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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 %
RCM
301
Raleigh Capital Management
North Carolina
$15.6K – – –
BIA
302
Bell Investment Advisors
California
$15.6K – – –
BCWM
303
Bartlett & Co Wealth Management
Ohio
$15.6K – – –
PTC
304
Private Trust Company
Ohio
$15.6K +$5.84K +3 +60%
CA
305
Clearstead Advisors
Ohio
$13.6K +$5.84K +3 +75%
HWM
306
Hemington Wealth Management
Virginia
$13K +$3.71K +2 +40%
1IA
307
1620 Investment Advisors
Massachusetts
$11.7K – – –
SAM
308
Smartleaf Asset Management
Massachusetts
$11.6K +$3.86K +2 +50%
JWA
309
JFS Wealth Advisors
Pennsylvania
$9.73K – – –
GWM
310
Geneos Wealth Management
Colorado
$7.78K – – –
BBHC
311
Brown Brothers Harriman & Co
New York
$7.78K – – –
TCOV
312
Trust Company of Vermont
Vermont
$5.84K – – –
WA
313
Whipplewood Advisors
Colorado
$5.84K +$5.84K +3 New
SS
314
SBI Securities
Japan
$5.84K +$5.84K +3 New
CFGS
315
Concourse Financial Group Securities
Alabama
$5.61K -$9.35K -5 -63%
PWMG
316
Private Wealth Management Group
New Jersey
$3.89K – – –
TCM
317
TD Capital Management
Tennessee
$3.89K – – –
BIG
318
Brooklyn Investment Group
New York
$1.95K – – –
MCM
319
MV Capital Management
Maryland
$1.95K – – –
BGAI
320
Bruce G. Allen Investments
Colorado
$1.95K – – –
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$1.95K – – –
MG
322
Mather Group
Illinois
$1.95K – – –
IA
323
IFP Advisors
Florida
$1.95K – – –
EP
324
Edgestream Partners
New Jersey
– -$7.59M -4,472 Closed
Man Group
325
Man Group
United Kingdom
– -$2.32M -1,367 Closed
10 11 12
13
14