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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 %
VNA
276
Valley National Advisers
Pennsylvania
$77K – – –
AWM
277
Avior Wealth Management
Nebraska
$72K – – –
FHA
278
First Horizon Advisors
Tennessee
$70K -$21.4K -11 -23%
CB
279
Community Bank
New York
$66.1K – – –
PA
280
Parallel Advisors
California
$64.2K +$1.95K +1 +3%
GM
281
GeoWealth Management
Illinois
$64.2K +$13.6K +7 +27%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$64K +$13.6K +7 +27%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$63.6K -$9.36K -5 -13%
QCG
284
Quadrant Capital Group
Ohio
$60.3K -$17.5K -9 -23%
TPCW
285
TD Private Client Wealth
New York
$60.3K -$7.78K -4 -11%
UB
286
UMB Bank
Missouri
$54.5K – – –
AF
287
Allworth Financial
California
$46.7K – – –
HNB
288
Huntington National Bank
Ohio
$42.8K +$15.6K +8 +57%
HCP
289
Hexagon Capital Partners
Arkansas
$38.9K +$1.95K +1 +5%
DAM
290
Delta Asset Management
Tennessee
$37K – – –
SWM
291
Spire Wealth Management
Virginia
$37K – – –
VCM
292
Versant Capital Management
Arizona
$37K +$17.5K +9 +90%
FFO
293
Fortitude Family Office
Arizona
$37K +$37K +19 New
CF
294
Corebridge Financial
Texas
$33.1K -$3.89K -2 -11%
GCM
295
Gables Capital Management
Florida
$29.2K – – –
Nomura Asset Management
296
Nomura Asset Management
Japan
$23.3K – – –
CAL
297
Capital Advisors Ltd
Ohio
$23K – – –
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$21.4K – – –
EWA
299
EverSource Wealth Advisors
Alabama
$19.5K +$1.95K +1 +11%
Mitsubishi UFJ Asset Management
300
Mitsubishi UFJ Asset Management
Japan
$17.4K – – –
10 11
12
13 14