White Mountains Insurance
306 hedge funds and large institutions have $4.14B invested in White Mountains Insurance in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 26 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 87
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more capital invested
Capital invested by funds: $4.06B → $4.14B (+$84.2M)
1% more funds holding
Funds holding: 304 → 306 (+2)
4.92% less ownership
Funds ownership: 93.59% → 88.67% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$28.6M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$18.3M |
| 3 |
Select Equity Group
New York
|
+$16.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$14.6M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
-$13.4M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$12.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$10.8M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$6.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
326
Headlands Technologies
Chicago,
Illinois
| – | -$144K | -80 | Closed |
|
|
PD
327
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$91.5K | -51 | Closed |
|
328
First Manhattan
New York
| – | -$82.5K | -46 | Closed |
|
|
AIG
329
American International Group
New York
| – | -$35.9K | -20 | Closed |
|
|
PAS
330
Point72 Asia (Singapore)
Singapore
| – | -$26.9K | -15 | Closed |
|
|
ECM
331
English Capital Management
Bloomfield Hills,
Michigan
| – | -$1.79K | -1 | Closed |
|
|
IA
332
IFP Advisors
Tampa,
Florida
| – | -$1.79K | -1 | Closed |
|
WTM Hedge Fund Activity: Q2 2024 in Review
306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2024, worth a combined $4.14B — up 2.1% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new WTM positions and 26 closed out — a net gain of 5 holders — while 104 added to existing stakes and 87 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $28.6M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $14.6M.
- 306 institutional investors held White Mountains Insurance (WTM) as of Q2 2024, up from 304 in Q1 2024.
- Funds reported $4.14B of White Mountains Insurance stock for Q2 2024, up 2.1% quarter-over-quarter.
- 31 funds opened new White Mountains Insurance positions in Q2 2024 and 26 closed out, a net change of +5 holders.
- The largest White Mountains Insurance buyer in Q2 2024 was Neuberger Berman Group, an estimated $28.6M added.
- The largest White Mountains Insurance seller in Q2 2024 was Robeco Institutional Asset Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2024.