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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$66.3M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$88.4M
3
WCM Investment Management
WCM Investment Management
California
$22.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$39.3M
5
PFC
Phocas Financial Corp
California
$11.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
Select Equity Group
New York
$53.7M
5
RRAM
River Road Asset Management
Kentucky
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
226
Moneta Group Investment Advisors
Missouri
$292K – – –
SCM
227
Sterling Capital Management
North Carolina
$290K +$105K +54 +57%
ZIM
228
Zacks Investment Management
Illinois
$288K – – –
CW
229
CreativeOne Wealth
Kansas
$288K – – –
NA
230
NewEdge Advisors
Louisiana
$282K +$261K +134 +1,218%
CIM
231
Chapman Investment Management
California
$278K – – –
SC
232
Savant Capital
Illinois
$278K +$25.3K +13 +10%
M&T Bank
233
M&T Bank
New York
$272K +$21.4K +11 +9%
Russell Investments Group
234
Russell Investments Group
United Kingdom
$266K +$13.6K +7 +5%
IWC
235
Integrated Wealth Concepts
Massachusetts
$265K +$265K +136 New
P
236
Pitcairn
Pennsylvania
$263K +$21.4K +11 +9%
URS
237
Utah Retirement Systems
Utah
$261K – – –
AB
238
Amalgamated Bank
New York
$257K -$3.89K -2 -1%
BNP Paribas Financial Markets
239
BNP Paribas Financial Markets
France
$257K -$329K -169 -56%
Principal Financial Group
240
Principal Financial Group
Iowa
$249K -$58.4K -30 -19%
CAM
241
Columbia Asset Management
Michigan
$243K +$243K +125 New
HWM
242
HB Wealth Management
Georgia
$241K +$241K +124 New
C
243
Covestor
United Kingdom
$241K – – –
LC
244
Lindbrook Capital
California
$237K -$3.89K -2 -2%
AAS
245
Avantax Advisory Services
Texas
$236K -$1.95K -1 -0.8%
X
246
Xponance
Pennsylvania
$233K +$233K +120 New
SWP
247
Sagespring Wealth Partners
Tennessee
$222K +$222K +114 New
LI
248
LRI Investments
Florida
$215K – – –
SWP
249
Stratos Wealth Partners
Ohio
$214K +$214K +110 New
GT
250
Glenview Trust
Kentucky
$214K +$214K +110 New
8 9
10
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