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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 %
VCM
301
Versant Capital Management
Arizona
$1.79K – – –
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$1.79K – – –
ECM
303
English Capital Management
Michigan
$1.79K – – –
IA
304
IFP Advisors
Florida
$1.79K – – –
PFC
305
Phocas Financial Corp
California
– -$7.7M -5,113 Closed
EP
306
Edgestream Partners
New Jersey
– -$2.72M -1,810 Closed
Federated Hermes
307
Federated Hermes
Pennsylvania
– -$1.81M -1,200 Closed
Holocene Advisors
308
Holocene Advisors
New York
– -$638K -424 Closed
AWM
309
AE Wealth Management
Kansas
– -$612K -383 Closed
Citadel Advisors
310
Citadel Advisors
Florida
– -$498K -331 Closed
LAM
311
Lummis Asset Management
Texas
– -$489K -325 Closed
CM
312
Capula Management
Cayman Islands
– -$486K -323 Closed
HF
313
HRT Financial
New York
– -$391K -260 Closed
SIA
314
Soltis Investment Advisors
Utah
– -$385K -256 Closed
XT
315
XTX Topco
Cayman Islands
– -$379K -252 Closed
TSS
316
Two Sigma Securities
New York
– -$256K -170 Closed
CIM
317
Contravisory Investment Management
Massachusetts
– -$251K -167 Closed
GS
318
GTS Securities
New York
– -$233K -155 Closed
SFS
319
Sharp Financial Services
Pennsylvania
– -$226K -150 Closed
EGM
320
Engineers Gate Manager
New York
– -$209K -139 Closed
KIA
321
KCM Investment Advisors
California
– -$208K -138 Closed
Squarepoint
322
Squarepoint
New York
– -$208K -138 Closed
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$60.2K -40 Closed
GCM
324
Gladius Capital Management
Illinois
– -$28.8K -19 Closed
SWM
325
Spire Wealth Management
Virginia
– -$21.3K -13 Closed
10 11 12
13
14