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White Mountains Insurance
WTM

Overview Fund Activity

252 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-7
Holders Change %
-2.7%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
24
Increased
67
Reduced
95
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19.8M
2
Millennium Management
2
Millennium Management
New York
$11.6M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$6.12M
4
T
4
TCWP
Ohio
$4.61M
5
BC
5
Brookfield Corp
Ontario, Canada
$5.14M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$117M
3
Select Equity Group
3
Select Equity Group
New York
$17.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$325M
5
MAP
5
Madison Avenue Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
26
Elkhorn Partners
Nebraska
$24.1M -$4.42M -3,395 -15%
PG
27
Pendal Group
Australia
$23.2M -$4.72M -3,625 -17%
STCG
28
Speece Thorson Capital Group
Minnesota
$21M +$671K +515 +3%
CSC
29
Cove Street Capital
California
$20.4M -$863K -662 -4%
Wells Fargo
30
Wells Fargo
California
$20M -$207K -159 -1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$19.8M +$19.7M +15,090 +17,148%
Northern Trust
32
Northern Trust
Illinois
$19.1M -$1.56M -1,201 -8%
Federated Hermes
33
Federated Hermes
Pennsylvania
$17.6M -$788K -605 -4%
Select Equity Group
34
Select Equity Group
New York
$17.1M -$61.1M -46,923 -78%
RA
35
Royce & Associates
New York
$16.3M +$2.66M +2,040 +19%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$16M +$2.17M +1,662 +16%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$16M -$323K -248 -2%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$14.9M +$134K +103 +0.9%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$12.9M -$567K -435 -4%
Millennium Management
40
Millennium Management
New York
$11.6M +$8.09M +6,212 +232%
EAM
41
Eagle Asset Management
Florida
$10.8M +$751K +576 +7%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$8.68M -$950K -729 -10%
PFC
43
Phocas Financial Corp
California
$8.65M +$279K +214 +3%
American Century Companies
44
American Century Companies
Missouri
$7.92M -$236K -181 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$7.88M -$1.43M -1,100 -15%
Goldman Sachs
46
Goldman Sachs
New York
$7.59M -$10.1M -7,766 -57%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$6.99M -$387K -297 -5%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$6.98M +$1.98M +1,520 +40%
WJWM
49
Williams Jones Wealth Management
New York
$6.96M – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$6.69M -$407K -312 -6%
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