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White Mountains Insurance
WTM

Overview Fund Activity

265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
68
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$32M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$217M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.56M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$78.5M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Millennium Management
3
Millennium Management
New York
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$118M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
26
Elkhorn Partners
Nebraska
$26M 18,350 -160 -0.9%
PG
27
Pendal Group
Australia
$25.2M 17,788 – –
STCG
28
Speece Thorson Capital Group
Minnesota
$21.7M 15,373 -770 -5%
CSC
29
Cove Street Capital
California
$21.1M 14,925 -712 -5%
Northern Trust
30
Northern Trust
Illinois
$21.1M 14,916 +231 +2%
Wells Fargo
31
Wells Fargo
California
$20.9M 14,763 -553 -4%
RA
32
Royce & Associates
New York
$17.7M 12,506 – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$17.4M 12,333 +21 +0.2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$16.4M 11,567 -703 -6%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$13.3M 9,429 -2,023 -18%
Federated Hermes
36
Federated Hermes
Pennsylvania
$12.5M 8,861 -4,622 -34%
EAM
37
Eagle Asset Management
Florida
$11M 7,853 -435 -5%
Lazard Asset Management
38
Lazard Asset Management
New York
$10.2M 7,201 +2,503 +53%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$9.32M 6,587 -76 -1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$8.83M 6,246 +200 +3%
American Century Companies
41
American Century Companies
Missouri
$8.47M 5,987 -93 -2%
WJWM
42
Williams Jones Wealth Management
New York
$7.56M 5,343 – –
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$7.56M 5,343 +5,343 New
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$7.37M 5,212 -153 -3%
GKIM
45
GW&K Investment Management
Massachusetts
$7.17M 5,070 +2,588 +104%
Legal & General Group
46
Legal & General Group
United Kingdom
$7.08M 5,006 -131 -3%
PFC
47
Phocas Financial Corp
California
$7.08M 5,006 -1,631 -25%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$6.94M 4,906 +421 +9%
UBS AM
49
UBS AM
Illinois
$6.78M 4,794 +210 +5%
BC
50
Brookfield Corp
Ontario, Canada
$6.69M 4,733 +789 +20%
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