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White Mountains Insurance
WTM

Overview Fund Activity

304 hedge funds and large institutions have $4.06B invested in White Mountains Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
91
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Cannell & Spears
New York
$54.3M
2
Select Equity Group
2
Select Equity Group
New York
$89.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$41.5M
4
American Century Companies
4
American Century Companies
Missouri
$37.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
SAM
2
Southeastern Asset Management
Tennessee
$44.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$109M
4
PFC
4
Phocas Financial Corp
California
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
276
Point72 Asia (Singapore)
Singapore
$26.9K +$26.9K +15 New
CAL
277
Capital Advisors Ltd
Ohio
$22K +$3.67K +2 +20%
Nomura Asset Management
278
Nomura Asset Management
Japan
$21.5K – – –
HNB
279
Huntington National Bank
Ohio
$19.7K +$1.79K +1 +10%
NA
280
NewEdge Advisors
Louisiana
$19.7K – – –
Mitsubishi UFJ Asset Management
281
Mitsubishi UFJ Asset Management
Japan
$16.1K +$12.6K +7 +350%
EWA
282
EverSource Wealth Advisors
Alabama
$16K – – –
WIA
283
Wetzel Investment Advisors
Indiana
$15.7K – – –
RCM
284
Raleigh Capital Management
North Carolina
$14.4K – – –
BIA
285
Bell Investment Advisors
California
$14.4K – – –
ACA
286
Atlas Capital Advisors
Wyoming
$14.4K – – –
BCWM
287
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
RWA
288
Redmont Wealth Advisors
Illinois
$14.4K +$14.4K +8 New
CFGS
289
Concourse Financial Group Securities
Alabama
$12.6K -$1.79K -1 -13%
NS
290
NBC Securities
Alabama
$12K – – –
C
291
Covestor
United Kingdom
$11K – – –
PTC
292
Private Trust Company
Ohio
$8.97K -$1.79K -1 -17%
JWA
293
JFS Wealth Advisors
Pennsylvania
$8.97K – – –
S
294
Sachetta
Massachusetts
$7.53K – – –
FFA
295
Frazier Financial Advisors
Ohio
$7.18K +$1.8K +1 +33%
HCP
296
Hexagon Capital Partners
Arkansas
$7.18K +$7.18K +4 New
PWMG
297
Private Wealth Management Group
New Jersey
$3.59K – – –
TCM
298
TD Capital Management
Tennessee
$3.59K +$3.59K +2 New
SAM
299
Smartleaf Asset Management
Massachusetts
$1.8K +$1.8K +1 New
SIC
300
SJS Investment Consulting
Ohio
$1.8K -$1.8K -1 -50%
10 11
12
13 14