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White Mountains Insurance
WTM

Overview Fund Activity

258 hedge funds and large institutions have $3.13B invested in White Mountains Insurance in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 27 closing their positions.

Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.07%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
27
Increased
70
Reduced
90
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$32.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$13.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$111M
4
WCM
4
Wallace Capital Management
Texas
$113M
5
Franklin Resources
5
Franklin Resources
California
$5.75M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$58.6M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
SI
3
Scout Investments
Missouri
$38.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$165M
5
RRAM
5
River Road Asset Management
Kentucky
$185M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
26
Elkhorn Partners
Nebraska
$25.1M 18,085 +65 +0.4%
TSW
27
Thompson Siegel & Walmsley
Virginia
$24.2M 17,410 -7 -0%
Victory Capital Management
28
Victory Capital Management
Texas
$21.6M 15,541 -556 -3%
PL
29
Perpetual Ltd
Australia
$21.5M 15,476 – –
Northern Trust
30
Northern Trust
Illinois
$21.4M 15,410 +289 +2%
Wells Fargo
31
Wells Fargo
California
$19.3M 13,910 -571 -4%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$19.3M 13,882 +7 +0.1%
STCG
33
Speece Thorson Capital Group
Minnesota
$18M 12,930 -165 -1%
RA
34
Royce & Associates
New York
$17.4M 12,536 -1,120 -8%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$15.9M 11,478 -316 -3%
CSC
36
Cove Street Capital
California
$14.1M 10,176 -769 -7%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$13.4M 9,652 +9,652 New
Brown Advisory
38
Brown Advisory
Maryland
$13.1M 9,449 -623 -6%
AQR Capital Management
39
AQR Capital Management
Connecticut
$12.8M 9,263 +2,566 +38%
Federated Hermes
40
Federated Hermes
Pennsylvania
$12.2M 8,800 -122 -1%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$11.5M 8,277 -947 -10%
American Century Companies
42
American Century Companies
Missouri
$10.2M 7,349 +1,396 +23%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$10M 7,208 +186 +3%
EAM
44
Eagle Asset Management
Florida
$9.89M 7,122 +547 +8%
GKIM
45
GW&K Investment Management
Massachusetts
$8.37M 6,024 +218 +4%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$8.05M 5,796 +253 +5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.7M 5,546 – –
WJWM
48
Williams Jones Wealth Management
New York
$7.42M 5,343 – –
APF
49
Alaska Permanent Fund
Alaska
$7.25M 5,218 +5,218 New
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$7.23M 5,209 – –
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