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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 %
HSA
251
HBK Sorce Advisory
Pennsylvania
$210K +$210K +108 New
BP
252
Ballentine Partners
Massachusetts
$206K +$206K +106 New
GLA
253
Great Lakes Advisors
Illinois
$206K +$206K +106 New
WPW
254
Waldron Private Wealth
Pennsylvania
$204K +$204K +105 New
ECM
255
Evergreen Capital Management
Washington
$200K +$200K +103 New
EIC
256
Equity Investment Corp
Georgia
$200K +$200K +103 New
CIA
257
Citadel Investment Advisory
Ohio
$195K +$195K +100 New
EB
258
Eastern Bank
Massachusetts
$195K – – –
SPIA
259
Steward Partners Investment Advisory
New York
$193K +$46.7K +24 +32%
Bessemer Group
260
Bessemer Group
New Jersey
$165K – – –
ST
261
Smithfield Trust
Pennsylvania
$143K -$17.6K -9 -11%
MCM
262
MAI Capital Management
Ohio
$142K +$142K +73 New
QC
263
Quent Capital
New York
$138K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$126K +$7.78K +4 +7%
CT
265
Colonial Trust
South Carolina
$119K – – –
BTI
266
Blue Trust Inc
Georgia
$119K -$64.2K -33 -35%
SFG
267
Stonebridge Financial Group
Pennsylvania
$117K +$117K +60 New
TRCT
268
Tower Research Capital (TRC)
New York
$117K +$46.7K +24 +67%
GI
269
GAMMA Investing
California
$103K +$7.78K +4 +8%
EBA
270
Eagle Bay Advisors
New York
$103K +$103K +53 New
S
271
SignatureFD
Georgia
$97.3K – – –
AIM
272
Anchor Investment Management
South Carolina
$97.3K – – –
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.3K – – –
WA
274
WPG Advisers
Maryland
$89.5K +$89.5K +46 New
MIM
275
MetLife Investment Management
New Jersey
$85.6K – – –
9 10
11
12 13