White Mountains Insurance
258 hedge funds and large institutions have $3.13B invested in White Mountains Insurance in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 27 closing their positions.
1% more capital invested
Capital invested by funds: $3.09B → $3.13B (+$32.3M)
0.4% more ownership
Funds ownership: 87.31% → 87.71% (+0.4%)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
1% less funds holding
Funds holding: 261 → 258 (-3)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
22% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$33.3M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$13.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.5M |
| 4 |
WCM
Wallace Capital Management
Dallas,
Texas
|
+$11.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$15.9M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$12M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$10.6M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$9.65M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$8.07M |
WTM Hedge Fund Activity: Q2 2023 in Review
258 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2023, worth a combined $3.13B — up 1% from $3.09B a quarter earlier.
Fund positioning in WTM was balanced in Q2 2023: 27 funds opened new positions, 27 closed out, 70 added to existing stakes and 90 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $33.3M. The largest seller was Southeastern Asset Management, cutting an estimated $15.9M.
- 258 institutional investors held White Mountains Insurance (WTM) as of Q2 2023, down from 261 in Q1 2023.
- Funds reported $3.13B of White Mountains Insurance stock for Q2 2023, up 1% quarter-over-quarter.
- 27 funds opened new White Mountains Insurance positions in Q2 2023 and 27 closed out, a net change of 0 holders.
- The largest White Mountains Insurance buyer in Q2 2023 was Lord, Abbett & Co, an estimated $33.3M added.
- The largest White Mountains Insurance seller in Q2 2023 was Southeastern Asset Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2023.