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White Mountains Insurance
WTM

Overview Fund Activity

265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
68
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$32M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$217M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.56M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$78.5M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Millennium Management
3
Millennium Management
New York
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$118M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$40K 42 +2 +5%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K 27 – –
Loomis, Sayles & Company
228
Loomis, Sayles & Company
Massachusetts
$38K 27 +26 +2,600%
AIG
229
American International Group
New York
$36.8K 26 -4 -13%
Nomura Asset Management
230
Nomura Asset Management
Japan
$36.8K 26 – –
FHA
231
First Horizon Advisors
Tennessee
$35.4K 25 – –
TRCT
232
Tower Research Capital (TRC)
New York
$35K 25 -53 -68%
CA
233
Centerpoint Advisors
Massachusetts
$35K 25 – –
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$33.9K 24 +14 +140%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$31K 22 +5 +29%
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$30K 21 – –
DAM
237
Delta Asset Management
Tennessee
$26.9K 19 +19 New
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
$25.5K 18 +18 New
CS
239
Comerica Securities
Michigan
$22.6K 16 +16 New
QCG
240
Quadrant Capital Group
Ohio
$22.6K 16 +1 +7%
ZIG
241
Zullo Investment Group
Pennsylvania
$19.8K 14 -2 -13%
PA
242
Parallel Advisors
California
$15.6K 11 – –
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$15K 11 +1 +10%
Bessemer Group
244
Bessemer Group
New Jersey
$14K 10 -25 -71%
CAL
245
Capital Advisors Ltd
Ohio
$13K 9 – –
CFGS
246
Concourse Financial Group Securities
Alabama
$12.7K 9 +9 New
RCM
247
Raleigh Capital Management
North Carolina
$11.3K 8 – –
BCWM
248
Bartlett & Co Wealth Management
Ohio
$11.3K 8 +8 New
ASN
249
Advisory Services Network
Georgia
$11.3K 8 +8 New
BC
250
Bartlett & Co
Ohio
$11K 8 +8 New
8 9
10
11 12