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White Mountains Insurance
WTM

271 hedge funds and large institutions have $3.4B invested in White Mountains Insurance in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $3.13B → $3.4B (+$271M)

5% more funds holding

Funds holding: 258 → 271 (+13)

0.92% more ownership

Funds ownership: 87.71% → 88.64% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

Holders
271
Holders Change
+13
Holders Change %
+5.04%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$51.5M
2
Select Equity Group
Select Equity Group
New York
+$27.2M
3
RA
Royce & Associates
New York
+$12.1M
4
Brown Advisory
Brown Advisory
Maryland
+$11.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.49M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.1M
2
SAM
Southeastern Asset Management
Tennessee
-$14.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.5M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$9.93M
5
RRAM
River Road Asset Management
Kentucky
-$7.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
Royce & Associates
New York
$30.5M +$12.1M +7,865 +63%
Victory Capital Management
27
Victory Capital Management
Texas
$28.6M +$5.51M +3,589 +23%
EP
28
Elkhorn Partners
Nebraska
$26.7M -$392K -255 -1%
Select Equity Group
29
Select Equity Group
New York
$26.5M +$27.2M +17,702 New
Brown Advisory
30
Brown Advisory
Maryland
$25M +$11.1M +7,260 +77%
TSW
31
Thompson Siegel & Walmsley
Virginia
$24.3M -$1.77M -1,152 -7%
Northern Trust
32
Northern Trust
Illinois
$23.5M +$474K +309 +2%
PL
33
Perpetual Ltd
Australia
$21.7M -$1.54M -1,000 -6%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$21.1M +$301K +196 +1%
STCG
35
Speece Thorson Capital Group
Minnesota
$19.3M -$23K -15 -0.1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$18.1M +$7.49M +4,875 +68%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$18.1M -$16.1M -10,476 -46%
Wells Fargo
38
Wells Fargo
California
$18M -$2.85M -1,856 -13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$17.3M +$93.7K +61 +0.5%
CSC
40
Cove Street Capital
California
$15.5M +$287K +187 +2%
AQR Capital Management
41
AQR Capital Management
Connecticut
$14.3M +$487K +317 +3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$13.7M +$603K +393 +4%
American Century Companies
43
American Century Companies
Missouri
$13.6M +$2.72M +1,769 +24%
N
44
Nuveen
North Carolina
$12.2M -$212K -138 -2%
GKIM
45
GW&K Investment Management
Massachusetts
$11M +$2.06M +1,342 +22%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$10.8M +$2.16M +1,404 +24%
EAM
47
Eagle Asset Management
Florida
$10.4M -$286K -186 -3%
Invesco
48
Invesco
Georgia
$9.82M +$2.88M +1,877 +40%
Swiss National Bank
49
Swiss National Bank
Switzerland
$8.44M +$154K +100 +2%
WJWM
50
Williams Jones Wealth Management
New York
$7.99M – – –
1
2
3 4 5

WTM Hedge Fund Activity: Q3 2023 in Review

271 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2023, worth a combined $3.4B — up 8.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WTM positions and 17 closed out — a net gain of 15 holders — while 82 added to existing stakes and 82 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $51.5M. The largest seller was Fidelity Investments, cutting an estimated $16.1M.

  • 271 institutional investors held White Mountains Insurance (WTM) as of Q3 2023, up from 258 in Q2 2023.
  • Funds reported $3.4B of White Mountains Insurance stock for Q3 2023, up 8.7% quarter-over-quarter.
  • 32 funds opened new White Mountains Insurance positions in Q3 2023 and 17 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $51.5M added.
  • The largest White Mountains Insurance seller in Q3 2023 was Fidelity Investments, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2023.