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White Mountains Insurance
WTM

Overview Fund Activity

245 hedge funds and large institutions have $3.02B invested in White Mountains Insurance in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
39
Increased
71
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$59M
2
MAP
2
Madison Avenue Partners
New York
$36.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$329M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$77.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$36.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.86M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$263M
4
Victory Capital Management
4
Victory Capital Management
Texas
$72.4M
5
Norges Bank
5
Norges Bank
Norway
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
226
Cordasco Financial Network
Florida
$11K – – –
Bessemer Group
227
Bessemer Group
New Jersey
$11K – – –
GWSG
228
GPS Wealth Strategies Group
Colorado
$11K +$11K +10 New
APA
229
American Portfolios Advisors
New York
$10K – – –
BFEC
230
Benjamin F. Edwards & Company
Missouri
$10K -$8.89K -8 -47%
PA
231
Parallel Advisors
California
$9K – – –
VCM
232
Versant Capital Management
Arizona
$9K – – –
WT
233
Whittier Trust
California
$9K +$9K +8 New
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
IAIM
236
International Assets Investment Management
Florida
$6K +$3K +3 +100%
PMFA
237
Plante Moran Financial Advisors
Michigan
$6K +$6K +5 New
VFA
238
Valeo Financial Advisors
Indiana
$6K +$6K +5 New
AIC
239
Ameritas Investment Company
Nebraska
$5.58K +$5.58K +5 New
IA
240
IFP Advisors
Florida
$3K -$82K -82 -96%
SWM
241
Spire Wealth Management
Virginia
$3K +$3K +3 New
MWP
242
Meridian Wealth Partners
Pennsylvania
$2K +$2K +2 New
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$1.23K – – –
EARNEST Partners
244
EARNEST Partners
Georgia
$1K – – –
AIG
245
American International Group
New York
$40 -$3 -3 -8%
WHG
246
Westwood Holdings Group
Texas
– -$11.9M -11,906 Closed
BGIM
247
Brandywine Global Investment Management
Pennsylvania
– -$11.7M -11,642 Closed
Point72 Asset Management
248
Point72 Asset Management
Connecticut
– -$2.1M -2,100 Closed
AIM
249
Aigen Investment Management
New York
– -$824K -823 Closed
TAM
250
Troy Asset Management
United Kingdom
– -$665K -665 Closed
7 8 9
10
11