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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$28.4M -$7.26M -6,249 -22%
MAA
27
Mraz Amerine & Associates
California
$28.3M -$118K -102 -0.4%
Morgan Stanley
28
Morgan Stanley
New York
$28.2M +$21.7M +18,662 +468%
EP
29
Elkhorn Partners
Nebraska
$27.3M -$134K -115 -0.5%
PG
30
Pendal Group
Australia
$26.7M -$7.24M -6,233 -23%
CSC
31
Cove Street Capital
California
$20.3M -$3.32M -2,855 -15%
Northern Trust
32
Northern Trust
Illinois
$19.8M +$379K +326 +2%
STCG
33
Speece Thorson Capital Group
Minnesota
$19.5M -$1.05M -903 -5%
Wells Fargo
34
Wells Fargo
California
$19.3M -$329K -283 -2%
Federated Hermes
35
Federated Hermes
Pennsylvania
$17.6M -$1.22M -1,051 -7%
Goldman Sachs
36
Goldman Sachs
New York
$16.9M +$7.43M +6,396 +89%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$15.6M -$123K -106 -0.8%
N
38
Nuveen
North Carolina
$14.1M -$359K -309 -3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$13.3M +$5.06M +4,358 +69%
RA
40
Royce & Associates
New York
$13M -$2.38M -2,050 -16%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$12.8M -$51.1K -44 -0.4%
EAM
42
Eagle Asset Management
Florida
$9.61M +$32.5K +28 +0.4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$9.21M +$548K +472 +7%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$9.07M +$7.49M +6,450 +780%
Swiss National Bank
45
Swiss National Bank
Switzerland
$8.9M
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$8.54M -$1.42M -1,223 -15%
PFC
47
Phocas Financial Corp
California
$8M -$76.7K -66 -1%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$7.85M -$1.4M -1,203 -16%
American Century Companies
49
American Century Companies
Missouri
$7.8M -$699K -602 -9%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$7.06M -$443K -381 -6%

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.