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White Mountains Insurance
WTM

Overview Fund Activity

295 hedge funds and large institutions have $3.72B invested in White Mountains Insurance in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+24
Holders Change %
+8.86%
% of All Funds
4.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
88
Reduced
100
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$596M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$89M
3
Select Equity Group
Select Equity Group
New York
$45.3M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$17.2M
5
American Century Companies
American Century Companies
Missouri
$22.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$140M
2
Federated Hermes
Federated Hermes
Pennsylvania
$1.81M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$195M
4
SI
Scout Investments
Missouri
$27.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
276
Advisory Services Network
Georgia
$12K +$12K +8 New
BC
277
Bartlett & Co
Ohio
$12K – – –
BCWM
278
Bartlett & Co Wealth Management
Ohio
$11.9K – – –
ODG
279
O'Dell Group
Ohio
$10.6K +$10.6K +7 New
C
280
Covestor
United Kingdom
$10K – – –
NS
281
NBC Securities
Alabama
$10K – – –
EC
282
EdgeRock Capital
Colorado
$9.6K +$9.6K +6 New
PTC
283
Private Trust Company
Ohio
$9.03K – – –
JWA
284
JFS Wealth Advisors
Pennsylvania
$7.53K – – –
S
285
Sachetta
Massachusetts
$7.53K +$7.53K +5 New
GWMIA
286
Global Wealth Management Investment Advisory
Florida
$6.02K +$6.02K +4 New
FFA
287
Frazier Financial Advisors
Ohio
$4.52K +$4.52K +3 New
SIC
288
SJS Investment Consulting
Ohio
$3.01K +$1.51K +1 +100%
PWMG
289
Private Wealth Management Group
New Jersey
$3.01K +$3.01K +2 New
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$3K – – –
IA
291
IFP Advisors
Florida
$1.52K -$4.57K -3 -75%
VCM
292
Versant Capital Management
Arizona
$1.51K -$1.51K -1 -50%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$1.51K +$1.51K +1 New
AT
294
Arlington Trust
Alabama
$1.51K +$1.51K +1 New
ECM
295
English Capital Management
Michigan
$1.51K +$1.51K +1 New
Franklin Resources
296
Franklin Resources
California
– -$2.82M -1,886 Closed
ECM
297
ExodusPoint Capital Management
New York
– -$1.6M -1,067 Closed
QC
298
Quantedge Capital
Singapore
– -$598K -400 Closed
VF
299
Virtu Financial
New York
– -$505K -338 Closed
OTL
300
Oak Thistle LLC
New York
– -$384K -257 Closed
9 10 11
12
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