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White Mountains Insurance
WTM

Overview Fund Activity

303 hedge funds and large institutions have $3.73B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
106
Reduced
83
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$56.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.3M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$12.1M
4
EP
4
Edgestream Partners
New Jersey
$7.59M
5
LCOV
5
London Company of Virginia
Virginia
$118M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$58.8M
2
American Century Companies
2
American Century Companies
Missouri
$9.31M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$103M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$207M
5
Invesco
5
Invesco
Georgia
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$62.8K – – –
TRCT
252
Tower Research Capital (TRC)
New York
$61.1K +$33.9K +20 +125%
TPCW
253
TD Private Client Wealth
New York
$59.4K – – –
CB
254
Community Bank
New York
$57.7K – – –
PA
255
Parallel Advisors
California
$54.3K -$3.39K -2 -6%
Lazard Asset Management
256
Lazard Asset Management
New York
$50K -$397K -238 -89%
UB
257
UMB Bank
Missouri
$47.5K +$13.6K +8 +40%
GM
258
GeoWealth Management
Illinois
$44.1K +$44.1K +26 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$44K +$3.39K +2 +8%
AF
260
Allworth Financial
California
$42.4K – – –
CA
261
Centerpoint Advisors
Massachusetts
$42K – – –
SAM
262
Southeastern Asset Management
Tennessee
$35.2K -$1.16K -685 -3%
SWM
263
Spire Wealth Management
Virginia
$32.2K -$6.79K -4 -17%
DAM
264
Delta Asset Management
Tennessee
$32.2K – – –
CF
265
Corebridge Financial
Texas
$32.2K – – –
HCP
266
Hexagon Capital Partners
Arkansas
$32.2K +$8.48K +5 +36%
GCM
267
Gables Capital Management
Florida
$25.4K +$25.4K +15 New
HNB
268
Huntington National Bank
Ohio
$23.7K +$6.79K +4 +40%
Nomura Asset Management
269
Nomura Asset Management
Japan
$20.4K – – –
CAL
270
Capital Advisors Ltd
Ohio
$20K -$8.33K -5 -29%
NA
271
NewEdge Advisors
Louisiana
$18.7K – – –
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$18.7K +$3.39K +2 +22%
ATS
273
Ashton Thomas Securities
New York
$18.7K +$18.7K +11 New
PCMC
274
Planning Capital Management Corporation
Pennsylvania
$17.4K +$17.4K +10 New
VCM
275
Versant Capital Management
Arizona
$17K +$3.39K +2 +25%
9 10
11
12 13