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White Mountains Insurance
WTM

Overview Fund Activity

261 hedge funds and large institutions have $3.09B invested in White Mountains Insurance in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
-4
Holders Change %
-1.51%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
23
Increased
76
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$44.3M
3
Brown Advisory
3
Brown Advisory
Maryland
$13.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$355M
5
BC
5
Brookfield Corp
Ontario, Canada
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$97.4M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$198M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$22.2M
5
SI
5
Scout Investments
Missouri
$42.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TSW
26
Thompson Siegel & Walmsley
Virginia
$24M 17,417 -2,412 -12%
Victory Capital Management
27
Victory Capital Management
Texas
$22.2M 16,097 -5,206 -24%
PL
28
Perpetual Ltd
Australia
$21.3M 15,476 +15,476 New
Northern Trust
29
Northern Trust
Illinois
$20.8M 15,121 +205 +1%
Wells Fargo
30
Wells Fargo
California
$19.9M 14,481 -282 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$19.1M 13,875 +1,542 +13%
RA
32
Royce & Associates
New York
$18.8M 13,656 +1,150 +9%
STCG
33
Speece Thorson Capital Group
Minnesota
$18M 13,095 -2,278 -15%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$16.2M 11,794 +227 +2%
CSC
35
Cove Street Capital
California
$15.1M 10,945 -3,980 -27%
Brown Advisory
36
Brown Advisory
Maryland
$13.9M 10,072 +6,905 +218%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$12.7M 9,224 -205 -2%
Federated Hermes
38
Federated Hermes
Pennsylvania
$12.3M 8,922 +61 +0.7%
BC
39
Brookfield Corp
Ontario, Canada
$12M 8,687 +3,954 +84%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$9.67M 7,022 +435 +7%
AQR Capital Management
41
AQR Capital Management
Connecticut
$9.22M 6,697 +2,926 +78%
EAM
42
Eagle Asset Management
Florida
$9.06M 6,575 -1,278 -16%
American Century Companies
43
American Century Companies
Missouri
$8.2M 5,953 -34 -0.6%
Lazard Asset Management
44
Lazard Asset Management
New York
$8.16M 5,926 -1,275 -18%
GKIM
45
GW&K Investment Management
Massachusetts
$8M 5,806 +736 +15%
Swiss National Bank
46
Swiss National Bank
Switzerland
$7.64M 5,546 -700 -11%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$7.64M 5,543 +200 +4%
WJWM
48
Williams Jones Wealth Management
New York
$7.36M 5,343 – –
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$7.18M 5,209 -3 -0.1%
PFC
50
Phocas Financial Corp
California
$6.97M 5,057 +51 +1%
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