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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 %
BIA
251
Bell Investment Advisors
California
$9.9K 7 – –
C
252
Covestor
United Kingdom
$9K 6 +6 New
EWA
253
EverSource Wealth Advisors
Alabama
$8.49K 6 – –
PTC
254
Private Trust Company
Ohio
$8K 6 – –
JWA
255
JFS Wealth Advisors
Pennsylvania
$7.07K 5 -1 -17%
TWA
256
TCI Wealth Advisors
Arizona
$4.24K 3 -1 -25%
ETC
257
Exchange Traded Concepts
Oklahoma
$2.83K 2 -21 -91%
VCM
258
Versant Capital Management
Arizona
$2.83K 2 – –
SFG
259
Steward Financial Group
Texas
$2K 2 +2 New
AF
260
Advisornet Financial
Minnesota
$1.41K 1 -1 -50%
SC
261
Schubert & Co
Texas
$1.41K 1 – –
EARNEST Partners
262
EARNEST Partners
Georgia
$1.41K 1 – –
SIC
263
SJS Investment Consulting
Ohio
$1.41K 1 – –
HNB
264
Huntington National Bank
Ohio
$1.41K 1 +1 New
NA
265
NewEdge Advisors
Louisiana
$3 2 +2 New
Select Equity Group
266
Select Equity Group
New York
– – -13,099 Closed
Citadel Advisors
267
Citadel Advisors
Florida
– – -1,683 Closed
ACM
268
Aquatic Capital Management
Illinois
– – -500 Closed
SSA
269
Schonfeld Strategic Advisors
New York
– – -324 Closed
HKAM
270
Horizon Kinetics Asset Management
New York
– – -285 Closed
MFS
271
Mirabella Financial Services
United Kingdom
– – -178 Closed
URS
272
Utah Retirement Systems
Utah
– – -156 Closed
JWBC
273
John W. Brooker & Co
California
– – -90 Closed
AS
274
Altshuler Shaham
Israel
– – -35 Closed
Macquarie Group
275
Macquarie Group
Australia
– – -34 Closed
8 9 10
11
12