts
$3K – – –
CIA
245
CSat Investment Advisory
Michigan
$3K +$3K +3 New
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
EARNEST Partners
247
EARNEST Partners
Georgia
$1K – – –
TFO
248
Tarbox Family Office
California
$1K +$1K +1 New
GT
249
Glenmede Trust
Pennsylvania
$676 -$10 -10 -1%
Capital International Investors
250
Capital International Investors
California
– -$17.4M -18,800 Closed
7 8 9
10
11