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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 %
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$15.3K – – –
EWA
277
EverSource Wealth Advisors
Alabama
$15.3K – – –
HT
278
Headlands Technologies
Illinois
$15.3K +$15.3K +9 New
RCM
279
Raleigh Capital Management
North Carolina
$13.6K – – –
BIA
280
Bell Investment Advisors
California
$13.6K – – –
BCWM
281
Bartlett & Co Wealth Management
Ohio
$13.6K – – –
CFGS
282
Concourse Financial Group Securities
Alabama
$13.6K – – –
NS
283
NBC Securities
Alabama
$11K – – –
1IA
284
1620 Investment Advisors
Massachusetts
$10.2K – – –
S
285
Sachetta
Massachusetts
$8.48K -$1.7K -1 -17%
PTC
286
Private Trust Company
Ohio
$8.48K – – –
JWA
287
JFS Wealth Advisors
Pennsylvania
$8.48K – – –
HWM
288
Hemington Wealth Management
Virginia
$8K +$8K +5 New
SAM
289
Smartleaf Asset Management
Massachusetts
$6.8K +$5.1K +3 +300%
CA
290
Clearstead Advisors
Ohio
$6.79K – – –
BBHC
291
Brown Brothers Harriman & Co
New York
$6.79K +$6.79K +4 New
GWM
292
Geneos Wealth Management
Colorado
$6.79K +$6.79K +4 New
TCOV
293
Trust Company of Vermont
Vermont
$5.09K +$5.09K +3 New
SIC
294
SJS Investment Consulting
Ohio
$3.39K +$1.7K +1 +100%
FFA
295
Frazier Financial Advisors
Ohio
$3.39K -$3.39K -2 -50%
PWMG
296
Private Wealth Management Group
New Jersey
$3.39K – – –
TCM
297
TD Capital Management
Tennessee
$3.39K – – –
FCM
298
Fourpath Capital Management
Oklahoma
$3.39K +$3.39K +2 New
BIG
299
Brooklyn Investment Group
New York
$1.7K +$1.7K +1 New
MCM
300
MV Capital Management
Maryland
$1.7K +$1.7K +1 New
10 11
12
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